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

About Inspirion Wealth Advisors, LLC

Investment Activity

Inspirion Wealth Advisors, LLC has $873.52 million in total holdings as of June 30, 2026.
Inspirion Wealth Advisors, LLC owns shares of 185 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 13.09% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Inspirion Wealth Advisors, LLC has purchased 177 new stocks and bought additional shares in 59 stocks.
Inspirion Wealth Advisors, LLC sold shares of 57 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $99,976,186
Vanguard Growth ETF: $90,727,541
Capital Group International Focus Equity ETF: $70,216,761
Vanguard Mid-Cap Value ETF: $51,966,545
AbbVie: $50,056,313

Largest New Holdings this Quarter

278768106 - ECHOSTAR CORP: $622,833 Holding
90353T100 - Uber Technologies: $583,460 Holding
571903202 - Marriott International: $570,528 Holding
14021N105 - CAPITAL GROUP NEW GEOGRAPHY: $510,743 Holding
00214Q609 - ARK Israel Innovative Technology ETF: $308,400 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 886,795 shares (about $76.42M)
Vanguard High Dividend Yield ETF: 44,992 shares (about $7.12M)
iShares AAA CLO Active ETF: 98,975 shares (about $5.12M)
Vanguard Mid-Cap Growth ETF: 13,271 shares (about $4.03M)
Janus Henderson Mortgage-Backed Securities ETF: 84,823 shares (about $3.81M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF: 162,424 shares (about $8.20M)
SPDR Portfolio S&P 500 Value ETF: 98,929 shares (about $6.03M)
SPDR Portfolio S&P 500 Growth ETF: 43,262 shares (about $5.12M)
Vanguard Small-Cap Value ETF: 18,724 shares (about $4.55M)
Vanguard Small-Cap Growth ETF: 8,213 shares (about $2.98M)

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	$99,976,186	$7,119,534 â–²	7.7%	631,801	11.4%	ETF
VUG Vanguard Growth ETF	$90,727,541	$76,415,133 â–²	533.9%	1,052,890	10.4%	ETF
CGXU Capital Group International Focus Equity ETF	$70,216,761	$1,430,247 â–²	2.1%	2,063,378	8.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$51,966,545	$683,567 â–¼	-1.3%	262,126	5.9%	ETF
ABBV AbbVie	$50,056,313	$491,324 â–¼	-1.0%	199,380	5.7%	Healthcare
JAAA Janus Henderson AAA CLO ETF	$43,447,753	$8,202,408 â–¼	-15.9%	860,352	5.0%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$38,173,434	$3,805,159 â–²	11.1%	850,946	4.4%	ETF
CLOA iShares AAA CLO Active ETF	$34,258,389	$5,119,480 â–²	17.6%	662,318	3.9%	ETF
VB Vanguard Small-Cap ETF	$28,831,786	$2,841,118 â–²	10.9%	95,625	3.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$26,448,578	$4,033,313 â–²	18.0%	87,025	3.0%	ETF
LMBS First Trust Low Duration Opportunities ETF	$20,888,702	$1,232,909 â–²	6.3%	420,465	2.4%	ETF
HGER Harbor Commodity All-Weather Strategy ETF	$20,198,767	$630,068 â–²	3.2%	684,472	2.3%	ETF
VBR Vanguard Small-Cap Value ETF	$19,751,335	$4,545,079 â–¼	-18.7%	81,368	2.3%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$19,284,821	$1,924,443 â–¼	-9.1%	166,148	2.2%	ETF
ABT Abbott Laboratories	$16,312,388	$199,939 â–¼	-1.2%	176,962	1.9%	Healthcare
AAPL Apple	$16,062,437	$224,610 â–¼	-1.4%	54,564	1.8%	Technology
VBK Vanguard Small-Cap Growth ETF	$15,165,081	$2,975,769 â–¼	-16.4%	41,855	1.7%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$14,704,737	$5,123,971 â–¼	-25.8%	124,153	1.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$12,271,948	$6,034,683 â–¼	-33.0%	201,179	1.4%	ETF
GLDM SPDR Gold MiniShares Trust	$9,519,990	$60,260 â–²	0.6%	119,119	1.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$8,739,017	$5,605 â–¼	-0.1%	53,012	1.0%	ETF
HQY HealthEquity	$5,998,850		0.0%	65,000	0.7%	Healthcare
GOOG Alphabet	$5,477,864	$70,504 â–¼	-1.3%	15,306	0.6%	Communication Services
GLD SPDR Gold Shares	$4,786,670	$208,277 â–²	4.5%	12,916	0.5%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$4,680,988	$133,744 â–¼	-2.8%	82,879	0.5%	ETF
WDAY Workday	$4,287,837	$20,843 â–¼	-0.5%	32,915	0.5%	Technology
SPY SPDR S&P 500 ETF Trust	$4,186,348	$31,319 â–¼	-0.7%	5,614	0.5%	ETF
AMZN Amazon.com	$4,168,358	$38,672 â–¼	-0.9%	17,246	0.5%	Consumer Discretionary
PG Procter & Gamble	$3,985,846	$30,223 â–¼	-0.8%	27,036	0.5%	Consumer Staples
PYLD PIMCO Multi Sector Bond Active ETF	$3,782,374	$555,458 â–²	17.2%	143,598	0.4%	ETF
MA Mastercard	$3,382,799	$315,554 â–¼	-8.5%	6,475	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,347,887	$37,854 â–²	1.1%	47,582	0.4%	ETF
FIRST TR EXCHANGE-TRADED FD	$2,802,311	$1,385 â–²	0.0%	145,726	0.3%	WCM INTL EQUITY
SPROTT ASSET MANAGEMENT LP	$2,730,292	$271,125 â–¼	-9.0%	67,682	0.3%	PHYSICAL GOLD AN
FMB First Trust Managed Municipal ETF	$2,647,543	$20,548 â–¼	-0.8%	51,538	0.3%	ETF
VO Vanguard Mid-Cap ETF	$2,622,398	$1,969,472 â–²	301.6%	32,617	0.3%	ETF
CPNG Coupang	$2,436,019		0.0%	134,364	0.3%	Consumer Discretionary
MSFT Microsoft	$2,409,674	$111,819 â–¼	-4.4%	6,271	0.3%	Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,363,156	$70,794 â–²	3.1%	45,064	0.3%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$2,120,980	$30,222 â–²	1.4%	42,108	0.2%	ETF
COHEN & STEERS ETF TRUST	$2,043,883	$55,571 â–²	2.8%	61,790	0.2%	NATURAL RES ACTI
NVDA NVIDIA	$2,010,951	$153,321 â–¼	-7.1%	10,178	0.2%	Technology
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,954,076	$9,256 â–²	0.5%	20,268	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$1,935,620	$12,593 â–¼	-0.6%	14,141	0.2%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,863,321	$103,633 â–¼	-5.3%	17,117	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,846,753		0.0%	7,810	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,846,557	$69,229 â–²	3.9%	2,694	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,824,423	$5,994 â–¼	-0.3%	2,435	0.2%	ETF
FTGC First Trust Global Tactical Commodity Strategy Fund	$1,783,919	$500,509 â–¼	-21.9%	65,863	0.2%	ETF
SHV iShares Short Treasury Bond ETF	$1,693,516		0.0%	15,390	0.2%	ETF
KR Kroger	$1,653,580	$570,503 â–²	52.7%	29,402	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$1,641,636	$18,040 â–¼	-1.1%	4,914	0.2%	Finance
BAR GraniteShares Gold Trust	$1,632,360	$23,862 â–²	1.5%	41,045	0.2%	ETF
DE Deere & Company	$1,611,723	$136,821 â–²	9.3%	2,568	0.2%	Industrials
WPC W.P. Carey	$1,588,376	$11,825 â–¼	-0.7%	22,432	0.2%	Real Estate
EW Edwards Lifesciences	$1,539,545	$137,985 â–²	9.8%	16,736	0.2%	Healthcare
DES WisdomTree U.S. SmallCap Dividend Fund	$1,492,517	$67,991 â–¼	-4.4%	36,725	0.2%	ETF
BRK.B Berkshire Hathaway	$1,471,734		0.0%	2,945	0.2%	Finance
VGT Vanguard Information Technology ETF	$1,450,419	$1,302,599 â–²	881.2%	12,373	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,414,324	$3,075 â–²	0.2%	14,720	0.2%	ETF
QQQ Invesco QQQ	$1,410,480		0.0%	1,945	0.2%	ETF
GOOGL Alphabet	$1,337,500	$19,866 â–¼	-1.5%	3,703	0.2%	Communication Services
TXN Texas Instruments	$1,331,457	$5,073 â–²	0.4%	4,462	0.2%	Technology
ZS Zscaler	$1,229,594	$101,343 â–²	9.0%	8,396	0.1%	Technology
VTV Vanguard Value ETF	$1,222,582		0.0%	5,624	0.1%	ETF
AHCO AdaptHealth	$1,196,348		0.0%	112,863	0.1%	Healthcare
V Visa	$1,147,071	$2,809 â–¼	-0.2%	3,267	0.1%	Finance
LLY Eli Lilly and Company	$1,135,416	$4,766 â–²	0.4%	953	0.1%	Healthcare
VTI Vanguard Total Stock Market ETF	$1,099,638		0.0%	2,978	0.1%	ETF
PFE Pfizer	$1,090,908	$80,690 â–¼	-6.9%	45,683	0.1%	Healthcare
BAX Baxter International	$1,067,582	$443,322 â–¼	-29.3%	49,220	0.1%	Healthcare
IWO iShares Russell 2000 Growth ETF	$1,042,282		0.0%	2,665	0.1%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$1,030,221	$155,891 â–¼	-13.1%	23,672	0.1%	ETF
FIRST TR EXCHANGE-TRADED FD	$1,004,323	$96,097 â–¼	-8.7%	49,852	0.1%	INTER GOVT ETF
SNA Snap-On	$1,000,538		0.0%	2,481	0.1%	Industrials
FUMB First Trust Ultra Short Duration Municipal ETF	$980,329	$100,275 â–¼	-9.3%	48,882	0.1%	ETF
CRWD CrowdStrike	$939,652	$22,409 â–²	2.4%	1,216	0.1%	Technology
CAT Caterpillar	$936,204	$10,909 â–²	1.2%	944	0.1%	Industrials
COST Costco Wholesale	$929,563	$47,172 â–²	5.3%	1,005	0.1%	Consumer Staples
XOM ExxonMobil	$909,865	$70,053 â–¼	-7.1%	6,676	0.1%	Energy
IVE iShares S&P 500 Value ETF	$904,059	$65,373 â–¼	-6.7%	3,969	0.1%	ETF
TFC Truist Financial	$864,621		0.0%	16,990	0.1%	Finance
WALMART INC	$835,701	$45,811 â–²	5.8%	7,680	0.1%	COM
VTEB Vanguard Tax-Exempt Bond ETF	$826,900		0.0%	16,384	0.1%	ETF
TSLA Tesla	$797,012	$5,104 â–²	0.6%	1,874	0.1%	Consumer Discretionary
MS Morgan Stanley	$795,534	$3,602 â–²	0.5%	3,755	0.1%	Finance
MDYG SPDR S&P 400 Mid Cap Growth ETF	$793,928		0.0%	7,168	0.1%	ETF
IAU iShares Gold Trust	$771,222		0.0%	10,153	0.1%	ETF
META Meta Platforms	$755,846	$53,945 â–¼	-6.7%	1,233	0.1%	Communication Services
HDV iShares Core High Dividend ETF	$753,301	$597,148 â–²	382.4%	27,483	0.1%	ETF
SBUX Starbucks	$744,803	$9,098 â–²	1.2%	7,204	0.1%	Consumer Discretionary
CME CME Group	$719,565		0.0%	3,115	0.1%	Finance
SLYG SPDR S&P 600 Small Cap Growth ETF	$712,037	$30,850 â–¼	-4.2%	6,024	0.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$669,174	$323 â–²	0.0%	8,299	0.1%	ETF
ECHOSTAR CORP	$622,833	$622,833 â–²	New Holding	6,174	0.1%	CL A
GMET VanEck Green Metals ETF	$612,724	$39,844 â–²	7.0%	15,455	0.1%	ETF
FIRST TR EXCHANGE-TRADED FD	$608,617	$8,126 â–¼	-1.3%	29,959	0.1%	AAA CMBS ETF
NSC Norfolk Southern	$608,055	$4,785 â–¼	-0.8%	1,906	0.1%	Industrials
FSMB First Trust Short Duration Managed Municipal ETF	$597,101	$13,993 â–¼	-2.3%	29,870	0.1%	ETF
BMRN BioMarin Pharmaceutical	$594,563	$2,602 â–¼	-0.4%	10,283	0.1%	Healthcare

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

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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