What does INSPIRION WEALTH ADVISORS, LLC hold?

INSPIRION WEALTH ADVISORS, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1633448.

What is INSPIRION WEALTH ADVISORS, LLC's AUM?

INSPIRION WEALTH ADVISORS, LLC reported approximately $880.4M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.4B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source INSPIRION WEALTH ADVISORS, LLC's holdings?

All INSPIRION WEALTH ADVISORS, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1633448. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is INSPIRION WEALTH ADVISORS, LLC's 13F data updated on 13F Pro?

INSPIRION WEALTH ADVISORS, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

INSPIRION WEALTH ADVISORS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633448

Institutional-grade research for retail investors

Sector Allocation

Other78.1%$687.7M
Healthcare8.3%$73.1M
Technology5.2%$45.5M
Financials4.7%$41.6M
Industrials1.3%$11.7M
Consumer Discretionary1.0%$8.5M
Consumer Staples0.9%$8.4M
Real Estate0.2%$1.5M
Energy0.1%$1.3M
Utilities0.1%$689,268

AUM History

13fpro.ai/research/fund/inspirion-wealth-advisors-llc-1633448

Conviction and streaks

Concentrating · top 10 = 62.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.8% weight · held 11 quarters

$Conviction hold11.4% weight · held 11 quarters

$Conviction hold8.2% weight · held 11 quarters

$Conviction hold5.8% weight · held 11 quarters

$ABBVConviction hold5.5% weight · held 11 quarters

$Accumulating+1000% shares · 6 quarters running

$Accumulating+491% shares · 5 quarters running

$Accumulating+55% shares · 4 quarters running

$Accumulating+759% shares · 4 quarters running

$Accumulating+54% shares · 4 quarters running

$Trimming-64% shares · 7 quarters running

$Trimming-66% shares · 6 quarters running

$Trimming-53% shares · 5 quarters running

$AAPLTrimming-10% shares · 4 quarters running

$ABTTrimming-10% shares · 4 quarters running

Largest positions — Q3 2026

VANGUARD
$103.8M
VANGUARD
$100.0M
CAPITAL
$72.0M
VANGUARD
$51.4M
ABBV
$48.2M
JANUS
$44.0M
JANUS
$37.3M
BLACKROCK
$37.0M
VANGUARD
$28.5M
VANGUARD
$27.6M
HARBOR
$24.2M
FIRST
$20.7M
VANGUARD
$18.6M
AAPL
$17.7M
ABT
$17.1M
ISHARES
$15.5M
VANGUARD
$14.0M
SPDR
$10.6M
GLDM
$9.4M
ISHARES
$8.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/inspirion-wealth-advisors-llc-1633448

INSPIRION WEALTH ADVISORS, LLC 13F holdings — Q3 2026

$880.4M portfolio (+0.8% QoQ) · 188 holdings · Q3 2026 13F · top 10 are 63% of the stock portfolio

Includes $290K of put/call options ($260K puts, $30K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $880.1M. Weights use the stock portfolio.

1
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$103.8M
11.8% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$100.0M
11.4% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT
$72.0M
8.2% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$51.4M
5.8% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
AbbVie Inc.
$ABBV
$48.2M
5.5% of stocks
-8%This quarter+3.7%Since filed11+ qtrsHeld
AIQuality72.6#144Est. buyEstimated buy price is Pro: unlock with a free trial
6
JANUS DETROIT STR TR - HENDRSON AAA CL
$44.0M
5.0% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
JANUS DETROIT STR TR - HENDERSON MTG
$37.3M
4.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
BLACKROCK ETF TRUST II - ISHARES AAA CLO
$37.0M
4.2% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$28.5M
3.2% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR SML CAP
$27.6M
3.1% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$103.8M	11.8%	+6%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$100.0M	11.4%	+5%	—	—	—	—
3	CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	$72.0M	8.2%	+2%	—	—	—	—
4	VANGUARD INDEX FDS - MRNGSTR MD CP VA	$51.4M	5.8%	+0.3%	—	—	—	—
5	AbbVie Inc.$ABBV	$48.2M	5.5%	-8%	+3.7%	11+ qtrs	72.6#144	Estimated buy price is Pro: unlock with a free trial
6	JANUS DETROIT STR TR - HENDRSON AAA CL	$44.0M	5.0%	+1%	—	—	—	—
7	JANUS DETROIT STR TR - HENDERSON MTG	$37.3M	4.2%	+4%	—	—	—	—
8	BLACKROCK ETF TRUST II - ISHARES AAA CLO	$37.0M	4.2%	+8%	—	—	—	—
9	VANGUARD INDEX FDS - MRNGSTR MD CP GR	$28.5M	3.2%	+12%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR SML CAP	$27.6M	3.1%	+1%	—	—	—	—

All holdings — INSPIRION WEALTH ADVISORS, LLC (Q3 2026)

Sort

188 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	HARBOR ETF TRUST - COMM ALL WEA ETFetf/fund	—	$24.2M	2.7%	685K	+0.1%	—	—	13F
12	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$20.7M	2.4%	427K	+2%	—	—	13F
13	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$18.6M	2.1%	80K	-1%	—	—	13F
14	$AAPL	Apple Inc.	Technology	$17.7M	2.0%	53K	-3%	11+ qtrsTrimmed 2 qtrs in a row	75.7	13F
15	$ABT	ABBOTT LABORATORIES	Healthcare	$17.1M	1.9%	173K	-2%	11+ qtrsTrimmed 4 qtrs in a row	65.3	13F
16	—	ISHARES TR - S&P MC 400GR ETFetf/fund	—	$15.5M	1.8%	142K	-15%	—	—	13F
17	—	VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund	—	$14.0M	1.6%	41K	-1%	—	—	13F
18	—	SPDR SERIES TRUST - ST STR P500GRWetf/fund	—	$10.6M	1.2%	86K	-30%	—	—	13F
19	$GLDM	World Gold Trustetf/fund	Financials	$9.4M	1.1%	115K	-4%	11+ qtrs	—	13F
20	—	ISHARES TR - RUS MDCP VAL ETFetf/fund	—	$8.5M	1.0%	53K	-0.4%	—	—	13F
21	—	SPDR SERIES TRUST - ST STR P500VALetf/fund	—	$7.3M	0.8%	120K	-41%	—	—	13F
22	$HQY	HEALTHEQUITY, INC.	Industrials	$5.7M	0.7%	65K	—	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$GOOG	Alphabet Inc.	Technology	$5.3M	0.6%	15K	+1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$4.9M	0.6%	13K	-1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$WDAY	Workday, Inc.	Technology	$4.8M	0.6%	25K	-23%	9 qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$WT	WisdomTree, Inc.	Financials	$4.4M	0.5%	81K	-3%
27	$AMZN	AMAZON COM INC	Consumer Discretionary	$4.3M	0.5%	17K	+0.3%
28	$SPY	SPDR S&P 500 ETF TRUST	—	$4.2M	0.5%	5,510	-2%
29	—	PIMCO ETF TR - MULTISECTOR BD	—	$4.1M	0.5%	162K	+13%
30	$PG	PROCTER & GAMBLE Co	Consumer Staples	$3.9M	0.5%	27K	+0.1%
31	$MA	Mastercard Inc	Financials	$3.6M	0.4%	6,469	-0.1%
32	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$3.4M	0.4%	48K	+0.5%
33	$MSFT	MICROSOFT CORP	Technology	$3.2M	0.4%	6,269	-0.0%
34	$CEF	Sprott Physical Gold & Silver Trust	Financials	$2.7M	0.3%	66K	-3%
35	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$2.7M	0.3%	143K	-2%
36	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$2.6M	0.3%	33K	+0.1%
37	—	FIRST TR EXCH TRADED FD III - MANAGD MUN ETF	—	$2.5M	0.3%	51K	-0.2%
38	$NVDA	NVIDIA CORP	Technology	$2.4M	0.3%	11K	+4%
39	—	COHEN & STEERS ETF TRUST - NATURAL RES ACTI	—	$2.4M	0.3%	67K	+8%
40	—	PIMCO ETF TR - INTER MUN BD ACT	—	$2.2M	0.3%	45K	—
41	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$2.2M	0.3%	44K	+5%
42	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.0M	0.2%	14K	—
43	—	FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD	—	$2.0M	0.2%	65K	-0.8%
44	$WT	WisdomTree, Inc.	Financials	$2.0M	0.2%	20K	+0.4%
45	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.9M	0.2%	2,697	+0.1%
46	—	ISHARES TR - CORE S&P500 ETF	—	$1.9M	0.2%	2,436	+0.0%
47	$CPNG	Coupang, Inc.	Consumer Discretionary	$1.9M	0.2%	134K	-0.1%
48	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$1.8M	0.2%	7,810	—
49	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$1.7M	0.2%	17K	-0.3%
50	—	ISHARES TR - TRUST ISHARE 0-1	—	$1.7M	0.2%	15K	—
51	$BAR	GraniteShares Gold Trust	Financials	$1.7M	0.2%	41K	—
52	$ZS	Zscaler, Inc.	Technology	$1.7M	0.2%	8,346	-0.6%
53	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.7M	0.2%	13K	+7%
54	$JPM	JPMORGAN CHASE & CO	Financials	$1.6M	0.2%	4,920	+0.1%
55	$DE	DEERE & CO	Industrials	$1.6M	0.2%	2,352	-8%
56	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.5M	0.2%	1,996	+3%
57	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.5M	0.2%	2,945	—
58	$WPC	W. P. Carey Inc.	Real Estate	$1.5M	0.2%	23K	+0.9%
59	—	ISHARES TR - CORE MSCI EAFE	—	$1.4M	0.2%	15K	—
60	$WT	WisdomTree, Inc.	Financials	$1.4M	0.2%	37K	-0.3%
61	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.1%	3,897	+5%
62	$EW	Edwards Lifesciences Corp	Healthcare	$1.3M	0.1%	15K	—
63	$PFE	PFIZER INC	Healthcare	$1.3M	0.1%	46K	-0.3%
64	$TXN	TEXAS INSTRUMENTS INC	Technology	$1.2M	0.1%	4,462	—
65	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.2M	0.1%	5,624	—
66	$BAX	BAXTER INTERNATIONAL INC	Healthcare	$1.2M	0.1%	49K	-0.6%
67	$V	VISA INC.	Financials	$1.2M	0.1%	3,267	—
68	$KR	KROGER CO	Consumer Staples	$1.1M	0.1%	19K	+0.3%
69	$CRWD	CrowdStrike Holdings, Inc.	Technology	$1.1M	0.1%	4,264	+251%
70	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$1.1M	0.1%	2,977	-0.0%
71	$LLY	ELI LILLY & Co	Healthcare	$1.1M	0.1%	950	-0.3%
72	—	FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU	—	$1.0M	0.1%	52K	+7%
73	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.0M	0.1%	6,168	-8%
74	—	ISHARES TR - RUS 2000 GRW ETF	—	$951K	0.1%	2,665	—
75	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$934K	0.1%	23K	-4%
76	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$914K	0.1%	1,004	-0.1%
77	—	ISHARES TR - S&P 500 VAL ETF	—	$906K	0.1%	3,969	—
78	$SNA	Snap-on Inc	Industrials	$901K	0.1%	2,481	—
79	—	FIRST TR EXCHANGE-TRADED FD - INTER GOVT ETF	—	$899K	0.1%	47K	-5%
80	$META	Meta Platforms, Inc.	Technology	$841K	0.1%	1,160	-6%
81	$WMT	Walmart Inc.	Consumer Staples	$829K	0.1%	7,978	+4%
82	$CME	CME GROUP INC.	Financials	$816K	0.1%	3,115	—
83	$IAU	ISHARES GOLD TRUST	Financials	$793K	0.1%	10K	—
84	$TFC	TRUIST FINANCIAL CORP	Financials	$787K	0.1%	17K	—
85	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$776K	0.1%	16K	—
86	—	ISHARES TR - CORE HIGH DV ETF	—	$768K	0.1%	27K	—
87	$CAT	CATERPILLAR INC	Industrials	$767K	0.1%	946	+0.2%
88	$STT	STATE STREET CORP	Financials	$749K	0.1%	7,168	—
89	$MS	MORGAN STANLEY	Financials	$706K	0.1%	3,755	—
90	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$701K	0.1%	19K	+38%
91	—	ISHARES INC - CORE MSCI EMKT	—	$672K	0.1%	8,274	-0.3%
92	$SBUX	STARBUCKS CORP	Consumer Discretionary	$669K	0.1%	7,116	-1%
93	$TSLA	Tesla, Inc.	Consumer Discretionary	$659K	0.1%	1,857	-0.9%
94	$ANET	Arista Networks, Inc.	Technology	$657K	0.1%	3,228	—
95	$EMBJ	EMBRAER S.A.	Industrials	$652K	0.1%	8,656	—
96	—	VANECK ETF TRUST - COPPER AND ELEC	—	$651K	0.1%	16K	+2%
97	$AHCO	AdaptHealth Corp.	Healthcare	$637K	0.1%	113K	—
98	$JNJ	JOHNSON & JOHNSON	Healthcare	$632K	0.1%	2,389	+3%
99	—	SPDR SERIES TRUST - ST STR SP600GRWO	—	$623K	0.1%	5,822	-3%
100	—	KRANESHARES TRUST - PUBLIC-PRIVATE A	—	$614K	0.1%	13K	—
101	$NSC	NORFOLK SOUTHERN CORP	Industrials	$588K	0.1%	1,902	-0.2%
102	—	ALLSPRING EXCHANGE TRADED FU - ULTRA SRT MUNI	—	$586K	0.1%	24K	+4%
103	—	FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN	—	$581K	0.1%	30K	—
104	$UBER	Uber Technologies, Inc	Technology	$562K	0.1%	8,210	+4%
105	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$555K	0.1%	12K	-0.3%
106	$BMRN	BIOMARIN PHARMACEUTICAL INC	Healthcare	$554K	0.1%	9,233	-0.5%
107	—	FIRST TR EXCHANGE-TRADED FD - AAA CMBS ETF	—	$522K	0.1%	27K	-12%
108	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$491K	0.1%	5,595	+0.8%
109	—	ISHARES TR - S&P SML 600 GWT	—	$490K	0.1%	3,058	—
110	$BAC	BANK OF AMERICA CORP /DE/	Financials	$490K	0.1%	8,997	-0.3%
111	$APH	AMPHENOL CORP /DE/	Technology	$472K	0.1%	5,600	+99%
112	—	NUSHARES ETF TR - NUVEEN ESG LRGVL	—	$470K	0.1%	8,930	+15%
113	$WT	WisdomTree, Inc.	Financials	$469K	0.1%	6,369	+0.4%
114	—	VANECK ETF TRUST - JUNIOR GOLD MINE	—	$451K	0.1%	3,959	—
115	$AVGO	Broadcom Inc.	Technology	$445K	0.1%	1,267	+6%
116	$VRSN	VERISIGN INC/CA	Technology	$423K	0.1%	1,500	—
117	$PEP	PEPSICO INC	Consumer Staples	$410K	0.1%	3,237	+2%
118	$SLV	iShares Silver Trust	Financials	$406K	0.1%	7,454	-6%
119	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	—	$405K	0.1%	3,564	+11%
120	$MCD	MCDONALDS CORP	Consumer Discretionary	$403K	0.1%	1,744	+0.1%
121	$WTFC	WINTRUST FINANCIAL CORP	Financials	$397K	0.1%	2,799	—
122	—	SPDR SERIES TRUST - ST STR P500ETF	—	$393K	0.0%	4,375	-3%
123	$HSY	HERSHEY CO	Consumer Staples	$384K	0.0%	2,437	+0.5%
124	$RTX	RTX Corp	Industrials	$378K	0.0%	2,034	—
125	$ORCL	ORACLE CORP	Technology	$376K	0.0%	2,735	—
126	$OKTA	Okta, Inc.	Technology	$366K	0.0%	1,750	-0.6%
127	—	SPDR SERIES TRUST - ST STR SP400VAL	—	$348K	0.0%	3,933	—
128	$AMD	ADVANCED MICRO DEVICES INC	Technology	$327K	0.0%	534	+1%
129	$CAH	CARDINAL HEALTH INC	Consumer Staples	$326K	0.0%	1,466	—
130	$DIS	Walt Disney Co	Communication Services	$318K	0.0%	3,027	-7%
131	$IVZ	Invesco Ltd.	Financials	$317K	0.0%	1,523	New
132	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$313K	0.0%	1,218	—
133	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$313K	0.0%	1,350	—
134	—	NUSHARES ETF TR - NUVEEN ESG INTL	—	$312K	0.0%	7,848	+25%
135	$BA	BOEING CO	Industrials	$311K	0.0%	1,672	—
136	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$308K	0.0%	2,040	New
137	—	FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH	—	$298K	0.0%	4,712	-0.3%
138	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$294K	0.0%	236	—
139	$TD	TORONTO DOMINION BANK	Financials	$294K	0.0%	2,500	—
140	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$292K	0.0%	445	—
141	$BNY	Bank of New York Mellon Corp	Financials	$289K	0.0%	2,000	—
142	$PANW	Palo Alto Networks Inc	Technology	$289K	0.0%	727	—
143	$CRM	Salesforce, Inc.	Technology	$287K	0.0%	1,248	—
144	—	ARK ETF TR - ISRAEL INOVATE	—	$286K	0.0%	10K	—
145	—	ISHARES INC - MSCI ISRAEL ETF	—	$285K	0.0%	2,350	—
146	—	ISHARES TR - RUS 1000 GRW ETF	—	$282K	0.0%	2,255	—
147	$PSX	Phillips 66	Energy	$281K	0.0%	1,100	New
148	$TSLX	Sixth Street Specialty Lending, Inc.	Other	$278K	0.0%	15K	—
149	$NOW	ServiceNow, Inc.	Technology	$276K	0.0%	2,060	—
150	$GS	GOLDMAN SACHS GROUP INC	Financials	$276K	0.0%	306	—

What changed in Q3 2026

Against the previous quarter's 13F: 11 new, 50 added to, 57 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

$IVZInvesco Ltd.$317K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$308K
first bought this quarter
$PSXPhillips 66$281K
first bought this quarter
FIDELITY MERRIMACK STR TR - AAA CLO ETF$252K
first bought this quarter
$MRKMerck & Co., Inc.$240K
first bought this quarter
$DELLDell Technologies Inc.$238K
first bought this quarter

+5 more in the Excel export

Added to (50)

VANGUARD WHITEHALL FDS - HIGH DIV YLD+6%
now $103.8M
VANGUARD INDEX FDS - MRNGSTR GRWT ETF+5%
now $100.0M
VANGUARD INDEX FDS - MRNGSTR MD CP GR+12%
now $28.5M
BLACKROCK ETF TRUST II - ISHARES AAA CLO+8%
now $37.0M
JANUS DETROIT STR TR - HENDERSON MTG+4%
now $37.3M
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT+2%
now $72.0M

+44 more in the Excel export

Trimmed (57)

SPDR SERIES TRUST - ST STR P500VAL-41%
now $7.3M
SPDR SERIES TRUST - ST STR P500GRW-30%
now $10.6M
$ABBVAbbVie Inc.-8%
now $48.2M · held 11+ qtrs
ISHARES TR - S&P MC 400GR ETF-15%
now $15.5M
$WDAYWorkday, Inc.-23%
now $4.8M · held 9 qtrs
$AAPLApple Inc.-3%
now $17.7M · held 11+ qtrs, 2 trims in a row

+51 more in the Excel export

Sold out (12)

$ECHOEchoStar CORPwas $623K
held 1 qtr
$MARMARRIOTT INTERNATIONAL INC /MD/was $571K
held 1 qtr
$KRCALLKROGER COwas $562K
$AONAon plcwas $311K
held 10+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $256K
held 3 qtrs
$INGRIngredion Incwas $220K

+6 more in the Excel export

Firm AUM (Form ADV): $1.4B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F INSPIRION WEALTH ADVISORS, LLC has filed, 42 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of INSPIRION WEALTH ADVISORS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+1.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 28% over the last 4

Top 10 weight

63%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

INSPIRION WEALTH ADVISORS, LLC disclosed 188 positions worth $880.4M in its Form 13F-HR for Q3 2026 — $880.1M in common stock plus $290,275 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 11 new positions and exited 12 — including a new stake in $IVZ and a full exit from $ECHO. The portfolio is most concentrated in Other (78.1% of disclosed assets). All figures are sourced directly from INSPIRION WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1633448.

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AI-Powered Hedge Fund Analysis: INSPIRION WEALTH ADVISORS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For INSPIRION WEALTH ADVISORS, LLC (SEC CIK: 1633448), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in INSPIRION WEALTH ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.