Inspire Advisors, LLC
SEC Form 13F institutional filer · CIK 0001810558
13F-HR · 190 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
34.2%
Inspire Advisors, LLC — $247M AUM allocation strategy
Inspire Advisors, LLC files SEC Form 13F and reports $247M of long US equity value across 190 reported holdings for 2026-03-31.
Its largest sector bet is Financials 15.3%, followed by Information Technology 6.6% and Consumer Staples 4.3%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Inspire Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$247M
total across 190 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +102K sh · +$2.82M+$IVZ +71.2K sh · +$1.42M+$IVV +58.3K sh · +$3.78M
Biggest trims (shares)
−$COHR −23.8K sh · −$4.34M−$NEE −18.2K sh · −$14K−$PLTR −15.9K sh · −$3.22M
Exited to nil (held last quarter, gone now)
$MDLZ ($910K last qtr)$PHM ($577K last qtr)$IP ($548K last qtr)$VST ($420K last qtr)$GEHC ($375K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks9.4%—
- Investment Banking & Brokerage4.8%—
- Semiconductors3.2%—
- Agricultural Products & Services3.1%—
- Electric Utilities2.4%—
- Technology Hardware, Storage & Peripherals2.4%—
- Construction Machinery & Heavy Transportation Equipment2.2%—
- Integrated Oil & Gas2.0%—
- Other holdings70.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 981K | $23.1M | +71.2K | 9.4% |
| $SCHW | Charles Schwab Corporation | 343K | $9.14M | +102K | 3.7% |
| $AAPL | Apple Inc | 22.9K | $5.82M | +595 | 2.4% |
| $CAT | Caterpillar Inc | 7.78K | $5.51M | -157 | 2.2% |
| $XOM | ExxonMobil Holdings Corporation | 29.8K | $5.06M | -2.07K | 2.1% |
| $NVDA | NVIDIA Corporation | 24.1K | $4.2M | +5.48K | 1.7% |
| $ADM | Archer-Daniels-Midland Company | 56.5K | $4.11M | -6.37K | 1.7% |
| $UPS | United Parcel Service Inc | 41.6K | $4.09M | -3.31K | 1.7% |
…and 182 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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