account_balance
Investment manager · 13F filer · SEC CIK 1633448
Inspirion Wealth Advisors, LLC
Reported value$873Mas of Jun 30, 2026
Positions185 15 new, 7 sold out
Top 10 weight61.2%VYM alone is 11%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VYMVanguard Whitehall FDS
11.5%Added +8%
VUGVanguard Index FDS
10.4%Added +534%
CGXUCapital Group Intl Focus Eqt
8.0%Added +2%
VOEVanguard Index FDS
6.0%
ABBVAbbvie Inc
5.7%
JAAAJanus Detroit STR Tr
5.0%Trimmed −16%
JMBSJanus Detroit STR Tr
4.4%Added +11%
CLOABlackRock ETF Trust II
3.9%Added +18%
VBVanguard Index FDS
3.3%Added +11%
VOTVanguard Index FDS
3.0%Added +18%
LMBSFirst Tr Exchange-traded Fd
2.4%Added +6%
HGERHarbor ETF Trust
2.3%Added +3%
VYMVanguard Whitehall FDS
11.5%Added +8%
VUGVanguard Index FDS
10.4%Added +534%
CGXU8.0%
VOE6.0%
ABBV5.7%JAAA5.0%
JMBS4.4%
CLOA3.9%
VB3.3%
VOT3.0%
LMBS2.4%
HGER2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VYM Vanguard Whitehall FDS 11.5% Added +8%
VUG Vanguard Index FDS 10.4% Added +534%
CGXU Capital Group Intl Focus Eqt 8.0% Added +2%
VOE Vanguard Index FDS 6.0% Held
ABBV Abbvie Inc 5.7% HeldJAAA Janus Detroit STR Tr 5.0% Trimmed −16%
JMBS Janus Detroit STR Tr 4.4% Added +11%
CLOA BlackRock ETF Trust II 3.9% Added +18%
VB Vanguard Index FDS 3.3% Added +11%
VOT Vanguard Index FDS 3.0% Added +18%
LMBS First Tr Exchange-traded Fd 2.4% Added +6%
HGER Harbor ETF Trust 2.3% Added +3%
What changed