StockDriftsStockDriftsTop 50 Inspirion Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 11.46% | 631.8K | $100.0M | +7.67%(+44.99K) | $107.76(+54.30%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 10.4% | 1.05M | $90.7M | +5.65%(+56.32K) | $41.52(+114.78%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 8.05% | 2.06M | $70.2M | +2.08%(+42.03K) | $25.90(+36.08%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 5.95% | 262.1K | $52.0M | -1.30%(-3.45K) | $110.78(+89.57%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 5.74% | 199.4K | $50.1M | -0.97%(-1.96K) | $79.98(+211.84%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.98% | 860.4K | $43.4M | -15.88%(-162.42K) | $50.39(+0.44%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 4.37% | 850.9K | $38.2M | +11.07%(+84.82K) | $45.93(-3.44%) | 2026-06-30 | |
| CLOA | BLACKROCK ETF TRUST II | 3.93% | 662.3K | $34.3M | +17.57%(+98.97K) | $51.84(+0.04%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.3% | 95.6K | $28.8M | +10.93%(+9.42K) | $257.64(+19.73%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 3.03% | 87.0K | $26.4M | +17.99%(+13.27K) | $267.20(+17.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.02% | +5.75% | +32.25% |
| Top 20 Holdings Unweighted | +12.69% | +43.11% | +6.18% | +34.94% |
Inspirion Wealth Advisors LLC reports $873.52M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are VYM (11.5%), VUG (10.4%) and CGXU (8.1%). The top 20 holdings account for 80.01% of reported assets. Its disclosed equity book has returned +41.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Inspirion Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633448). View Inspirion Wealth Advisors LLC’s 13F filings on SEC