INSPIRION WEALTH ADVISORS, LLC
CIK: 0001633448Latest portfolio: $816.7M · Q4 2025
Holdings
169
Total Value
$816.7M
New Positions
33
Closed Positions
14
Top Holdings
View All 169 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VYMVANGUARD WHITEHALL FDS | 501,324 | $72.0M | 8.81% | +70K | |
| 2 | VUGVANGUARD INDEX FDS | 141,720 | $69.1M | 8.47% | +13K | |
| 3 | JAAAJANUS DETROIT STR TR | 1,359,660 | $68.8M | 8.42% | -625,229 | |
| 4 | CGXUCAPITAL GROUP INTL FOCUS EQT | 1,890,344 | $55.9M | 6.84% | +526K | |
| 5 | VOEVANGUARD INDEX FDS | 270,583 | $48.0M | 5.88% | -3,858 | |
| 6 | ABBVABBVIE INC | 204,103 | $46.6M | 5.71% | +2K | |
| 7 | JMBSJANUS DETROIT STR TR | 653,722 | $29.9M | 3.66% | +330K | |
| 8 | SPYVSPDR SERIES TRUST | 491,618 | $27.9M | 3.42% | -77,672 | |
| 9 | SPYGSPDR SERIES TRUST | 250,812 | $26.8M | 3.28% | -35,445 | |
| 10 | VBRVANGUARD INDEX FDS | 124,858 | $26.4M | 3.24% | -99,504 | |
| 11 | CLOABLACKROCK ETF TRUST II | 499,926 | $25.9M | 3.17% | NEW | |
| 12 | IJKISHARES TR | 241,481 | $23.4M | 2.86% | -2,693 | |
| 13 | ABTABBOTT LABS | 186,576 | $23.4M | 2.86% | -4,717 | |
| 14 | LMBSFIRST TR EXCHANGE-TRADED FD | 408,340 | $20.4M | 2.50% | -16,298 | |
| 15 | VBKVANGUARD INDEX FDS | 63,047 | $19.0M | 2.33% | -48,456 | |
| 16 | VBVANGUARD INDEX FDS | 66,971 | $17.3M | 2.12% | +65K | |
| 17 | AAPLAPPLE INC | 55,488 | $15.1M | 1.85% | -3,384 | |
| 18 | HGERHARBOR ETF TRUST | 602,939 | $15.0M | 1.83% | +159K | |
| 19 | VOTVANGUARD INDEX FDS | 39,238 | $11.0M | 1.34% | +30K | |
| 20 | GLDMWORLD GOLD TR | 113,109 | $9.7M | 1.18% | +15K | |
| 21 | IWSISHARES TR | 53,989 | $7.6M | 0.93% | -6,474 | |
| 22 | WDAYWORKDAY INC | 32,845 | $7.1M | 0.86% | -3,413 | |
| 23 | HQYHEALTHEQUITY INC | 65,000 | $6.0M | 0.73% | -10,005 | |
| 24 | GOOGALPHABET INC | 16,726 | $5.2M | 0.64% | +3K | |
| 25 | DONWISDOMTREE TR | 87,539 | $4.5M | 0.55% | -10,447 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Healthcare0.0% ($4.663523376595413e+54T)
Technology0.0% ($1.5085965670542846e+52T)
Industrials0.0% ($1.0938546535555334e+21T)
Unknown0.0% ($44573106149613240320.0T)
Consumer Defensive0.0% ($40081200805.7T)
Consumer Cyclical0.0% ($32933168792.6T)
Communication Services0.0% ($524811.9T)
Utilities0.0% ($353.2B)
Real Estate0.0% ($1.5M)
Energy0.0% ($748K)
Filing History
Fund Information
INSPIRION WEALTH ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $816.7M across 169 holdings. The largest position is VANGUARD WHITEHALL FDS (VYM), representing 8.8% of the portfolio. Compared to the previous quarter, the fund opened 33 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.