Ignite Planners, LLC

Q2 2025 13F Holdings

  • Location
    san clemente, CA
  • Num holdings

    357

  • Value ($000)

    $574,288

  • Date Filed
    08/08/2025
  • Form type
    restatement
  • CIK
    0001849348
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$25.94M
5 %

872,136

AAPL
AAPL

APPLE INC

COM
$22.89M
4 %

108,380

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$22.04M
4 %

685,442

NVDA
NVDA

NVIDIA CORPORATION

COM
$18.79M
3 %

108,984

MSFT
MSFT

MICROSOFT CORP

COM
$14.20M
3 %

27,850

AMZN
AMZN

AMAZON COM INC

COM
$9.79M
2 %

43,309

MARM
MARM

FIRST TR EXCHNG TRADED FD VI

VEST US EQUITY M
$8.95M
2 %

278,108

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$8.59M
2 %

18,132

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$8.57M
2 %

13,657

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO INTRMD
$8.39M
2 %

251,143

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 357