Ignite Planners, LLC

Q1 2026 13F-HR Holdings

Location
San Clemente, CA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
393
Total value ($000)
$647,612
Net value change ($000)
-5,917 (-0.9%)
New positions
17
Sold out positions
25
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTI 6,294 880.3%
BND 2,502 294.4%
SCHD 1,259 419.7%
XLE 1,105 48.8%
JIRE 994 39.8%
SCHWAB STRATEGIC TRUST 919 269.5%
HWC 761 47.9%
ITA 760 9.8%
AFLG 699 126.4%
SPYV 637 8.1%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -3,246 -10.7%
SKYY -2,752 -42.2%
NVDA -1,483 -7.2%
MSFT -1,346 -10.6%
AMZN -1,249 -11.8%
META -1,239 -19.2%
GOOGL -1,059 -12.2%
TSLA -1,000 -13.3%
BBIN -824 -65.5%
BIDU -775 -100.0%
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