Inspirion Wealth Advisors, Llc Portfolio Stock Holdings
Inspirion Wealth Advisors, Llc disclosed 177 stock positions valued at approximately $802.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and CAPITAL GROUP INTL FOCUS EQT. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 177
- Portfolio Value
- $802.5M
Holdings by Sector
Inspirion Wealth Advisors, Llc Portfolio Holdings in Q1 2026
169 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 10.83% | 586,809 | +85,485 | +17.05% | $86,906,458 |
| VANGUARD INDEX FDS | VUG | Other | 9.04% | 166,095 | +24,375 | +17.20% | $72,548,591 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 7.43% | 2,021,349 | +131,005 | +6.93% | $59,609,575 |
| JANUS DETROIT STR TR | JAAA | Other | 6.42% | 1,022,776 | -336,884 | -24.78% | $51,517,227 |
| VANGUARD INDEX FDS | VOE | Other | 6.10% | 265,574 | -5,009 | -1.85% | $48,939,983 |
| ABBVIE INC | ABBV | Healthcare | 5.46% | 201,337 | -2,766 | -1.36% | $43,788,862 |
| JANUS DETROIT STR TR | JMBS | Other | 4.31% | 766,123 | +112,401 | +17.19% | $34,613,455 |
| BLACKROCK ETF TRUST II | CLOA | Other | 3.64% | 563,343 | +63,417 | +12.69% | $29,200,875 |
| VANGUARD INDEX FDS | VB | Other | 2.81% | 86,202 | +19,231 | +28.72% | $22,578,135 |
| VANGUARD INDEX FDS | VBR | Other | 2.71% | 100,092 | -24,766 | -19.84% | $21,744,894 |
| HARBOR ETF TRUST | HGER | Other | 2.56% | 663,121 | +60,182 | +9.98% | $20,563,380 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.46% | 395,648 | -12,692 | -3.11% | $19,707,232 |
| VANGUARD INDEX FDS | VOT | Other | 2.37% | 73,754 | +34,516 | +87.97% | $18,980,468 |
| ABBOTT LABORATORIES | ABT | Healthcare | 2.29% | 179,131 | -7,445 | -3.99% | $18,391,377 |
| ISHARES TR | IJK | Other | 2.29% | 182,728 | -58,753 | -24.33% | $18,386,056 |
| SPDR SERIES TRUST | SPYV | Other | 2.12% | 300,108 | -191,510 | -38.96% | $16,980,103 |
| SPDR SERIES TRUST | SPYG | Other | 2.04% | 167,415 | -83,397 | -33.25% | $16,391,587 |
| VANGUARD INDEX FDS | VBK | Other | 1.89% | 50,068 | -12,979 | -20.59% | $15,133,143 |
| APPLE INC | AAPL | Technology | 1.75% | 55,327 | -161 | -0.29% | $14,041,525 |
| WORLD GOLD TR | GLDM | Other | 1.37% | 118,365 | +5,256 | +4.65% | $10,971,252 |
| ISHARES TR | IWS | Other | 0.96% | 53,046 | -943 | -1.75% | $7,730,980 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.68% | 65,000 | - | - | $5,432,050 |
| SPDR GOLD TR | GLD | Other | 0.66% | 12,354 | +1,107 | +9.84% | $5,315,803 |
| WISDOMTREE TR | DON | Other | 0.56% | 85,247 | -2,292 | -2.62% | $4,478,873 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 15,503 | -1,223 | -7.31% | $4,447,191 |
| WORKDAY INC | WDAY | Technology | 0.53% | 32,875 | +30 | +0.09% | $4,271,120 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.49% | 27,241 | -733 | -2.62% | $3,934,676 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.46% | 5,656 | -299 | -5.02% | $3,678,618 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.45% | 17,406 | +3,139 | +22.00% | $3,625,148 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 0.44% | 74,403 | +6,584 | +9.71% | $3,550,511 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.44% | 7,079 | -829 | -10.48% | $3,537,093 |
| PIMCO ETF TR | PYLD | Other | 0.40% | 122,510 | +34,798 | +39.67% | $3,209,753 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 47,044 | +3,875 | +8.98% | $3,014,563 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.33% | 51,938 | -4,520 | -8.01% | $2,631,179 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.32% | 134,364 | +50 | +0.04% | $2,536,792 |
| MICROSOFT CORP | MSFT | Technology | 0.30% | 6,562 | +673 | +11.43% | $2,429,117 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.30% | 84,342 | -23,221 | -21.59% | $2,421,459 |
| VANGUARD INDEX FDS | VO | Other | 0.29% | 8,121 | +341 | +4.38% | $2,332,091 |
| PIMCO ETF TR | MUNI | Other | 0.28% | 43,714 | - | - | $2,281,434 |
| PIMCO ETF TR | SMMU | Other | 0.26% | 41,508 | - | - | $2,094,079 |
| NVIDIA CORPORATION | NVDA | Technology | 0.24% | 10,954 | -202 | -1.81% | $1,910,344 |
| GRANITESHARES GOLD TR | BAR | Other | 0.23% | 40,445 | - | - | $1,865,728 |
| WISDOMTREE TR | DLN | Other | 0.22% | 20,172 | +83 | +0.41% | $1,802,001 |
| SPDR SERIES TRUST | SLYV | Other | 0.21% | 18,069 | -118 | -0.65% | $1,708,924 |
| ISHARES TR | SHV | Other | 0.21% | 15,390 | -2,800 | -15.39% | $1,698,902 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 7,810 | - | - | $1,679,619 |
| ISHARES TR | IVW | Other | 0.20% | 14,233 | - | - | $1,609,895 |
| ISHARES TR | IVV | Other | 0.20% | 2,443 | -44 | -1.77% | $1,596,037 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 2,593 | -297 | -10.28% | $1,549,281 |
| WP CAREY INC | WPC | Real Estate | 0.19% | 22,599 | -742 | -3.18% | $1,535,801 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.18% | 4,968 | -8 | -0.16% | $1,461,429 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 2,945 | -33 | -1.11% | $1,411,244 |
| KROGER CO | KR | Consumer Defensive | 0.17% | 19,258 | +41 | +0.21% | $1,393,482 |
| WISDOMTREE TR | DES | Other | 0.17% | 38,398 | -407 | -1.05% | $1,380,026 |
| PFIZER INC | PFE | Healthcare | 0.17% | 49,062 | -5,175 | -9.54% | $1,377,664 |
| ADAPTHEALTH CORP | AHCO | Healthcare | 0.17% | 112,863 | - | - | $1,343,070 |
| ISHARES TR | IEFA | Other | 0.17% | 14,688 | - | - | $1,329,726 |
| DEERE & CO | DE | Industrials | 0.16% | 2,350 | +2 | +0.09% | $1,323,480 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.15% | 15,236 | - | - | $1,220,099 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 7,190 | +969 | +15.58% | $1,219,864 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.15% | 27,254 | -9,767 | -26.38% | $1,188,001 |
| INVESCO QQQ TR | QQQ | Other | 0.14% | 1,945 | -211 | -9.79% | $1,122,635 |
| FIRST TR EXCHANGE-TRADED FD | MGOV | Other | 0.14% | 54,622 | -10,438 | -16.04% | $1,107,592 |
| VANGUARD INDEX FDS | VTV | Other | 0.14% | 5,624 | - | - | $1,103,462 |
| ZSCALER INC | ZS | Technology | 0.13% | 7,704 | +85 | +1.12% | $1,080,794 |
| ALPHABET INC | GOOGL | Communication Services | 0.13% | 3,758 | -59 | -1.55% | $1,080,583 |
| FIRST TR EXCH TRADED FD III | FUMB | Other | 0.13% | 53,882 | +3,871 | +7.74% | $1,080,334 |
| VISA INC | V | Financial Services | 0.12% | 3,275 | -39 | -1.18% | $989,912 |
| VANGUARD INDEX FDS | VTI | Other | 0.12% | 2,978 | - | - | $955,287 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 954 | +20 | +2.14% | $950,711 |
| CME GROUP INC | CME | Financial Services | 0.11% | 3,115 | -5 | -0.16% | $920,015 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 7,259 | +576 | +8.62% | $902,134 |
| SNAP ON INC | SNA | Industrials | 0.11% | 2,481 | - | - | $901,149 |
| ISHARES TR | IVE | Other | 0.11% | 4,256 | - | - | $898,654 |
| ISHARES GOLD TR | IAU | Other | 0.11% | 10,153 | - | - | $895,088 |
| VANGUARD WORLD FD | VGT | Other | 0.11% | 1,261 | +246 | +24.24% | $879,905 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 949 | +2 | +0.21% | $872,811 |
| TEXAS INSTRS INC | TXN | Technology | 0.11% | 4,445 | - | - | $862,904 |
| ISHARES TR | IWO | Other | 0.10% | 2,665 | -150 | -5.33% | $836,304 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.10% | 16,384 | - | - | $817,398 |
| BAXTER INTL INC | BAX | Healthcare | 0.10% | 47,659 | +2,646 | +5.88% | $800,663 |
| TRUIST FINL CORP | TFC | Financial Services | 0.10% | 16,990 | - | - | $781,030 |
| ISHARES TR | HDV | Other | 0.10% | 5,697 | -150 | -2.57% | $773,159 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 1,321 | -362 | -21.51% | $755,929 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 1,862 | +100 | +5.68% | $692,199 |
| SPDR SERIES TRUST | MDYG | Other | 0.09% | 7,168 | - | - | $687,841 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.08% | 14,350 | - | - | $674,881 |
| CATERPILLAR INC | CAT | Industrials | 0.08% | 933 | +1 | +0.11% | $661,159 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.08% | 7,116 | - | - | $637,493 |
| MORGAN STANLEY | MS | Financial Services | 0.08% | 3,738 | - | - | $615,163 |
| FIRST TR EXCH TRADED FD III | FSMB | Other | 0.08% | 30,570 | -8,725 | -22.20% | $610,177 |
| SPDR SERIES TRUST | SLYG | Other | 0.08% | 6,285 | -32 | -0.51% | $607,257 |
| ISHARES INC | IEMG | Other | 0.07% | 8,295 | +100 | +1.22% | $578,597 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.07% | 2,313 | +2 | +0.09% | $565,431 |
| ISHARES SILVER TR | SLV | Other | 0.07% | 8,252 | -174 | -2.07% | $562,291 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.07% | 1,921 | -2 | -0.10% | $551,233 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.07% | 1,772 | -2 | -0.11% | $550,604 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.07% | 9,328 | +4,000 | +75.08% | $526,939 |
| EMBRAER S.A. | ERJ | Industrials | 0.06% | 8,656 | -1,500 | -14.77% | $513,647 |
| VANECK ETF TRUST | GDX | Other | 0.06% | 5,549 | - | - | $509,232 |
Inspirion Wealth Advisors, Llc Options Holdings in Q1 2026
4 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | BAX | Baxter International Inc. | CALL | 22,000 | $369,600 |
| Q1 2026 | NOW | ServiceNow, Inc. | PUT | 2,000 | $209,100 |
| Q1 2026 | BMRN | BioMarin Pharmaceutical Inc. | CALL | 1,000 | $56,490 |
| Q1 2026 | WDAY | Workday, Inc. | CALL | 200 | $25,984 |
Notional value represents the total exposure of the options position.