Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INSPIRION WEALTH ADVISORS, LLC (CIK 1633448) reported $803.2M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($86.9M, 10.82%), VUG ($72.5M, 9.03%), CGXU ($59.6M, 7.42%), JAAA ($51.5M, 6.41%), VOE ($48.9M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $86.9M | 10.82% | 586,809 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $72.5M | 9.03% | 166,095 | Added |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $59.6M | 7.42% | 2.0M | Added |
| 4 | JAAA | JANUS DETROIT STR TR | $51.5M | 6.41% | 1.0M | Trimmed |
| 5 | VOE | VANGUARD INDEX FDS | $48.9M | 6.09% | 265,574 | Trimmed |
| 6 | ABBV | ABBVIE INC | $43.8M | 5.45% | 201,337 | Trimmed |
| 7 | JMBS | JANUS DETROIT STR TR | $34.6M | 4.31% | 766,123 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $29.2M | 3.64% | 563,343 | Added |
| 9 | VB | VANGUARD INDEX FDS | $22.6M | 2.81% | 86,202 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $21.7M | 2.71% | 100,092 | Trimmed |
| 11 | HGER | HARBOR ETF TRUST | $20.6M | 2.56% | 663,121 | Added |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $19.7M | 2.45% | 395,648 | Trimmed |
| 13 | VOT | VANGUARD INDEX FDS | $19.0M | 2.36% | 73,754 | Added |
| 14 | ABT | ABBOTT LABORATORIES | $18.4M | 2.29% | 179,131 | Trimmed |
| 15 | IJK | ISHARES TR | $18.4M | 2.29% | 182,728 | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $17.0M | 2.11% | 300,108 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $16.4M | 2.04% | 167,415 | Trimmed |
| 18 | VBK | VANGUARD INDEX FDS | $15.1M | 1.88% | 50,068 | Trimmed |
| 19 | AAPL | APPLE INC | $14.0M | 1.75% | 55,327 | Trimmed |
| 20 | GLDM | WORLD GOLD TR | $11.0M | 1.37% | 118,365 | Added |
| 21 | IWS | ISHARES TR | $7.7M | 0.96% | 53,046 | Trimmed |
| 22 | HQY | HEALTHEQUITY INC | $5.4M | 0.68% | 65,000 | Hold |
| 23 | GLD | SPDR GOLD TR | $5.3M | 0.66% | 12,354 | Added |
| 24 | DON | WISDOMTREE TR | $4.5M | 0.56% | 85,247 | Trimmed |
| 25 | GOOG | ALPHABET INC | $4.4M | 0.55% | 15,503 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31