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Ignite Planners, LLC

CIK:0001849348
Investment Adviser
$942M AUM
377 holdings
San Clemente, CA, USA
Founded:2011
36 employees
Latest filing:Sep 30, 2025

Ignite Planners is a Registered Investment Advisory (RIA) firm created by advisers, for advisers to provide financial professionals with a platform.

Latest 13F Filing Activity

Ignite Planners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 369 equity positions with a total 13F market value of $610M. The fund increased holdings in Apple Inc., Schwab Strategic TR, Tesla Inc. among other positions. Ignite Planners, LLC reduced exposure to Procure Etf Trust II, First TR Exchng Traded FD VI, First TR Exchng Traded FD VI among others.

Top Buys
A
AAPLAPPLE INC
+$4.1M
S
SCHGSCHWAB STRATEGIC TR
+$3.4M
T
TSLATESLA INC
+$2.0M
N
NVDANVIDIA CORPORATION
+$1.8M
G
GOOGLALPHABET INC
+$1.5M
Top Sells
U
UFOPROCURE ETF TRUST II
-$3.5M
Q
QSPTFIRST TR EXCHNG TRADED FD VI
-$1.0M
F
FNOVFIRST TR EXCHNG TRADED FD VI
-$573.9K
S
SNPSSYNOPSYS INC
-$411.1K
S
SPHQINVESCO EXCHANGE TRADED FD T
-$307.1K

Top Holdings

S
SCHGSCHWAB STRATEGIC TR
+4.8%$29.3M
A
AAPLAPPLE INC
+4.4%$27.0M
B
BUFRFIRST TR EXCHNG TRADED FD VI
+3.7%$22.8M
N
NVDANVIDIA CORPORATION
+3.4%$20.6M
M
MSFTMICROSOFT CORP
+2.4%$14.5M

Equity Positions (369)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SCHWAB STRATEGIC TR4.80%$29.3M917,828$16.52$31.91+$3.4M
APPLE INC4.42%$27.0M105,864$183.08$254.63+$4.1M
FIRST TR EXCHNG TRADED FD VI3.74%$22.8M682,794$28.82$33.42+$782.0K
NVIDIA CORPORATION3.37%$20.6M110,383$44.24$186.58+$1.8M
MICROSOFT CORP2.37%$14.5M27,973$325.11$517.95+$284.0K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+4.8%
ELECTRONIC COMPUTERS
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.3%
SERVICES-PREPACKAGED SOFTWARE
+3.3%
NATIONAL COMMERCIAL BANKS
+2.5%