IGNITE PLANNERS, LLC

Filed: 7/23/2025ACC: 0001085146-25-004106

📋 What this filing means

IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 358 equity positions with a total reported market value of $577.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

358

Positions

$577.90M

Total AUM (reported)

14.17M

Total Shares

Allocation by class

COM$185.00M32.0%

FT VEST US EQT$27.43M4.7%

US LCAP GR ETF$25.94M4.5%

FT VEST LADDERED$23.56M4.1%

CL A$14.02M2.4%

VEST US EQUITY M$8.95M1.5%

CL B NEW$8.59M1.5%

Portfolio Concentration

Top 3$70.86M12.3%

4–10$77.29M13.4%

11–25$97.02M16.8%

Rest$332.74M57.6%

Top 3 weight

12.3%

Top 10 weight

25.6%

Voting Authority Distribution

Total shares with voting rights: 14.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole358

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings358

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares872.12K

TypeSH

Market value$25.94M

4.49%

Sole

0.00

Shared

0.00

None

872.12K

APPLE INC

SOLE

COM

Shares108.38K

TypeSH

Market value$22.89M

3.96%

Sole

0.00

Shared

0.00

None

108.38K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares685.44K

TypeSH

Market value$22.04M

3.81%

Sole

0.00

Shared

0.00

None

685.44K

NVIDIA CORPORATION

SOLE

COM

Shares108.98K

TypeSH

Market value$18.79M

3.25%

Sole

0.00

Shared

0.00

None

108.98K

MICROSOFT CORP

SOLE

COM

Shares27.85K

TypeSH

Market value$14.20M

2.46%

Sole

0.00

Shared

0.00

None

27.85K

AMAZON COM INC

SOLE

COM

Shares43.30K

TypeSH

Market value$9.79M

1.69%

Sole

0.00

Shared

0.00

None

43.30K

FIRST TR EXCHNG TRADED FD VI

SOLE

VEST US EQUITY M

Shares278.11K

TypeSH

Market value$8.95M

1.55%

Sole

0.00

Shared

0.00

None

278.11K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.13K

TypeSH

Market value$8.59M

1.49%

Sole

0.00

Shared

0.00

None

18.13K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares13.66K

TypeSH

Market value$8.57M

1.48%

Sole

0.00

Shared

0.00

None

13.66K

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares251.23K

TypeSH

Market value$8.39M

1.45%

Sole

0.00

Shared

0.00

None

251.23K

VIRTUS ETF TR II

SOLE

SEIX SR LN ETF

Shares343K

TypeSH

Market value$8.15M

1.41%

Sole

0.00

Shared

0.00

None

343K

FIRST TR EXCHANGE TRADED FD

SOLE

CLOUD COMPUTING

Shares64.35K

TypeSH

Market value$7.94M

1.37%

Sole

0.00

Shared

0.00

None

64.35K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares166.03K

TypeSH

Market value$7.73M

1.34%

Sole

0.00

Shared

0.00

None

166.03K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares157.62K

TypeSH

Market value$7.62M

1.32%

Sole

0.00

Shared

0.00

None

157.62K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares185.90K

TypeSH

Market value$7.48M

1.29%

Sole

0.00

Shared

0.00

None

185.90K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares164.41K

TypeSH

Market value$7.44M

1.29%

Sole

0.00

Shared

0.00

None

164.41K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares133.78K

TypeSH

Market value$7.07M

1.22%

Sole

0.00

Shared

0.00

None

133.78K

META PLATFORMS INC

SOLE

CL A

Shares8.54K

TypeSH

Market value$6.01M

1.04%

Sole

0.00

Shared

0.00

None

8.54K

TESLA INC

SOLE

COM

Shares17.64K

TypeSH

Market value$5.82M

1.01%

Sole

0.00

Shared

0.00

None

17.64K

TRUSTMARK CORP

SOLE

COM

Shares142.56K

TypeSH

Market value$5.50M

0.95%

Sole

0.00

Shared

0.00

None

142.56K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.46K

TypeSH

Market value$5.46M

0.94%

Sole

0.00

Shared

0.00

None

9.46K

PALMER SQUARE FUNDS TRUST

SOLE

CLO SR DEBT ETF

Shares265.52K

TypeSH

Market value$5.39M

0.93%

Sole

0.00

Shared

0.00

None

265.52K

ISHARES TR

SOLE

US AER DEF ETF

Shares26.69K

TypeSH

Market value$5.23M

0.91%

Sole

0.00

Shared

0.00

None

26.69K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares207.70K

TypeSH

Market value$5.16M

0.89%

Sole

0.00

Shared

0.00

None

207.70K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares7.30K

TypeSH

Market value$5.01M

0.87%

Sole

0.00

Shared

0.00

None

7.30K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	872.12K	SH	$25.94M 4.49%	872.12K
APPLE INCSOLE	COM	108.38K	SH	$22.89M 3.96%	108.38K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	685.44K	SH	$22.04M 3.81%	685.44K
NVIDIA CORPORATIONSOLE	COM	108.98K	SH	$18.79M 3.25%	108.98K
MICROSOFT CORPSOLE	COM	27.85K	SH	$14.20M 2.46%	27.85K
AMAZON COM INCSOLE	COM	43.30K	SH	$9.79M 1.69%	43.30K
FIRST TR EXCHNG TRADED FD VISOLE	VEST US EQUITY M	278.11K	SH	$8.95M 1.55%	278.11K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.13K	SH	$8.59M 1.49%	18.13K
SPDR S&P 500 ETF TRSOLE	TR UNIT	13.66K	SH	$8.57M 1.48%	13.66K
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	251.23K	SH	$8.39M 1.45%	251.23K
VIRTUS ETF TR IISOLE	SEIX SR LN ETF	343K	SH	$8.15M 1.41%	343K
FIRST TR EXCHANGE TRADED FDSOLE	CLOUD COMPUTING	64.35K	SH	$7.94M 1.37%	64.35K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	166.03K	SH	$7.73M 1.34%	166.03K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	157.62K	SH	$7.62M 1.32%	157.62K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	185.90K	SH	$7.48M 1.29%	185.90K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	164.41K	SH	$7.44M 1.29%	164.41K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	133.78K	SH	$7.07M 1.22%	133.78K
META PLATFORMS INCSOLE	CL A	8.54K	SH	$6.01M 1.04%	8.54K
TESLA INCSOLE	COM	17.64K	SH	$5.82M 1.01%	17.64K
TRUSTMARK CORPSOLE	COM	142.56K	SH	$5.50M 0.95%	142.56K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.46K	SH	$5.46M 0.94%	9.46K
PALMER SQUARE FUNDS TRUSTSOLE	CLO SR DEBT ETF	265.52K	SH	$5.39M 0.93%	265.52K
ISHARES TRSOLE	US AER DEF ETF	26.69K	SH	$5.23M 0.91%	26.69K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	207.70K	SH	$5.16M 0.89%	207.70K
VANGUARD WORLD FDSOLE	INF TECH ETF	7.30K	SH	$5.01M 0.87%	7.30K

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