Filed: 7/23/2026ACC: 0002085853-26-000834
📋 What this filing means
IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 422 equity positions with a total reported market value of $728.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
422
Positions
$728.98M
Total AUM (reported)
11.87M
Total Shares
Allocation by class
COM$230.37M31.6%
US LCAP GR ETF$31.68M4.3%
FT VEST US EQT$28.68M3.9%
FT LADD BUFF ETF$25.65M3.5%
CL A$12.70M1.7%
TR UNIT$9.91M1.4%
CAP STK CL A$9.83M1.3%
Portfolio Concentration
Top 3$87.60M12.0%
4–10$83.94M11.5%
11–25$118.97M16.3%
Rest$438.47M60.1%
Top 3 weight
12.0%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 11.87M
Sole
Full voting authority
11.87M
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)
Sole422
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings422
Rows:
SCHWAB STRATEGIC TR
SOLEShares936.08K
TypeSH
Market value$31.68M
4.35%
Sole
936.08K
Shared
0.00
None
0.00
APPLE INC
SOLEShares104.60K
TypeSH
Market value$30.27M
4.15%
Sole
104.60K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares702.03K
TypeSH
Market value$25.65M
3.52%
Sole
702.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares113.55K
TypeSH
Market value$22.72M
3.12%
Sole
113.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30.45K
TypeSH
Market value$11.36M
1.56%
Sole
30.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares45.45K
TypeSH
Market value$10.83M
1.49%
Sole
45.45K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares13.27K
TypeSH
Market value$9.91M
1.36%
Sole
13.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.49K
TypeSH
Market value$9.83M
1.35%
Sole
27.49K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares194.77K
TypeSH
Market value$9.82M
1.35%
Sole
194.77K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares155.53K
TypeSH
Market value$9.46M
1.30%
Sole
155.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.60K
TypeSH
Market value$9.36M
1.28%
Sole
38.60K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares272.93K
TypeSH
Market value$9.32M
1.28%
Sole
272.93K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares295.28K
TypeSH
Market value$8.69M
1.19%
Sole
295.28K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares256.54K
TypeSH
Market value$8.60M
1.18%
Sole
256.54K
Shared
0.00
None
0.00
VIRTUS ETF TR II
SOLEShares366.87K
TypeSH
Market value$8.51M
1.17%
Sole
366.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.78K
TypeSH
Market value$8.43M
1.16%
Sole
22.78K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares174.06K
TypeSH
Market value$8.19M
1.12%
Sole
174.06K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16K
TypeSH
Market value$8.01M
1.10%
Sole
16K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares163.24K
TypeSH
Market value$7.91M
1.09%
Sole
163.24K
Shared
0.00
None
0.00
TESLA INC
SOLEShares17.76K
TypeSH
Market value$7.47M
1.02%
Sole
17.76K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares59.47K
TypeSH
Market value$7.11M
0.98%
Sole
59.47K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares141.11K
TypeSH
Market value$7.08M
0.97%
Sole
141.11K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.56K
TypeSH
Market value$6.99M
0.96%
Sole
6.56K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares9.43K
TypeSH
Market value$6.95M
0.95%
Sole
9.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares16.86K
TypeSH
Market value$6.37M
0.87%
Sole
16.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 936.08K | SH | $31.68M 4.35% | 936.08K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 104.60K | SH | $30.27M 4.15% | 104.60K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 702.03K | SH | $25.65M 3.52% | 702.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 113.55K | SH | $22.72M 3.12% | 113.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.45K | SH | $11.36M 1.56% | 30.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.45K | SH | $10.83M 1.49% | 45.45K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.27K | SH | $9.91M 1.36% | 13.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.49K | SH | $9.83M 1.35% | 27.49K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 194.77K | SH | $9.82M 1.35% | 194.77K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 155.53K | SH | $9.46M 1.30% | 155.53K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 38.60K | SH | $9.36M 1.28% | 38.60K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | VEST US EQUITY M | 272.93K | SH | $9.32M 1.28% | 272.93K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 295.28K | SH | $8.69M 1.19% | 295.28K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 256.54K | SH | $8.60M 1.18% | 256.54K | 0.00 | 0.00 |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 366.87K | SH | $8.51M 1.17% | 366.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.78K | SH | $8.43M 1.16% | 22.78K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 174.06K | SH | $8.19M 1.12% | 174.06K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16K | SH | $8.01M 1.10% | 16K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 163.24K | SH | $7.91M 1.09% | 163.24K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 17.76K | SH | $7.47M 1.02% | 17.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 59.47K | SH | $7.11M 0.98% | 59.47K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 141.11K | SH | $7.08M 0.97% | 141.11K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.56K | SH | $6.99M 0.96% | 6.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.43K | SH | $6.95M 0.95% | 9.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 16.86K | SH | $6.37M 0.87% | 16.86K | 0.00 | 0.00 |
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