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CIK: 0001633448
Total reported value
$880.4M
$880.4M
185 檔
41.2%
In Q2 2026, Inspirion Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $880.4M, distributed across 185 disclosed stock positions.
Inspirion Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 7 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.45% | +0.34% | +7.67% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.39% | +0.97% | +533.91% | |
| 3 | CGXU | Cap Group Intl Focus | ETF-Other | 8.04% | +0.14% | +2.08% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 5.95% | -0.11% | -1.30% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 5.73% | -0.24% | -0.97% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.97% | +0.03% | -15.88% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.37% | -0.14% | +11.07% | |
| 8 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 3.92% | +0.28% | +17.57% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.30% | -0.16% | +10.93% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.03% | +0.21% | +17.99% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.39% | -0.04% | +6.27% | |
| 12 | HGER | Harbor Commodity All Weather | ETF-Commodities | 2.31% | +0.43% | +3.22% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.26% | -0.15% | -18.71% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.21% | -0.44% | -9.07% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.87% | +0.07% | -1.21% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.17% | -1.38% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.74% | -0.15% | -16.40% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.68% | -0.47% | -25.84% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | -0.57% | -32.96% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.09% | -0.02% | +0.64% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.00% | -0.04% | -0.06% | |
| 22 | HQY | Healthequity Inc | Stock-Healthcare | 0.69% | -0.04% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.03% | -1.27% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | — | +4.55% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.54% | -0.05% | -2.78% | |
| 26 | WDAY | Workday Inc-class A | Stock-Tech | 0.49% | +0.06% | -0.48% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | -0.74% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | -0.92% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.01% | -0.75% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.43% | +0.04% | +17.21% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.02% | -8.53% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | +1.14% | |
| 33 | WCMI | Ft Wcm International ETF | ETF-Other | 0.32% | -0.01% | +0.05% | |
| 34 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.31% | — | -9.03% | |
| 35 | FMB | First Trust Managed Municipa | ETF-Other | 0.30% | -0.02% | -0.77% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | -0.01% | +301.64% | |
| 37 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.28% | -0.07% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.09% | -4.43% | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.27% | -0.02% | +3.09% | |
| 40 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.24% | +0.01% | +1.45% | |
| 41 | CSNR | C&s Nat Resources Active ETF | ETF-Other | 0.23% | +0.04% | +2.79% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.05% | -7.08% | |
| 43 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.22% | — | +0.48% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | -0.65% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.21% | -0.01% | -5.27% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | +3.90% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | -0.33% | |
| 49 | FTGC | First Trust Global Tactical | ETF-Other | 0.20% | +0.03% | -21.91% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.4% | +533.91% | Add |
| 2 | VOT | Vanguard Mid-cap Growth ETF | +0.7% | +17.99% | Add |
| 3 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +7.67% | Add |
| 4 | CGXU | Cap Group Intl Focus | +0.6% | +2.08% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.5% | +10.93% | Add |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.97% | Trim |
| 7 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.3% | +17.57% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -1.38% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -1.27% | Trim |
| 10 | ECHO | Echostar Corp-a | +0.1% | NEW | New buy |
| 11 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 12 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 13 | JMBS | Janus Henderson Mortg Backed | +0.1% | +11.07% | Add |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +881.21% | Add |
| 15 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.44% | Add |
| 17 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.06% | Trim |
| 18 | TXN | Texas Instruments Inc | 0% | +0.38% | Add |
| 19 | IZRL | Ark Israel Innovative Techno | 0% | NEW | New buy |
| 20 | PYLD | Pimco Multisector Bond Actv | 0% | +17.21% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | -0.92% | Trim |
| 22 | EW | Edwards Lifesciences CORP | 0% | +9.85% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 24 | EIS | Ishares Msci Israel ETF | 0% | NEW | New buy |
| 25 | CAT | Caterpillar Inc | 0% | +1.18% | Add |
| 26 | INTC | Intel CORP | 0% | NEW | New buy |
| 27 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 28 | GE | General Electric | 0% | NEW | New buy |
| 29 | OKTA | Okta Inc | 0% | NEW | New buy |
| 30 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 31 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | NEW | New buy |
| 32 | INGR | Ingredion Inc | 0% | NEW | New buy |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.74% | Trim |
| 34 | WCMI | Ft Wcm International ETF | 0% | +0.05% | Add |
| 35 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.65% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +3.90% | Add |
| 37 | DE | Deere & Co | 0% | +9.28% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 39 | LLY | Eli Lilly & Co | 0% | +0.42% | Add |
| 40 | KR | Kroger Co | 0% | +52.67% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | 0% | -1.46% | Trim |
| 42 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | New buy |
| 43 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 44 | AGIX | Kraneshares Public-private A | 0% | — | Unchanged |
| 45 | APH | Amphenol Corp-cl A | 0% | +0.57% | Add |
| 46 | HQY | Healthequity Inc | 0% | — | Unchanged |
| 47 | VO | Vanguard Mid-cap ETF | 0% | +301.64% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | -0.33% | Trim |
| 49 | MS | Morgan Stanley | 0% | +0.45% | Add |
| 50 | JPM | Jpmorgan Chase & Co | 0% | -1.09% | Trim |
According to official SEC Form 13F filings, Inspirion Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $880.4M across 185 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VUG, CGXU) accounted for 41.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
ECHO
市值: $622.8K
Top Position Liquidated / Trimmed
JBBB
前期市值: $366.9K
During Q2 2026, Inspirion Wealth Advisors, LLC's top holdings by market value included VYM (11.4%)、VUG (10.4%)、CGXU (8.0%). The largest single position, VYM, represented 11.4% of total portfolio value.
In Q2 2026, Inspirion Wealth Advisors, LLC made 138 total portfolio adjustments, initiating 15 new buys, adding to 59 positions, trimming 57 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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