INSPIRION WEALTH ADVISORS, LLC

Est. AUM

$803.2M

13F long equity, this entity only

Positions

181

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$86.9M	586809	10.82%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$72.5M	166095	9.03%	SOLE
3	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$59.6M	2021349	7.42%	SOLE
4	JANUS DETROIT STR TR	HENDRSON AAA CL	$51.5M	1022776	6.41%	SOLE
5	VANGUARD INDEX FDS	MCAP VL IDXVIP	$48.9M	265574	6.09%	SOLE
6	ABBVIE INC	COM	$43.8M	201337	5.45%	SOLE
7	JANUS DETROIT STR TR	HENDERSON MTG	$34.6M	766123	4.31%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$29.2M	563343	3.64%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$22.6M	86202	2.81%	SOLE
10	VANGUARD INDEX FDS	SM CP VAL ETF	$21.7M	100092	2.71%	SOLE
11	HARBOR ETF TRUST	HARBOR COMMODITY	$20.6M	663121	2.56%	SOLE
12	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$19.7M	395648	2.45%	SOLE
13	VANGUARD INDEX FDS	MCAP GR IDXVIP	$19.0M	73754	2.36%	SOLE
14	ABBOTT LABORATORIES	COM	$18.4M	179131	2.29%	SOLE
15	ISHARES TR	S&P MC 400GR ETF	$18.4M	182728	2.29%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$17.0M	300108	2.11%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$16.4M	167415	2.04%	SOLE
18	VANGUARD INDEX FDS	SML CP GRW ETF	$15.1M	50068	1.88%	SOLE
19	APPLE INC	COM	$14.0M	55327	1.75%	SOLE
20	WORLD GOLD TR	SPDR GLD MINIS	$11.0M	118365	1.37%	SOLE
21	ISHARES TR	RUS MDCP VAL ETF	$7.7M	53046	0.96%	SOLE
22	HEALTHEQUITY INC	COM	$5.4M	65000	0.68%	SOLE
23	SPDR GOLD TR	GOLD SHS	$5.3M	12354	0.66%	SOLE
24	WISDOMTREE TR	US MIDCAP DIVID	$4.5M	85247	0.56%	SOLE
25	ALPHABET INC	CAP STK CL C	$4.4M	15503	0.55%	SOLE
26	WORKDAY INC	CL A	$4.3M	32875	0.53%	SOLE
27	PROCTER & GAMBLE CO	COM	$3.9M	27241	0.49%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.7M	5656	0.46%	SOLE
29	AMAZON COM INC	COM	$3.6M	17406	0.45%	SOLE
30	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$3.6M	74403	0.44%	SOLE
31	MASTERCARD INCORPORATED	CL A	$3.5M	7079	0.44%	SOLE
32	PIMCO ETF TR	MULTISECTOR BD	$3.2M	122510	0.40%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	47044	0.38%	SOLE
34	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.6M	51938	0.33%	SOLE
35	COUPANG INC	CL A	$2.5M	134364	0.32%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$2.4M	145654	0.30%	SOLE
37	MICROSOFT CORP	COM	$2.4M	6562	0.30%	SOLE
38	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$2.4M	84342	0.30%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$2.3M	8121	0.29%	SOLE
40	PIMCO ETF TR	INTER MUN BD ACT	$2.3M	43714	0.28%	SOLE
41	COHEN & STEERS ETF TRUST	NATURAL RES ACTI	$2.3M	60110	0.28%	SOLE
42	PIMCO ETF TR	SHTRM MUN BD ACT	$2.1M	41508	0.26%	SOLE
43	NVIDIA CORPORATION	COM	$1.9M	10954	0.24%	SOLE
44	GRANITESHARES GOLD TR	SHS BEN INT	$1.9M	40445	0.23%	SOLE
45	WISDOMTREE TR	US LARGECAP DIVD	$1.8M	20172	0.22%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	18069	0.21%	SOLE
47	ISHARES TR	TRUST ISHARE 0-1	$1.7M	15390	0.21%	SOLE
48	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	7810	0.21%	SOLE
49	ISHARES TR	S&P 500 GRWT ETF	$1.6M	14233	0.20%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$1.6M	2443	0.20%	SOLE

1–50 of 181

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.