Ignite Planners, LLC

13F filer · CIK 0001849348

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$729MU.S. long equity reported on 13F

Positions21924 new · 11 closed

Net flow last quarter+$9.13MBuys minus sells

Top 10 positions weight17.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026219 positions
AAPLApple Inc.	$30.3M	4.15%	0.00%	+1.0%	Q4 2021
NVDANvidia Corp	$22.7M	3.12%	0.00%	+3.7%	Q4 2021
MSFTMicrosoft Corp	$11.4M	1.56%	0.00%	-1.2%	Q4 2021
AMZNAmazon Com Inc	$10.8M	1.49%	0.00%	+1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$9.91M	1.36%	Not reported	+3.4%	Q4 2021
GOOGLAlphabet Inc.	$9.83M	1.35%	0.00%	+4.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.01M	1.10%	Not reported	-3.5%	Q4 2021
TSLATesla, Inc.	$7.47M	1.02%	0.00%	+1.2%	Q4 2021
CATCaterpillar Inc	$6.99M	0.96%	0.00%	-4.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$6.95M	0.95%	Not reported	+15.7%	Q4 2021
AVGOBroadcom Inc.	$6.37M	0.87%	0.00%	+5.8%	Q4 2021
NACNuveen California Quality Municipal Income Fund	$5.78M	0.79%	Not reported	+32.8%	Q1 2022
METAMeta Platforms, Inc.	$5.24M	0.72%	Not reported	+2.3%	Q4 2021
SMHMarket Vectors ETF Trust	$5.17M	0.71%	Not reported	+6.6%	Q1 2023
QCOMQualcomm Inc	$5.05M	0.69%	0.00%	+0.9%	Q4 2021
GOOGAlphabet Inc.	$4.63M	0.64%	Not reported	+0.6%	Q4 2021
SKYYSkye International, Inc	$4.62M	0.63%	Not reported	-0.6%	Q4 2021
COSTCostco Wholesale Corp	$4.14M	0.57%	0.00%	+4.7%	Q4 2021
PULSPulse Electronics Corp	$3.91M	0.54%	0.45%	-5.9%	Q3 2023
FCALFirst California Financial Group, Inc.	$3.68M	0.50%	0.28%	+33.8%	Q2 2024
JPMJPMorgan Chase & Co	$3.63M	0.50%	0.00%	+1.7%	Q4 2021
BABoeing Co	$3.46M	0.48%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$3.29M	0.45%	0.00%	+2.4%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.21M	0.44%	0.00%	+7.9%	Q1 2023
CVXChevron Corp	$2.84M	0.39%	0.00%	+27.9%	Q4 2021
XOMExxonMobil Holdings Corp	$2.82M	0.39%	0.00%	+10.7%	Q4 2021
HWCHancock Whitney Corp	$2.76M	0.38%	0.05%	Not reported	Q4 2021
GLDSPDR Gold Trust	$2.57M	0.35%	0.00%	-20.7%	Q1 2022
PANWPalo Alto Networks Inc	$2.55M	0.35%	0.00%	+1.3%	Q2 2023
HDHome Depot, Inc.	$2.46M	0.34%	0.00%	+1.1%	Q4 2021
LRCXLam Research Corp	$2.46M	0.34%	0.00%	+1.1%	Q4 2022
ORealty Income Corp	$2.33M	0.32%	0.00%	-1.3%	Q3 2022
GEVGE Vernova Inc.	$2.26M	0.31%	0.00%	+17.7%	Q2 2024
GEGeneral Electric Co	$2.24M	0.31%	0.00%	-1.0%	Q4 2022
TSLXSixth Street Specialty Lending, Inc.	$2.21M	0.30%	0.13%	+14.6%	Q3 2023
MAMastercard Inc	$2.19M	0.30%	0.00%	+1.0%	Q4 2021
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.13M	0.29%	Not reported	Not reported	Q1 2022
INTCIntel Corp	$2.04M	0.28%	0.00%	+3.7%	Q4 2021
LLYELI LILLY & Co	$2.02M	0.28%	0.00%	-0.1%	Q4 2021
UPSUnited Parcel Service Inc	$1.95M	0.27%	0.00%	+0.2%	Q4 2022
TAt&T Inc.	$1.94M	0.27%	0.00%	+31.1%	Q4 2021
SPCXSpace Exploration Technologies Corp	$1.88M	0.26%	Not reported	New	Q2 2026
JAVASun Microsystems, Inc.	$1.84M	0.25%	Not reported	+18.6%	Q1 2024
AXPAmerican Express Co	$1.82M	0.25%	0.00%	+1.4%	Q4 2022
PGPROCTER & GAMBLE Co	$1.81M	0.25%	0.00%	-3.7%	Q4 2021
ABBVAbbVie Inc.	$1.74M	0.24%	0.00%	+3.6%	Q4 2021
VZVerizon Communications Inc	$1.71M	0.23%	0.00%	+1.5%	Q4 2021
JNJJohnson & Johnson	$1.66M	0.23%	0.00%	+4.4%	Q4 2021
DBLDoubleLine Opportunistic Credit Fund	$1.61M	0.22%	Not reported	-2.3%	Q4 2022
PMPhilip Morris International Inc.	$1.57M	0.22%	0.00%	+1.0%	Q4 2021

Q1 2026Reported Apr 17, 2026205 positions
AAPLApple Inc.	$26.3M	4.06%	0.00%	+0.7%	Q4 2021
NVDANvidia Corp	$19.1M	2.95%	0.00%	+1.7%	Q4 2021
MSFTMicrosoft Corp	$11.4M	1.76%	0.00%	+4.0%	Q4 2021
AMZNAmazon Com Inc	$9.37M	1.45%	0.00%	+1.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.36M	1.29%	Not reported	-0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$7.94M	1.23%	Not reported	-0.3%	Q4 2021
GOOGLAlphabet Inc.	$7.61M	1.17%	0.00%	+3.1%	Q4 2021
TSLATesla, Inc.	$6.52M	1.01%	0.00%	+0.4%	Q4 2021
TRMKTrustmark Corp	$6.01M	0.93%	0.24%	+0.2%	Q4 2021
METAMeta Platforms, Inc.	$5.2M	0.80%	Not reported	+1.2%	Q4 2021
AVGOBroadcom Inc.	$4.93M	0.76%	0.00%	+0.9%	Q4 2021
CATCaterpillar Inc	$4.86M	0.75%	0.00%	+1.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$4.7M	0.73%	Not reported	-2.3%	Q4 2021
COSTCostco Wholesale Corp	$4.21M	0.65%	0.00%	-0.7%	Q4 2021
PULSPulse Electronics Corp	$4.2M	0.65%	0.48%	-1.9%	Q3 2023
NACNuveen California Quality Municipal Income Fund	$4.18M	0.65%	Not reported	+0.5%	Q1 2022
GLDSPDR Gold Trust	$3.77M	0.58%	0.00%	+7.7%	Q1 2022
SKYYSkye International, Inc	$3.77M	0.58%	Not reported	-37.0%	Q4 2021
GOOGAlphabet Inc.	$3.74M	0.58%	Not reported	+1.8%	Q4 2021
WMTWalmart Inc.	$3.53M	0.54%	0.00%	+2.5%	Q4 2021
QCOMQualcomm Inc	$3.49M	0.54%	0.00%	-0.1%	Q4 2021
JPMJPMorgan Chase & Co	$3.21M	0.50%	0.00%	+1.7%	Q4 2021
BABoeing Co	$3.18M	0.49%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$3.15M	0.49%	0.00%	+3.8%	Q4 2021
FCALFirst California Financial Group, Inc.	$2.93M	0.45%	0.21%	-0.8%	Q2 2024
SMHMarket Vectors ETF Trust	$2.84M	0.44%	Not reported	+0.6%	Q1 2023
CVXChevron Corp	$2.77M	0.43%	0.00%	+1.5%	Q4 2021
HWCHancock Whitney Corp	$2.35M	0.36%	0.05%	+60.0%	Q4 2021
ORealty Income Corp	$2.32M	0.36%	0.00%	+2.0%	Q3 2022
HDHome Depot, Inc.	$2.27M	0.35%	0.00%	+3.1%	Q4 2021
MAMastercard Inc	$2.11M	0.33%	0.00%	-0.3%	Q4 2021
TAt&T Inc.	$2.06M	0.32%	0.00%	+6.2%	Q4 2021
TSLXSixth Street Specialty Lending, Inc.	$2.06M	0.32%	0.12%	+9.4%	Q3 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.02M	0.31%	Not reported	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$2.01M	0.31%	0.00%	+1.4%	Q3 2024
VZVerizon Communications Inc	$1.99M	0.31%	0.00%	-1.2%	Q4 2021
PGPROCTER & GAMBLE Co	$1.86M	0.29%	0.00%	+4.8%	Q4 2021
UPSUnited Parcel Service Inc	$1.78M	0.27%	0.00%	-2.5%	Q4 2022
SOSouthern Co	$1.77M	0.27%	0.00%	+2.5%	Q4 2021
GEGeneral Electric Co	$1.72M	0.27%	0.00%	+0.2%	Q4 2022
BPREBluerock Private Real Estate Fund	$1.71M	0.26%	Not reported	-2.8%	Q4 2025
DBLDoubleLine Opportunistic Credit Fund	$1.68M	0.26%	Not reported	-5.5%	Q4 2022
AXPAmerican Express Co	$1.61M	0.25%	0.00%	+2.2%	Q4 2022
LLYELI LILLY & Co	$1.55M	0.24%	0.00%	+1.1%	Q4 2021
OKEOneok Inc	$1.54M	0.24%	0.00%	-4.5%	Q1 2024
JNJJohnson & Johnson	$1.53M	0.24%	0.00%	-6.0%	Q4 2021
MOAltria Group, Inc.	$1.53M	0.24%	0.00%	-0.5%	Q4 2021
BMYBristol Myers Squibb Co	$1.49M	0.23%	0.00%	+1.0%	Q4 2021
ABBVAbbVie Inc.	$1.46M	0.22%	0.00%	+3.3%	Q4 2021
BRK.ABerkshire Hathaway Inc	$1.44M	0.22%	Not reported	Not reported	Q1 2025

Q4 2025Reported Feb 6, 2026212 positions
AAPLApple Inc.	$26.7M	4.09%	0.00%	-2.8%	Q4 2021
NVDANvidia Corp	$20.6M	3.15%	0.00%	-2.4%	Q4 2021
MSFTMicrosoft Corp	$12.8M	1.95%	0.00%	+6.0%	Q4 2021
AMZNAmazon Com Inc	$10.6M	1.62%	0.00%	+1.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.94M	1.37%	Not reported	-3.6%	Q4 2021
GOOGLAlphabet Inc.	$8.67M	1.33%	0.00%	+4.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$7.99M	1.22%	Not reported	-7.2%	Q4 2021
TSLATesla, Inc.	$7.52M	1.15%	0.00%	0.0%	Q4 2021
SKYYSkye International, Inc	$6.52M	1.00%	Not reported	-14.3%	Q4 2021
METAMeta Platforms, Inc.	$6.44M	0.99%	Not reported	+1.1%	Q4 2021
TRMKTrustmark Corp	$6.05M	0.93%	0.24%	0.0%	Q4 2021
AVGOBroadcom Inc.	$5.23M	0.80%	0.00%	+4.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.19M	0.79%	Not reported	+1.7%	Q4 2021
CATCaterpillar Inc	$4.44M	0.68%	0.00%	+2.5%	Q4 2021
GOOGAlphabet Inc.	$4.34M	0.66%	Not reported	-10.8%	Q4 2021
PULSPulse Electronics Corp	$4.3M	0.66%	0.49%	+2.7%	Q3 2023
NACNuveen California Quality Municipal Income Fund	$4.27M	0.65%	Not reported	+8.3%	Q1 2022
QCOMQualcomm Inc	$4.11M	0.63%	0.00%	+2.1%	Q4 2021
COSTCostco Wholesale Corp	$4M	0.61%	0.00%	-1.9%	Q4 2021
BABoeing Co	$3.74M	0.57%	0.00%	-0.4%	Q4 2022
GLDSPDR Gold Trust	$3.63M	0.56%	0.00%	+72.7%	Q1 2022
WMTWalmart Inc.	$3.29M	0.50%	0.00%	+5.0%	Q4 2021
JPMJPMorgan Chase & Co	$3.28M	0.50%	0.00%	-3.2%	Q4 2021
FCALFirst California Financial Group, Inc.	$2.99M	0.46%	0.21%	+14.1%	Q2 2024
SMHMarket Vectors ETF Trust	$2.97M	0.45%	Not reported	+10.5%	Q1 2023
XOMExxonMobil Holdings Corp	$2.54M	0.39%	0.00%	+4.8%	Q4 2021
HDHome Depot, Inc.	$2.51M	0.38%	0.00%	+1.2%	Q4 2021
CVXChevron Corp	$2.33M	0.36%	0.00%	-0.6%	Q4 2021
MAMastercard Inc	$2.28M	0.35%	0.00%	-2.1%	Q4 2021
ORealty Income Corp	$2.28M	0.35%	0.00%	+1.9%	Q3 2022
TSLXSixth Street Specialty Lending, Inc.	$2.25M	0.34%	0.11%	+47.3%	Q3 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.14M	0.33%	Not reported	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$1.98M	0.30%	0.00%	-9.4%	Q3 2024
UPSUnited Parcel Service Inc	$1.97M	0.30%	0.00%	+39.6%	Q4 2022
PGPROCTER & GAMBLE Co	$1.86M	0.28%	0.00%	-5.6%	Q4 2021
GEGeneral Electric Co	$1.85M	0.28%	0.00%	+45.1%	Q4 2022
DBLDoubleLine Opportunistic Credit Fund	$1.84M	0.28%	Not reported	+13.3%	Q4 2022
AXPAmerican Express Co	$1.83M	0.28%	0.00%	+5.7%	Q4 2022
VZVerizon Communications Inc	$1.79M	0.27%	0.00%	-0.9%	Q4 2021
TAt&T Inc.	$1.76M	0.27%	0.00%	+1.9%	Q4 2021
BPREBluerock Private Real Estate Fund	$1.76M	0.27%	Not reported	New	Q4 2025
LLYELI LILLY & Co	$1.73M	0.27%	0.00%	-10.3%	Q4 2021
SOSouthern Co	$1.6M	0.24%	0.00%	+2.1%	Q4 2021
HWCHancock Whitney Corp	$1.59M	0.24%	0.03%	Not reported	Q4 2021
PMPhilip Morris International Inc.	$1.55M	0.24%	0.00%	-10.7%	Q4 2021
JNJJohnson & Johnson	$1.51M	0.23%	0.00%	+1.7%	Q4 2021
BRK.ABerkshire Hathaway Inc	$1.45M	0.22%	Not reported	Not reported	Q1 2025
ABBVAbbVie Inc.	$1.44M	0.22%	0.00%	+35.6%	Q4 2021
MOAltria Group, Inc.	$1.44M	0.22%	0.00%	-7.3%	Q4 2021
OKEOneok Inc	$1.41M	0.22%	0.00%	+289.0%	Q1 2024

Q3 2025Reported Oct 8, 2025200 positions
AAPLApple Inc.	$27M	4.42%	0.00%	-2.3%	Q4 2021
NVDANvidia Corp	$20.6M	3.37%	0.00%	+1.3%	Q4 2021
MSFTMicrosoft Corp	$14.5M	2.37%	0.00%	+0.4%	Q4 2021
AMZNAmazon Com Inc	$9.57M	1.57%	0.00%	+0.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$9.01M	1.48%	Not reported	-1.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.92M	1.46%	Not reported	-2.0%	Q4 2021
SKYYSkye International, Inc	$8.59M	1.41%	Not reported	-0.7%	Q4 2021
TSLATesla, Inc.	$7.77M	1.27%	0.00%	-1.0%	Q4 2021
METAMeta Platforms, Inc.	$6.53M	1.07%	Not reported	+4.1%	Q4 2021
GOOGLAlphabet Inc.	$5.96M	0.98%	0.00%	+1.6%	Q4 2021
TRMKTrustmark Corp	$5.64M	0.92%	0.24%	-0.2%	Q4 2021
AVGOBroadcom Inc.	$4.99M	0.82%	0.00%	+1.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$4.92M	0.81%	Not reported	+0.7%	Q4 2021
QCOMQualcomm Inc	$4.41M	0.72%	0.00%	-2.5%	Q4 2021
PULSPulse Electronics Corp	$4.18M	0.69%	0.48%	+0.7%	Q3 2023
COSTCostco Wholesale Corp	$4.01M	0.66%	0.00%	+0.1%	Q4 2021
NACNuveen California Quality Municipal Income Fund	$3.8M	0.62%	Not reported	+2.1%	Q1 2022
GOOGAlphabet Inc.	$3.5M	0.57%	Not reported	-0.9%	Q4 2021
JPMJPMorgan Chase & Co	$3.49M	0.57%	0.00%	+1.3%	Q4 2021
BABoeing Co	$3.47M	0.57%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$3.15M	0.52%	0.00%	-2.6%	Q4 2021
PLTRPalantir Technologies Inc.	$2.72M	0.45%	0.00%	-2.8%	Q3 2024
WMTWalmart Inc.	$2.71M	0.44%	0.00%	+1.2%	Q4 2021
HDHome Depot, Inc.	$2.68M	0.44%	0.00%	+1.4%	Q4 2021
FCALFirst California Financial Group, Inc.	$2.58M	0.42%	0.18%	+14.7%	Q2 2024
MAMastercard Inc	$2.46M	0.40%	0.00%	+0.8%	Q4 2021
ORealty Income Corp	$2.23M	0.36%	0.00%	+0.1%	Q3 2022
SMHMarket Vectors ETF Trust	$2.17M	0.36%	Not reported	-0.9%	Q1 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.11M	0.34%	Not reported	Not reported	Q1 2022
CVXChevron Corp	$2.06M	0.34%	0.00%	+0.3%	Q4 2021
PGPROCTER & GAMBLE Co	$2M	0.33%	0.00%	+1.2%	Q4 2021
XOMExxonMobil Holdings Corp	$1.93M	0.32%	0.00%	+1.0%	Q4 2021
TAt&T Inc.	$1.86M	0.30%	0.00%	-1.7%	Q4 2021
VZVerizon Communications Inc	$1.78M	0.29%	0.00%	-2.1%	Q4 2021
GLDSPDR Gold Trust	$1.68M	0.27%	0.00%	+6.0%	Q1 2022
DBLDoubleLine Opportunistic Credit Fund	$1.67M	0.27%	Not reported	+1.6%	Q4 2022
SOSouthern Co	$1.66M	0.27%	0.00%	-2.7%	Q4 2021
MOAltria Group, Inc.	$1.66M	0.27%	0.00%	-2.4%	Q4 2021
AXPAmerican Express Co	$1.63M	0.27%	0.00%	+1.9%	Q4 2022
TSLXSixth Street Specialty Lending, Inc.	$1.59M	0.26%	0.07%	-2.7%	Q3 2023
PMPhilip Morris International Inc.	$1.57M	0.26%	0.00%	-1.0%	Q4 2021
CCitigroup Inc	$1.53M	0.25%	0.00%	-2.1%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.25%	Not reported	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$1.49M	0.24%	0.00%	+1.9%	Q2 2023
HWCHancock Whitney Corp	$1.45M	0.24%	0.03%	Not reported	Q4 2021
LLYELI LILLY & Co	$1.42M	0.23%	0.00%	-0.5%	Q4 2021
NFLXNetflix Inc	$1.34M	0.22%	0.00%	-0.9%	Q4 2022
BMOBank of Montreal	$1.25M	0.21%	0.00%	-4.8%	Q3 2023
GEGeneral Electric Co	$1.25M	0.21%	0.00%	+0.1%	Q4 2022
BACBank of America Corp	$1.25M	0.20%	0.00%	+1.5%	Q4 2021

Premium opens every quarter this fund has filed