Ignite Planners, LLC

Q3 2025 13F-HR Holdings

Location
San Clemente, CA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
377
Total value ($000)
$610,467
Net value change ($000)
+36,179 (6.3%)
New positions
29
Sold out positions
9
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,068 17.8%
SCHG 3,351 12.9%
TSLA 1,954 33.6%
NVDA 1,805 9.6%
GOOGL 1,494 33.4%
GOOGL 803 29.8%
BUFR 782 3.5%
AVGO 761 18.0%
YSEP 676 NEW
SKYY 641 8.1%
Top Reduces (Value $000, Stocks/ETFs)
QSPT -1,033 -43.0%
FNOV -574 -100.0%
SNPS -411 -100.0%
SPHQ -307 -100.0%
SEIX -287 -3.5%
MBB -286 -100.0%
BWZ -285 -100.0%
FSK -261 -33.3%
LYB -229 -22.7%
SPIB -225 -2.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type