Top Institutional Investors

INSPIRION WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1633448 · latest 13F-HR filed 2026-07-07

Backtest portfolio

INSPIRION WEALTH ADVISORS, LLC manages $873.5M in 13F-reported U.S. long-equity assets across 189 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VYM (11.45%), VUG (10.39%), CGXU (8.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 7, added to 96, and trimmed 38.

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.

Filer Information
Address
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE, IL 60048
Phone
(847) 918-9100
Filing Manager
INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE, IL
Signatory
Noah Seidenberg
Chief Compliance Officer
Loading holdings…
AUM

$873.5M

Long-equity book

Holdings

189

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+15 / −7 / ↑96 / ↓38

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$18.2M +25.1%
  • VANGUARD WHITEHALL FDS$13.1M +15.0%
  • CAPITAL GROUP INTL FOCUS EQT$10.6M +17.8%
  • VANGUARD INDEX FDS$7.5M +39.3%
  • ABBVIE INC$6.3M +14.3%
Show all 96 →

Top Trims

  • JANUS DETROIT STR TR-$8.1M -15.7%
  • SPDR SERIES TRUST-$4.7M -27.7%
  • ABBOTT LABORATORIES-$2.1M -11.3%
  • VANGUARD INDEX FDS-$2.0M -9.2%
  • SPDR SERIES TRUST-$1.7M -10.3%
Show all 38 →

New Positions

  • ECHOSTAR CORP$622.8K
  • UBER TECHNOLOGIES INC$576.2K
  • MARRIOTT INTL INC NEW$570.5K
  • CAPITAL GROUP NEW GEOGRAPHY$510.7K
  • ARK ETF TR$308.4K
Show all 15 →

Exited Positions

  • JANUS DETROIT STR TR$366.9K
  • HUBSPOT INC$244.1K
  • CHEVRON CORPORATION$217.2K
  • PHILLIPS 66$207.7K
  • EQT CORP$203.0K
Show all 7 →
All Holdings

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 VANGUARD WHITEHALL FDS VYM 921946406 $100.0M 11.45% 631,801 SH
2 VANGUARD INDEX FDS VUG 922908736 $90.7M 10.39% 1,052,890 SH
3 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $70.2M 8.04% 2,063,378 SH
4 VANGUARD INDEX FDS VOE 922908512 $52.0M 5.95% 262,126 SH
5 ABBVIE INC ABBV 00287Y109 $50.1M 5.73% 199,380 SH
6 JANUS DETROIT STR TR JAAA 47103U845 $43.4M 4.97% 860,352 SH
7 JANUS DETROIT STR TR JMBS 47103U852 $38.2M 4.37% 850,946 SH
8 BLACKROCK ETF TRUST II CLOA 092528504 $34.3M 3.92% 662,318 SH
9 VANGUARD INDEX FDS VB 922908751 $28.8M 3.30% 95,625 SH
10 VANGUARD INDEX FDS VOT 922908538 $26.4M 3.03% 87,025 SH
11 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $20.9M 2.39% 420,465 SH
12 HARBOR ETF TRUST HGER 41151J505 $20.2M 2.31% 684,472 SH
13 VANGUARD INDEX FDS VBR 922908611 $19.8M 2.26% 81,368 SH
14 ISHARES TR IJK 464287606 $19.3M 2.21% 166,148 SH
15 ABBOTT LABORATORIES ABT 002824100 $16.3M 1.87% 176,962 SH
16 APPLE INC AAPL 037833100 $16.1M 1.84% 54,564 SH
17 VANGUARD INDEX FDS VBK 922908595 $15.2M 1.74% 41,855 SH
18 SPDR SERIES TRUST SPYG 78464A409 $14.7M 1.68% 124,153 SH
19 SPDR SERIES TRUST SPYV 78464A508 $12.3M 1.40% 201,179 SH
20 WORLD GOLD TR GLDM 98149E303 $9.5M 1.09% 119,119 SH
21 ISHARES TR IWS 464287473 $8.7M 1.00% 53,012 SH
22 HEALTHEQUITY INC HQY 42226A107 $6.0M 0.69% 65,000 SH
23 ALPHABET INC GOOG 02079K107 $5.5M 0.63% 15,306 SH
24 SPDR GOLD TR GLD 78463V107 $4.8M 0.55% 12,916 SH
25 WISDOMTREE TR DON 97717W505 $4.7M 0.54% 82,879 SH
26 WORKDAY INC WDAY 98138H101 $4.3M 0.49% 32,915 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.2M 0.48% 5,614 SH
28 AMAZON COM INC AMZN 023135106 $4.2M 0.48% 17,246 SH
29 PROCTER & GAMBLE CO PG 742718109 $4.0M 0.46% 27,036 SH
30 PIMCO ETF TR PYLD 72201R585 $3.8M 0.43% 143,598 SH
31 MASTERCARD INCORPORATED MA 57636Q104 $3.4M 0.39% 6,475 SH
32 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.3M 0.38% 47,582 SH
33 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $2.8M 0.32% 145,726 SH
34 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $2.7M 0.31% 67,682 SH
35 FIRST TR EXCH TRADED FD III FMB 33739N108 $2.6M 0.30% 51,538 SH
36 VANGUARD INDEX FDS VO 922908629 $2.6M 0.30% 32,617 SH
37 COUPANG INC CPNG 22266T109 $2.4M 0.28% 134,364 SH
38 MICROSOFT CORP MSFT 594918104 $2.4M 0.28% 6,271 SH
39 PIMCO ETF TR MUNI 72201R866 $2.4M 0.27% 45,064 SH
40 PIMCO ETF TR SMMU 72201R874 $2.1M 0.24% 42,108 SH
41 COHEN & STEERS ETF TRUST CSNR 19249U302 $2.0M 0.23% 61,790 SH
42 NVIDIA CORPORATION NVDA 67066G104 $2.0M 0.23% 10,178 SH
43 WISDOMTREE TR DLN 97717W307 $2.0M 0.22% 20,268 SH
44 ISHARES TR IVW 464287309 $1.9M 0.22% 14,141 SH
45 SPDR SERIES TRUST SLYV 78464A300 $1.9M 0.21% 17,117 SH
46 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.8M 0.21% 7,810 SH
47 VANGUARD INDEX FDS VOO 922908363 $1.8M 0.21% 2,694 SH
48 ISHARES TR IVV 464287200 $1.8M 0.21% 2,435 SH
49 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $1.8M 0.20% 65,863 SH
50 ISHARES TR SHV 464288679 $1.7M 0.19% 15,390 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $873.5M 189 0001633448-26-000005
2026-03-31 2026-04-08 $803.2M 181 0001633448-26-000003
2025-12-31 2026-01-09 $816.7M 169 0001633448-26-000001