Ignite Planners, LLC Portfolio Holdings

Ignite Planners, LLC

$522 Million
Q2 2025

Ignite Planners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $522 Million distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $25.5M, Apple Inc. with a value of $22.2M, First Tr Ex Td Viii Ft Cboe Ve with a value of $21.8M, Nvidia Corp with a value of $17.2M, and Microsoft Corp with a value of $13.9M.

Examining the 13F form we can see an decrease of $101M in the current position value, from $624M to 522M.

Below you can find more details about Ignite Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $522 Million

ETFs: $278 Million

Technology: $74.1 Million

Financial Services: $48 Million

Consumer Cyclical: $23.7 Million

Communication Services: $20.4 Million

Consumer Defensive: $15.8 Million

Industrials: $13.3 Million

Healthcare: $11.1 Million

Other: $19 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HD Home Depot, Inc. Consumer Cyclical	$405B	$2.39 Million 0.46% of portfolio	6,526	Q2 2025 Added 0.73%
MA Mastercard Inc Financial Services	$548B	$2.41 Million 0.46% of portfolio	4,290	Q2 2025 Added 0.02%
QSPT First Tr ETF Fd Viii Cboe Vest ETFs	$0	$2.38 Million 0.45% of portfolio	80,327	Q1 2025 Added 130.49%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$2.31 Million 0.44% of portfolio	28,849	Q2 2025 Reduced 0.03%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$2.24 Million 0.43% of portfolio	28,240	Q2 2025 Reduced 0.02%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$2.21 Million 0.42% of portfolio	21,161	Q2 2025 Added 17.95%
FCAL First Tr Iii Calif Mun High In ETFs	$0	$2.21 Million 0.42% of portfolio	46,136	Q4 2024 Added 47.39%
PLTR Palantir Technologies Inc. Technology	$367B	$2.09 Million 0.4% of portfolio	15,364	Q2 2025 Added 0.01%
O Realty Income Corp Real Estate	$35.6B	$2.11 Million 0.4% of portfolio	36,579	Q2 2025 Reduced 1.61%
PG Procter & Gamble CO Consumer Defensive	$368B	$2.04 Million 0.39% of portfolio	12,834	Q2 2025 Reduced 4.02%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$2.06 Million 0.39% of portfolio	49,229	Q1 2025 Added 20.8%
MUC Blackrock Muniholdings California Quality Fund, Inc. Financial Services	$0	$2.01 Million 0.38% of portfolio	194,025	Q4 2024 Reduced 0.57%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$1.94 Million 0.37% of portfolio	27,473	Q2 2025 Reduced 0.01%
T At&T Inc. Communication Services	$203B	$1.94 Million 0.37% of portfolio	67,021	Q2 2025 Reduced 0.25%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.96 Million 0.37% of portfolio	25,738	Q2 2025 Added 0.71%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$1.87 Million 0.36% of portfolio	6,721	Q2 2025 Added 1.97%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.9 Million 0.36% of portfolio	30,598	Q2 2025 Added 0.01%
CVX Chevron Corp Energy	$302B	$1.89 Million 0.36% of portfolio	13,232	Q2 2025 Added 7.44%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$1.89 Million 0.36% of portfolio	45,748	Q2 2025 Reduced 0.01%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.81 Million 0.35% of portfolio	18,225	Q2 2025 Added 0.04%
XOM Exxon Mobil Corp Energy	$442B	$1.83 Million 0.35% of portfolio	16,939	Q2 2025 Added 0.41%
PM Philip Morris International Inc. Consumer Defensive	$261B	$1.78 Million 0.34% of portfolio	9,784	Q2 2025 Reduced 18.1%
XLE Energy Sector Spdr ETFs	$0	$1.79 Million 0.34% of portfolio	21,116	Q2 2025 Reduced 0.93%
VZ Verizon Communications Inc Communication Services	$182B	$1.79 Million 0.34% of portfolio	41,479	Q2 2025 Reduced 0.01%
ZECP Zacks Tr Earnings Constant Por ETFs	$0	$1.77 Million 0.34% of portfolio	55,590	Q2 2025 Added 0.07%
DJUN First Tr Ex Trd Viii Cboe Vest Technology	$0	$1.74 Million 0.33% of portfolio	38,677	Q2 2025 Added 0.08%
DMAR First Tr Ex Tr Viii Cboe Vest	$0	$1.72 Million 0.33% of portfolio	43,403	Q2 2025 Reduced 1.27%
TSLX Sixth Street Specialty Lending, Inc. Financial Services	$0	$1.7 Million 0.33% of portfolio	71,358	Q2 2025 Reduced 0.1%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$1.75 Million 0.33% of portfolio	21,900	Q2 2025 Added 4.44%
SO Southern CO Utilities	$102B	$1.66 Million 0.32% of portfolio	18,052	Q2 2025 Reduced 5.24%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.66 Million 0.32% of portfolio	14,793	Q2 2025 Added 7.52%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us ETFs	$0	$1.69 Million 0.32% of portfolio	37,928	Q2 2025 Added 3.22%
GBIL Goldman Sachs Access Treasury ETFs	$0	$1.61 Million 0.31% of portfolio	16,107	Q2 2025 Reduced 0.22%
DBL Double Line Opportunistic Credit Fund Financial Services	$0	$1.62 Million 0.31% of portfolio	105,511	Q2 2025 Added 25.24%
SPYG Spdr Portfolio ETFs	$0	$1.6 Million 0.31% of portfolio	16,796	Q2 2025 Added 0.04%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$1.57 Million 0.3% of portfolio	17,689	Q2 2025 Reduced 0.01%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$1.5 Million 0.29% of portfolio	45,295	Q2 2025 Added 6.19%
MO Altria Group, Inc. Consumer Defensive	$118B	$1.51 Million 0.29% of portfolio	25,740	Q2 2025 Reduced 1.73%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.52 Million 0.29% of portfolio	18,348	Q2 2025 Reduced 0.03%
AXP American Express CO Financial Services	$227B	$1.54 Million 0.29% of portfolio	4,823	Q2 2025 Added 0.04%
NFLX Netflix Inc Communication Services	$545B	$1.51 Million 0.29% of portfolio	1,125	Q2 2025 Added 1.08%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.46 Million 0.28% of portfolio	24,445	Q2 2025 Reduced 0.04%
LLY Eli Lilly & CO Healthcare	$608B	$1.46 Million 0.28% of portfolio	1,872	Q2 2025 Reduced 6.31%
PANW Palo Alto Networks Inc Technology	$52.5B	$1.47 Million 0.28% of portfolio	7,162	Q2 2025 Added 5.23%
BRK-A Berkshire Hathaway Inc Financial Services	$423B	$1.46 Million 0.28% of portfolio	2	Q1 2025 New
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$1.36 Million 0.26% of portfolio	30,524	Q1 2025 Added 22.55%
UPS United Parcel Service Inc Industrials	$63.8B	$1.34 Million 0.26% of portfolio	13,282	Q2 2025 Reduced 22.98%
QDEC First Tr Ex Tr Fd Viii Cboe Ve ETFs	$0	$1.36 Million 0.26% of portfolio	46,493	Q2 2025 Reduced 3.2%
GLD Spdr Gold Trust ETFs	$106B	$1.36 Million 0.26% of portfolio	4,455	Q2 2025 Reduced 0.27%
C Citigroup Inc Financial Services	$185B	$1.31 Million 0.25% of portfolio	15,387	Q2 2025 Reduced 8.98%

Summary

Portfolio
No. of Stocks 357
Current Value $522 Million
Prior Value $624 Million
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR/A
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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Ignite Planners, LLC Portfolio Holdings