Top Institutional Investors

INSPIRION WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1633448 · latest 13F-HR filed 2026-10-09

Backtest portfolio

INSPIRION WEALTH ADVISORS, LLC manages $880.4M in 13F-reported U.S. long-equity assets across 188 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VYM (11.79%), VUG (11.36%), CGXU (8.18%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 11; 42 existing positions rose in reported value and 54 fell.

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.

Loading holdings…
AUM
$880.4M

Long-equity book

Holdings
188

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+11 / −11 / ↑42 / ↓54

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VYM11.8% · +6%VUG11.4% · +5%CGXU8.2% · +2%VOE5.8% · +0%ABBV5.5% · -8%JAAA5.0% · +1%JMBS4.2% · +4%CLOA4.2% · +8%VOT3.2% · +12%VB3.1% · +2%HGER2.7% · +0%LMBS2.4% · +2%VBR2.1% · -1%AAPL2.0% · -3%ABT1.9% · -2%IJK1.8% · -15%VBK1.6% · -1%SPYG1.2% · -30%GLDM1.1% · -4%IWS1.0% · -0%SPYV0.8% · -40%HQY0.7% · 0%GOOG0.6% · +1%GLD0.6% · -1%WDAY0.5% · -23%DON0.5% · -3%AMZN0.5% · +0%SPY0.5% · -2%PYLD0.5% · +13%PG0.4% · +0%MA0.4% · -0%VEA0.4% · +0%MSFT0.4% · -0%CEF0.3% · -3%WCMI0.3% · -2%VO0.3% · +0%FMB0.3% · -0%NVDA0.3% · +4%CSNR0.3% · +8%MUNI0.3% · 0%SMMU0.2% · +5%IVW0.2% · 0%FTGC0.2% · -1%DLN0.2% · +0%VOO0.2% · +0%IVV0.2% · 0%CPNG0.2% · -0%VIG0.2% · 0%SLYV0.2% · -0%SHV0.2% · 0%BAR0.2% · 0%ZS0.2% · -1%VGT0.2% · +7%JPM0.2% · +0%DE0.2% · -8%QQQ0.2% · +3%BRK.B0.2% · 0%WPC0.2% · +1%IEFA0.2% · 0%DES0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 62.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$1.39B
Discretionary
$1.39B
Employees
12
Accounts
2,687
Address
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE, IL 60048
Phone
(847) 918-9100
Website
Name Title / Status Ownership Type
BATEMAN, ERIKA, LEE ControlPARTNER
since Dec 2021
Less than 5%Individual
INSPIRION HOLDINGS, LLC ControlMANAGING MEMBER
since Dec 2021
75% or moreDomestic Entity
KOLB, RICHARD, HARTFORD ControlMANAGING PARTNER
since Oct 2012
Less than 5%Individual
Kolb, Richard, Hartford ControlPARTNER
since Dec 2021
Less than 5%Individual
SEIDENBERG, NOAH, ABRAM ControlCHIEF COMPLIANCE OFFICER & MANAGING PARTNER
since Oct 2012
Less than 5%Individual
INSPIRION LEGACY PARTNERS, LLC Control
Indirect owner via INSPIRION HOLDINGS, LLC
MANAGING MEMBER
since Dec 2021
75% or moreDomestic Entity
KOLB, RICHARD, HARTFORD Control
Indirect owner via INSPIRION LEGACY PARTNERS, LLC
MANAGING MEMBER
since Dec 2021
50–75%Individual
Ownership & leadership changes · 5 filings with changes since Sep 17, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2026 filing
  • No longer listedSEIDENBERG, NOAH, ABRAM · MANAGING MEMBER · 25–50% · indirect via INSPIRION LEGACY PARTNERS, LLC · control person · listed since Dec 2021
Feb 10, 2025 filing
  • ChangedSEIDENBERG, NOAH, ABRAM · ownership 25–50% → Less than 5%
Mar 13, 2023 filing
  • AddedBATEMAN, ERIKA, LEE · PARTNER · Less than 5% · control person
  • AddedKolb, Richard, Hartford · PARTNER · Less than 5% · control person
  • Listed againKOLB, RICHARD, HARTFORD · MANAGING PARTNER · Less than 5% · control person
  • ChangedSEIDENBERG, NOAH, ABRAM · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER & MANAGING PARTNER
Dec 21, 2021 filing
  • No longer listedKOLB, RICHARD, HARTFORD · MANAGING MEMBER · 50–75% · control person · listed since Aug 2012
  • AddedINSPIRION HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person
  • AddedINSPIRION LEGACY PARTNERS, LLC · MANAGING MEMBER · 75% or more · indirect via INSPIRION HOLDINGS, LLC · control person
  • AddedKOLB, RICHARD, HARTFORD · MANAGING MEMBER · 50–75% · indirect via INSPIRION LEGACY PARTNERS, LLC · control person
  • AddedSEIDENBERG, NOAH, ABRAM · MANAGING MEMBER · 25–50% · indirect via INSPIRION LEGACY PARTNERS, LLC · control person
  • ChangedSEIDENBERG, NOAH, ABRAM · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Feb 20, 2015 filing
  • No longer listedHOLMERTZ, MARK, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2012
  • ChangedSEIDENBERG, NOAH, ABRAM · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Sep 17, 2012 filing (earliest on record)
  • ListedHOLMERTZ, MARK, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedKOLB, RICHARD, HARTFORD · MANAGING MEMBER · 50–75% · control person
  • ListedSEIDENBERG, NOAH, ABRAM · MANAGING MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

INSPIRION WEALTH ADVISORS, LLC Holdings (2026-09-30)

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 $103.8M 11.79% 668,825 SH
2 VANGUARD INDEX FDS VUG 922908736 $100.0M 11.36% 1,109,820 SH
3 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $72.0M 8.18% 2,099,464 SH
4 VANGUARD INDEX FDS VOE 922908512 $51.4M 5.84% 262,972 SH
5 ABBVIE INC ABBV 00287Y109 $48.2M 5.47% 184,157 SH
6 JANUS DETROIT STR TR JAAA 47103U845 $44.0M 5.00% 872,789 SH
7 JANUS DETROIT STR TR JMBS 47103U852 $37.3M 4.23% 882,191 SH
8 BLACKROCK ETF TRUST II CLOA 092528504 $37.0M 4.20% 712,776 SH
9 VANGUARD INDEX FDS VOT 922908538 $28.5M 3.24% 97,518 SH
10 VANGUARD INDEX FDS VB 922908751 $27.6M 3.14% 97,054 SH
11 HARBOR ETF TRUST HGER 41151J505 $24.2M 2.74% 685,113 SH
12 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $20.7M 2.35% 427,270 SH
13 VANGUARD INDEX FDS VBR 922908611 $18.6M 2.11% 80,304 SH
14 APPLE INC AAPL 037833100 $17.7M 2.01% 53,017 SH
15 ABBOTT LABORATORIES ABT 002824100 $17.1M 1.94% 172,657 SH
16 ISHARES TR IJK 464287606 $15.5M 1.77% 141,784 SH
17 VANGUARD INDEX FDS VBK 922908595 $14.0M 1.59% 41,404 SH
18 SPDR SERIES TRUST SPYG 78464A409 $10.6M 1.21% 86,308 SH
19 WORLD GOLD TR GLDM 98149E303 $9.4M 1.07% 114,893 SH
20 ISHARES TR IWS 464287473 $8.5M 0.96% 52,781 SH
21 SPDR SERIES TRUST SPYV 78464A508 $7.3M 0.83% 119,701 SH
22 HEALTHEQUITY INC HQY 42226A107 $5.7M 0.65% 65,000 SH
23 ALPHABET INC GOOG 02079K107 $5.3M 0.60% 15,472 SH
24 SPDR GOLD TR GLD 78463V107 $4.9M 0.55% 12,781 SH
25 WORKDAY INC WDAY 98138H101 $4.8M 0.55% 25,205 SH
26 WISDOMTREE TR DON 97717W505 $4.4M 0.49% 80,693 SH
27 AMAZON COM INC AMZN 023135106 $4.3M 0.49% 17,299 SH
28 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.2M 0.48% 5,510 SH
29 PIMCO ETF TR PYLD 72201R585 $4.1M 0.47% 162,229 SH
30 PROCTER & GAMBLE CO PG 742718109 $3.9M 0.45% 27,062 SH
31 MASTERCARD INCORPORATED MA 57636Q104 $3.6M 0.41% 6,469 SH
32 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.4M 0.38% 47,834 SH
33 MICROSOFT CORP MSFT 594918104 $3.2M 0.37% 6,269 SH
34 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $2.7M 0.31% 65,663 SH
35 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $2.7M 0.31% 142,575 SH
36 VANGUARD INDEX FDS VO 922908629 $2.6M 0.29% 32,658 SH
37 FIRST TR EXCH TRADED FD III FMB 33739N108 $2.5M 0.28% 51,438 SH
38 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.28% 10,631 SH
39 COHEN & STEERS ETF TRUST CSNR 19249U302 $2.4M 0.27% 67,007 SH
40 PIMCO ETF TR MUNI 72201R866 $2.2M 0.25% 45,064 SH
41 PIMCO ETF TR SMMU 72201R874 $2.2M 0.25% 44,108 SH
42 ISHARES TR IVW 464287309 $2.0M 0.23% 14,141 SH
43 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $2.0M 0.23% 65,354 SH
44 WISDOMTREE TR DLN 97717W307 $2.0M 0.22% 20,356 SH
45 VANGUARD INDEX FDS VOO 922908363 $1.9M 0.21% 2,697 SH
46 ISHARES TR IVV 464287200 $1.9M 0.21% 2,436 SH
47 COUPANG INC CPNG 22266T109 $1.9M 0.21% 134,214 SH
48 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.8M 0.21% 7,810 SH
49 SPDR SERIES TRUST SLYV 78464A300 $1.7M 0.20% 17,073 SH
50 ISHARES TR SHV 464288679 $1.7M 0.19% 15,390 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $880.4M 188 0001085146-26-000823
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
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