Ignite Planners, LLC

Q3 2026 13F-HR Holdings

Location
San Clemente, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
445
Total value ($000)
$768,652
Net value change ($000)
+39,671 (5.4%)
New positions
56
Sold out positions
33
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TFLO 5,705 248.6%
JPIE 4,984 NEW
MSFT 4,934 43.4%
VTI 4,620 54.8%
FIRST TRUST EXCHANGE-TRADED FUND 4,246 NEW
JPIB 4,032 51.0%
NVDA 3,967 17.5%
JAAA 3,594 NEW
SCHD 3,557 168.9%
EXXONMOBIL HOLDINGS CORP 3,342 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPIB -5,505 -64.0%
IUSB -4,599 -88.3%
SEIX -4,054 -47.7%
GSST -3,431 -88.5%
JCPB -3,324 -40.6%
SPDW -2,999 -30.5%
XOM -2,819 -100.0%
BND -2,722 -88.0%
TNGY -2,548 -94.2%
CWB -1,804 -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