Ignite Planners, LLC
All 13F Filings
- Location
- San Clemente, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 647,612
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 393 | 647,612 | 13F-HR | Ignite Planners, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 366.8 K | 56.9% | 0 | 147.3 K | -147.3 K |
| ETFs | 262.8 K | 40.7% | 150 K | 0 | 150 K |
| Debt | 15.51 K | 2.4% | 367 | 0 | 367 |
| Other | 0 | 0.0% | 0 | 8.406 K | -8.406 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
647,612
Holdings
393
QoQ value change ($000)
-5,917
(-0.9%)
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.