Ignite Planners, LLC
All 13F Filings
- Location
- San Clemente, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 728,981
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 426 | 728,981 | 13F-HR | Ignite Planners, LLC |
| 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)
Derivatives reported exposure ($000):
826
(0.1% of total reported value)
· QoQ Δ:
+826
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 382.2 K | 52.7% | 15.4 K | 0 | 15.4 K |
| ETFs | 332.2 K | 45.8% | 69.4 K | 0 | 69.4 K |
| Debt | 11.42 K | 1.6% | 0 | 4.084 K | -4.084 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
728,981
Holdings
426
QoQ value change ($000)
81,369
(12.6%)
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.