INSPIRION WEALTH ADVISORS, LLC

CIK 0001633448 · LIBERTYVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

INSPIRION WEALTH ADVISORS, LLC reported 189 positions worth $873.5M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VYM (11.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$873.5M
2026 Q2
Positions
189
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.1%
Est. Net Flow (Q)
2026 Q2
10 / 189 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VYMVANGUARD WHITEHALL FDSSH$100.0M11.45%631,801
2VUGVANGUARD INDEX FDSSH$90.7M10.39%1,052,890
3CGXUCAPITAL GROUP INTL FOCUS EQTSH$70.2M8.04%2,063,378
4VOEVANGUARD INDEX FDSSH$52.0M5.95%262,126
5ABBVABBVIE INCSH$50.1M5.73%199,380
6JAAAJANUS DETROIT STR TRSH$43.4M4.97%860,352
7JMBSJANUS DETROIT STR TRSH$38.2M4.37%850,946
8CLOABLACKROCK ETF TRUST IISH$34.3M3.92%662,318
9VBVANGUARD INDEX FDSSH$28.8M3.30%95,625
10VOTVANGUARD INDEX FDSSH$26.4M3.03%87,025

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does INSPIRION WEALTH ADVISORS, LLC hold as of Q2 2026?

INSPIRION WEALTH ADVISORS, LLC reported 189 positions worth $873.5M in its Q2 2026 13F filing. Largest positions: VYM (11.4%), VUG (10.4%), CGXU (8.0%), VOE (5.9%) and ABBV (5.7%).

What did INSPIRION WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did INSPIRION WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.