INSPIRION WEALTH ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    150

  • Value ($000)

    $714,563

  • Date Filed
    10/06/2025
  • Form type
    13F-HR
  • CIK
    0001633448
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$100.99M
14 %

1,984,889

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$55.29M
8 %

431,306

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$49.60M
7 %

129,192

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$46.02M
6 %

274,441

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$45.05M
6 %

224,362

A
ABBV

ABBVIE INC

COM
00287Y109
$39.95M
6 %

202,312

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$36.80M
5 %

1,364,506

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$30.09M
4 %

569,290

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$29.81M
4 %

111,503

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$23.74M
3 %

286,257

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