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
JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$100.99 M
14 %

1,984,889

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$55.29 M
8 %

431,306

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$49.60 M
7 %

129,192

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$46.02 M
6 %

274,441

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$45.05 M
6 %

224,362

ABBV
ABBV

ABBVIE INC

COM
$39.95 M
6 %

202,312

CGXU
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
$36.80 M
5 %

1,364,506

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$30.09 M
4 %

569,290

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$29.81 M
4 %

111,503

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$23.74 M
3 %

286,257

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 150