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Inspire Advisors, LLC — 13F Holdings & Portfolio

CIK 1810558 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Inspire Advisors, LLC manages $1.44B in 13F-reported U.S. long-equity assets across 729 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WWJD (8.70%), IBD (6.78%), PTL (6.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 161 new positions and exited 92; 342 existing positions rose in reported value and 138 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.44B

Long-equity book

Holdings
729

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+161 / −92 / ↑342 / ↓138

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
WWJD8.7% · +13%IBD6.8% · -5%PTL6.5% · +23%ISMD5.5% · +9%BIBL4.9% · +2%RISN4.3% · -15%FDLS3.6% · +59%USFR2.3% · +10%SPHY1.3% · +6%BKLN1.3% · +4%PGHY1.0% · newGLRY0.7% · -31%DEM0.6% · +1%IVV0.6% · +71%PHYL0.6% · +2%MRVL0.6% · +478%BCD0.6% · +202%PFXF0.6% · +666%DFAC0.5% · +3%HEGD0.5% · +22%CAT0.5% · -14%AAPL0.5% · +3%NVDA0.4% · +20%SMTC0.4% · +866%FTSM0.4% · +6%CLOZ0.4% · +314%QUAL0.4% · +9%NVTS0.4% · newMKSI0.4% · newCGCP0.3% · +10%MBB0.3% · -7%SPTI0.3% · -26%JAAA0.3% · +14%SCHR0.3% · +4%DOCN0.3% · newIEFA0.3% · +3%ONTO0.3% · newWELD0.3% · newUPS0.3% · +2%CLIP0.3% · +15%MTSI0.3% · newXOM0.3% · +5%ARW0.3% · +947%XBI0.3% · +11%SPYV0.3% · -23%OAIM0.3% · -1%JEPI0.3% · -19%RF0.3% · +9%RBCAA0.2% · +0%BLES0.2% · -6%OZK0.2% · -12%COLB0.2% · +6%SPYG0.2% · -25%WTRG0.2% · +19%IJR0.2% · +16%AUB0.2% · +2%CGSD0.2% · +14%PAYX0.2% · +1234%AVGO0.2% · +21%UPBD0.2% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 29, 2026.

Assets Under Management
$1.33B
Discretionary
$1.33B
Employees
63
Accounts
8,330
Address
3597 E MONARCH SKY LN
SUITE 330
MERIDIAN, ID 83646
Phone
(877) 859-6383
Website
Name Title / Status Ownership Type
CHANDLER, KEITH, OWEN ControlMEMBER
since Jan 2020
25–50%Individual
INSPIRE IMPACT GROUP, LLC ControlMANAGING MEMBER
since Dec 2018
50–75%Domestic Entity
WEBSTER, JEVON, MARK ControlMEMBER
since Jan 2020
5–10%Individual
Betschel, Scott, RichardVP ADVISOR SOLUTIONS
since Sep 2024
Less than 5%Individual
MOON, AARON, DOUGLASCHIEF COMPLIANCE OFFICER, PRESIDENT
since Dec 2018
Less than 5%Individual
NETZLY, ROBERT, JOHNCHIEF EXECUTIVE OFFICER
since Dec 2018
Less than 5%Individual
NETZLY, ROBERT, JOHN Control
Indirect owner via INSPIRE IMPACT GROUP, LLC
PRESIDENT/CHIEF EXECUTIVE OFFICER
since Jun 2014
50–75%Individual
Ownership & leadership changes · 3 filings with changes since Jan 7, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 25, 2025 filing
  • AddedBetschel, Scott, Richard · VP ADVISOR SOLUTIONS · Less than 5%
  • ChangedMOON, AARON, DOUGLAS · title CHIEF COMPLIANCE OFFICER, PRESIDENT, CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER, PRESIDENT
Mar 9, 2023 filing
  • ChangedMOON, AARON, DOUGLAS · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, PRESIDENT, CHIEF OPERATING OFFICER
Mar 26, 2020 filing
  • AddedCHANDLER, KEITH, OWEN · MEMBER · 25–50% · control person
  • AddedWEBSTER, JEVON, MARK · MEMBER · 5–10% · control person
  • ChangedINSPIRE IMPACT GROUP, LLC · ownership 75% or more → 50–75%
Jan 7, 2019 filing (earliest on record)
  • ListedINSPIRE IMPACT GROUP, LLC · MANAGING MEMBER · 75% or more · control person
  • ListedMOON, AARON, DOUGLAS · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedNETZLY, ROBERT, JOHN · CHIEF EXECUTIVE OFFICER · Less than 5%
  • ListedNETZLY, ROBERT, JOHN · PRESIDENT/CHIEF EXECUTIVE OFFICER · 50–75% · indirect via INSPIRE IMPACT GROUP, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Inspire Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORTHERN LTS FD TR IV WWJD 66538H419 $125.1M 8.70% 3,282,710 SH
2 NORTHERN LTS FD TR IV IBD 66538H633 $97.5M 6.78% 4,102,463 SH
3 NORTHERN LTS FD TR IV PTL 66537J796 $94.0M 6.53% 328,811 SH
4 NORTHERN LTS FD TR IV ISMD 66538H641 $78.9M 5.49% 1,579,201 SH
5 NORTHERN LTS FD TR IV BIBL 66538H534 $70.2M 4.88% 1,213,772 SH
6 NORTHERN LTS FD TR IV RISN 66538H393 $62.2M 4.33% 2,025,711 SH
7 NORTHERN LTS FD TR IV FDLS 66538H187 $51.6M 3.59% 1,220,431 SH
8 WISDOMTREE TR USFR 97717Y527 $32.7M 2.27% 649,557 SH
9 SPDR SERIES TRUST SPHY 78468R606 $18.3M 1.27% 781,210 SH
10 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $18.2M 1.26% 891,983 SH
11 INVESCO EXCH TRADED FD TR II PGHY 46138E669 $14.4M 1.00% 732,043 SH
12 NORTHERN LTS FD TR IV GLRY 66538H369 $9.4M 0.65% 215,325 SH
13 WISDOMTREE TR DEM 97717W315 $9.0M 0.63% 167,626 SH
14 ISHARES TR IVV 464287200 $8.9M 0.62% 11,819 SH
15 PGIM ETF TR PHYL 69344A206 $8.8M 0.61% 251,737 SH
16 MARVELL TECHNOLOGY INC MRVL 573874104 $8.7M 0.61% 29,283 SH
17 ABRDN ETFS BCD 003261203 $8.2M 0.57% 239,311 SH
18 VANECK ETF TRUST PFXF 92189F429 $8.1M 0.56% 455,118 SH
19 DIMENSIONAL ETF TRUST DFAC 25434V708 $7.9M 0.55% 177,566 SH
20 LISTED FDS TR HEGD 53656F599 $7.5M 0.52% 282,321 SH
21 CATERPILLAR INC CAT 149123101 $7.1M 0.50% 6,722 SH
22 APPLE INC AAPL 037833100 $6.8M 0.47% 23,536 SH
23 NVIDIA CORPORATION NVDA 67066G104 $5.8M 0.40% 28,918 SH
24 SEMTECH CORP SMTC 816850101 $5.7M 0.40% 35,533 SH
25 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $5.5M 0.38% 92,195 SH
26 SERIES PORTFOLIOS TR CLOZ 81752T528 $5.3M 0.37% 200,146 SH
27 ISHARES TR QUAL 46432F339 $5.3M 0.37% 24,100 SH
28 NAVITAS SEMICONDUCTOR CORP NVTS 63942X106 $5.1M 0.36% 286,577 SH
29 MKS INC. MKSI 55306N104 $5.0M 0.35% 11,339 SH
30 CAPITAL GRP FIXED INCM ETF T CGCP 14020Y102 $5.0M 0.35% 225,186 SH
31 ISHARES TR MBB 464288588 $4.9M 0.34% 51,565 SH
32 SPDR SERIES TRUST SPTI 78464A672 $4.8M 0.33% 169,360 SH
33 JANUS DETROIT STR TR JAAA 47103U845 $4.8M 0.33% 94,469 SH
34 SCHWAB STRATEGIC TR SCHR 808524854 $4.7M 0.33% 192,564 SH
35 DIGITALOCEAN HLDGS INC DOCN 25402D102 $4.7M 0.33% 30,191 SH
36 ISHARES TR IEFA 46432F842 $4.7M 0.33% 48,437 SH
37 ONTO INNOVATION INC ONTO 683344105 $4.6M 0.32% 12,341 SH
38 TEMA ETF TRUST WELD 87975E602 $4.6M 0.32% 72,835 SH
39 UNITED PARCEL SVCS INC UPS 911312106 $4.6M 0.32% 42,304 SH
40 GLOBAL X FDS CLIP 37960A438 $4.4M 0.30% 43,605 SH
41 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $4.3M 0.30% 11,405 SH
42 EXXON MOBIL CORP XOM 30231G102 $4.3M 0.30% 31,236 SH
43 ARROW ELECTRS INC ARW 042735100 $4.2M 0.29% 19,640 SH
44 SPDR SERIES TRUST XBI 78464A870 $4.1M 0.28% 25,814 SH
45 SPDR SERIES TRUST SPYV 78464A508 $4.0M 0.27% 65,014 SH
46 UNIFIED SER TR OAIM 90470L444 $3.7M 0.26% 78,363 SH
47 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $3.6M 0.25% 64,325 SH
48 REGIONS FINANCIAL CORP NEW RF 7591EP100 $3.6M 0.25% 118,709 SH
49 REPUBLIC BANCORP INC KY RBCAA 760281204 $3.6M 0.25% 39,213 SH
50 NORTHERN LTS FD TR IV BLES 66538H658 $3.5M 0.25% 74,232 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.44B 729 0001172661-26-003400
2026-03-31 2026-05-15 $1.23B 663 0001172661-26-002259
2025-12-31 2026-02-13 $1.09B 549 0001172661-26-000793
2025-09-30 2025-10-29 $1.05B 531 0001172661-25-004480
Filer Information
Address
3597 E. MONARCH SKY LN.
SUITE 330
MERIDIAN, ID 83646
Phone
(208) 994-0891
Filing Manager
Inspire Advisors, LLC
Meridian, ID
Signatory
Aaron Moon
Chief Compliance Officer/Investment Adviser Representative