Ignite Planners, LLC
All 13F Filings
- Location
- San Clemente, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 653,529
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 405 | 653,529 | 13F-HR | Ignite Planners, LLC |
| Q3 2025 | 10/8/2025 | 377 | 610,467 | 13F-HR | Ignite Planners, LLC |
| Q2 2025 | 8/8/2025 | 357 | 574,288 | 13F-HR/A - RESTATEMENT | Ignite Planners, LLC |
| Q2 2025 | 7/23/2025 | 358 | 577,901 | 13F-HR | Ignite Planners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
556
(0.1% of total reported value)
· QoQ Δ:
+556
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 514.1 K | 79.0% | 32.11 K | 0 | 32.11 K |
| ETFs | 112.8 K | 17.3% | 9.281 K | 0 | 9.281 K |
| Debt | 15.14 K | 2.3% | 1.005 K | 0 | 1.005 K |
| Other | 8.406 K | 1.3% | 84 | 0 | 84 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
653,529
Holdings
405
QoQ value change ($000)
43,062
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.