Inspirion Wealth Advisors Buys Heavily in Q2 2026
As of June 30th, 2026, Inspirion Wealth Advisors' portfolio held a total value of $864.59 million with significant buying activity observed across several holdings.
According to the filing dated Inspirion Wealth Advisors, Llc, covering the period up to June 30th, 2026, there was substantial buying activity within their portfolio. The investor's overall strategy appears focused on growth-oriented and actively managed funds.
Among the most significant purchases this quarter is VUG (Vanguard Index Funds - Small Cap Value), which saw a massive increase of 886,795 shares (+534%) and now represents approximately 10.4% of the portfolio's value. This ETF also experienced its highest percentage change from the previous period.
Other notable additions include VYM (Vanguard Whitehall Fund), which increased by 44,992 shares (+7.67%) and now accounts for about 11.46% of the portfolio. CLOA (Blackrock ETF Trust II) also showed strong buying with a +17.57% share increase, adding to its allocation.
Additionally, the investor purchased shares in several other funds including CGXU (Capital Group Intl Focus Equity), which increased by 42,029 shares (+2.08%).
Conversely, the data indicates some selling activity as well. ABBV (AbbVie), a stock primarily in the Healthcare sector, saw its position decrease by 0.97% due to share reduction.
Significant exits include JAAA (Janus Detroit Small Cap Core Plus Fund), which was reduced by -15.88%, and SPYV (SPDR Series Trust) with a -32.96% change from the prior period.
The investor also sold shares in VBR, although this was less pronounced than some of their other holdings, showing a decrease of -18.71% allocation.