Inspirion Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Inspirion Wealth Advisors, Llc disclosed 185 stock positions valued at approximately $880.14M as of quarter-end September 30, 2026. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and CAPITAL GROUP INTL FOCUS EQT.
- Report Period
- September 30, 2026
- No. of Stocks
- 185
- Portfolio Value
- $880.14M
Holdings by Sector
Inspirion Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 11.79% | 668,825 | +37,024 | +5.86% | $103,801,575 |
| VANGUARD INDEX FDS | VUG | Other | 11.36% | 1,109,820 | +56,930 | +5.41% | $100,005,860 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 8.18% | 2,099,464 | +36,086 | +1.75% | $71,990,629 |
| VANGUARD INDEX FDS | VOE | Other | 5.84% | 262,972 | +846 | +0.32% | $51,418,951 |
| ABBVIE INC | ABBV | Healthcare | 5.47% | 184,157 | -15,223 | -7.64% | $48,173,572 |
| JANUS DETROIT STR TR | JAAA | Other | 5.00% | 872,789 | +12,437 | +1.45% | $44,049,656 |
| JANUS DETROIT STR TR | JMBS | Other | 4.24% | 882,191 | +31,245 | +3.67% | $37,281,380 |
| BLACKROCK ETF TRUST II | CLOA | Other | 4.20% | 712,776 | +50,458 | +7.62% | $36,980,407 |
| VANGUARD INDEX FDS | VOT | Other | 3.24% | 97,518 | +10,493 | +12.06% | $28,485,033 |
| VANGUARD INDEX FDS | VB | Other | 3.14% | 97,054 | +1,429 | +1.49% | $27,610,885 |
| HARBOR ETF TRUST | HGER | Other | 2.74% | 685,113 | +641 | +0.09% | $24,157,082 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.35% | 427,270 | +6,805 | +1.62% | $20,705,493 |
| VANGUARD INDEX FDS | VBR | Other | 2.11% | 80,304 | -1,064 | -1.31% | $18,552,614 |
| APPLE INC | AAPL | Technology | 2.01% | 53,017 | -1,547 | -2.84% | $17,655,682 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.94% | 172,657 | -4,305 | -2.43% | $17,063,723 |
| ISHARES TR | IJK | Other | 1.77% | 141,784 | -24,364 | -14.66% | $15,540,901 |
| VANGUARD INDEX FDS | VBK | Other | 1.59% | 41,404 | -451 | -1.08% | $13,987,363 |
| SPDR SERIES TRUST | SPYG | Other | 1.21% | 86,308 | -37,845 | -30.48% | $10,622,833 |
| WORLD GOLD TR | GLDM | Other | 1.07% | 114,893 | -4,226 | -3.55% | $9,441,878 |
| ISHARES TR | IWS | Other | 0.96% | 52,781 | -231 | -0.44% | $8,483,950 |
| SPDR SERIES TRUST | SPYV | Other | 0.83% | 119,701 | -81,478 | -40.50% | $7,317,299 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.65% | 65,000 | - | - | $5,749,900 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 15,472 | +166 | +1.08% | $5,271,859 |
| SPDR GOLD TR | GLD | Other | 0.55% | 12,781 | -135 | -1.05% | $4,867,516 |
| WORKDAY INC | WDAY | Technology | 0.55% | 25,205 | -7,710 | -23.42% | $4,800,544 |
| WISDOMTREE TR | DON | Other | 0.49% | 80,693 | -2,186 | -2.64% | $4,353,379 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.49% | 17,299 | +53 | +0.31% | $4,310,046 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.48% | 5,510 | -104 | -1.85% | $4,201,796 |
| PIMCO ETF TR | PYLD | Other | 0.47% | 162,229 | +18,631 | +12.97% | $4,119,004 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.45% | 27,062 | +26 | +0.10% | $3,931,590 |
Showing 30 of 185 holdings in the latest reporting period.
Inspirion Wealth Advisors, Llc Options Holdings in Q3 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.