Ignite Planners, LLC

Q4 2025 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/8/2025 Next filing: 4/17/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None