Filed: 4/17/2026ACC: 0002085853-26-000405
๐ What this filing means
IGNITE PLANNERS, LLC filed this quarterly 13FโHR report disclosing 393 equity positions with a total reported market value of $647.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
393
Positions
$647.61M
Total AUM (reported)
11.58M
Total Shares
Allocation by class
COM$203.56M31.4%
STATE STREET SPD$36.63M5.7%
FT VEST US EQT$27.36M4.2%
US LCAP GR ETF$27.10M4.2%
FT VEST LADDERED$25.35M3.9%
CL A$11.91M1.8%
VEST US EQUITY M$9.14M1.4%
Portfolio Concentration
Top 3$77.08M11.9%
4โ10$74.77M11.5%
11โ25$106.56M16.5%
Rest$389.21M60.1%
Top 3 weight
11.9%
Top 10 weight
23.4%
Voting Authority Distribution
Total shares with voting rights: 11.59M
Sole
Full voting authority
11.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole393
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings393
Rows:
SCHWAB STRATEGIC TR
SOLEShares930.93K
TypeSH
Market value$27.10M
4.18%
Sole
930.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares103.57K
TypeSH
Market value$26.28M
4.06%
Sole
103.56K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares701.67K
TypeSH
Market value$23.70M
3.66%
Sole
701.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares109.54K
TypeSH
Market value$19.10M
2.95%
Sole
109.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30.82K
TypeSH
Market value$11.41M
1.76%
Sole
30.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares45.01K
TypeSH
Market value$9.37M
1.45%
Sole
44.99K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares272.93K
TypeSH
Market value$9.14M
1.41%
Sole
272.93K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares191.09K
TypeSH
Market value$8.70M
1.34%
Sole
190.66K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares151.16K
TypeSH
Market value$8.53M
1.32%
Sole
150.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.93K
TypeSH
Market value$8.52M
1.31%
Sole
38.93K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares251.39K
TypeSH
Market value$8.45M
1.30%
Sole
251.88K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares12.84K
TypeSH
Market value$8.36M
1.29%
Sole
12.85K
Shared
0.00
None
0.00
VIRTUS ETF TR II
SOLEShares358.08K
TypeSH
Market value$8.28M
1.28%
Sole
358.85K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares170.74K
TypeSH
Market value$8.05M
1.24%
Sole
171.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.58K
TypeSH
Market value$7.94M
1.23%
Sole
16.58K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares159.58K
TypeSH
Market value$7.65M
1.18%
Sole
159.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.45K
TypeSH
Market value$7.61M
1.17%
Sole
26.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares277.24K
TypeSH
Market value$7.11M
1.10%
Sole
277.24K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.85K
TypeSH
Market value$7.01M
1.08%
Sole
21.85K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares142.61K
TypeSH
Market value$6.67M
1.03%
Sole
142.61K
Shared
0.00
None
0.00
TESLA INC
SOLEShares17.54K
TypeSH
Market value$6.52M
1.01%
Sole
17.54K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.06K
TypeSH
Market value$6.01M
0.93%
Sole
10.06K
Shared
0.00
None
0.00
TRUSTMARK CORP
SOLEShares142.57K
TypeSH
Market value$6.01M
0.93%
Sole
142.57K
Shared
0.00
None
0.00
PALMER SQUARE FUNDS TR
SOLEShares274.84K
TypeSH
Market value$5.59M
0.86%
Sole
273.61K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares95.60K
TypeSH
Market value$5.31M
0.82%
Sole
95.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 930.93K | SH | $27.10M 4.18% | 930.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 103.57K | SH | $26.28M 4.06% | 103.56K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 701.67K | SH | $23.70M 3.66% | 701.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 109.54K | SH | $19.10M 2.95% | 109.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.82K | SH | $11.41M 1.76% | 30.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.01K | SH | $9.37M 1.45% | 44.99K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | VEST US EQUITY M | 272.93K | SH | $9.14M 1.41% | 272.93K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 191.09K | SH | $8.70M 1.34% | 190.66K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 151.16K | SH | $8.53M 1.32% | 150.79K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 38.93K | SH | $8.52M 1.31% | 38.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 251.39K | SH | $8.45M 1.30% | 251.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.84K | SH | $8.36M 1.29% | 12.85K | 0.00 | 0.00 |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 358.08K | SH | $8.28M 1.28% | 358.85K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 170.74K | SH | $8.05M 1.24% | 171.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.58K | SH | $7.94M 1.23% | 16.58K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 159.58K | SH | $7.65M 1.18% | 159.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.45K | SH | $7.61M 1.17% | 26.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 277.24K | SH | $7.11M 1.10% | 277.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.85K | SH | $7.01M 1.08% | 21.85K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 142.61K | SH | $6.67M 1.03% | 142.61K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 17.54K | SH | $6.52M 1.01% | 17.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.06K | SH | $6.01M 0.93% | 10.06K | 0.00 | 0.00 |
TRUSTMARK CORPSOLE | COM | 142.57K | SH | $6.01M 0.93% | 142.57K | 0.00 | 0.00 |
PALMER SQUARE FUNDS TRSOLE | CLO SR DEBT ETF | 274.84K | SH | $5.59M 0.86% | 273.61K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 95.60K | SH | $5.31M 0.82% | 95.60K | 0.00 | 0.00 |
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