INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448 · LIBERTYVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$873.5M
2026 Q2
Positions
189
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VYM
VANGUARD WHITEHALL FDS
11.4%
VUG
VANGUARD INDEX FDS
10.4%
CGXU
CAPITAL GROUP INTL FOCUS EQT
8.0%
VOE
VANGUARD INDEX FDS
5.9%
ABBV
ABBVIE INC
5.7%
JAAA
JANUS DETROIT STR TR
5.0%
JMBS
JANUS DETROIT STR TR
4.4%
CLOA
BLACKROCK ETF TRUST II
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.