Q3 2026 13F · SEC CIK 1633448

Inspirion Wealth Advisors, LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $880.1M
Reported positions: 185
Top holdings a year, 3 yrs: +13.1%
Assets under management: $1.4B

Inspirion Wealth Advisors, LLC is a wealth manager that reported 185 positions worth $880.1M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Vanguard Whitehall Fds (VYM, 11.8%), Vanguard Index Fds (VUG, 11.4%), Capital Group Intl Focus Eqt (CGXU, 8.2%). A portfolio copying its top holdings returned 13.1% a year over the last 3 years, against 20.4% for the S&P 500.

Inspirion Wealth Advisors, LLC holdings largest 50 of 185 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Inspirion Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VYMVanguard Whitehall Fds	11.8%	11.5%	668,825	+5.9%	$103.8M
VUGVanguard Index Fds	11.4%	10.4%	1,109,820	+5.4%	$100.0M
CGXUCapital Group Intl Focus Eqt	8.2%	8.0%	2,099,464	+1.7%	$72.0M
VOEVanguard Index Fds	5.8%	6.0%	262,972	+0.3%	$51.4M
ABBVAbbvie Inc	5.5%	5.7%	184,157	-7.6%	$48.2M
JAAAJanus Detroit Str Tr	5.0%	5.0%	872,789	+1.4%	$44.0M
JMBSJanus Detroit Str Tr	4.2%	4.4%	882,191	+3.7%	$37.3M
CLOABlackrock ETF Trust II	4.2%	3.9%	712,776	+7.6%	$37.0M
VOTVanguard Index Fds	3.2%	3.0%	97,518	+12.1%	$28.5M
VBVanguard Index Fds	3.1%	3.3%	97,054	+1.5%	$27.6M
HGERHarbor ETF Trust	2.7%	2.3%	685,113	+0.1%	$24.2M
LMBSFirst Tr Exchange-Traded Fd	2.4%	2.4%	427,270	+1.6%	$20.7M
VBRVanguard Index Fds	2.1%	2.3%	80,304	-1.3%	$18.6M
AAPLApple Inc	2.0%	1.8%	53,017	-2.8%	$17.7M
ABTAbbott Laboratories	1.9%	1.9%	172,657	-2.4%	$17.1M
IJKIshares S&p Mid Cap 400 Growth	1.8%	2.2%	141,784	-14.7%	$15.5M
VBKVanguard Index Fds	1.6%	1.7%	41,404	-1.1%	$14.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.2%	1.7%	86,308	-30.5%	$10.6M
GLDMWorld Gold Tr	1.1%	1.1%	114,893	-3.5%	$9.4M
IWSIshares Tr	1.0%	1.0%	52,781	-0.4%	$8.5M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.8%	1.4%	119,701	-40.5%	$7.3M
HQYHealthequity Inc	0.7%	0.7%	65,000	+0.0%	$5.7M
GOOGAlphabet Inc	0.6%	0.6%	15,472	+1.1%	$5.3M
GLDSpdr Gold Tr	0.6%	0.5%	12,781	-1.0%	$4.9M
WDAYWorkday Inc Cl A	0.5%	0.5%	25,205	-23.4%	$4.8M
DONWisdomtree Tr	0.5%	0.5%	80,693	-2.6%	$4.4M
AMZNAmazon Com Inc	0.5%	0.5%	17,299	+0.3%	$4.3M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	5,510	-1.9%	$4.2M
PYLDPimco ETF Tr	0.5%	0.4%	162,229	+13.0%	$4.1M
PGProcter & Gamble Co	0.4%	0.5%	27,062	+0.1%	$3.9M
MAMastercard Incorporated	0.4%	0.4%	6,469	-0.1%	$3.6M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	47,834	+0.5%	$3.4M
MSFTMicrosoft Corp	0.4%	0.3%	6,269	-0.0%	$3.2M
CEFSprott Asset Management LP	0.3%	0.3%	65,663	-3.0%	$2.7M
WCMIFirst Tr Exchange-Traded Fd	0.3%	0.3%	142,575	-2.2%	$2.7M
VOVanguard Index Fds	0.3%	0.3%	32,658	+0.1%	$2.6M
FMBFirst Tr Exch Traded Fd III	0.3%	0.3%	51,438	-0.2%	$2.5M
NVDANvidia Corporation	0.3%	0.2%	10,631	+4.5%	$2.4M
CSNRCohen & Steers ETF Trust	0.3%	0.2%	67,007	+8.4%	$2.4M
MUNIPimco ETF Tr	0.3%	0.3%	45,064	+0.0%	$2.2M
SMMUPimco	0.2%	0.2%	44,108	+4.7%	$2.2M
IVWIshares Tr	0.2%	0.2%	14,141	+0.0%	$2.0M
FTGCFirst Trust Global Tactical Co	0.2%	0.2%	65,354	-0.8%	$2.0M
DLNWisdomtree Tr	0.2%	0.2%	20,356	+0.4%	$2.0M
VOOVanguard Index Fds	0.2%	0.2%	2,697	+0.1%	$1.9M
IVVIshares Tr	0.2%	0.2%	2,436	+0.0%	$1.9M
CPNGCoupang Inc	0.2%	0.3%	134,214	-0.1%	$1.9M
VIGVanguard Specialized Funds	0.2%	0.2%	7,810	+0.0%	$1.8M
SLYVSpdr Series Trust	0.2%	0.2%	17,073	-0.3%	$1.7M
SHVIshares Tr	0.2%	0.2%	15,390	+0.0%	$1.7M

What Inspirion Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PYLD Pimco ETF Tr+13.0% shares
VOT Vanguard Index Fds+12.1% shares
CSNR Cohen & Steers ETF Trust+8.4% shares
CLOA Blackrock ETF Trust II+7.6% shares
VYM Vanguard Whitehall Fds+5.9% shares
VUG Vanguard Index Fds+5.4% shares

Reduced

SPYV State Street Spdr Portfolio S&p 500 Valu-40.5% shares
SPYG State Street Spdr Portfolio S&p 500 Grow-30.5% shares
WDAY Workday Inc Cl A-23.4% shares
IJK Ishares S&p Mid Cap 400 Growth-14.7% shares
ABBV Abbvie Inc-7.6% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: +13.1% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$880.1M	185
Q2 2026	$872.8M	185
Q1 2026	$802.5M	177
Q4 2025	$816.7M	169
Q3 2025	$714.6M	150
Q2 2025	$755.5M	158
Q1 2025	$719.9M	158
Q4 2024	$715.9M	152
Q3 2024	$715.1M	154
Q2 2024	$653.7M	149
Q1 2024	$605.1M	149
Q4 2023	$554.9M	139

Questions about Inspirion Wealth Advisors, LLC's portfolio

What stocks does Inspirion Wealth Advisors, LLC own?

Inspirion Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 185 positions worth $880.1M. The largest are Vanguard Whitehall Fds (VYM) at 11.8%, Vanguard Index Fds (VUG) at 11.4%, Capital Group Intl Focus Eqt (CGXU) at 8.2%, Vanguard Index Fds (VOE) at 5.8% and Abbvie Inc (ABBV) at 5.5%.

What did Inspirion Wealth Advisors, LLC buy last quarter?

In Q3 2026, Inspirion Wealth Advisors, LLC added Pimco ETF Tr (PYLD) (+13.0% shares), Vanguard Index Fds (VOT) (+12.1% shares) and Cohen & Steers ETF Trust (CSNR) (+8.4% shares), compared with its Q2 2026 filing.

What did Inspirion Wealth Advisors, LLC sell last quarter?

In Q3 2026, Inspirion Wealth Advisors, LLC State Street Spdr Portfolio S&p 500 Valu (SPYV) (-40.5% shares), State Street Spdr Portfolio S&p 500 Grow (SPYG) (-30.5% shares) and Workday Inc Cl A (WDAY) (-23.4% shares), compared with its Q2 2026 filing.

How has Inspirion Wealth Advisors, LLC's portfolio performed?

A portfolio copying Inspirion Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.1% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Inspirion Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Inspirion Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Inspirion Wealth Advisors, LLC manage?

Inspirion Wealth Advisors, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $880.1M.