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Ignite Planners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $768,651,825
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $33,441,317
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $32,263,712
- NVIDIA CORPORATION · COM · 67066G104 · shares: $26,689,074
- FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $25,914,665
- MICROSOFT CORP · COM · 594918104 · shares: $16,296,092
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $13,050,760
- J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,943,945
- AMAZON COM INC · COM · 023135106 · shares: $11,377,315
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $10,252,989
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $9,980,741
Reported holdings
682 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 895,801 shares | $32,263,712 |
| APPLE INC | COM | 037833100 | — | 88,620 shares | $29,519,340 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 697,907 shares | $25,914,665 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 94,069 shares | $21,492,287 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 34,872 shares | $13,050,760 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 255,782 shares | $11,943,945 |
| MICROSOFT CORP | COM | 594918104 | — | 21,534 shares | $11,053,228 |
| AMAZON COM INC | COM | 023135106 | — | 38,208 shares | $9,527,376 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U612 | — | 272,071 shares | $9,406,583 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 146,856 shares | $9,060,574 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 296,084 shares | $8,882,512 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 63,808 shares | $8,018,771 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 157,920 shares | $8,000,407 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 37,454 shares | $7,759,879 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 15,330 shares | $7,633,574 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 20,324 shares | $6,992,831 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 134,648 shares | $6,822,645 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 8,612 shares | $6,371,100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F698 | — | 124,374 shares | $6,366,706 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 8,929 shares | $6,257,975 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 101,973 shares | $6,246,883 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 173,804 shares | $5,663,200 |
| TESLA INC | COM | 88160R101 | — | 15,953 shares | $5,660,284 |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | 33734X192 | — | 33,926 shares | $5,563,499 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 8,831 shares | $5,391,955 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 106,215 shares | $5,251,896 |
| MICROSOFT CORP | COM | 594918104 | — | 10,139 shares | $5,242,864 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 22,494 shares | $5,196,787 |
| BROADCOM INC | COM | 11135F101 | — | 14,488 shares | $5,088,150 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 6,690 shares | $5,087,707 |
| CAMBRIA ETF TR | EMRG SHAREHLDR | 132061706 | — | 106,500 shares | $5,069,177 |
| NUVEEN CA DIVI ADV MUN | COM | 67066Y105 | — | 493,787 shares | $5,061,317 |
| META PLATFORMS INC | CL A | 30303M102 | — | 6,949 shares | $5,048,389 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 110,660 shares | $4,967,076 |
| ISHARES TR | GLOBAL EQUITY | 46434V316 | — | 80,984 shares | $4,911,382 |
| CATERPILLAR INC | COM | 149123101 | — | 6,038 shares | $4,895,762 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 6,399 shares | $4,893,034 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 105,916 shares | $4,742,554 |
| VIRTUS ETF TR II | SEIX SR LN ETF | 92790A405 | — | 192,150 shares | $4,453,374 |
| QUALCOMM INC | COM | 747525103 | — | 24,055 shares | $4,426,954 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 55,449 shares | $4,351,415 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | — | 75,941 shares | $4,297,879 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 12,509 shares | $4,270,888 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 33,061 shares | $4,254,248 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 203,527 shares | $4,245,566 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | — | 73,505 shares | $4,216,981 |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | 33733A201 | — | 93,982 shares | $4,161,521 |
| ISHARES TR | FALN ANGLS USD | 46435G474 | — | 157,354 shares | $4,079,685 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 69,983 shares | $3,934,443 |
| APPLE INC | COM | 037833100 | — | 11,650 shares | $3,921,977 |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | 33739P863 | — | 80,419 shares | $3,718,186 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 71,207 shares | $3,593,728 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,863 shares | $3,516,505 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 40,629 shares | $3,343,822 |
| PALMER SQUARE FUNDS TR | CLO SR DEBT ETF | 696930205 | — | 161,360 shares | $3,318,333 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 9,372 shares | $3,260,158 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 63,725 shares | $3,208,608 |
| HANCOCK WHITNEY CORPORATION | COM | 410120109 | — | 43,219 shares | $3,113,496 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 50,461 shares | $3,103,417 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 29,644 shares | $3,001,808 |
| BOEING CO | COM | 097023105 | — | 16,046 shares | $2,985,358 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 29,689 shares | $2,787,119 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 4,503 shares | $2,754,757 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 30,376 shares | $2,688,494 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 79,837 shares | $2,576,953 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F854 | — | 53,816 shares | $2,558,940 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | — | 25,536 shares | $2,556,274 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 4,539 shares | $2,509,098 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 48,958 shares | $2,486,612 |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | 33740F821 | — | 54,996 shares | $2,441,116 |
| PGIM ETF TR | TOTA RETU BD ETF | 69344A800 | — | 60,792 shares | $2,397,694 |
| FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | — | 122,689 shares | $2,358,074 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 | — | 24,382 shares | $2,321,389 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 6,868 shares | $2,286,697 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 | — | 40,585 shares | $2,273,978 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 5,661 shares | $2,255,125 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 20,728 shares | $2,238,365 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 11,685 shares | $2,185,680 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 22,175 shares | $2,148,798 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,623 shares | $2,141,464 |
| WALMART INC | COM | 931142103 | — | 19,761 shares | $2,053,456 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 16,595 shares | $2,033,106 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 19,528 shares | $1,994,731 |
| REALTY INCOME CORP | COM | 756109104 | — | 36,858 shares | $1,992,017 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 42,896 shares | $1,986,704 |
| AT&T INC | COM | 00206R102 | — | 79,877 shares | $1,964,918 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 11,989 shares | $1,951,159 |
| VANECK ETF TRUST | AA BB CLO ETF | 92189H656 | — | 38,370 shares | $1,933,398 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 | — | 39,562 shares | $1,922,353 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F714 | — | 38,189 shares | $1,912,124 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | 33740U752 | — | 46,859 shares | $1,898,727 |
| BLACKROCK MUNIHLDNGS CALI | COM | 09254L107 | — | 194,025 shares | $1,891,744 |
| GE AEROSPACE | COM NEW | 369604301 | — | 6,003 shares | $1,874,688 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F680 | — | 38,301 shares | $1,871,770 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,954 shares | $1,861,745 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 | — | 40,554 shares | $1,854,130 |
| AMAZON COM INC | COM | 023135106 | — | 7,315 shares | $1,849,939 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 19,484 shares | $1,836,320 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 12,031 shares | $1,814,997 |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 | — | 21,444 shares | $1,742,794 |