INSPIRION WEALTH ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
INSPIRION WEALTH ADVISORS, LLC 13F Holdings
CIK 0001633448 · LIBERTYVILLE, IL
As of Sep 30, 2025, INSPIRION WEALTH ADVISORS, LLC reported
150 positions worth $714.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 1,984,889 |
|
01.0M14.13% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 431,306 | $55.3M | 7.74% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 129,192 | $49.6M | 6.94% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 274,441 | $46.0M | 6.44% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 224,362 | $45.0M | 6.30% |
| ABBVIE INC | ABBV | Equity | 202,312 | $40.0M | 5.59% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 1,364,506 | $36.8M | 5.15% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 569,290 | $30.1M | 4.21% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 111,503 | $29.8M | 4.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 286,257 | $23.7M | 3.32% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 244,174 | $22.4M | 3.14% |
| ABBOTT LABORATORIES | ABT | Healthcare | 191,293 | $21.8M | 3.05% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 424,638 | $21.0M | 2.94% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 323,608 |
5.1M | 2.11% |
| APPLE INC | AAPL | Technology | 58,872 |
3.7M | 1.92% |
| HARBOR ETF TRUST | — | — | 444,087 |
0.0M | 1.40% |
| WORKDAY INC | WDAY | Technology | 36,258 | $8.9M | 1.24% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 60,463 | $8.0M | 1.12% |
| HEALTHEQUITY INC | HQY | Healthcare | 75,005 | $6.1M | 0.86% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 98,375 | $5.1M | 0.72% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 29,162 | $5.1M | 0.71% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 97,986 | $5.0M | 0.70% |
| MASTERCARD INC | MA | Financial Services | 8,920 | $4.4M | 0.62% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,556 | $3.8M | 0.53% |
| COUPANG INC | CPNG | Consumer Cyclical | 135,914 | $3.3M | 0.47% |