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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.7 Million 9.09% of portfolio
501,324
Q4 2025 Added 16.23%
$0
$68.8 Million 8.85% of portfolio
1,359,660
Q4 2025 Reduced 31.5%
$0
$68.5 Million 8.81% of portfolio
141,720
Q4 2025 Added 9.7%
$0
$56.7 Million 7.29% of portfolio
1,890,344
Q4 2025 Added 38.54%
$0
$47 Million 6.05% of portfolio
270,583
Q4 2025 Reduced 1.41%
$0
$29.8 Million 3.83% of portfolio
653,722
Q4 2025 Added 102.01%
$0
$27.6 Million 3.55% of portfolio
491,618
Q4 2025 Reduced 13.64%
$0
$26.3 Million 3.38% of portfolio
250,812
Q4 2025 Reduced 12.38%
$0
$25.7 Million 3.3% of portfolio
124,858
Q4 2025 Reduced 44.35%
$0
$22.8 Million 2.93% of portfolio
241,481
Q4 2025 Reduced 1.1%
$0
$20.4 Million 2.62% of portfolio
408,340
Q4 2025 Reduced 3.84%
$0
$18.4 Million 2.36% of portfolio
63,047
Q4 2025 Reduced 43.46%
$0
$16.7 Million 2.15% of portfolio
66,971
Q4 2025 Added 2,973.47%
$0
$16.1 Million 2.07% of portfolio
602,939
Q4 2025 Added 35.77%
$0
$11 Million 1.41% of portfolio
39,238
Q4 2025 Added 324.24%
$11.9B
$9.15 Million 1.18% of portfolio
113,109
Q4 2025 Added 14.98%
$0
$4.45 Million 0.57% of portfolio
87,539
Q4 2025 Reduced 10.66%
$130B
$4.23 Million 0.54% of portfolio
11,247
Q4 2025 Added 81.99%
$0
$3.96 Million 0.51% of portfolio
5,955
Q4 2025 Reduced 9.17%
$0
$2.89 Million 0.37% of portfolio
56,458
Q4 2025 Reduced 9.27%
$0
$2.9 Million 0.37% of portfolio
107,563
Q4 2025 Reduced 21.99%
$0
$2.65 Million 0.34% of portfolio
43,169
Q4 2025 Added 44.68%
$0
$2.23 Million 0.29% of portfolio
7,780
Q4 2025 Added 46.46%
$0
$2.29 Million 0.29% of portfolio
43,714
Q4 2025 Reduced 6.92%
$0
$2.09 Million 0.27% of portfolio
41,508
Q4 2025 Reduced 10.27%
$0
$2.01 Million 0.26% of portfolio
18,190
Q1 2024 Reduced 0.12%
$0
$1.75 Million 0.23% of portfolio
20,089
Q4 2025 Added 2.22%
$0
$1.79 Million 0.23% of portfolio
2,890
Q4 2025 New
$0
$1.68 Million 0.22% of portfolio
2,487
Q4 2025 Reduced 23.52%
$0
$1.72 Million 0.22% of portfolio
14,233
Q4 2025 Reduced 4.9%
$2.22B
$1.63 Million 0.21% of portfolio
40,445
Q4 2025 Added 15.01%
$0
$1.61 Million 0.21% of portfolio
18,187
Q4 2025 Reduced 16.86%
$0
$1.64 Million 0.21% of portfolio
37,021
Q4 2025 Reduced 28.93%
$0
$1.42 Million 0.18% of portfolio
7,810
Q4 2025 Reduced 1.5%
$0
$1.3 Million 0.17% of portfolio
14,688
Q4 2025 Added 0.7%
$0
$1.3 Million 0.17% of portfolio
2,156
Q4 2025 Reduced 6.02%
$0
$1.27 Million 0.16% of portfolio
38,805
Q4 2025 Reduced 12.23%
$0
$1.05 Million 0.14% of portfolio
5,624
Q4 2025 Reduced 0.09%
$0
$1 Million 0.13% of portfolio
50,011
Q4 2025 Reduced 48.41%
$0
$982,000 0.13% of portfolio
2,978
Q4 2025 Added 34.27%
$0
$892,000 0.11% of portfolio
4,256
Q4 2025 Reduced 0.02%
$0
$878,000 0.11% of portfolio
2,815
Q3 2024 Reduced 0.21%
$0
$823,000 0.11% of portfolio
16,384
Q4 2025 New
$0
$767,000 0.1% of portfolio
1,015
Q4 2025 Added 101.79%
$65.3B
$781,000 0.1% of portfolio
10,153
Q3 2024 Reduced 0.39%
$0
$789,000 0.1% of portfolio
39,295
Q4 2025 Reduced 0.85%
$0
$714,000 0.09% of portfolio
5,847
Q4 2025 Reduced 7.88%
$0
$645,000 0.08% of portfolio
7,168
Q4 2025 Reduced 6.14%
$0
$658,000 0.08% of portfolio
14,350
Q4 2025 Reduced 6.54%

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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