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INSPIRION WEALTH ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    181

  • Value ($000)

    $803,171

  • Date Filed
    04/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$86.91M
11 %

586,809

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$72.55M
9 %

166,095

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$59.61M
7 %

2,021,349

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$51.52M
6 %

1,022,776

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$48.94M
6 %

265,574

A
ABBV

ABBVIE INC

COM
00287Y109
$43.79M
6 %

201,337

J
JMBS

JANUS DETROIT STR TR

HENDERSON MTG
47103U852
$34.61M
4 %

766,123

C
CLOA

BLACKROCK ETF TRUST II

ISHARES AAA CLO
092528504
$29.2M
4 %

563,343

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$22.58M
3 %

86,202

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$21.74M
3 %

100,092

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