Filed: 10/8/2025ACC: 0001085146-25-005835
📋 What this filing means
IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 377 equity positions with a total reported market value of $610.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
377
Positions
$610.47M
Total AUM (reported)
10.73M
Total Shares
Allocation by class
COM$198.47M32.5%
US LCAP GR ETF$29.29M4.8%
FT VEST US EQT$28.64M4.7%
FT VEST LADDERED$24.40M4.0%
CL A$14.61M2.4%
CL B NEW$9.01M1.5%
VEST US EQUITY M$8.95M1.5%
Portfolio Concentration
Top 3$79.06M13.0%
4–10$80.12M13.1%
11–25$102.35M16.8%
Rest$348.93M57.2%
Top 3 weight
13.0%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 10.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole377
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings377
Rows:
SCHWAB STRATEGIC TR
SOLEShares917.83K
TypeSH
Market value$29.29M
4.80%
Sole
0.00
Shared
0.00
None
917.83K
APPLE INC
SOLEShares105.86K
TypeSH
Market value$26.96M
4.42%
Sole
0.00
Shared
0.00
None
105.86K
FIRST TR EXCHNG TRADED FD VI
SOLEShares682.79K
TypeSH
Market value$22.82M
3.74%
Sole
0.00
Shared
0.00
None
682.79K
NVIDIA CORPORATION
SOLEShares110.38K
TypeSH
Market value$20.60M
3.37%
Sole
0.00
Shared
0.00
None
110.38K
MICROSOFT CORP
SOLEShares27.97K
TypeSH
Market value$14.49M
2.37%
Sole
0.00
Shared
0.00
None
27.97K
AMAZON COM INC
SOLEShares43.59K
TypeSH
Market value$9.57M
1.57%
Sole
0.00
Shared
0.00
None
43.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.91K
TypeSH
Market value$9.01M
1.48%
Sole
0.00
Shared
0.00
None
17.91K
FIRST TR EXCHNG TRADED FD VI
SOLEShares274.68K
TypeSH
Market value$8.95M
1.47%
Sole
0.00
Shared
0.00
None
274.68K
SPDR S&P 500 ETF TR
SOLEShares13.39K
TypeSH
Market value$8.92M
1.46%
Sole
0.00
Shared
0.00
None
13.39K
FIRST TR EXCHANGE TRADED FD
SOLEShares63.87K
TypeSH
Market value$8.59M
1.41%
Sole
0.00
Shared
0.00
None
63.87K
SPDR SERIES TRUST
SOLEShares240.86K
TypeSH
Market value$8.16M
1.34%
Sole
0.00
Shared
0.00
None
240.86K
SPDR INDEX SHS FDS
SOLEShares185.33K
TypeSH
Market value$7.93M
1.30%
Sole
0.00
Shared
0.00
None
185.33K
VIRTUS ETF TR II
SOLEShares333.13K
TypeSH
Market value$7.86M
1.29%
Sole
0.00
Shared
0.00
None
333.13K
TESLA INC
SOLEShares17.48K
TypeSH
Market value$7.77M
1.27%
Sole
0.00
Shared
0.00
None
17.48K
J P MORGAN EXCHANGE TRADED F
SOLEShares160.09K
TypeSH
Market value$7.61M
1.25%
Sole
0.00
Shared
0.00
None
160.09K
FIRST TR EXCHNG TRADED FD VI
SOLEShares159.99K
TypeSH
Market value$7.47M
1.22%
Sole
0.00
Shared
0.00
None
159.99K
J P MORGAN EXCHANGE TRADED F
SOLEShares151.71K
TypeSH
Market value$7.44M
1.22%
Sole
0.00
Shared
0.00
None
151.71K
SPDR SERIES TRUST
SOLEShares132.38K
TypeSH
Market value$7.32M
1.20%
Sole
0.00
Shared
0.00
None
132.38K
META PLATFORMS INC
SOLEShares8.89K
TypeSH
Market value$6.53M
1.07%
Sole
0.00
Shared
0.00
None
8.89K
ALPHABET INC
SOLEShares24.53K
TypeSH
Market value$5.96M
0.98%
Sole
0.00
Shared
0.00
None
24.53K
VANGUARD INDEX FDS
SOLEShares9.60K
TypeSH
Market value$5.88M
0.96%
Sole
0.00
Shared
0.00
None
9.60K
ISHARES TR
SOLEShares27.88K
TypeSH
Market value$5.83M
0.96%
Sole
0.00
Shared
0.00
None
27.88K
TRUSTMARK CORP
SOLEShares142.31K
TypeSH
Market value$5.64M
0.92%
Sole
0.00
Shared
0.00
None
142.31K
SCHWAB STRATEGIC TR
SOLEShares208.16K
TypeSH
Market value$5.48M
0.90%
Sole
0.00
Shared
0.00
None
208.16K
VANGUARD WORLD FD
SOLEShares7.31K
TypeSH
Market value$5.45M
0.89%
Sole
0.00
Shared
0.00
None
7.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 917.83K | SH | $29.29M 4.80% | 0.00 | 0.00 | 917.83K |
APPLE INCSOLE | COM | 105.86K | SH | $26.96M 4.42% | 0.00 | 0.00 | 105.86K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 682.79K | SH | $22.82M 3.74% | 0.00 | 0.00 | 682.79K |
NVIDIA CORPORATIONSOLE | COM | 110.38K | SH | $20.60M 3.37% | 0.00 | 0.00 | 110.38K |
MICROSOFT CORPSOLE | COM | 27.97K | SH | $14.49M 2.37% | 0.00 | 0.00 | 27.97K |
AMAZON COM INCSOLE | COM | 43.59K | SH | $9.57M 1.57% | 0.00 | 0.00 | 43.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.91K | SH | $9.01M 1.48% | 0.00 | 0.00 | 17.91K |
FIRST TR EXCHNG TRADED FD VISOLE | VEST US EQUITY M | 274.68K | SH | $8.95M 1.47% | 0.00 | 0.00 | 274.68K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.39K | SH | $8.92M 1.46% | 0.00 | 0.00 | 13.39K |
FIRST TR EXCHANGE TRADED FDSOLE | CLOUD COMPUTING | 63.87K | SH | $8.59M 1.41% | 0.00 | 0.00 | 63.87K |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 240.86K | SH | $8.16M 1.34% | 0.00 | 0.00 | 240.86K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 185.33K | SH | $7.93M 1.30% | 0.00 | 0.00 | 185.33K |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 333.13K | SH | $7.86M 1.29% | 0.00 | 0.00 | 333.13K |
TESLA INCSOLE | COM | 17.48K | SH | $7.77M 1.27% | 0.00 | 0.00 | 17.48K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 160.09K | SH | $7.61M 1.25% | 0.00 | 0.00 | 160.09K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 159.99K | SH | $7.47M 1.22% | 0.00 | 0.00 | 159.99K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 151.71K | SH | $7.44M 1.22% | 0.00 | 0.00 | 151.71K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 132.38K | SH | $7.32M 1.20% | 0.00 | 0.00 | 132.38K |
META PLATFORMS INCSOLE | CL A | 8.89K | SH | $6.53M 1.07% | 0.00 | 0.00 | 8.89K |
ALPHABET INCSOLE | CAP STK CL A | 24.53K | SH | $5.96M 0.98% | 0.00 | 0.00 | 24.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.60K | SH | $5.88M 0.96% | 0.00 | 0.00 | 9.60K |
ISHARES TRSOLE | US AER DEF ETF | 27.88K | SH | $5.83M 0.96% | 0.00 | 0.00 | 27.88K |
TRUSTMARK CORPSOLE | COM | 142.31K | SH | $5.64M 0.92% | 0.00 | 0.00 | 142.31K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 208.16K | SH | $5.48M 0.90% | 0.00 | 0.00 | 208.16K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 7.31K | SH | $5.45M 0.89% | 0.00 | 0.00 | 7.31K |
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