IGNITE PLANNERS, LLC

Filed: 2/6/2026ACC: 0002085853-26-000216

📋 What this filing means

IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 401 equity positions with a total reported market value of $653.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

401

Positions

$653.53M

Total AUM (reported)

11.25M

Total Shares

Allocation by class

COM$209.62M32.1%

US LCAP GR ETF$30.34M4.6%

FT VEST US EQT$28.30M4.3%

STATE STREET SPD$27.39M4.2%

FT VEST LADDERED$25.80M3.9%

CL A$13.54M2.1%

VEST US EQUITY M$9.11M1.4%

Portfolio Concentration

Top 3$81.16M12.4%

4–10$79.28M12.1%

11–25$107.89M16.5%

Rest$385.19M58.9%

Top 3 weight

12.4%

Top 10 weight

24.6%

Voting Authority Distribution

Total shares with voting rights: 11.24M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.24M

% of voting shares100.0%

Investment Discretion (by position count)

Sole401

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings401

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares948.26K

TypeSH

Market value$30.34M

4.64%

Sole

0.00

Shared

0.00

None

948.26K

APPLE INC

SOLE

COM

Shares102.90K

TypeSH

Market value$26.70M

4.09%

Sole

0.00

Shared

0.00

None

102.90K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares697.97K

TypeSH

Market value$24.11M

3.69%

Sole

0.00

Shared

0.00

None

697.97K

NVIDIA CORPORATION

SOLE

COM

Shares107.70K

TypeSH

Market value$20.58M

3.15%

Sole

0.00

Shared

0.00

None

107.70K

MICROSOFT CORP

SOLE

COM

Shares29.64K

TypeSH

Market value$12.75M

1.95%

Sole

0.00

Shared

0.00

None

29.64K

AMAZON COM INC

SOLE

COM

Shares44.38K

TypeSH

Market value$10.62M

1.62%

Sole

0.00

Shared

0.00

None

44.38K

FIRST TR EXCHNG TRADED FD VI

SOLE

VEST US EQUITY M

Shares274.68K

TypeSH

Market value$9.11M

1.39%

Sole

0.00

Shared

0.00

None

274.68K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares12.91K

TypeSH

Market value$8.94M

1.37%

Sole

0.00

Shared

0.00

None

12.91K

ALPHABET INC

SOLE

CAP STK CL A

Shares25.65K

TypeSH

Market value$8.67M

1.33%

Sole

0.00

Shared

0.00

None

25.65K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares183.30K

TypeSH

Market value$8.61M

1.32%

Sole

0.00

Shared

0.00

None

183.30K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares241.63K

TypeSH

Market value$8.19M

1.25%

Sole

0.00

Shared

0.00

None

241.63K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares16.62K

TypeSH

Market value$7.99M

1.22%

Sole

0.00

Shared

0.00

None

16.62K

VIRTUS ETF TR II

SOLE

SEIX SR LN ETF

Shares340.60K

TypeSH

Market value$7.91M

1.21%

Sole

0.00

Shared

0.00

None

340.60K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares135.72K

TypeSH

Market value$7.89M

1.21%

Sole

0.00

Shared

0.00

None

135.72K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares164.01K

TypeSH

Market value$7.79M

1.19%

Sole

0.00

Shared

0.00

None

164.01K

ISHARES TR

SOLE

US AER DEF ETF

Shares33.37K

TypeSH

Market value$7.76M

1.19%

Sole

0.00

Shared

0.00

None

33.37K

TESLA INC

SOLE

COM

Shares17.47K

TypeSH

Market value$7.52M

1.15%

Sole

0.00

Shared

0.00

None

17.47K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares152.19K

TypeSH

Market value$7.48M

1.14%

Sole

0.00

Shared

0.00

None

152.19K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares264.68K

TypeSH

Market value$7.21M

1.10%

Sole

0.00

Shared

0.00

None

264.68K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares142.86K

TypeSH

Market value$6.85M

1.05%

Sole

0.00

Shared

0.00

None

142.86K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares10.40K

TypeSH

Market value$6.62M

1.01%

Sole

0.00

Shared

0.00

None

10.40K

FIRST TR EXCHANGE TRADED FD

SOLE

CLOUD COMPUTING

Shares54.77K

TypeSH

Market value$6.52M

1.00%

Sole

0.00

Shared

0.00

None

54.77K

META PLATFORMS INC

SOLE

CL A

Shares8.99K

TypeSH

Market value$6.44M

0.99%

Sole

0.00

Shared

0.00

None

8.99K

TRUSTMARK CORP

SOLE

COM

Shares142.36K

TypeSH

Market value$6.05M

0.93%

Sole

0.00

Shared

0.00

None

142.36K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares95.30K

TypeSH

Market value$5.66M

0.87%

Sole

0.00

Shared

0.00

None

95.30K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	948.26K	SH	$30.34M 4.64%	948.26K
APPLE INCSOLE	COM	102.90K	SH	$26.70M 4.09%	102.90K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	697.97K	SH	$24.11M 3.69%	697.97K
NVIDIA CORPORATIONSOLE	COM	107.70K	SH	$20.58M 3.15%	107.70K
MICROSOFT CORPSOLE	COM	29.64K	SH	$12.75M 1.95%	29.64K
AMAZON COM INCSOLE	COM	44.38K	SH	$10.62M 1.62%	44.38K
FIRST TR EXCHNG TRADED FD VISOLE	VEST US EQUITY M	274.68K	SH	$9.11M 1.39%	274.68K
SPDR S&P 500 ETF TRSOLE	TR UNIT	12.91K	SH	$8.94M 1.37%	12.91K
ALPHABET INCSOLE	CAP STK CL A	25.65K	SH	$8.67M 1.33%	25.65K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	183.30K	SH	$8.61M 1.32%	183.30K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	241.63K	SH	$8.19M 1.25%	241.63K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	16.62K	SH	$7.99M 1.22%	16.62K
VIRTUS ETF TR IISOLE	SEIX SR LN ETF	340.60K	SH	$7.91M 1.21%	340.60K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	135.72K	SH	$7.89M 1.21%	135.72K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	164.01K	SH	$7.79M 1.19%	164.01K
ISHARES TRSOLE	US AER DEF ETF	33.37K	SH	$7.76M 1.19%	33.37K
TESLA INCSOLE	COM	17.47K	SH	$7.52M 1.15%	17.47K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	152.19K	SH	$7.48M 1.14%	152.19K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	264.68K	SH	$7.21M 1.10%	264.68K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	142.86K	SH	$6.85M 1.05%	142.86K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	10.40K	SH	$6.62M 1.01%	10.40K
FIRST TR EXCHANGE TRADED FDSOLE	CLOUD COMPUTING	54.77K	SH	$6.52M 1.00%	54.77K
META PLATFORMS INCSOLE	CL A	8.99K	SH	$6.44M 0.99%	8.99K
TRUSTMARK CORPSOLE	COM	142.36K	SH	$6.05M 0.93%	142.36K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	95.30K	SH	$5.66M 0.87%	95.30K

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