Ignite Planners, LLC

Q4 2025 13F-HR Holdings

Location
San Clemente, CA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
405
Total value ($000)
$653,529
Net value change ($000)
+43,062 (7.1%)
New positions
46
Sold out positions
22
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 2,706 45.4%
FDD 2,088 NEW
GLD 1,950 116.2%
ITA 1,921 32.9%
BPRE 1,757 NEW
SCHX 1,727 31.5%
RDVY 1,615 139.6%
IDV 1,594 NEW
RWL 1,508 62.8%
BMY 1,347 NEW
Top Reduces (Value $000, Stocks/ETFs)
CTA -3,153 -80.9%
SKYY -2,060 -24.0%
GJUN -1,744 -56.4%
MSFT -1,736 -12.0%
BRK-B -1,019 -11.3%
WMB -959 -100.0%
C -825 -54.0%
PLTR -740 -27.2%
NVS -739 -100.0%
GFEB -716 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 556 (0.1% of total reported value)
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