Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Inspirion Wealth Advisors, LLCInvestment ActivityInspirion Wealth Advisors, LLC has $803.17 million in total holdings as of March 31, 2026.Inspirion Wealth Advisors, LLC owns shares of 177 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.77% of the portfolio was purchased this quarter.About 7.77% of the portfolio was sold this quarter.This quarter, Inspirion Wealth Advisors, LLC has purchased 169 new stocks and bought additional shares in 46 stocks.Inspirion Wealth Advisors, LLC sold shares of 60 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $86,906,458Vanguard Growth ETF $72,548,591Capital Group International Focus Equity ETF $59,609,575Janus Henderson AAA CLO ETF $51,517,227Vanguard Mid-Cap Value ETF $48,939,983 Largest New Holdings this Quarter 92189Y204 - VanEck Green Metals ETF $581,101 Holding81762P102 - ServiceNow $424,473 Holding500767363 - KRANESHARES TRUST $423,552 Holding38965L106 - GRAYSCALE XRP TR ETF $310,367 Holding872657101 - TPG $247,111 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 85,485 shares (about $12.66M)Vanguard Growth ETF 24,375 shares (about $10.65M)Vanguard Mid-Cap Growth ETF 34,516 shares (about $8.88M)Janus Henderson Mortgage-Backed Securities ETF 112,401 shares (about $5.08M)Vanguard Small-Cap ETF 19,231 shares (about $5.04M) Largest Sales this Quarter Janus Henderson AAA CLO ETF 336,884 shares (about $16.97M)SPDR Portfolio S&P 500 Value ETF 191,510 shares (about $10.84M)SPDR Portfolio S&P 500 Growth ETF 83,397 shares (about $8.17M)iShares S&P Mid-Cap 400 Growth ETF 58,753 shares (about $5.91M)Vanguard Small-Cap Value ETF 24,766 shares (about $5.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInspirion Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$86,906,458$12,660,335 ▲17.1%586,80910.8%ETFVUGVanguard Growth ETF$72,548,591$10,646,750 ▲17.2%166,0959.0%ETFCGXUCapital Group International Focus Equity ETF$59,609,575$3,863,337 ▲6.9%2,021,3497.4%ETFJAAAJanus Henderson AAA CLO ETF$51,517,227$16,968,847 ▼-24.8%1,022,7766.4%ETFVOEVanguard Mid-Cap Value ETF$48,939,983$923,059 ▼-1.9%265,5746.1%ETFABBVAbbVie$43,788,862$601,578 ▼-1.4%201,3375.5%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$34,613,455$5,078,280 ▲17.2%766,1234.3%ETFCLOAiShares AAA CLO Active ETF$29,200,875$3,287,219 ▲12.7%563,3433.6%ETFVBVanguard Small-Cap ETF$22,578,135$5,037,007 ▲28.7%86,2022.8%ETFVBRVanguard Small-Cap Value ETF$21,744,894$5,380,390 ▼-19.8%100,0922.7%ETFHARBOR ETF TRUST$20,563,380$1,866,244 ▲10.0%663,1212.6%HARBOR COMMODITYLMBSFirst Trust Low Duration Opportunities ETF$19,707,232$632,189 ▼-3.1%395,6482.5%ManufacturingVOTVanguard Mid-Cap Growth ETF$18,980,468$8,882,635 ▲88.0%73,7542.4%ETFABTAbbott Laboratories$18,391,377$764,378 ▼-4.0%179,1312.3%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$18,386,056$5,911,715 ▼-24.3%182,7282.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$16,980,103$10,835,631 ▼-39.0%300,1082.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,391,587$8,165,392 ▼-33.3%167,4152.0%ETFVBKVanguard Small-Cap Growth ETF$15,133,143$3,922,926 ▼-20.6%50,0681.9%ETFAAPLApple$14,041,525$40,860 ▼-0.3%55,3271.7%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$10,971,252$487,179 ▲4.6%118,3651.4%FinanceIWSiShares Russell Mid-Cap Value ETF$7,730,980$137,434 ▼-1.7%53,0461.0%ETFHQYHealthEquity$5,432,0500.0%65,0000.7%MedicalGLDSPDR Gold Shares$5,315,803$476,331 ▲9.8%12,3540.7%FinanceDONWisdomTree U.S. MidCap Dividend Fund$4,478,873$120,422 ▼-2.6%85,2470.6%FinanceGOOGAlphabet$4,447,191$350,830 ▼-7.3%15,5030.6%Computer and TechnologyWDAYWorkday$4,297,104$29,882 ▲0.7%33,0750.5%Computer and TechnologyPGProcter & Gamble$3,934,676$105,874 ▼-2.6%27,2410.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,678,618$194,467 ▼-5.0%5,6560.5%FinanceAMZNAmazon.com$3,625,148$653,760 ▲22.0%17,4060.5%Retail/WholesaleSPROTT ASSET MANAGEMENT LP$3,550,511$314,188 ▲9.7%74,4030.4%PHYSICAL GOLD ANMAMastercard$3,537,093$414,218 ▼-10.5%7,0790.4%Business ServicesPYLDPIMCO Multi Sector Bond Active ETF$3,209,753$911,705 ▲39.7%122,5100.4%ETFVEAVanguard FTSE Developed Markets ETF$3,014,563$248,309 ▲9.0%47,0440.4%ETFFMBFirst Trust Managed Municipal ETF$2,631,179$228,983 ▼-8.0%51,9380.3%ManufacturingCPNGCoupang$2,536,792$944 ▲0.0%134,3640.3%Retail/WholesaleFIRST TR EXCHANGE-TRADED FD$2,442,618$1,955,651 ▲401.6%145,6540.3%WCM INTL EQUITYMSFTMicrosoft$2,429,117$249,131 ▲11.4%6,5620.3%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$2,421,459$666,675 ▼-21.6%84,3420.3%ManufacturingVOVanguard Mid-Cap ETF$2,332,091$97,924 ▲4.4%8,1210.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,281,4340.0%43,7140.3%ETFCOHEN & STEERS ETF TRUST$2,258,934$420,332 ▲22.9%60,1100.3%NATURAL RES ACTISMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,094,0790.0%41,5080.3%ETFNVDANVIDIA$1,910,344$35,228 ▼-1.8%10,9540.2%Computer and TechnologyBARGraniteShares Gold Trust$1,865,7280.0%40,4450.2%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$1,802,001$7,415 ▲0.4%20,1720.2%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$1,708,924$11,160 ▼-0.6%18,0690.2%ETFSHViShares Short Treasury Bond ETF$1,698,902$309,092 ▼-15.4%15,3900.2%ETFVIGVanguard Dividend Appreciation ETF$1,679,6190.0%7,8100.2%ETFIVWiShares S&P 500 Growth ETF$1,609,8950.0%14,2330.2%ETFIVViShares Core S&P 500 ETF$1,596,037$28,746 ▼-1.8%2,4430.2%ETFVOOVanguard S&P 500 ETF$1,549,281$177,453 ▼-10.3%2,5930.2%ETFWPCW.P. Carey$1,535,801$50,425 ▼-3.2%22,5990.2%FinanceJPMJPMorgan Chase & Co.$1,461,429$2,353 ▼-0.2%4,9680.2%FinanceBRK.BBerkshire Hathaway$1,411,244$15,814 ▼-1.1%2,9450.2%FinanceKRKroger$1,393,482$2,967 ▲0.2%19,2580.2%Retail/WholesaleDESWisdomTree U.S. SmallCap Dividend Fund$1,380,026$14,628 ▼-1.0%38,3980.2%FinancePFEPfizer$1,377,664$145,314 ▼-9.5%49,0620.2%MedicalAHCOAdaptHealth$1,343,0700.0%112,8630.2%MedicalIEFAiShares Core MSCI EAFE ETF$1,329,7260.0%14,6880.2%ETFDEDeere & Company$1,323,480$1,126 ▲0.1%2,3500.2%IndustrialsEWEdwards Lifesciences$1,220,0990.0%15,2360.2%MedicalXOMExxonMobil$1,219,864$164,402 ▲15.6%7,1900.2%EnergyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,188,001$425,743 ▼-26.4%27,2540.1%ManufacturingBAXBaxter International$1,170,263$414,050 ▲54.8%69,6590.1%MedicalQQQInvesco QQQ$1,122,635$121,787 ▼-9.8%1,9450.1%FinanceFIRST TR EXCHANGE-TRADED FD$1,107,592$211,655 ▼-16.0%54,6220.1%INTERMEDIATE GOVVTVVanguard Value ETF$1,103,4620.0%5,6240.1%ETFZSZscaler$1,080,794$11,925 ▲1.1%7,7040.1%Computer and TechnologyGOOGLAlphabet$1,080,583$16,965 ▼-1.5%3,7580.1%Computer and TechnologyFUMBFirst Trust Ultra Short Duration Municipal ETF$1,080,334$77,614 ▲7.7%53,8820.1%ETFVVisa$989,912$11,788 ▼-1.2%3,2750.1%Business ServicesVTIVanguard Total Stock Market ETF$955,2870.0%2,9780.1%ETFCOSTCostco Wholesale$950,711$19,931 ▲2.1%9540.1%Retail/WholesaleCMECME Group$920,015$1,477 ▼-0.2%3,1150.1%FinanceWALMART INC$902,134$71,584 ▲8.6%7,2590.1%COMSNASnap-On$901,1490.0%2,4810.1%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$898,6540.0%4,2560.1%ETFIAUiShares Gold Trust$895,0880.0%10,1530.1%FinanceVGTVanguard Information Technology ETF$879,905$171,655 ▲24.2%1,2610.1%ETFLLYEli Lilly and Company$872,811$1,839 ▲0.2%9490.1%MedicalTXNTexas Instruments$862,9040.0%4,4450.1%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$836,304$47,072 ▼-5.3%2,6650.1%ETFVTEBVanguard Tax-Exempt Bond ETF$817,3980.0%16,3840.1%ETFTFCTruist Financial$781,0300.0%16,9900.1%FinanceHDViShares Core High Dividend ETF$773,159$20,357 ▼-2.6%5,6970.1%ETFMETAMeta Platforms$755,929$207,151 ▼-21.5%1,3210.1%Computer and TechnologyTSLATesla$692,199$37,175 ▲5.7%1,8620.1%Auto/Tires/TrucksMDYGSPDR S&P 400 Mid Cap Growth ETF$687,8410.0%7,1680.1%ETFFVDFirst Trust Value Line Dividend Index Fund$674,8810.0%14,3500.1%ETFCATCaterpillar$661,159$709 ▲0.1%9330.1%IndustrialsSBUXStarbucks$637,4930.0%7,1160.1%Retail/WholesaleFIRST TR EXCHANGE-TRADED FD$616,288$690 ▼-0.1%30,3590.1%AAA CMBS ETFMSMorgan Stanley$615,1630.0%3,7380.1%FinanceFSMBFirst Trust Short Duration Managed Municipal ETF$610,177$174,151 ▼-22.2%30,5700.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$607,257$3,092 ▼-0.5%6,2850.1%ETFBMRNBioMarin Pharmaceutical$583,429$282,450 ▲93.8%10,3280.1%MedicalGMETVanEck Green Metals ETF$581,101$581,101 ▲New Holding14,4500.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$578,597$6,975 ▲1.2%8,2950.1%ETFJNJJohnson & Johnson$565,431$489 ▲0.1%2,3130.1%MedicalSLViShares Silver Trust$562,291$11,856 ▼-2.1%8,2520.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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