Filed: 4/8/2026ACC: 0001633448-26-000003
📋 What this filing means
INSPIRION WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $803.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$803.17M
Total AUM (reported)
10.56M
Total Shares
Allocation by class
COM$125.72M15.7%
HIGH DIV YLD$86.91M10.8%
GROWTH ETF$72.55M9.0%
SHS CREATION UNI$59.61M7.4%
HENDRSON AAA CL$51.52M6.4%
MCAP VL IDXVIP$48.94M6.1%
STATE STREET SPD$37.30M4.6%
Portfolio Concentration
Top 3$219.06M27.3%
4–10$252.38M31.4%
11–25$196.95M24.5%
Rest$134.77M16.8%
Top 3 weight
27.3%
Top 10 weight
58.7%
Voting Authority Distribution
Total shares with voting rights: 10.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
VANGUARD WHITEHALL FDS
SOLEShares586.81K
TypeSH
Market value$86.91M
10.82%
Sole
0.00
Shared
0.00
None
586.81K
VANGUARD INDEX FDS
SOLEShares166.09K
TypeSH
Market value$72.55M
9.03%
Sole
0.00
Shared
0.00
None
166.09K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares2.02M
TypeSH
Market value$59.61M
7.42%
Sole
0.00
Shared
0.00
None
2.02M
JANUS DETROIT STR TR
SOLEShares1.02M
TypeSH
Market value$51.52M
6.41%
Sole
0.00
Shared
0.00
None
1.02M
VANGUARD INDEX FDS
SOLEShares265.57K
TypeSH
Market value$48.94M
6.09%
Sole
0.00
Shared
0.00
None
265.57K
ABBVIE INC
SOLEShares201.34K
TypeSH
Market value$43.79M
5.45%
Sole
0.00
Shared
0.00
None
201.34K
JANUS DETROIT STR TR
SOLEShares766.12K
TypeSH
Market value$34.61M
4.31%
Sole
0.00
Shared
0.00
None
766.12K
BLACKROCK ETF TRUST II
SOLEShares563.34K
TypeSH
Market value$29.20M
3.64%
Sole
0.00
Shared
0.00
None
563.34K
VANGUARD INDEX FDS
SOLEShares86.20K
TypeSH
Market value$22.58M
2.81%
Sole
0.00
Shared
0.00
None
86.20K
VANGUARD INDEX FDS
SOLEShares100.09K
TypeSH
Market value$21.74M
2.71%
Sole
0.00
Shared
0.00
None
100.09K
HARBOR ETF TRUST
SOLEShares663.12K
TypeSH
Market value$20.56M
2.56%
Sole
0.00
Shared
0.00
None
663.12K
FIRST TR EXCHANGE-TRADED FD
SOLEShares395.65K
TypeSH
Market value$19.71M
2.45%
Sole
0.00
Shared
0.00
None
395.65K
VANGUARD INDEX FDS
SOLEShares73.75K
TypeSH
Market value$18.98M
2.36%
Sole
0.00
Shared
0.00
None
73.75K
ABBOTT LABORATORIES
SOLEShares179.13K
TypeSH
Market value$18.39M
2.29%
Sole
0.00
Shared
0.00
None
179.13K
ISHARES TR
SOLEShares182.73K
TypeSH
Market value$18.39M
2.29%
Sole
0.00
Shared
0.00
None
182.73K
SPDR SERIES TRUST
SOLEShares300.11K
TypeSH
Market value$16.98M
2.11%
Sole
0.00
Shared
0.00
None
300.11K
SPDR SERIES TRUST
SOLEShares167.41K
TypeSH
Market value$16.39M
2.04%
Sole
0.00
Shared
0.00
None
167.41K
VANGUARD INDEX FDS
SOLEShares50.07K
TypeSH
Market value$15.13M
1.88%
Sole
0.00
Shared
0.00
None
50.07K
APPLE INC
SOLEShares55.33K
TypeSH
Market value$14.04M
1.75%
Sole
0.00
Shared
0.00
None
55.33K
WORLD GOLD TR
SOLEShares118.36K
TypeSH
Market value$10.97M
1.37%
Sole
0.00
Shared
0.00
None
118.36K
ISHARES TR
SOLEShares53.05K
TypeSH
Market value$7.73M
0.96%
Sole
0.00
Shared
0.00
None
53.05K
HEALTHEQUITY INC
SOLEShares65K
TypeSH
Market value$5.43M
0.68%
Sole
0.00
Shared
0.00
None
65K
SPDR GOLD TR
SOLEShares12.35K
TypeSH
Market value$5.32M
0.66%
Sole
0.00
Shared
0.00
None
12.35K
WISDOMTREE TR
SOLEShares85.25K
TypeSH
Market value$4.48M
0.56%
Sole
0.00
Shared
0.00
None
85.25K
ALPHABET INC
SOLEShares15.50K
TypeSH
Market value$4.45M
0.55%
Sole
0.00
Shared
0.00
None
15.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 586.81K | SH | $86.91M 10.82% | 0.00 | 0.00 | 586.81K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 166.09K | SH | $72.55M 9.03% | 0.00 | 0.00 | 166.09K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 2.02M | SH | $59.61M 7.42% | 0.00 | 0.00 | 2.02M |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.02M | SH | $51.52M 6.41% | 0.00 | 0.00 | 1.02M |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 265.57K | SH | $48.94M 6.09% | 0.00 | 0.00 | 265.57K |
ABBVIE INCSOLE | COM | 201.34K | SH | $43.79M 5.45% | 0.00 | 0.00 | 201.34K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 766.12K | SH | $34.61M 4.31% | 0.00 | 0.00 | 766.12K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 563.34K | SH | $29.20M 3.64% | 0.00 | 0.00 | 563.34K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 86.20K | SH | $22.58M 2.81% | 0.00 | 0.00 | 86.20K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 100.09K | SH | $21.74M 2.71% | 0.00 | 0.00 | 100.09K |
HARBOR ETF TRUSTSOLE | HARBOR COMMODITY | 663.12K | SH | $20.56M 2.56% | 0.00 | 0.00 | 663.12K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 395.65K | SH | $19.71M 2.45% | 0.00 | 0.00 | 395.65K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 73.75K | SH | $18.98M 2.36% | 0.00 | 0.00 | 73.75K |
ABBOTT LABORATORIESSOLE | COM | 179.13K | SH | $18.39M 2.29% | 0.00 | 0.00 | 179.13K |
ISHARES TRSOLE | S&P MC 400GR ETF | 182.73K | SH | $18.39M 2.29% | 0.00 | 0.00 | 182.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 300.11K | SH | $16.98M 2.11% | 0.00 | 0.00 | 300.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 167.41K | SH | $16.39M 2.04% | 0.00 | 0.00 | 167.41K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 50.07K | SH | $15.13M 1.88% | 0.00 | 0.00 | 50.07K |
APPLE INCSOLE | COM | 55.33K | SH | $14.04M 1.75% | 0.00 | 0.00 | 55.33K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 118.36K | SH | $10.97M 1.37% | 0.00 | 0.00 | 118.36K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 53.05K | SH | $7.73M 0.96% | 0.00 | 0.00 | 53.05K |
HEALTHEQUITY INCSOLE | COM | 65K | SH | $5.43M 0.68% | 0.00 | 0.00 | 65K |
SPDR GOLD TRSOLE | GOLD SHS | 12.35K | SH | $5.32M 0.66% | 0.00 | 0.00 | 12.35K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 85.25K | SH | $4.48M 0.56% | 0.00 | 0.00 | 85.25K |
ALPHABET INCSOLE | CAP STK CL C | 15.50K | SH | $4.45M 0.55% | 0.00 | 0.00 | 15.50K |
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