1y return+16.6%S&P 500 +20.9%
3y return+34.0%S&P 500 +68.5%
5y return+15.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $130 against $200 in the S&P 500.2
Inspire Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WWJDNorthern Lts Fd Tr Iv | $125.1M | 8.7% | +12.7% |
| IBDNorthern Lts Fd Tr Iv | $97.5M | 6.8% | −5.2% |
| PTLNorthern Lts Fd Tr Iv | $94.0M | 6.5% | +23.2% |
| ISMDNorthern Lts Fd Tr Iv | $78.9M | 5.5% | +9.3% |
| BIBLNorthern Lts Fd Tr Iv | $70.2M | 4.9% | +2.3% |
| RISNNorthern Lts Fd Tr Iv | $62.2M | 4.3% | −15.0% |
| FDLSNorthern Lts Fd Tr Iv | $51.6M | 3.6% | +59.2% |
| USFRWisdomtree Tr | $32.7M | 2.3% | +10.0% |
| SPHYSpdr Series Trust | $18.3M | 1.3% | +5.8% |
| BKLNInvesco Exch Traded Fd Tr II | $18.2M | 1.3% | +3.7% |
| PGHYInvesco Exch Traded Fd Tr II | $14.4M | 1.0% | +10.5% |
| GLRYNorthern Lts Fd Tr Iv | $9.4M | 0.7% | −31.1% |
| DEMWisdomtree Tr | $9.0M | 0.6% | +1.1% |
| IVVIshares Tr | $8.9M | 0.6% | +71.0% |
| PHYLPgim Etf Tr | $8.8M | 0.6% | +2.5% |
| MRVLMarvell Technology Inc | $8.7M | 0.6% | +477.5% |
| BCDAbrdn Etfs | $8.2M | 0.6% | +201.6% |
| PFXFVaneck Etf Trust | $8.1M | 0.6% | +665.7% |
| Dimensional Etf TrustCUSIP 25434V708 | $7.9M | 0.5% | +3.3% |
| HEGDListed Fds Tr | $7.5M | 0.5% | +21.7% |
| CATCaterpillar Inc | $7.1M | 0.5% | −13.6% |
| AAPLApple Inc | $6.8M | 0.5% | +2.6% |
| NVDANvidia Corporation | $5.8M | 0.4% | +20.1% |
| SMTCSemtech Corp | $5.7M | 0.4% | +866.4% |
| FTSMFirst Tr Exchange-traded Fd | $5.5M | 0.4% | +6.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $5.8M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $7.1M |
| SMTCSemtech Corp | September 30, 2024 | +254.5% | $5.7M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $6.8M |
| FDLSNorthern Lts Fd Tr Iv | September 30, 2022 | +91.7% | $51.6M |
| WELDTema Etf Trust | March 31, 2025 | +85.3% | $4.6M |
| ISMDNorthern Lts Fd Tr Iv | December 31, 2020 | +67.3% | $78.9M |
| GLRYNorthern Lts Fd Tr Iv | December 31, 2020 | +65.7% | $9.4M |
| BIBLNorthern Lts Fd Tr Iv | December 31, 2020 | +58.1% | $70.2M |
| IVVIshares Tr | December 31, 2021 | +57.0% | $8.9M |
Sold off last quarter
- Clearway Energy IncCUSIP 18539C105 was $3.6M
- PLABPhotronics Inc was $3.0M
- SFNCSimmons First Natl Corp was $2.8M
- PDFSPdf Solutions Inc was $2.8M
- ACLSAxcelis Technologies Inc was $2.7M
- CAGConagra Brands Inc was $2.4M
- EPDEnterprise Prods Partners L was $2.1M
- PATHUipath Inc was $1.9M
- PIImpinj Inc was $1.6M
- MDBMongodb Inc was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | −1.9% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +4.4% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −9.3% | −16.5% |
| March 31, 2022 | −7.2% | −4.9% |
| December 31, 2021 | −1.5% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Inspire Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1810558&type=13F-HR&dateb=&owner=include&count=40CIK 1810558
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1810558/000117266126003400/Filed August 13, 2026 · accession 0001172661-26-003400