Inspirion Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Inspirion Wealth Advisors, Llc disclosed 177 stock positions valued at approximately $872.76M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and CAPITAL GROUP INTL FOCUS EQT.
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $872.76M
Holdings by Sector
Inspirion Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 11.46% | 631,801 | +44,992 | +7.67% | $99,976,186 |
| VANGUARD INDEX FDS | VUG | Other | 10.40% | 1,052,890 | +886,795 | +533.91% | $90,727,541 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 8.05% | 2,063,378 | +42,029 | +2.08% | $70,216,761 |
| VANGUARD INDEX FDS | VOE | Other | 5.95% | 262,126 | -3,448 | -1.30% | $51,966,545 |
| ABBVIE INC | ABBV | Healthcare | 5.74% | 199,380 | -1,957 | -0.97% | $50,056,313 |
| JANUS DETROIT STR TR | JAAA | Other | 4.98% | 860,352 | -162,424 | -15.88% | $43,447,753 |
| JANUS DETROIT STR TR | JMBS | Other | 4.37% | 850,946 | +84,823 | +11.07% | $38,173,434 |
| BLACKROCK ETF TRUST II | CLOA | Other | 3.93% | 662,318 | +98,975 | +17.57% | $34,258,389 |
| VANGUARD INDEX FDS | VB | Other | 3.30% | 95,625 | +9,423 | +10.93% | $28,831,786 |
| VANGUARD INDEX FDS | VOT | Other | 3.03% | 87,025 | +13,271 | +17.99% | $26,448,578 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.39% | 420,465 | +24,817 | +6.27% | $20,888,702 |
| HARBOR ETF TRUST | HGER | Other | 2.31% | 684,472 | +21,351 | +3.22% | $20,198,767 |
| VANGUARD INDEX FDS | VBR | Other | 2.26% | 81,368 | -18,724 | -18.71% | $19,751,335 |
| ISHARES TR | IJK | Other | 2.21% | 166,148 | -16,580 | -9.07% | $19,284,821 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.87% | 176,962 | -2,169 | -1.21% | $16,312,388 |
| APPLE INC | AAPL | Technology | 1.84% | 54,564 | -763 | -1.38% | $16,062,437 |
| VANGUARD INDEX FDS | VBK | Other | 1.74% | 41,855 | -8,213 | -16.40% | $15,165,081 |
| SPDR SERIES TRUST | SPYG | Other | 1.68% | 124,153 | -43,262 | -25.84% | $14,704,737 |
| SPDR SERIES TRUST | SPYV | Other | 1.41% | 201,179 | -98,929 | -32.96% | $12,271,948 |
| WORLD GOLD TR | GLDM | Other | 1.09% | 119,119 | +754 | +0.64% | $9,519,990 |
| ISHARES TR | IWS | Other | 1.00% | 53,012 | -34 | -0.06% | $8,739,017 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.69% | 65,000 | - | - | $5,998,850 |
| ALPHABET INC | GOOG | Communication Services | 0.63% | 15,306 | -197 | -1.27% | $5,477,864 |
| SPDR GOLD TR | GLD | Other | 0.55% | 12,916 | +562 | +4.55% | $4,786,670 |
| WISDOMTREE TR | DON | Other | 0.54% | 82,879 | -2,368 | -2.78% | $4,680,988 |
| WORKDAY INC | WDAY | Technology | 0.49% | 32,915 | +40 | +0.12% | $4,287,837 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.48% | 5,614 | -42 | -0.74% | $4,186,348 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 17,246 | -160 | -0.92% | $4,168,358 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.46% | 27,036 | -205 | -0.75% | $3,985,846 |
| PIMCO ETF TR | PYLD | Other | 0.43% | 143,598 | +21,088 | +17.21% | $3,782,374 |
Showing 30 of 177 holdings in the latest reporting period.
Inspirion Wealth Advisors, Llc Options Holdings in Q2 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.