Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Inspirion Wealth Advisors, LLC

Investment Activity

Inspirion Wealth Advisors, LLC has $880.43 million in total holdings as of June 30, 2026.
Inspirion Wealth Advisors, LLC owns shares of 185 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 3.07% of the portfolio was purchased this quarter.
About 2.78% of the portfolio was sold this quarter.
This quarter, Inspirion Wealth Advisors, LLC has purchased 185 new stocks and bought additional shares in 49 stocks.
Inspirion Wealth Advisors, LLC sold shares of 56 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $103,801,575
Vanguard Growth ETF: $100,005,860
Capital Group International Focus Equity ETF: $71,990,629
Vanguard Mid-Cap Value ETF: $51,418,951
AbbVie: $48,304,367

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,003,810 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $316,814 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $307,754 Holding
718546104 - Phillips 66: $280,841 Holding
316188838 - FIDELITY MERRIMACK STR TR: $252,230 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 37,024 shares (about $5.75M)
Vanguard Growth ETF: 56,930 shares (about $5.13M)
Vanguard Mid-Cap Growth ETF: 10,493 shares (about $3.07M)
iShares AAA CLO Active ETF: 50,458 shares (about $2.62M)
Janus Henderson Mortgage-Backed Securities ETF: 31,245 shares (about $1.32M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Value ETF: 81,478 shares (about $4.98M)
SPDR Portfolio S&P 500 Growth ETF: 37,845 shares (about $4.66M)
AbbVie: 14,723 shares (about $3.85M)
iShares S&P Mid-Cap 400 Growth ETF: 24,364 shares (about $2.67M)
Workday: 7,710 shares (about $1.47M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VYM Vanguard High Dividend Yield ETF	$103,801,575	$5,746,121 ▲	5.9%	668,825	11.8%	ETF
VUG Vanguard Growth ETF	$100,005,860	$5,129,961 ▲	5.4%	1,109,820	11.4%	ETF
CGXU Capital Group International Focus Equity ETF	$71,990,629	$1,237,389 ▲	1.7%	2,099,464	8.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$51,418,951	$165,418 ▲	0.3%	262,972	5.8%	ETF
ABBV AbbVie	$48,304,367	$3,851,385 ▼	-7.4%	184,657	5.5%	Healthcare
JAAA Janus Henderson AAA CLO ETF	$44,049,656	$627,695 ▲	1.4%	872,789	5.0%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$37,281,380	$1,320,413 ▲	3.7%	882,191	4.2%	ETF
CLOA iShares AAA CLO Active ETF	$36,980,407	$2,617,873 ▲	7.6%	712,776	4.2%	ETF
VOT Vanguard Mid-Cap Growth ETF	$28,485,033	$3,065,008 ▲	12.1%	97,518	3.2%	ETF
VB Vanguard Small-Cap ETF	$27,610,885	$406,536 ▲	1.5%	97,054	3.1%	ETF
HGER Harbor Commodity All-Weather Strategy ETF	$24,157,082	$22,602 ▲	0.1%	685,113	2.7%	ETF
LMBS First Trust Low Duration Opportunities ETF	$20,705,493	$329,770 ▲	1.6%	427,270	2.4%	ETF
VBR Vanguard Small-Cap Value ETF	$18,552,614	$245,816 ▼	-1.3%	80,304	2.1%	ETF
AAPL Apple	$17,655,682	$515,181 ▼	-2.8%	53,017	2.0%	Technology
ABT Abbott Laboratories	$17,063,723	$425,464 ▼	-2.4%	172,657	1.9%	Healthcare
IJK iShares S&P Mid-Cap 400 Growth ETF	$15,540,901	$2,670,531 ▼	-14.7%	141,784	1.8%	ETF
VBK Vanguard Small-Cap Growth ETF	$13,987,363	$152,360 ▼	-1.1%	41,404	1.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$10,622,833	$4,657,982 ▼	-30.5%	86,308	1.2%	ETF
GLDM SPDR Gold MiniShares Trust	$9,441,878	$347,292 ▼	-3.5%	114,893	1.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$8,483,950	$37,131 ▼	-0.4%	52,781	1.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$7,317,299	$4,980,734 ▼	-40.5%	119,701	0.8%	ETF
HQY HealthEquity	$5,749,900		0.0%	65,000	0.7%	Healthcare
GOOG Alphabet	$5,271,859	$56,562 ▲	1.1%	15,472	0.6%	Communication Services
GLD SPDR Gold Shares	$4,867,516	$51,413 ▼	-1.0%	12,781	0.6%	ETF
WDAY Workday	$4,800,544	$1,468,447 ▼	-23.4%	25,205	0.5%	Technology
DON WisdomTree U.S. MidCap Dividend Fund	$4,353,379	$117,934 ▼	-2.6%	80,693	0.5%	ETF
AMZN Amazon.com	$4,310,046	$13,205 ▲	0.3%	17,299	0.5%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$4,201,796	$79,308 ▼	-1.9%	5,510	0.5%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$4,119,004	$473,042 ▲	13.0%	162,229	0.5%	ETF
PG Procter & Gamble	$3,931,590	$3,777 ▲	0.1%	27,062	0.4%	Consumer Staples
MA Mastercard	$3,567,459	$3,309 ▼	-0.1%	6,469	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,377,525	$17,794 ▲	0.5%	47,834	0.4%	ETF
MSFT Microsoft	$3,215,519	$1,026 ▼	0.0%	6,269	0.4%	Technology
SPROTT ASSET MANAGEMENT LP	$2,727,641	$83,869 ▼	-3.0%	65,663	0.3%	PHYSICAL GOLD AN
FIRST TR EXCHANGE-TRADED FD	$2,720,331	$60,121 ▼	-2.2%	142,575	0.3%	WCM INTL EQUITY
VO Vanguard Mid-Cap ETF	$2,561,024	$3,215 ▲	0.1%	32,658	0.3%	ETF
FMB First Trust Managed Municipal ETF	$2,461,823	$4,786 ▼	-0.2%	51,438	0.3%	ETF
NVDA NVIDIA	$2,427,886	$103,455 ▲	4.5%	10,631	0.3%	Technology
COHEN & STEERS ETF TRUST	$2,419,127	$188,347 ▲	8.4%	67,007	0.3%	NATURAL RES ACTI
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,239,230		0.0%	45,064	0.3%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$2,179,376	$98,820 ▲	4.7%	44,108	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$2,011,699		0.0%	14,141	0.2%	ETF
FTGC First Trust Global Tactical Commodity Strategy Fund	$1,999,179	$15,570 ▼	-0.8%	65,354	0.2%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,978,643	$8,554 ▲	0.4%	20,356	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,890,055	$2,102 ▲	0.1%	2,697	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,865,312	$766 ▲	0.0%	2,436	0.2%	ETF
CPNG Coupang	$1,861,548	$2,080 ▼	-0.1%	134,214	0.2%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$1,822,151		0.0%	7,810	0.2%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,743,991	$4,495 ▼	-0.3%	17,073	0.2%	ETF
ISHARES TR	$1,697,825		0.0%	15,390	0.2%	TRUST ISHARE 0-1
BAR GraniteShares Gold Trust	$1,679,151		0.0%	41,045	0.2%	ETF
ZS Zscaler	$1,664,359	$9,971 ▼	-0.6%	8,346	0.2%	Technology
VGT Vanguard Information Technology ETF	$1,659,777	$104,812 ▲	6.7%	13,207	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,627,756	$1,985 ▲	0.1%	4,920	0.2%	Finance
DE Deere & Company	$1,579,695	$145,074 ▼	-8.4%	2,352	0.2%	Industrials
QQQ Invesco QQQ	$1,476,453	$37,725 ▲	2.6%	1,996	0.2%	ETF
BRK.B Berkshire Hathaway	$1,466,463		0.0%	2,945	0.2%	Finance
WPC W.P. Carey	$1,463,513	$13,702 ▲	0.9%	22,644	0.2%	Real Estate
EW Edwards Lifesciences	$1,444,652		0.0%	16,736	0.2%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$1,426,100		0.0%	14,720	0.2%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$1,387,114	$4,775 ▼	-0.3%	36,599	0.2%	ETF
GOOGL Alphabet	$1,340,846	$66,750 ▲	5.2%	3,897	0.2%	Communication Services
PFE Pfizer	$1,299,504	$3,365 ▼	-0.3%	45,565	0.1%	Healthcare
TXN Texas Instruments	$1,249,741		0.0%	4,462	0.1%	Technology
VTV Vanguard Value ETF	$1,215,271		0.0%	5,624	0.1%	ETF
BAX Baxter International	$1,174,632	$6,648 ▼	-0.6%	48,943	0.1%	Healthcare
V Visa	$1,174,030		0.0%	3,267	0.1%	Finance
KR Kroger	$1,140,491	$583,024 ▼	-33.8%	19,456	0.1%	Consumer Staples
CRWD CrowdStrike	$1,128,894	$806,958 ▲	250.7%	4,264	0.1%	Technology
VTI Vanguard Total Stock Market ETF	$1,114,109	$374 ▼	0.0%	2,977	0.1%	ETF
LLY Eli Lilly and Company	$1,098,705	$3,470 ▼	-0.3%	950	0.1%	Healthcare
FUMB First Trust Ultra Short Duration Municipal ETF	$1,043,397	$70,645 ▲	7.3%	52,432	0.1%	ETF
EXXONMOBIL HOLDINGS CORP	$1,003,810	$1,003,810 ▲	New Holding	6,168	0.1%	COM SHS
IWO iShares Russell 2000 Growth ETF	$951,139		0.0%	2,665	0.1%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$933,784	$43,169 ▼	-4.4%	22,626	0.1%	ETF
COST Costco Wholesale	$914,423	$911 ▼	-0.1%	1,004	0.1%	Consumer Staples
IVE iShares S&P 500 Value ETF	$906,043		0.0%	3,969	0.1%	ETF
SNA Snap-On	$901,471		0.0%	2,481	0.1%	Industrials
FIRST TR EXCHANGE-TRADED FD	$898,540	$50,144 ▼	-5.3%	47,217	0.1%	INTER GOVT ETF
META Meta Platforms	$841,373	$52,948 ▼	-5.9%	1,160	0.1%	Communication Services
WALMART INC	$829,049	$30,967 ▲	3.9%	7,978	0.1%	COM
CME CME Group	$816,068		0.0%	3,115	0.1%	Finance
IAU iShares Gold Trust	$792,949		0.0%	10,153	0.1%	ETF
TFC Truist Financial	$786,637		0.0%	16,990	0.1%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$775,946		0.0%	16,384	0.1%	ETF
HDV iShares Core High Dividend ETF	$768,417		0.0%	27,483	0.1%	ETF
CAT Caterpillar	$766,634	$1,621 ▲	0.2%	946	0.1%	Industrials
MDYG SPDR S&P 400 Mid Cap Growth ETF	$749,271		0.0%	7,168	0.1%	ETF
MS Morgan Stanley	$706,240		0.0%	3,755	0.1%	Finance
CAPITAL GROUP NEW GEOGRAPHY	$700,934	$191,727 ▲	37.7%	19,230	0.1%	SHS
IEMG iShares Core MSCI Emerging Markets ETF	$671,544	$2,029 ▼	-0.3%	8,274	0.1%	ETF
SBUX Starbucks	$668,615	$8,268 ▼	-1.2%	7,116	0.1%	Consumer Discretionary
TSLA Tesla	$658,882	$6,032 ▼	-0.9%	1,857	0.1%	Consumer Discretionary
ARISTA NETWORKS INC	$657,189		0.0%	3,228	0.1%	COM SHS
EMBRAER S.A.	$651,970		0.0%	8,656	0.1%	SPONSORED ADS
GMET VanEck Green Metals ETF	$650,546	$12,387 ▲	1.9%	15,755	0.1%	ETF
AHCO AdaptHealth	$636,547		0.0%	112,863	0.1%	Healthcare
JNJ Johnson & Johnson	$632,392	$16,147 ▲	2.6%	2,389	0.1%	Healthcare
SLYG SPDR S&P 600 Small Cap Growth ETF	$622,779	$21,608 ▼	-3.4%	5,822	0.1%	ETF
KRANESHARES TRUST	$614,325		0.0%	12,925	0.1%	PUBLIC-PRIVATE A

Showing largest 100 holdings. View all holdings.

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Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Inspirion Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Inspirion Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInspirion Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools