Inspire Trust Co. N.A.
Inspire Trust Co, N.A. is a trust company and institutional investment manager headquartered in Reno, Nevada. Registered with the SEC (CIK: 0001993352), the firm manages discretionary investment portfolios, including U.S. and international equities across major sectors and indices. It appears to have been managing client investments and filing required regulatory disclosures since at least 2023. The company primarily serves institutional and high net worth clients with asset management, trust, and fiduciary services.
Investment Strategy
Inspire Trust Co, N.A. employs a diversified investment approach, allocating client capital across U.S. and international equities, with significant weightings in liquid exchange-traded funds such as ISHARES MSCI EAFE ETF (EFA), ISHARES MSCI EMERGING MARKETS ETF (EEM), and prominent large-cap stocks like Microsoft, Apple, and Broadcom. Their strategy indicates a focus on risk-adjusted returns through broad equity exposure, sector and geographic diversification, and portfolio rebalancing across major indices. The firm takes both active and passive positions and manages over 100 different holdings, regularly adding and reducing positions based on prevailing market and client mandate considerations.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | ISHARES TR MSCI EAFE ETF | 3.71% | $18.0M | 200,970 | $78.01 | $89.39 | +$1.2M |
E EEM | ISHARES TR MSCI EMG MKT ETF | 2.89% | $14.0M | 290,000 | $41.96 | $48.24 | +$1.8M |
A AVGO | BROADCOM INC. | 2.81% | $13.6M | 49,500 | $160.51 | $275.65 | +$5.1M |
M MSFT | MICROSOFT CORP. | 2.72% | $13.2M | 26,500 | $411.98 | $497.41 | +$3.1M |
V VSS | VANGUARD INTL EQUITY INDEX FDS | 2.37% | $11.5M | 85,519 | $116.92 | $134.39 | +$1.6M |