§ 13F · FUND PROFILE
INSPIRION WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $715M (13F)Positions · 150Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 587K | $87M | 10.8% | +17% |
| 2 | VUG | VANGUARD INDEX FDS | 166K | $73M | 9.0% | +17% |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.02M | $60M | 7.4% | +7% |
| 4 | JAAA | JANUS DETROIT STR TR | 1.02M | $52M | 6.4% | −25% |
| 5 | VOE | VANGUARD INDEX FDS | 266K | $49M | 6.1% | −2% |
| 6 | ABBV | ABBVIE INC | 201K | $44M | 5.5% | −1% |
| 7 | JMBS | JANUS DETROIT STR TR | 766K | $35M | 4.3% | +17% |
| 8 | CLOA | BLACKROCK ETF TRUST II | 563K | $29M | 3.6% | +13% |
| 9 | VB | VANGUARD INDEX FDS | 86K | $23M | 2.8% | +29% |
| 10 | VBR | VANGUARD INDEX FDS | 100K | $22M | 2.7% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSPIRION SIGNAL
AC read
INSPIRION WEALTH ADVISORS, LLC is a Other fund managing $715 million in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed