§ 13F · FUND PROFILE
INSPIRION WEALTH ADVISORS, LLC.
AUM · $874M (13F)Positions · 189Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 632K | $100M | 11.4% | +8% |
| 2 | VUG | VANGUARD INDEX FDS | 1.05M | $91M | 10.4% | +534% |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.06M | $70M | 8.0% | +2% |
| 4 | VOE | VANGUARD INDEX FDS | 262K | $52M | 5.9% | −1% |
| 5 | ABBV | ABBVIE INC | 199K | $50M | 5.7% | −1% |
| 6 | JAAA | JANUS DETROIT STR TR | 860K | $43M | 5.0% | −16% |
| 7 | JMBS | JANUS DETROIT STR TR | 851K | $38M | 4.4% | +11% |
| 8 | CLOA | BLACKROCK ETF TRUST II | 662K | $34M | 3.9% | +18% |
| 9 | VB | VANGUARD INDEX FDS | 96K | $29M | 3.3% | +11% |
| 10 | VOT | VANGUARD INDEX FDS | 87K | $26M | 3.0% | +18% |
§ 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 $874 million in assets. The fund runs a portfolio of 189 positions.
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