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 $873.5M across 185 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VYM ($100.0M, 11.45%), VUG ($90.7M, 10.39%), CGXU ($70.2M, 8.04%), VOE ($52.0M, 5.95%), ABBV ($50.1M, 5.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $100.0M | 11.45% | 631,801 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $90.7M | 10.39% | 1.1M | Added |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $70.2M | 8.04% | 2.1M | Added |
| 4 | VOE | VANGUARD INDEX FDS | $52.0M | 5.95% | 262,126 | Trimmed |
| 5 | ABBV | ABBVIE INC | $50.1M | 5.73% | 199,380 | Trimmed |
| 6 | JAAA | JANUS DETROIT STR TR | $43.4M | 4.97% | 860,352 | Trimmed |
| 7 | JMBS | JANUS DETROIT STR TR | $38.2M | 4.37% | 850,946 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $34.3M | 3.92% | 662,318 | Added |
| 9 | VB | VANGUARD INDEX FDS | $28.8M | 3.30% | 95,625 | Added |
| 10 | VOT | VANGUARD INDEX FDS | $26.4M | 3.03% | 87,025 | Added |
| 11 | LMBS | FIRST TR EXCHANGE-TRADED FD | $20.9M | 2.39% | 420,465 | Added |
| 12 | HGER | HARBOR ETF TRUST | $20.2M | 2.31% | 684,472 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $19.8M | 2.26% | 81,368 | Trimmed |
| 14 | IJK | ISHARES TR | $19.3M | 2.21% | 166,148 | Trimmed |
| 15 | ABT | ABBOTT LABORATORIES | $16.3M | 1.87% | 176,962 | Trimmed |
| 16 | AAPL | APPLE INC | $16.1M | 1.84% | 54,564 | Trimmed |
| 17 | VBK | VANGUARD INDEX FDS | $15.2M | 1.74% | 41,855 | Trimmed |
| 18 | SPYG | SPDR SERIES TRUST | $14.7M | 1.68% | 124,153 | Trimmed |
| 19 | SPYV | SPDR SERIES TRUST | $12.3M | 1.40% | 201,179 | Trimmed |
| 20 | GLDM | WORLD GOLD TR | $9.5M | 1.09% | 119,119 | Added |
| 21 | IWS | ISHARES TR | $8.7M | 1.00% | 53,012 | Trimmed |
| 22 | HQY | HEALTHEQUITY INC | $6.0M | 0.69% | 65,000 | Hold |
| 23 | GOOG | ALPHABET INC | $5.5M | 0.63% | 15,306 | Trimmed |
| 24 | GLD | SPDR GOLD TR | $4.8M | 0.55% | 12,916 | Added |
| 25 | DON | WISDOMTREE TR | $4.7M | 0.54% | 82,879 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30