Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $778 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $70.7M, Janus Detroit Str Tr Janus Hen with a value of $68.8M, Vanguard Growth ETF with a value of $68.5M, Capital Group Intl Focus Equit with a value of $56.7M, and Abb Vie Inc. with a value of $47.8M.

Examining the 13F form we can see an increase of $1.01M in the current position value, from $777M to 778M.

Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $778 Million
ETFs: $593 Million
Healthcare: $86.5 Million
Technology: $33.8 Million
Financial Services: $15.3 Million
Consumer Cyclical: $9.35 Million
Consumer Defensive: $7.77 Million
Communication Services: $7.32 Million
Industrials: $5.1 Million
Other: $3.12 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$47.8 Million 6.14% of portfolio
204,103
Q4 2025 Added 0.89%
$228B
$24.3 Million 3.12% of portfolio
186,576
Q4 2025 Reduced 2.47%
$4.3T
$14.8 Million 1.91% of portfolio
55,488
Q4 2025 Reduced 5.75%
$46.4B
$7.58 Million 0.97% of portfolio
32,845
Q4 2025 Reduced 9.41%
$8.6B
$6.62 Million 0.85% of portfolio
65,000
Q4 2025 Reduced 13.34%
$1.74T
$4.78 Million 0.61% of portfolio
16,726
Q4 2025 Added 18.67%
$512B
$4.25 Million 0.55% of portfolio
7,908
Q4 2025 Reduced 11.35%
$346B
$4.08 Million 0.52% of portfolio
27,974
Q4 2025 Reduced 4.07%
$44.9B
$3.79 Million 0.49% of portfolio
134,314
Q4 2025 Reduced 1.18%
$2.39T
$3.35 Million 0.43% of portfolio
14,267
Q4 2025 Added 39.22%
$3.78T
$2.99 Million 0.38% of portfolio
5,889
Q4 2025 Added 4.79%
$0
$2.64 Million 0.34% of portfolio
67,819
Q4 2025 Added 21.25%
$42.8B
$2.28 Million 0.29% of portfolio
7,619
Q4 2025 Reduced 16.08%
$465B
$2.08 Million 0.27% of portfolio
11,156
Q4 2025 Added 15.91%
$14B
$1.58 Million 0.2% of portfolio
23,341
Q4 2025 Reduced 31.71%
$662B
$1.52 Million 0.19% of portfolio
2,978
Q4 2025 Reduced 8.82%
$53.4B
$1.31 Million 0.17% of portfolio
15,236
Q4 2025 Added 35.13%
$141B
$1.36 Million 0.17% of portfolio
54,237
Q4 2025 Added 3.55%
$47.8B
$1.28 Million 0.16% of portfolio
19,217
Q4 2025 Added 1.08%
$533B
$1.08 Million 0.14% of portfolio
3,314
Q4 2025 Added 1.59%
$144B
$1.12 Million 0.14% of portfolio
2,348
Q4 2025 Added 11.7%
$1.65T
$1.06 Million 0.14% of portfolio
3,817
Q4 2025 Added 109.27%
$1.37T
$1.03 Million 0.13% of portfolio
1,683
Q4 2025 Added 116.6%
$1.24B
$1.04 Million 0.13% of portfolio
112,863
Q4 2025 Reduced 8.14%
$971B
$967,000 0.12% of portfolio
947
Q4 2025 Added 58.1%
$9.31B
$831,000 0.11% of portfolio
45,013
Q4 2025 Added 76.57%
$17.5B
$818,000 0.11% of portfolio
2,481
Q3 2017 New
$100B
$870,000 0.11% of portfolio
3,120
Q4 2025 Added 1.3%
$404B
$852,000 0.11% of portfolio
934
Q4 2025 Added 10.27%
$177B
$864,000 0.11% of portfolio
4,445
Q4 2025 Added 0.02%
$59.5B
$762,000 0.1% of portfolio
16,990
Q4 2025 Added 8.22%
$279B
$688,000 0.09% of portfolio
6,683
Q4 2025 Reduced 1.12%
$490B
$732,000 0.09% of portfolio
6,221
Q4 2025 Added 2.13%
$1.29T
$720,000 0.09% of portfolio
1,762
Q4 2025 Reduced 22.69%
$593B
$610,000 0.08% of portfolio
2,775
Q4 2025 Added 8.91%
$115B
$611,000 0.08% of portfolio
1,137
Q4 2025 Reduced 4.29%
$11.5B
$636,000 0.08% of portfolio
10,156
Q4 2025 Reduced 16.45%
$97.3B
$603,000 0.08% of portfolio
7,116
Q4 2025 Reduced 2.52%
$270B
$596,000 0.08% of portfolio
3,738
Q4 2025 New
$291B
$514,000 0.07% of portfolio
932
Q4 2025 Added 47.7%
$65.7B
$546,000 0.07% of portfolio
1,923
Q4 2025 Reduced 4.23%
$224B
$540,000 0.07% of portfolio
1,774
Q4 2025 Reduced 47.22%
$193B
$467,000 0.06% of portfolio
4,427
Q4 2025 Added 21.12%
$26.3B
$430,000 0.06% of portfolio
2,400
Q4 2025 Added 1.91%
$522B
$461,000 0.06% of portfolio
2,311
Q4 2025 Added 39.64%
$204B
$437,000 0.06% of portfolio
2,962
Q4 2025 Reduced 1.0%
$413B
$460,000 0.06% of portfolio
8,948
Q4 2025 Reduced 51.9%
$114B
$392,000 0.05% of portfolio
2,047
Q4 2025 New
$258B
$357,000 0.05% of portfolio
2,034
Q4 2025 Added 8.71%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $778 Million
  • Prior Value $777 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 33 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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