Ignite Planners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$647.6M
Q ending 2026-03-31
Prior quarter
$653.5M
Q ending 2025-12-31
Change
-0.9% QoQ · +26.8% YoY
Positions
393
reported holdings
Largest positions
Top 100 of 393 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHG | Shares | $27.1M | 931K |
| Apple Inc | AAPL | Shares | $26.3M | 104K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $23.7M | 702K |
| Nvidia Corporation | NVDA | Shares | $19.1M | 110K |
| Microsoft Corp | MSFT | Shares | $11.4M | 31K |
| Amazon Com Inc | AMZN | Shares | $9.4M | 45K |
| First Tr Exchng Traded Fd Vi | MARM | Shares | $9.1M | 273K |
| Spdr Index Shs Fds | SPDW | Shares | $8.7M | 191K |
| Spdr Series Trust | SPYV | Shares | $8.5M | 151K |
| Ishares Tr | ITA | Shares | $8.5M | 39K |
| Spdr Series Trust | SPIB | Shares | $8.4M | 251K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.4M | 13K |
| Virtus Etf Tr Ii | SEIX | Shares | $8.3M | 358K |
| J P Morgan Exchange Traded F | JCPB | Shares | $8.1M | 171K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.9M | 17K |
| J P Morgan Exchange Traded F | JPIB | Shares | $7.6M | 160K |
| Alphabet Inc | GOOGL | Shares | $7.6M | 26K |
| Schwab Strategic Tr | SCHX | Shares | $7.1M | 277K |
| Vanguard Index Fds | VTI | Shares | $7.0M | 22K |
| First Tr Exchng Traded Fd Vi | DJUL | Shares | $6.7M | 143K |
| Tesla Inc | TSLA | Shares | $6.5M | 18K |
| Vanguard Index Fds | VOO | Shares | $6.0M | 10K |
| Trustmark Corp | TRMK | Shares | $6.0M | 143K |
| Palmer Square Funds Tr | PSQA | Shares | $5.6M | 275K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $5.3M | 96K |
| Meta Platforms Inc | META | Shares | $5.2M | 9K |
| Ishares Tr | IUSB | Shares | $5.1M | 110K |
| Vanguard World Fd | VGT | Shares | $4.9M | 7K |
| Broadcom Inc | AVGO | Shares | $4.9M | 16K |
| Caterpillar Inc | CAT | Shares | $4.9M | 7K |
| Cambria Etf Tr | EYLD | Shares | $4.8M | 116K |
| Invesco Qqq Tr | QQQ | Shares | $4.7M | 8K |
| First Tr Exchng Traded Fd Vi | FAUG | Shares | $4.3M | 83K |
| Ishares Tr | GLOF | Shares | $4.3M | 82K |
| Costco Wholesale Corporation | COST | Shares | $4.2M | 4K |
| Pgim Etf Tr | PULS | Shares | $4.2M | 85K |
| Nuveen Ca Divi Adv Mun | NAC | Shares | $4.2M | 359K |
| Goldman Sachs Etf Tr | GSST | Shares | $4.1M | 82K |
| First Tr Exchange-Traded Fd | EDOW | Shares | $3.8M | 94K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $3.8M | 33K |
| Spdr Gold Tr | GLD | Shares | $3.8M | 9K |
| First Tr Exchange-Traded Fd | SKYY | Shares | $3.8M | 34K |
| Alphabet Inc | GOOG | Shares | $3.7M | 13K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.6M | 64K |
| First Tr Exchng Traded Fd Vi | FMAY | Shares | $3.6M | 68K |
| Ishares Tr | FALN | Shares | $3.6M | 133K |
| Walmart Inc | WMT | Shares | $3.5M | 28K |
| J P Morgan Exchange Traded F | JIRE | Shares | $3.5M | 46K |
| Qualcomm Inc | QCOM | Shares | $3.5M | 27K |
| Select Sector Spdr Tr | XLE | Shares | $3.4M | 55K |
| Vanguard Bd Index Fds | BND | Shares | $3.4M | 46K |
| First Tr Exchange Traded Fd | RDVY | Shares | $3.2M | 47K |
| Jpmorgan Chase & Co | JPM | Shares | $3.2M | 11K |
| Boeing Co | BA | Shares | $3.2M | 16K |
| Exxon Mobil Corp | XOM | Shares | $3.2M | 19K |
| Wisdomtree Tr | ELD | Shares | $3.0M | 107K |
| Ishares Tr | IEFA | Shares | $2.9M | 32K |
| First Tr Exch Traded Fd Iii | FCAL | Shares | $2.9M | 60K |
| Vaneck Etf Trust | SMH | Shares | $2.8M | 7K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Tortoise Capital Series Trus | TNGY | Shares | $2.7M | 258K |
| Spdr Series Trust | MDYV | Shares | $2.6M | 30K |
| Ishares Tr | STIP | Shares | $2.5M | 24K |
| Ishares Tr | IMCG | Shares | $2.5M | 32K |
| Ishares Tr | TFLO | Shares | $2.5M | 49K |
| Hancock Whitney Corporation | HWC | Shares | $2.4M | 37K |
| Realty Income Corp | O | Shares | $2.3M | 38K |
| Home Depot Inc | HD | Shares | $2.3M | 7K |
| First Tr Exchange-Traded Fd | FDD | Shares | $2.3M | 127K |
| First Tr Exchng Traded Fd Vi | FDEC | Shares | $2.2M | 45K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
| Zacks Trust | ZECP | Shares | $2.1M | 62K |
| At&T Inc | T | Shares | $2.1M | 71K |
| Sixth Street Specialty Lendi | TSLX | Shares | $2.1M | 112K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $2.0M | 46K |
| Spdr Series Trust | SLYG | Shares | $2.0M | 21K |
| Blackrock Munihldngs Cali | MUC | Shares | $2.0M | 194K |
| Palantir Technologies Inc | PLTR | Shares | $2.0M | 14K |
| Verizon Communications Inc | VZ | Shares | $2.0M | 40K |
| Ishares Tr | AGG | Shares | $2.0M | 19K |
| Spdr Series Trust | SLYV | Shares | $2.0M | 21K |
| Ishares Tr | IJH | Shares | $1.9M | 27K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| J P Morgan Exchange Traded F | BBUS | Shares | $1.8M | 16K |
| First Tr Exchng Traded Fd Vi | DJUN | Shares | $1.8M | 38K |
| United Parcel Svcs Inc | UPS | Shares | $1.8M | 18K |
| Southern Co | SO | Shares | $1.8M | 18K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $1.7M | 41K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| Ishares Tr | IDV | Shares | $1.7M | 40K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $1.7M | 103K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $1.7M | 36K |
| First Tr Exchng Traded Fd Vi | DSEP | Shares | $1.7M | 38K |
| Doubleline Opportunistic Cr | DBL | Shares | $1.7M | 115K |
| Goldman Sachs Etf Tr | GBIL | Shares | $1.7M | 17K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $1.7M | 47K |
| American Express Co | AXP | Shares | $1.6M | 5K |
| Rbb Fd Inc | TBIL | Shares | $1.6M | 32K |
| Spdr Series Trust | SPYG | Shares | $1.6M | 16K |
| J P Morgan Exchange Traded F | JPEF | Shares | $1.6M | 22K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.