INSPIRION WEALTH ADVISORS, LLC
CIK 1633448
13F filing for Q2 2026・No. 2,797
- Holdings
- US$873.52M
- Quarter change
- +US$70.35M
- Entries
- 189
- Net bought (estimate)
- +US$3.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 7
- Cut 57
- Added 57
- Corporate actions 0
- Unchanged 56
Largest holdings
185 stocks worth US$872.76M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 631,801 | US$99.98M | 11.46% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 1,052,890 | US$90.73M | 10.40% |
| CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | Added | 2,063,378 | US$70.22M | 8.05% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Cut | 262,126 | US$51.97M | 5.95% |
| ABBVABBVIE INCCOM | Cut | 199,380 | US$50.06M | 5.74% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Cut | 860,352 | US$43.45M | 4.98% |
| JANUS DETROIT STR TRHENDERSON MTG | Added | 850,946 | US$38.17M | 4.37% |
| BLACKROCK ETF TRUST IIISHARES AAA CLO | Added | 662,318 | US$34.26M | 3.93% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 95,625 | US$28.83M | 3.30% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 87,025 | US$26.45M | 3.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.