Inspire Advisors

Meridian, IDfiles as Inspire Advisors, LLC

$1.4bn in 722 US stocks at the end of 30 June 2026. The top 10 are 45.2% of the money. It changed about 17.6% of the portfolio this quarter.

Value

$1.4bn

Stocks

722

Top 10 share

45.2%

Turnover

17.6%

What changed this quarter

New

Bought for the first time this quarter.

Navitas SemiconductorNVTS
0.4% of the fund
MKSMKSI
0.4% of the fund
DigitalOcean HoldingsDOCN
0.3% of the fund
Onto InnovationONTO
0.3% of the fund
MACOM Technology Solutions HoldingsMTSI
0.3% of the fund
Penske Automotive GroupPAG
0.2% of the fund
Fulton FinancialFULT
0.2% of the fund
Diebold NixdorfDBD
0.2% of the fund
Sonoco ProductsSON
0.2% of the fund
Jefferies Financial GroupJEF
0.2% of the fund
Pinnacle West CapitalPNW
0.2% of the fund
UGIUGI
0.2% of the fund
Clearway EnergyCWEN
0.2% of the fund
Dimensional ETF TrustDCOR
<0.1% of the fund
Okeanis Eco TankersECO
<0.1% of the fund
Fair IsaacFICO
<0.1% of the fund
FlexFLEX
<0.1% of the fund
CF Industries HoldingsCF
<0.1% of the fund
LindeLIN
<0.1% of the fund
Waste ManagementWM
<0.1% of the fund
Penguin SolutionsPENG
<0.1% of the fund
Palomar HoldingsPLMR
<0.1% of the fund
PfizerPFE
<0.1% of the fund
Constellium SECSTM
<0.1% of the fund
Cboe Global MktsCBOE
<0.1% of the fund

Added

Bought more of a stock they already held.

Northern LTS FD TR IVWWJD
8.7% of the fund
+13%
Northern LTS FD TR IVPTL
6.5% of the fund
+23%
Northern LTS FD TR IVISMD
5.5% of the fund
+9%
Northern LTS FD TR IVBIBL
4.9% of the fund
+2%
Northern LTS FD TR IVFDLS
3.6% of the fund
+59%
Wisdomtree TRUSFR
2.3% of the fund
+10%
Spdr Series TrustSPHY
1.3% of the fund
+6%
Invesco Exch Traded FD TR IIBKLN
1.3% of the fund
+4%
Invesco Exch Traded FD TR IIPGHY
1.0% of the fund
+10%
Ishares TRIVV
0.6% of the fund
+71%
Pgim ETF TRPHYL
0.6% of the fund
+3%
Marvell TechnologyMRVL
0.6% of the fund
+477%
Abrdn EtfsBCD
0.6% of the fund
+202%
Vaneck ETF TrustPFXF
0.6% of the fund
+666%
Dimensional ETF TrustDFAC
0.5% of the fund
+3%
Listed FDS TRHEGD
0.5% of the fund
+22%
AppleAAPL
0.5% of the fund
+3%
NvidiaNVDA
0.4% of the fund
+20%
SemtechSMTC
0.4% of the fund
+866%
First TR Exchange-Traded FDFTSM
0.4% of the fund
+6%
Series Portfolios TRCLOZ
0.4% of the fund
+314%
Ishares TRQUAL
0.4% of the fund
+9%
Capital GRP Fixed Incm ETF TCGCP
0.3% of the fund
+10%
Janus Detroit STR TRJAAA
0.3% of the fund
+14%
Schwab Strategic TRSCHR
0.3% of the fund
+4%

Cut

Sold some of their stake.

Northern LTS FD TR IVIBD
6.8% of the fund
-5%
Northern LTS FD TR IVRISN
4.3% of the fund
-15%
Northern LTS FD TR IVGLRY
0.7% of the fund
-31%
CaterpillarCAT
0.5% of the fund
-14%
Ishares TRMBB
0.3% of the fund
-7%
Spdr Series TrustSPTI
0.3% of the fund
-26%
Spdr Series TrustSPYV
0.3% of the fund
-23%
J P Morgan Exchange Traded FJEPI
0.3% of the fund
-19%
Northern LTS FD TR IVBLES
0.2% of the fund
-6%
Bank OZKOZK
0.2% of the fund
-12%
Spdr Series TrustSPYG
0.2% of the fund
-25%
EvergyEVRG
0.2% of the fund
-3%
Vanguard Scottsdale FDSVONG
0.2% of the fund
-4%
Spdr Series TrustSPIB
0.2% of the fund
-9%
First MerchantsFRME
0.2% of the fund
-6%
Vanguard Index FDSVTI
0.2% of the fund
-14%
Ishares U S ETF TRHYGH
0.2% of the fund
-35%
Bondbloxx ETF TrustXFIV
0.2% of the fund
-5%
Spdr Series TrustSPYM
0.2% of the fund
-7%
Oxford IndustriesOXM
0.2% of the fund
-8%
Blackrock ETF TrustDYNF
0.2% of the fund
-4%
Ishares TRIVW
0.2% of the fund
-4%
DatadogDDOG
0.2% of the fund
-7%
QualcommQCOM
0.2% of the fund
-58%
AmphenolAPH
0.2% of the fund
-19%

Sold out

Sold their entire stake.

Clearway EnergyCWEN
-100%
PhotronicsPLAB
-100%
Simmons First NationalSFNC
-100%
PDF SolutionsPDFS
-100%
Axcelis TechnologiesACLS
-100%
Conagra BrandsCAG
-100%
Enterprise Products Partners L.P.EPD
-100%
UiPathPATH
-100%
ImpinjPI
-100%
MongoDBMDB
-100%
Pimco ETF TRLONZ
-100%
Mplx LPMPLX
-100%
TRI Pointe Homes
-100%
Axos FinancialAX
-100%
Wintrust FinancialWTFC
-100%
TidewaterTDW
-100%
Simplify Exchange Traded FUNTYA
-100%
YETI HoldingsYETI
-100%
Hologic
-100%
EquifaxEFX
-100%
Canadian Natural ResourcesCNQ
-100%
FTI ConsultingFCN
-100%
Essent GroupESNT
-100%
Western Alliance BancorporationWAL
-100%
AptivAPTV
-100%

Holdings

Northern LTS FD TR IVWWJD
Share
8.7%
Value
$125m
Shares
3,282,710
+13%
Northern LTS FD TR IVIBD
Share
6.8%
Value
$98m
Shares
4,102,463
-5%
Northern LTS FD TR IVPTL
Share
6.5%
Value
$94m
Shares
328,811
+23%
Northern LTS FD TR IVISMD
Share
5.5%
Value
$79m
Shares
1,579,201
+9%
Northern LTS FD TR IVBIBL
Share
4.9%
Value
$70m
Shares
1,213,772
+2%
Northern LTS FD TR IVRISN
Share
4.3%
Value
$62m
Shares
2,025,711
-15%
Northern LTS FD TR IVFDLS
Share
3.6%
Value
$52m
Shares
1,220,431
+59%
Wisdomtree TRUSFR
Share
2.3%
Value
$33m
Shares
649,557
+10%
Spdr Series TrustSPHY
Share
1.3%
Value
$18m
Shares
781,210
+6%
Invesco Exch Traded FD TR IIBKLN
Share
1.3%
Value
$18m
Shares
891,983
+4%
Invesco Exch Traded FD TR IIPGHY
Share
1.0%
Value
$14m
Shares
732,043
+10%
Northern LTS FD TR IVGLRY
Share
0.7%
Value
$9m
Shares
215,325
-31%
Wisdomtree TRDEM
Share
0.6%
Value
$9m
Shares
167,626
Held
Ishares TRIVV
Share
0.6%
Value
$9m
Shares
11,819
+71%
Pgim ETF TRPHYL
Share
0.6%
Value
$9m
Shares
251,737
+3%
Marvell TechnologyMRVL
Share
0.6%
Value
$9m
Shares
29,283
+477%
Abrdn EtfsBCD
Share
0.6%
Value
$8m
Shares
239,311
+202%
Vaneck ETF TrustPFXF
Share
0.6%
Value
$8m
Shares
455,118
+666%
Dimensional ETF TrustDFAC
Share
0.5%
Value
$8m
Shares
177,566
+3%
Listed FDS TRHEGD
Share
0.5%
Value
$8m
Shares
282,321
+22%
CaterpillarCAT
Share
0.5%
Value
$7m
Shares
6,722
-14%
AppleAAPL
Share
0.5%
Value
$7m
Shares
23,536
+3%
NvidiaNVDA
Share
0.4%
Value
$6m
Shares
28,918
+20%
SemtechSMTC
Share
0.4%
Value
$6m
Shares
35,533
+866%
First TR Exchange-Traded FDFTSM
Share
0.4%
Value
$6m
Shares
92,195
+6%
Series Portfolios TRCLOZ
Share
0.4%
Value
$5m
Shares
200,146
+314%
Ishares TRQUAL
Share
0.4%
Value
$5m
Shares
24,100
+9%
Navitas SemiconductorNVTS
Share
0.4%
Value
$5m
Shares
286,577
New
MKSMKSI
Share
0.4%
Value
$5m
Shares
11,339
New
Capital GRP Fixed Incm ETF TCGCP
Share
0.3%
Value
$5m
Shares
225,186
+10%
Ishares TRMBB
Share
0.3%
Value
$5m
Shares
51,565
-7%
Spdr Series TrustSPTI
Share
0.3%
Value
$5m
Shares
169,360
-26%
Janus Detroit STR TRJAAA
Share
0.3%
Value
$5m
Shares
94,469
+14%
Schwab Strategic TRSCHR
Share
0.3%
Value
$5m
Shares
192,564
+4%
DigitalOcean HoldingsDOCN
Share
0.3%
Value
$5m
Shares
30,191
New
Ishares TRIEFA
Share
0.3%
Value
$5m
Shares
48,437
+3%
Onto InnovationONTO
Share
0.3%
Value
$5m
Shares
12,341
New
Tema ETF TrustWELD
Share
0.3%
Value
$5m
Shares
72,835
Held
United Parcel ServiceUPS
Share
0.3%
Value
$5m
Shares
42,304
Held
Global X FDSCLIP
Share
0.3%
Value
$4m
Shares
43,605
+15%
MACOM Technology Solutions HoldingsMTSI
Share
0.3%
Value
$4m
Shares
11,405
New
ExxonMobil HoldingsXOM
Share
0.3%
Value
$4m
Shares
31,236
+5%
Arrow ElectronicsARW
Share
0.3%
Value
$4m
Shares
19,640
+947%
Spdr Series TrustXBI
Share
0.3%
Value
$4m
Shares
25,814
+11%
Spdr Series TrustSPYV
Share
0.3%
Value
$4m
Shares
65,014
-23%
Unified SER TROAIM
Share
0.3%
Value
$4m
Shares
78,363
Held
J P Morgan Exchange Traded FJEPI
Share
0.3%
Value
$4m
Shares
64,325
-19%
Regions FinancialRF
Share
0.3%
Value
$4m
Shares
118,709
+9%
Republic BancorpRBCAA
Share
0.2%
Value
$4m
Shares
39,213
Held
Northern LTS FD TR IVBLES
Share
0.2%
Value
$4m
Shares
74,232
-6%
Bank OZKOZK
Share
0.2%
Value
$3m
Shares
66,480
-12%
Columbia Banking SystemCOLB
Share
0.2%
Value
$3m
Shares
107,903
+6%
Spdr Series TrustSPYG
Share
0.2%
Value
$3m
Shares
28,897
-25%
Essential UtilitiesWTRG
Share
0.2%
Value
$3m
Shares
88,020
+19%
Ishares TRIJR
Share
0.2%
Value
$3m
Shares
22,679
+16%
Atlantic Union BanksharesAUB
Share
0.2%
Value
$3m
Shares
78,449
+2%
Capital GRP Fixed Incm ETF TCGSD
Share
0.2%
Value
$3m
Shares
129,674
+14%
PaychexPAYX
Share
0.2%
Value
$3m
Shares
33,317
+1234%
BroadcomAVGO
Share
0.2%
Value
$3m
Shares
8,785
+21%
Upbound GroupUPBD
Share
0.2%
Value
$3m
Shares
154,942
+6%
Ishares TRSGOV
Share
0.2%
Value
$3m
Shares
32,340
+11%
EvergyEVRG
Share
0.2%
Value
$3m
Shares
37,262
-3%
Davis Fundamental ETF TRDFNL
Share
0.2%
Value
$3m
Shares
65,059
+6%
Vanguard Scottsdale FDSVONG
Share
0.2%
Value
$3m
Shares
25,092
-4%
SamsaraIOT
Share
0.2%
Value
$3m
Shares
98,726
+1396%
Prosperity BancsharesPB
Share
0.2%
Value
$3m
Shares
43,712
+9%
Sprott FDS TRSETM
Share
0.2%
Value
$3m
Shares
102,450
+3%
Penske Automotive GroupPAG
Share
0.2%
Value
$3m
Shares
17,757
New
Fulton FinancialFULT
Share
0.2%
Value
$3m
Shares
130,198
New
Spdr Series TrustSPIB
Share
0.2%
Value
$3m
Shares
92,444
-9%
Eversource EnergyES
Share
0.2%
Value
$3m
Shares
42,667
+7%
Diebold NixdorfDBD
Share
0.2%
Value
$3m
Shares
36,088
New
Alps ETF TRELFY
Share
0.2%
Value
$3m
Shares
67,484
+3%
Sonoco ProductsSON
Share
0.2%
Value
$3m
Shares
53,761
New
Jefferies Financial GroupJEF
Share
0.2%
Value
$3m
Shares
59,637
New
OneokOKE
Share
0.2%
Value
$3m
Shares
34,455
+1148%
First MerchantsFRME
Share
0.2%
Value
$3m
Shares
67,888
-6%
Vanguard Index FDSVTI
Share
0.2%
Value
$3m
Shares
7,918
-14%
Capital GRP Fixed Incm ETF TCGMU
Share
0.2%
Value
$3m
Shares
106,021
+8%
Goldman Sachs ETF TRGSST
Share
0.2%
Value
$3m
Shares
57,312
+12%
Black HillsBKH
Share
0.2%
Value
$3m
Shares
38,938
+437%
Ishares U S ETF TRHYGH
Share
0.2%
Value
$3m
Shares
32,978
-35%
Bondbloxx ETF TrustXTRE
Share
0.2%
Value
$3m
Shares
57,544
+19%
Vaneck ETF TrustSMH
Share
0.2%
Value
$3m
Shares
4,254
Held
MicrosoftMSFT
Share
0.2%
Value
$3m
Shares
7,454
+11%
Edison InternationalEIX
Share
0.2%
Value
$3m
Shares
37,060
+488%
Pinnacle West CapitalPNW
Share
0.2%
Value
$3m
Shares
25,246
New
Unified SER TROAEM
Share
0.2%
Value
$3m
Shares
53,681
+30%
Neos ETF TrustCSHI
Share
0.2%
Value
$3m
Shares
53,657
+10%
Interactive Brokers GroupIBKR
Share
0.2%
Value
$3m
Shares
30,461
+4%
Ishares TRGOVT
Share
0.2%
Value
$3m
Shares
115,548
+81%
Bondbloxx ETF TrustPCMM
Share
0.2%
Value
$3m
Shares
52,627
+8%
IsharesIEMG
Share
0.2%
Value
$3m
Shares
31,559
+12%
Bondbloxx ETF TrustXFIV
Share
0.2%
Value
$3m
Shares
53,212
-5%
Spdr Series TrustSPYM
Share
0.2%
Value
$3m
Shares
29,299
-7%
Arista NetworksANET
Share
0.2%
Value
$3m
Shares
15,258
+59%
UGIUGI
Share
0.2%
Value
$3m
Shares
72,692
New
Vanguard Scottsdale FDSVONV
Share
0.2%
Value
$3m
Shares
23,534
+91%
J P Morgan Exchange Traded FJEPQ
Share
0.2%
Value
$2m
Shares
40,663
+167%
LCI IndustriesLCII
Share
0.2%
Value
$2m
Shares
23,668
+8%

Company	Share of fund	Value	Shares	Change
Northern LTS FD TR IVWWJD	8.7%	$125m	3,282,710	+13%
Northern LTS FD TR IVIBD	6.8%	$98m	4,102,463	-5%
Northern LTS FD TR IVPTL	6.5%	$94m	328,811	+23%
Northern LTS FD TR IVISMD	5.5%	$79m	1,579,201	+9%
Northern LTS FD TR IVBIBL	4.9%	$70m	1,213,772	+2%
Northern LTS FD TR IVRISN	4.3%	$62m	2,025,711	-15%
Northern LTS FD TR IVFDLS	3.6%	$52m	1,220,431	+59%
Wisdomtree TRUSFR	2.3%	$33m	649,557	+10%
Spdr Series TrustSPHY	1.3%	$18m	781,210	+6%
Invesco Exch Traded FD TR IIBKLN	1.3%	$18m	891,983	+4%
Invesco Exch Traded FD TR IIPGHY	1.0%	$14m	732,043	+10%
Northern LTS FD TR IVGLRY	0.7%	$9m	215,325	-31%
Wisdomtree TRDEM	0.6%	$9m	167,626	Held
Ishares TRIVV	0.6%	$9m	11,819	+71%
Pgim ETF TRPHYL	0.6%	$9m	251,737	+3%
Marvell TechnologyMRVL	0.6%	$9m	29,283	+477%
Abrdn EtfsBCD	0.6%	$8m	239,311	+202%
Vaneck ETF TrustPFXF	0.6%	$8m	455,118	+666%
Dimensional ETF TrustDFAC	0.5%	$8m	177,566	+3%
Listed FDS TRHEGD	0.5%	$8m	282,321	+22%
CaterpillarCAT	0.5%	$7m	6,722	-14%
AppleAAPL	0.5%	$7m	23,536	+3%
NvidiaNVDA	0.4%	$6m	28,918	+20%
SemtechSMTC	0.4%	$6m	35,533	+866%
First TR Exchange-Traded FDFTSM	0.4%	$6m	92,195	+6%
Series Portfolios TRCLOZ	0.4%	$5m	200,146	+314%
Ishares TRQUAL	0.4%	$5m	24,100	+9%
Navitas SemiconductorNVTS	0.4%	$5m	286,577	New
MKSMKSI	0.4%	$5m	11,339	New
Capital GRP Fixed Incm ETF TCGCP	0.3%	$5m	225,186	+10%
Ishares TRMBB	0.3%	$5m	51,565	-7%
Spdr Series TrustSPTI	0.3%	$5m	169,360	-26%
Janus Detroit STR TRJAAA	0.3%	$5m	94,469	+14%
Schwab Strategic TRSCHR	0.3%	$5m	192,564	+4%
DigitalOcean HoldingsDOCN	0.3%	$5m	30,191	New
Ishares TRIEFA	0.3%	$5m	48,437	+3%
Onto InnovationONTO	0.3%	$5m	12,341	New
Tema ETF TrustWELD	0.3%	$5m	72,835	Held
United Parcel ServiceUPS	0.3%	$5m	42,304	Held
Global X FDSCLIP	0.3%	$4m	43,605	+15%
MACOM Technology Solutions HoldingsMTSI	0.3%	$4m	11,405	New
ExxonMobil HoldingsXOM	0.3%	$4m	31,236	+5%
Arrow ElectronicsARW	0.3%	$4m	19,640	+947%
Spdr Series TrustXBI	0.3%	$4m	25,814	+11%
Spdr Series TrustSPYV	0.3%	$4m	65,014	-23%
Unified SER TROAIM	0.3%	$4m	78,363	Held
J P Morgan Exchange Traded FJEPI	0.3%	$4m	64,325	-19%
Regions FinancialRF	0.3%	$4m	118,709	+9%
Republic BancorpRBCAA	0.2%	$4m	39,213	Held
Northern LTS FD TR IVBLES	0.2%	$4m	74,232	-6%
Bank OZKOZK	0.2%	$3m	66,480	-12%
Columbia Banking SystemCOLB	0.2%	$3m	107,903	+6%
Spdr Series TrustSPYG	0.2%	$3m	28,897	-25%
Essential UtilitiesWTRG	0.2%	$3m	88,020	+19%
Ishares TRIJR	0.2%	$3m	22,679	+16%
Atlantic Union BanksharesAUB	0.2%	$3m	78,449	+2%
Capital GRP Fixed Incm ETF TCGSD	0.2%	$3m	129,674	+14%
PaychexPAYX	0.2%	$3m	33,317	+1234%
BroadcomAVGO	0.2%	$3m	8,785	+21%
Upbound GroupUPBD	0.2%	$3m	154,942	+6%
Ishares TRSGOV	0.2%	$3m	32,340	+11%
EvergyEVRG	0.2%	$3m	37,262	-3%
Davis Fundamental ETF TRDFNL	0.2%	$3m	65,059	+6%
Vanguard Scottsdale FDSVONG	0.2%	$3m	25,092	-4%
SamsaraIOT	0.2%	$3m	98,726	+1396%
Prosperity BancsharesPB	0.2%	$3m	43,712	+9%
Sprott FDS TRSETM	0.2%	$3m	102,450	+3%
Penske Automotive GroupPAG	0.2%	$3m	17,757	New
Fulton FinancialFULT	0.2%	$3m	130,198	New
Spdr Series TrustSPIB	0.2%	$3m	92,444	-9%
Eversource EnergyES	0.2%	$3m	42,667	+7%
Diebold NixdorfDBD	0.2%	$3m	36,088	New
Alps ETF TRELFY	0.2%	$3m	67,484	+3%
Sonoco ProductsSON	0.2%	$3m	53,761	New
Jefferies Financial GroupJEF	0.2%	$3m	59,637	New
OneokOKE	0.2%	$3m	34,455	+1148%
First MerchantsFRME	0.2%	$3m	67,888	-6%
Vanguard Index FDSVTI	0.2%	$3m	7,918	-14%
Capital GRP Fixed Incm ETF TCGMU	0.2%	$3m	106,021	+8%
Goldman Sachs ETF TRGSST	0.2%	$3m	57,312	+12%
Black HillsBKH	0.2%	$3m	38,938	+437%
Ishares U S ETF TRHYGH	0.2%	$3m	32,978	-35%
Bondbloxx ETF TrustXTRE	0.2%	$3m	57,544	+19%
Vaneck ETF TrustSMH	0.2%	$3m	4,254	Held
MicrosoftMSFT	0.2%	$3m	7,454	+11%
Edison InternationalEIX	0.2%	$3m	37,060	+488%
Pinnacle West CapitalPNW	0.2%	$3m	25,246	New
Unified SER TROAEM	0.2%	$3m	53,681	+30%
Neos ETF TrustCSHI	0.2%	$3m	53,657	+10%
Interactive Brokers GroupIBKR	0.2%	$3m	30,461	+4%
Ishares TRGOVT	0.2%	$3m	115,548	+81%
Bondbloxx ETF TrustPCMM	0.2%	$3m	52,627	+8%
IsharesIEMG	0.2%	$3m	31,559	+12%
Bondbloxx ETF TrustXFIV	0.2%	$3m	53,212	-5%
Spdr Series TrustSPYM	0.2%	$3m	29,299	-7%
Arista NetworksANET	0.2%	$3m	15,258	+59%
UGIUGI	0.2%	$3m	72,692	New
Vanguard Scottsdale FDSVONV	0.2%	$3m	23,534	+91%
J P Morgan Exchange Traded FJEPQ	0.2%	$2m	40,663	+167%
LCI IndustriesLCII	0.2%	$2m	23,668	+8%

Showing the largest 100 of 722.

Options (4)

NvidiaNVDA
Type
Call
Value
$2m
Contracts
56,440
NvidiaNVDA
Type
Put
Value
$38,610
Contracts
27
State STR Spdr S&P 500 ETF TSPY
Type
Put
Value
$7,241
Contracts
2
RedwireRDW
Type
Call
Value
$18
Contracts
1

Company	Type	Value	Contracts
NvidiaNVDA	Call	$2m	56,440
NvidiaNVDA	Put	$38,610	27
State STR Spdr S&P 500 ETF TSPY	Put	$7,241	2
RedwireRDW	Call	$18	1

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 49.0% since 30 June 2025.

Where the money is

Technology8.9%

Industrials4.5%

Financial services3.9%

Utilities2.8%

Health care2.0%

Retail & consumer1.9%

Energy1.6%

Materials1.5%

Everyday goods0.8%

Media & telecom0.7%

Real estate0.7%

Other70.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.