INSPIRION WEALTH ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1633448 · latest 13F-HR filed 2026-04-08
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.
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AUM
$803.2M
Long-equity book
Holdings
181
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+15 / −7 / ↑47 / ↓71
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WHITEHALL FDS$15.0M +20.8%
- VANGUARD INDEX FDS$8.0M +73.3%
- HARBOR ETF TRUST$5.6M +37.4%
- VANGUARD INDEX FDS$5.3M +30.7%
- JANUS DETROIT STR TR$4.7M +15.9%
Top Trims
- JANUS DETROIT STR TR-$17.3M -25.1%
- SPDR SERIES TRUST-$10.9M -39.2%
- SPDR SERIES TRUST-$10.4M -38.7%
- ISHARES TR-$5.0M -21.4%
- ABBOTT LABORATORIES-$5.0M -21.3%
New Positions
- VANECK ETF TRUST$581.1K
- KRANESHARES TRUST$423.6K
- GRAYSCALE XRP TR ETF$310.4K
- TPG INC$247.1K
- HUBSPOT INC$244.1K
Exited Positions
- FIDELITY WISE ORIGIN BITCOIN$1.9M
- OKTA INC$260.3K
- VANGUARD INDEX FDS$218.6K
- VANGUARD BD INDEX FDS$208.4K
- GE AEROSPACE$207.0K
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 | $86.9M | 10.82% | 586,809 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $72.5M | 9.03% | 166,095 | SH |
| 3 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $59.6M | 7.42% | 2,021,349 | SH |
| 4 | JANUS DETROIT STR TR | JAAA | 47103U845 | $51.5M | 6.41% | 1,022,776 | SH |
| 5 | VANGUARD INDEX FDS | VOE | 922908512 | $48.9M | 6.09% | 265,574 | SH |
| 6 | ABBVIE INC | ABBV | 00287Y109 | $43.8M | 5.45% | 201,337 | SH |
| 7 | JANUS DETROIT STR TR | JMBS | 47103U852 | $34.6M | 4.31% | 766,123 | SH |
| 8 | BLACKROCK ETF TRUST II | CLOA | 092528504 | $29.2M | 3.64% | 563,343 | SH |
| 9 | VANGUARD INDEX FDS | VB | 922908751 | $22.6M | 2.81% | 86,202 | SH |
| 10 | VANGUARD INDEX FDS | VBR | 922908611 | $21.7M | 2.71% | 100,092 | SH |
| 11 | HARBOR ETF TRUST | HGER | 41151J505 | $20.6M | 2.56% | 663,121 | SH |
| 12 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $19.7M | 2.45% | 395,648 | SH |
| 13 | VANGUARD INDEX FDS | VOT | 922908538 | $19.0M | 2.36% | 73,754 | SH |
| 14 | ABBOTT LABORATORIES | ABT | 002824100 | $18.4M | 2.29% | 179,131 | SH |
| 15 | ISHARES TR | IJK | 464287606 | $18.4M | 2.29% | 182,728 | SH |
| 16 | SPDR SERIES TRUST | SPYV | 78464A508 | $17.0M | 2.11% | 300,108 | SH |
| 17 | SPDR SERIES TRUST | SPYG | 78464A409 | $16.4M | 2.04% | 167,415 | SH |
| 18 | VANGUARD INDEX FDS | VBK | 922908595 | $15.1M | 1.88% | 50,068 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $14.0M | 1.75% | 55,327 | SH |
| 20 | WORLD GOLD TR | GLDM | 98149E303 | $11.0M | 1.37% | 118,365 | SH |
| 21 | ISHARES TR | IWS | 464287473 | $7.7M | 0.96% | 53,046 | SH |
| 22 | HEALTHEQUITY INC | HQY | 42226A107 | $5.4M | 0.68% | 65,000 | SH |
| 23 | SPDR GOLD TR | GLD | 78463V107 | $5.3M | 0.66% | 12,354 | SH |
| 24 | WISDOMTREE TR | DON | 97717W505 | $4.5M | 0.56% | 85,247 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $4.4M | 0.55% | 15,503 | SH |
| 26 | WORKDAY INC | WDAY | 98138H101 | $4.3M | 0.53% | 32,875 | SH |
| 27 | PROCTER & GAMBLE CO | PG | 742718109 | $3.9M | 0.49% | 27,241 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.7M | 0.46% | 5,656 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $3.6M | 0.45% | 17,406 | SH |
| 30 | SPROTT ASSET MANAGEMENT LP | CEF | 85208R101 | $3.6M | 0.44% | 74,403 | SH |
| 31 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.5M | 0.44% | 7,079 | SH |
| 32 | PIMCO ETF TR | PYLD | 72201R585 | $3.2M | 0.40% | 122,510 | SH |
| 33 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.0M | 0.38% | 47,044 | SH |
| 34 | FIRST TR EXCH TRADED FD III | FMB | 33739N108 | $2.6M | 0.33% | 51,938 | SH |
| 35 | COUPANG INC | CPNG | 22266T109 | $2.5M | 0.32% | 134,364 | SH |
| 36 | FIRST TR EXCHANGE-TRADED FD | WCMI | 33733E732 | $2.4M | 0.30% | 145,654 | SH |
| 37 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 0.30% | 6,562 | SH |
| 38 | FIRST TR EXCHANGE TRAD FD VI | FTGC | 33739H101 | $2.4M | 0.30% | 84,342 | SH |
| 39 | VANGUARD INDEX FDS | VO | 922908629 | $2.3M | 0.29% | 8,121 | SH |
| 40 | PIMCO ETF TR | MUNI | 72201R866 | $2.3M | 0.28% | 43,714 | SH |
| 41 | COHEN & STEERS ETF TRUST | CSNR | 19249U302 | $2.3M | 0.28% | 60,110 | SH |
| 42 | PIMCO ETF TR | SMMU | 72201R874 | $2.1M | 0.26% | 41,508 | SH |
| 43 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 0.24% | 10,954 | SH |
| 44 | GRANITESHARES GOLD TR | BAR | 38748G101 | $1.9M | 0.23% | 40,445 | SH |
| 45 | WISDOMTREE TR | DLN | 97717W307 | $1.8M | 0.22% | 20,172 | SH |
| 46 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.7M | 0.21% | 18,069 | SH |
| 47 | ISHARES TR | SHV | 464288679 | $1.7M | 0.21% | 15,390 | SH |
| 48 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.7M | 0.21% | 7,810 | SH |
| 49 | ISHARES TR | IVW | 464287309 | $1.6M | 0.20% | 14,233 | SH |
| 50 | ISHARES TR | IVV | 464287200 | $1.6M | 0.20% | 2,443 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $803.2M | 181 | 0001633448-26-000003 |
| 2025-12-31 | 2026-01-09 | $816.7M | 169 | 0001633448-26-000001 |