INSPIRION WEALTH ADVISORS, LLC

Filed: 7/7/2026ACC: 0001633448-26-000005

📋 What this filing means

INSPIRION WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $873.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

185

Positions

$873.52M

Total AUM (reported)

11.44M

Total Shares

Allocation by class

COM$135.87M15.6%

HIGH DIV YLD$99.98M11.4%

GROWTH ETF$90.73M10.4%

SHS CREAT UNIT$70.22M8.0%

MCAP VL IDXVIP$51.97M5.9%

HENDRSON AAA CL$43.45M5.0%

HENDERSON MTG$38.17M4.4%

Portfolio Concentration

Top 3$260.92M29.9%

4–10$273.18M31.3%

11–25$193.84M22.2%

Rest$145.57M16.7%

Top 3 weight

29.9%

Top 10 weight

61.1%

Voting Authority Distribution

Total shares with voting rights: 11.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole185

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings185

Rows:

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares631.80K

TypeSH

Market value$99.98M

11.45%

Sole

0.00

Shared

0.00

None

631.80K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.05M

TypeSH

Market value$90.73M

10.39%

Sole

0.00

Shared

0.00

None

1.05M

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREAT UNIT

Shares2.06M

TypeSH

Market value$70.22M

8.04%

Sole

0.00

Shared

0.00

None

2.06M

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares262.13K

TypeSH

Market value$51.97M

5.95%

Sole

0.00

Shared

0.00

None

262.13K

ABBVIE INC

SOLE

COM

Shares199.38K

TypeSH

Market value$50.06M

5.73%

Sole

0.00

Shared

0.00

None

199.38K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares860.35K

TypeSH

Market value$43.45M

4.97%

Sole

0.00

Shared

0.00

None

860.35K

JANUS DETROIT STR TR

SOLE

HENDERSON MTG

Shares850.95K

TypeSH

Market value$38.17M

4.37%

Sole

0.00

Shared

0.00

None

850.95K

BLACKROCK ETF TRUST II

SOLE

ISHARES AAA CLO

Shares662.32K

TypeSH

Market value$34.26M

3.92%

Sole

0.00

Shared

0.00

None

662.32K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares95.63K

TypeSH

Market value$28.83M

3.30%

Sole

0.00

Shared

0.00

None

95.63K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares87.03K

TypeSH

Market value$26.45M

3.03%

Sole

0.00

Shared

0.00

None

87.03K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares420.46K

TypeSH

Market value$20.89M

2.39%

Sole

0.00

Shared

0.00

None

420.46K

HARBOR ETF TRUST

SOLE

COMM ALL WEA ETF

Shares684.47K

TypeSH

Market value$20.20M

2.31%

Sole

0.00

Shared

0.00

None

684.47K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares81.37K

TypeSH

Market value$19.75M

2.26%

Sole

0.00

Shared

0.00

None

81.37K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares166.15K

TypeSH

Market value$19.28M

2.21%

Sole

0.00

Shared

0.00

None

166.15K

ABBOTT LABORATORIES

SOLE

COM

Shares176.96K

TypeSH

Market value$16.31M

1.87%

Sole

0.00

Shared

0.00

None

176.96K

APPLE INC

SOLE

COM

Shares54.56K

TypeSH

Market value$16.06M

1.84%

Sole

0.00

Shared

0.00

None

54.56K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares41.85K

TypeSH

Market value$15.17M

1.74%

Sole

0.00

Shared

0.00

None

41.85K

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares124.15K

TypeSH

Market value$14.70M

1.68%

Sole

0.00

Shared

0.00

None

124.15K

SPDR SERIES TRUST

SOLE

ST STR P500VAL

Shares201.18K

TypeSH

Market value$12.27M

1.40%

Sole

0.00

Shared

0.00

None

201.18K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares119.12K

TypeSH

Market value$9.52M

1.09%

Sole

0.00

Shared

0.00

None

119.12K

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares53.01K

TypeSH

Market value$8.74M

1.00%

Sole

0.00

Shared

0.00

None

53.01K

HEALTHEQUITY INC

SOLE

COM

Shares65K

TypeSH

Market value$6.00M

0.69%

Sole

0.00

Shared

0.00

None

65K

ALPHABET INC

SOLE

CAP STK CL C

Shares15.31K

TypeSH

Market value$5.48M

0.63%

Sole

0.00

Shared

0.00

None

15.31K

SPDR GOLD TR

SOLE

GOLD SHS

Shares12.92K

TypeSH

Market value$4.79M

0.55%

Sole

0.00

Shared

0.00

None

12.92K

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares82.88K

TypeSH

Market value$4.68M

0.54%

Sole

0.00

Shared

0.00

None

82.88K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	631.80K	SH	$99.98M 11.45%	631.80K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.05M	SH	$90.73M 10.39%	1.05M
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREAT UNIT	2.06M	SH	$70.22M 8.04%	2.06M
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	262.13K	SH	$51.97M 5.95%	262.13K
ABBVIE INCSOLE	COM	199.38K	SH	$50.06M 5.73%	199.38K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	860.35K	SH	$43.45M 4.97%	860.35K
JANUS DETROIT STR TRSOLE	HENDERSON MTG	850.95K	SH	$38.17M 4.37%	850.95K
BLACKROCK ETF TRUST IISOLE	ISHARES AAA CLO	662.32K	SH	$34.26M 3.92%	662.32K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	95.63K	SH	$28.83M 3.30%	95.63K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	87.03K	SH	$26.45M 3.03%	87.03K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	420.46K	SH	$20.89M 2.39%	420.46K
HARBOR ETF TRUSTSOLE	COMM ALL WEA ETF	684.47K	SH	$20.20M 2.31%	684.47K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	81.37K	SH	$19.75M 2.26%	81.37K
ISHARES TRSOLE	S&P MC 400GR ETF	166.15K	SH	$19.28M 2.21%	166.15K
ABBOTT LABORATORIESSOLE	COM	176.96K	SH	$16.31M 1.87%	176.96K
APPLE INCSOLE	COM	54.56K	SH	$16.06M 1.84%	54.56K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	41.85K	SH	$15.17M 1.74%	41.85K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	124.15K	SH	$14.70M 1.68%	124.15K
SPDR SERIES TRUSTSOLE	ST STR P500VAL	201.18K	SH	$12.27M 1.40%	201.18K
WORLD GOLD TRSOLE	SPDR GLD MINIS	119.12K	SH	$9.52M 1.09%	119.12K
ISHARES TRSOLE	RUS MDCP VAL ETF	53.01K	SH	$8.74M 1.00%	53.01K
HEALTHEQUITY INCSOLE	COM	65K	SH	$6.00M 0.69%	65K
ALPHABET INCSOLE	CAP STK CL C	15.31K	SH	$5.48M 0.63%	15.31K
SPDR GOLD TRSOLE	GOLD SHS	12.92K	SH	$4.79M 0.55%	12.92K
WISDOMTREE TRSOLE	US MIDCAP DIVID	82.88K	SH	$4.68M 0.54%	82.88K

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