Q2 2026 13F · SEC CIK 1633448

Inspirion Wealth Advisors, LLC

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $872.8M
Reported positions: 185
Top holdings a year, 3 yrs: +13.1%
Assets under management: $1.4B

Inspirion Wealth Advisors, LLC is a wealth manager that reported 185 positions worth $872.8M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Vym (VYM, 11.5%), Vanguard Indx Fd (VUG, 10.4%), Capital Group Intl Focus Eqt (CGXU, 8.0%). A portfolio copying its top holdings returned 13.1% a year over the last 3 years, against 20.4% for the S&P 500.

Inspirion Wealth Advisors, LLC holdings largest 50 of 185 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Inspirion Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VYMVym	11.5%	10.8%	631,801	+7.7%	$100.0M
VUGVanguard Indx Fd	10.4%	9.0%	1,052,890	+533.9%	$90.7M
CGXUCapital Group Intl Focus Eqt	8.0%	7.4%	2,063,378	+2.1%	$70.2M
VOEVanguard Index Fds	6.0%	6.1%	262,126	-1.3%	$52.0M
ABBVAbbvie Inc	5.7%	5.5%	199,380	-1.0%	$50.1M
JAAAJanus Detroit Str Tr	5.0%	6.4%	860,352	-15.9%	$43.4M
JMBSJanus Detroit Str Tr	4.4%	4.3%	850,946	+11.1%	$38.2M
CLOABlackrock ETF Trust II	3.9%	3.6%	662,318	+17.6%	$34.3M
VBVanguard Indx Fd	3.3%	2.8%	95,625	+10.9%	$28.8M
VOTVanguard Index Fds	3.0%	2.4%	87,025	+18.0%	$26.4M
LMBSFirst Tr Exchange-Traded Fd	2.4%	2.5%	420,465	+6.3%	$20.9M
HGERHarbor ETF Trust	2.3%	2.6%	684,472	+3.2%	$20.2M
VBRVanguard Small Cap Value ETF	2.3%	2.7%	81,368	-18.7%	$19.8M
IJKIshares S&p Mid-Cap 400 Growth ETF	2.2%	2.3%	166,148	-9.1%	$19.3M
ABTAbbott Laboratories	1.9%	2.3%	176,962	-1.2%	$16.3M
AAPLApple Inc	1.8%	1.8%	54,564	-1.4%	$16.1M
VBKVanguard Small Cap Growth ETF	1.7%	1.9%	41,855	-16.4%	$15.2M
SPYGSpdr Series Trust	1.7%	2.0%	124,153	-25.8%	$14.7M
SPYVSpdr Series Trust	1.4%	2.1%	201,179	-33.0%	$12.3M
GLDMWorld Gold Tr	1.1%	1.4%	119,119	+0.6%	$9.5M
IWSIshares Russell Mid-Cap Value ETF	1.0%	1.0%	53,012	-0.1%	$8.7M
HQYHealthequity Inc	0.7%	0.7%	65,000	+0.0%	$6.0M
GOOGAlphabet Inc	0.6%	0.6%	15,306	-1.3%	$5.5M
GLDSpdr Gold Shares	0.5%	0.7%	12,916	+4.5%	$4.8M
DONWisdomtree Tr	0.5%	0.6%	82,879	-2.8%	$4.7M
WDAYWorkday Inc	0.5%	0.5%	32,915	+0.1%	$4.3M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	5,614	-0.7%	$4.2M
AMZNAmazon Com Inc Com	0.5%	0.5%	17,246	-0.9%	$4.2M
PGProcter & Gamble Co Com	0.5%	0.5%	27,036	-0.8%	$4.0M
PYLDPimco Multisector Bond Active Exchange-T	0.4%	0.4%	143,598	+17.2%	$3.8M
MAMastercard Inc.	0.4%	0.4%	6,475	-8.5%	$3.4M
VEAVanguard Tax-Managed Fds	0.4%	0.4%	47,582	+1.1%	$3.3M
WCMIFirst Trust	0.3%	0.3%	145,726	+0.0%	$2.8M
CEFSprott Asset Management LP	0.3%	0.4%	67,682	-9.0%	$2.7M
FMBFirst Tr Exch Traded Fd III	0.3%	0.3%	51,538	-0.8%	$2.6M
VOVanguard Index Fds	0.3%	0.3%	32,617	+301.6%	$2.6M
CPNGCoupang Inc	0.3%	0.3%	134,364	+0.0%	$2.4M
MSFTMicrosoft Corp	0.3%	0.3%	6,271	-4.4%	$2.4M
MUNIInter Mun Bd Act	0.3%	0.3%	45,064	+3.1%	$2.4M
SMMUPimco ETF Tr	0.2%	0.3%	42,108	+1.4%	$2.1M
CSNRCohen & Steers ETF Trust	0.2%	0.3%	61,790	+2.8%	$2.0M
NVDANvidia Corporation Com	0.2%	0.2%	10,178	-7.1%	$2.0M
DLNWisdomTree US LargeCap Dividend ETF Tota	0.2%	0.2%	20,268	+0.5%	$2.0M
IVWIshares	0.2%	0.2%	14,141	-0.6%	$1.9M
SLYVSpdr Series Trust	0.2%	0.2%	17,117	-5.3%	$1.9M
VIGVanguard Dividend Appreciation ETF	0.2%	0.2%	7,810	+0.0%	$1.8M
VOOVanguard S&p 500 ETF	0.2%	—	2,694	—	$1.8M
IVVIshares Core S&p 500 ETF	0.2%	0.2%	2,435	-0.3%	$1.8M
FTGCFirst Tr Exchange Trad Fd Vi	0.2%	0.3%	65,863	-21.9%	$1.8M
SHVIshares Tr	0.2%	0.2%	15,390	+0.0%	$1.7M

What Inspirion Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: +13.1% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$872.8M	185
Q1 2026	$802.5M	177
Q4 2025	$816.7M	169
Q3 2025	$714.6M	150
Q2 2025	$755.5M	158
Q1 2025	$719.9M	158
Q4 2024	$715.9M	152
Q3 2024	$715.1M	154
Q2 2024	$653.7M	149
Q1 2024	$605.1M	149
Q4 2023	$554.9M	139
Q3 2023	$512.8M	135

Questions about Inspirion Wealth Advisors, LLC's portfolio

What stocks does Inspirion Wealth Advisors, LLC own?

Inspirion Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 185 positions worth $872.8M. The largest are Vym (VYM) at 11.5%, Vanguard Indx Fd (VUG) at 10.4%, Capital Group Intl Focus Eqt (CGXU) at 8.0%, Vanguard Index Fds (VOE) at 6.0% and Abbvie Inc (ABBV) at 5.7%.

What did Inspirion Wealth Advisors, LLC buy last quarter?

In Q2 2026, Inspirion Wealth Advisors, LLC added Vanguard Indx Fd (VUG) (+533.9% shares), Vanguard Index Fds (VO) (+301.6% shares) and Vanguard Index Fds (VOT) (+18.0% shares), compared with its Q1 2026 filing.

What did Inspirion Wealth Advisors, LLC sell last quarter?

In Q2 2026, Inspirion Wealth Advisors, LLC cut from its top 50 Graniteshares Gold Tr (BAR), Spdr Series Trust (SPYV) (-33.0% shares), Spdr Series Trust (SPYG) (-25.8% shares) and First Tr Exchange Trad Fd Vi (FTGC) (-21.9% shares), compared with its Q1 2026 filing.

How has Inspirion Wealth Advisors, LLC's portfolio performed?

A portfolio copying Inspirion Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.1% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Inspirion Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Inspirion Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Inspirion Wealth Advisors, LLC manage?

Inspirion Wealth Advisors, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $872.8M.