Institutional Manager · CIK 0001633448
INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE, IL · File #028-16533
Latest AUM
$816.7M
Positions
169
Top-10 Concentration
63.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025169 pos · $816.7M
- 13F HOLDINGS REPORTQ/E Sep 2025150 pos · $714.6M
- 13F HOLDINGS REPORTQ/E Jun 2025158 pos · $755.5M
- 13F HOLDINGS REPORTQ/E Mar 2025158 pos · $719.9M
- 13F HOLDINGS REPORTQ/E Dec 2024155 pos · $716.0M
- 13F HOLDINGS REPORTQ/E Sep 2024156 pos · $715.2M
- 13F HOLDINGS REPORTQ/E Jun 2024149 pos · $653.7M
- 13F HOLDINGS REPORTQ/E Mar 2024152 pos · $605.2M
- 13F HOLDINGS REPORTQ/E Dec 2023138 pos · $512.8M
- 13F HOLDINGS REPORTQ/E Sep 2023139 pos · $521.9M
- 13F HOLDINGS REPORTQ/E Jun 2023141 pos · $498.6M
- 13F HOLDINGS REPORTQ/E Mar 2023127 pos · $472.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 921946406 | 501,324 | $72.0M | 9.64% |
| 2 | VANGUARD INDEX FDS | 922908736 | 141,720 | $69.1M | 9.26% |
| 3 | JANUS DETROIT STR TR | 47103U845 | 1,359,660 | $68.8M | 9.21% |
| 4 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 1,890,344 | $55.9M | 7.48% |
| 5 | VANGUARD INDEX FDS | 922908512 | 270,583 | $48.0M | 6.43% |
| 6 | ABBVIE INC | ABBV | 204,103 | $46.6M | 6.25% |
| 7 | JANUS DETROIT STR TR | 47103U852 | 653,722 | $29.9M | 4.00% |
| 8 | SPDR SERIES TRUST | 78464A508 | 491,618 | $27.9M | 3.74% |
| 9 | SPDR SERIES TRUST | 78464A409 | 250,812 | $26.8M | 3.59% |
| 10 | VANGUARD INDEX FDS | 922908611 | 124,858 | $26.4M | 3.54% |
| 11 | BLACKROCK ETF TRUST II | BLK | 499,926 | $25.9M | 3.47% |
| 12 | ISHARES TR | 464287606 | 241,481 | $23.4M | 3.13% |
| 13 | ABBOTT LABS | ABLZF | 186,576 | $23.4M | 3.13% |
| 14 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 408,340 | $20.4M | 2.73% |
| 15 | VANGUARD INDEX FDS | 922908595 | 63,047 | $19.0M | 2.55% |
| 16 | VANGUARD INDEX FDS | 922908751 | 66,971 | $17.3M | 2.31% |
| 17 | APPLE INC | AAPL | 55,488 | $15.1M | 2.02% |
| 18 | HARBOR ETF TRUST | 41151J505 | 602,939 | $15.0M | 2.00% |
| 19 | VANGUARD INDEX FDS | 922908538 | 39,238 | $11.0M | 1.47% |
| 20 | WORLD GOLD TR | GLDW | 113,109 | $9.7M | 1.29% |