Ignite Planners, LLC

Q2 2026 13F-HR Holdings

Location
San Clemente, CA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
426
Total value ($000)
$728,981
Net value change ($000)
+81,369 (12.6%)
New positions
47
Sold out positions
17
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHG 4,585 16.9%
AAPL 3,985 15.2%
GSST 3,875 NEW
NVDA 3,621 19.0%
SMH 2,336 82.3%
QQQ 2,242 47.7%
GOOGL 2,219 29.2%
AMD 2,173 208.5%
VGT 2,163 43.7%
CAT 2,125 43.7%
Top Reduces (Value $000, Stocks/ETFs)
TRMK -5,769 -96.0%
GLD -1,209 -32.0%
FJUN -921 -100.0%
SO -920 -51.8%
SCHWAB STRATEGIC TRUST -919 -72.9%
UMC -730 -100.0%
JDOC -529 -100.0%
PLTR -473 -23.6%
LYB -446 -35.1%
TBIL -432 -26.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 825 (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