INSPIRION WEALTH ADVISORS, LLC

CIK

1633448

Location

LIBERTYVILLE, IL

Portfolio Value

Small $874,497,080

Diversification

Diversified

Filing Date

Global Rank

#2,733 / 8,794 ▼ 52 · as of Jun 2026

Top Industry

Drug Manufacturers - General 32.2%

Period ended 3 months ago

Filed Jul 7, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

136 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.4%

+7.0 pts

Top 5

62.1%

+2.4 pts

Top 10

79.0%

+1.3 pts

HHI

1,145

Diversified+230

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.1%	$709,163,657	45
Healthcare	9.2%	$80,534,809	18
Technology	3.8%	$33,204,562	22
Financial Services	1.7%	$15,249,252	16
Consumer Cyclical	1.1%	$9,352,894	7
Consumer Defensive	1.0%	$8,905,520	9
Communication Services	1.0%	$8,367,343	4
Industrials	0.7%	$6,433,917	10
Real Estate	0.2%	$1,603,888	1
Energy	0.1%	$912,742	1
Utilities	0.1%	$768,496	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+903,701	1,664,802	$240,017,465
BCLO	iShares BBB-B CLO Active ETF	+98,975	662,318	$34,380,927
VIGI	Vanguard International Dividend Appreciation ETF	+44,992	631,801	$99,843,512
CGXU	Capital Group International Focus Equity ETF	+42,029	2,063,378	$71,434,146
BILZ	PIMCO Ultra Short Government Active ETF	+23,038	230,770	$8,305,038
—		+21,786	27,483	$753,309
ACOM	Harbor Active Commodity ETF	+21,351	684,472	$20,082,408
CAAA	First Trust AAA CMBS ETF	+19,647	500,276	$22,545,676
EDV	Vanguard World Funds Extended Duration ETF	+11,112	14,223	$1,722,280
KR	Kroger Co	+10,144	29,402	$1,632,693
PDSB	PDS Biotechnology Corp	+7,000	188,995	$166,504
AFIX	Allspring Broad Market Core Bond ETF	+3,267	22,635	$567,346
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	+1,680	61,790	$2,063,477
EW	Edwards Lifesciences Corp	+1,500	16,736	$1,513,938
AFK	VanEck Africa Index ETF	+1,005	24,963	$1,428,176
GLDM	World Gold Trust	+754	119,119	$9,460,430
ZS	Zscaler, Inc.	+692	8,396	$1,185,095
BAR	GraniteShares Gold Trust	+600	41,045	$1,622,508
GLD	Spdr Gold Trust	+562	12,916	$4,757,996
VEA	Vanguard FTSE Developed Markets ETF	+538	47,582	$3,390,217
WMT	Walmart Inc.	+421	7,680	$869,836
—		+275	1,350	$332,383
DE	Deere & Co	+218	2,568	$1,628,959
PEP	Pepsico Inc	+200	3,162	$428,134
HD	Home Depot, Inc.	+100	962	$339,278
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−143,401	364,072	$31,159,700
JA	Janus Henderson AA-A CLO ETF	−85,473	1,711,298	$81,723,232
BAX	Baxter International Inc	−20,439	49,220	$1,049,370
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−18,479	65,863	$1,781,594
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−13,931	301,681	$39,773,657
CEF	Sprott Physical Gold & Silver Trust	−6,721	67,682	$2,722,846
FCAL	First Trust California Municipal High income ETF	−6,100	130,290	$4,225,025
AFGR	First Trust Active Factor Large Cap Growth ETF	−4,427	32,410	$1,249,736
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−3,853	146,216	$8,594,951
PFE	Pfizer Inc	−3,379	45,683	$1,100,046
ACGO	Hartford Alpha Capture Growth ETF	−2,469	6,175	$208,313
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−2,419	157,585	$3,423,223
ABT	Abbott Laboratories	−2,169	176,962	$16,057,531
NOW	ServiceNow, Inc.	−2,000	2,060	$204,516
GXRP	Grayscale XRP Trust ETF	−2,000	9,928	$201,042
ABBV	AbbVie Inc.	−1,957	199,380	$50,171,983
NVDA	Nvidia Corp	−776	10,178	$2,036,516
AAPL	Apple Inc.	−763	54,564	$15,788,639
MA	Mastercard Inc	−604	6,475	$3,325,560
XOM	ExxonMobil Holdings Corp	−514	6,676	$912,742
BA	Boeing Co	−375	1,672	$361,937
ADMA	Adma Biologics, Inc.	−300	10,000	$83,700
MSFT	Microsoft Corp	−291	6,271	$2,339,208
SLV	iShares Silver Trust	−280	7,972	$426,262
GOOGL	Alphabet Inc.	−252	19,009	$6,731,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ECHO	EchoStar CORP	6,174	$626,661
UBER	Uber Technologies, Inc	8,030	$579,444
MAR	Marriott International Inc /Md/	1,549	$574,043
CGNG	Capital Group New Geography Equity ETF	13,970	$523,316
AMD	Advanced Micro Devices Inc	527	$306,139
—		10,000	$303,780
INTC	Intel Corp	2,129	$297,272
BKF	iShares MSCI BIC ETF	2,350	$283,668
MU	Micron Technology Inc	223	$257,406
GE	General Electric Co	672	$251,146
PANW	Palo Alto Networks Inc	727	$247,921
OKTA	Okta, Inc.	1,760	$240,152
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	1,188	$227,799
INGR	Ingredion Inc	2,299	$217,738
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	1,000	$244,100
CVX	Chevron Corp	1,050	$217,245
PSX	Phillips 66	1,140	$207,685
EQT	EQT Corp	3,190	$203,011
WTI	W&T Offshore Inc	23,448	$79,957
KOS	Kosmos Energy Ltd.	27,828	$77,361
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $874,497,080 total · filing declares 189 positions · $873,521,794 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	1,664,802	+903,701	$240,017,465	+67.1%	27.45%
VIGI	Vanguard International Dividend Appreciation ETF	Added	631,801	+44,992	$99,843,512	+14.9%	11.42%
JA	Janus Henderson AA-A CLO ETF	Reduced	1,711,298	-85,473	$81,723,232	−5.5%	9.35%
CGXU	Capital Group International Focus Equity ETF	Added	2,063,378	+42,029	$71,434,146	+19.8%	8.17%
ABBV	AbbVie Inc. Healthcare	Reduced	199,380	-1,957	$50,171,983	+14.6%	5.74%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	301,681	-13,931	$39,773,657	—	4.55%
BCLO	iShares BBB-B CLO Active ETF	Added	662,318	+98,975	$34,380,927	+17.7%	3.93%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	364,072	-143,401	$31,159,700	−15.9%	3.56%
CAAA	First Trust AAA CMBS ETF	Added	500,276	+19,647	$22,545,676	+5.2%	2.58%
ACOM	Harbor Active Commodity ETF	Added	684,472	+21,351	$20,082,408	−2.3%	2.30%
ABT	Abbott Laboratories Healthcare	Reduced	176,962	-2,169	$16,057,531	−12.7%	1.84%
AAPL	Apple Inc. Technology	Reduced	54,564	-763	$15,788,639	+12.4%	1.81%
GLDM	World Gold Trust	Added	119,119	+754	$9,460,430	−13.8%	1.08%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	146,216	-3,853	$8,594,951	+6.1%	0.98%
BILZ	PIMCO Ultra Short Government Active ETF	Added	230,770	+23,038	$8,305,038	+9.5%	0.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,009	-252	$6,731,409	+21.8%	0.77%
HQY	Healthequity, Inc. Healthcare	Held	65,000	0	$5,870,800	+8.1%	0.67%
GLD	Spdr Gold Trust	Added	12,916	+562	$4,757,996	−10.5%	0.54%
FCAL	First Trust California Municipal High income ETF	Reduced	130,290	-6,100	$4,225,025	−2.2%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,614	-42	$4,192,366	+14.0%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,246	-160	$4,110,411	+13.4%	0.47%
WDAY	Workday, Inc. Technology	Reduced	32,915	-160	$4,029,454	−6.2%	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	27,036	-205	$3,964,559	+0.8%	0.45%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	157,585	-2,419	$3,423,223	+9.8%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	47,582	+538	$3,390,217	+12.5%	0.39%
MA	Mastercard Inc Financial Services	Reduced	6,475	-604	$3,325,560	−6.0%	0.38%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	67,682	-6,721	$2,722,846	−23.3%	0.31%
MSFT	Microsoft Corp Technology	Reduced	6,271	-291	$2,339,208	−3.7%	0.27%
CPNG	Coupang, Inc. Consumer Cyclical	Held	134,364	0	$2,333,902	−8.0%	0.27%
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	Added	61,790	+1,680	$2,063,477	−8.7%	0.24%
NVDA	Nvidia Corp Technology	Reduced	10,178	-776	$2,036,516	+6.6%	0.23%
VIG	Vanguard Dividend Appreciation ETF	Held	7,810	0	$1,848,002	+10.0%	0.21%
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	Reduced	65,863	-18,479	$1,781,594	−26.4%	0.20%
EDV	Vanguard World Funds Extended Duration ETF	Added	14,223	+11,112	$1,722,280	+416.5%	0.20%
KR	Kroger Co CALL + SHARES Consumer Defensive	Added	29,402	+10,144	$1,632,693	+17.2%	0.19%
DE	Deere & Co Industrials	Added	2,568	+218	$1,628,959	+23.1%	0.19%
BAR	GraniteShares Gold Trust	Added	41,045	+600	$1,622,508	−13.0%	0.19%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,914	-54	$1,608,499	+10.1%	0.18%
WPC	W. P. Carey Inc. Real Estate	Reduced	22,432	-167	$1,603,888	+4.4%	0.18%
EW	Edwards Lifesciences Corp PUT + SHARES Healthcare	Added	16,736	+1,500	$1,513,938	+24.1%	0.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,945	0	$1,473,648	+4.4%	0.17%
QQQ	Invesco Qqq Trust, Series 1	Held	1,945	0	$1,432,298	+27.6%	0.16%
AFK	VanEck Africa Index ETF	Added	24,963	+1,005	$1,428,176	−8.8%	0.16%
TXN	Texas Instruments Inc Technology	Added	4,462	+17	$1,329,988	+54.1%	0.15%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	32,410	-4,427	$1,249,736	−12.3%	0.14%
ZS	Zscaler, Inc. Technology	Added	8,396	+692	$1,185,095	+9.7%	0.14%
AHCO	AdaptHealth Corp. Healthcare	Held	112,863	0	$1,176,032	−12.4%	0.13%
LLY	ELI LILLY & Co Healthcare	Added	953	+4	$1,143,056	+31.0%	0.13%
V	Visa Inc. Financial Services	Reduced	3,267	-8	$1,120,875	+13.2%	0.13%
PFE	Pfizer Inc Healthcare	Reduced	45,683	-3,379	$1,100,046	−20.2%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.