Inspirion Wealth Advisors, LLC 13F Holdings · Q3 2026
Inspirion Wealth Advisors, LLC reported 185 securities worth $880.43M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VYM (11.79%), VUG (11.36%), CGXU (8.18%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $103.8M | 11.79% | 668,825 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $100.0M | 11.36% | 1.1M | Added |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $72.0M | 8.18% | 2.1M | Added |
| 4 | VOE | VANGUARD INDEX FDS | $51.4M | 5.84% | 262,972 | Added |
| 5 | ABBV | ABBVIE INC | $48.3M | 5.49% | 184,657 | Trimmed |
| 6 | JAAA | JANUS DETROIT STR TR | $44.0M | 5.00% | 872,789 | Added |
| 7 | JMBS | JANUS DETROIT STR TR | $37.3M | 4.23% | 882,191 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $37.0M | 4.20% | 712,776 | Added |
| 9 | VOT | VANGUARD INDEX FDS | $28.5M | 3.24% | 97,518 | Added |
| 10 | VB | VANGUARD INDEX FDS | $27.6M | 3.14% | 97,054 | Added |
| 11 | HGER | HARBOR ETF TRUST | $24.2M | 2.74% | 685,113 | Added |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $20.7M | 2.35% | 427,270 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $18.6M | 2.11% | 80,304 | Trimmed |
| 14 | AAPL | APPLE INC | $17.7M | 2.01% | 53,017 | Trimmed |
| 15 | ABT | ABBOTT LABORATORIES | $17.1M | 1.94% | 172,657 | Trimmed |
| 16 | IJK | ISHARES TR | $15.5M | 1.77% | 141,784 | Trimmed |
| 17 | VBK | VANGUARD INDEX FDS | $14.0M | 1.59% | 41,404 | Trimmed |
| 18 | SPYG | SPDR SERIES TRUST | $10.6M | 1.21% | 86,308 | Trimmed |
| 19 | GLDM | WORLD GOLD TR | $9.4M | 1.07% | 114,893 | Trimmed |
| 20 | IWS | ISHARES TR | $8.5M | 0.96% | 52,781 | Trimmed |
| 21 | SPYV | SPDR SERIES TRUST | $7.3M | 0.83% | 119,701 | Trimmed |
| 22 | HQY | HEALTHEQUITY INC | $5.7M | 0.65% | 65,000 | Hold |
| 23 | GOOG | ALPHABET INC | $5.3M | 0.60% | 15,472 | Added |
| 24 | GLD | SPDR GOLD TR | $4.9M | 0.55% | 12,781 | Trimmed |
| 25 | WDAY | WORKDAY INC | $4.8M | 0.55% | 25,205 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR