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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$296M
$50,000 0.01% of portfolio
10,000
Q4 2025 New

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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