INSPIRION WEALTH ADVISORS, LLC

CIK 0001633448 • 7 13F filings • Apr 9, 2025 – Oct 9, 2026

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Filer information

Filed by: INSPIRION WEALTH ADVISORS, LLC, Chief Compliance Officer
Address: 900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, 60048
Phone: 847-918-9100
AUM: $816.7M

AUM over time

$880.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $880.4M185 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$17.1M	1.9%	172,657 SH	New
ABBVIE INC	COM	$48.3M	5.5%Prev: 5.6%	184,657 SH	Increased-17,655 SH
ADAPTHEALTH CORP	COMMON STOCK	$637K	0.1%Prev: 0.2%	112,863 SH	Decreased-10,000 SH
ADMA BIOLOGICS INC	COM	$100K	0.0%Prev: 0.0%	10,000 SH	Decreased-1,600 SH
ADVANCED MICRO DEVICES INC	COM	$327K	0.0%	534 SH	New
ALLSPRING EXCHANGE TRADED FU	ULTRA SRT MUNI	$586K	0.1%	23,650 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.2%Prev: 0.0%	3,897 SH	Increased+2,073 SH
ALPHABET INC	CAP STK CL C	$5.3M	0.6%Prev: 0.3%	15,472 SH	Increased+1,377 SH
AMAZON COM INC	COM	$4.3M	0.5%Prev: 0.3%	17,299 SH	Increased+7,051 SH
AMERICAN ELEC PWR CO INC	COM	$230K	0.0%	1,937 SH	New
AMGEN INC	COM	$274K	0.0%Prev: 0.0%	650 SH	Increased
AMPHENOL CORP	CL A	$472K	0.1%	5,600 SH	New
APPLE INC	COM	$17.7M	2.0%Prev: 1.9%	53,017 SH	Increased-5,855 SH
ARISTA NETWORKS INC	COM SHS	$657K	0.1%	3,228 SH	New
ARK ETF TR	ISRAEL INOVATE	$286K	0.0%	10,000 SH	New
BANK OF AMER CORP	COM	$490K	0.1%	8,997 SH	New
BANK OF NY MELLON CORP	COM	$289K	0.0%	2,000 SH	New
BAXTER INTL INC	COM	$1.2M	0.1%Prev: 0.1%	48,943 SH	Increased+23,450 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.2%	2,945 SH	Decreased-321 SH
BIOMARIN PHARMACEUTICAL INC	COM	$584K	0.1%Prev: 0.1%	9,733 SH	Decreased-3,725 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$37.0M	4.2%	712,776 SH	New
BOEING CO	COM	$311K	0.0%	1,672 SH	New
BROADCOM INC	COM	$445K	0.1%Prev: 0.0%	1,267 SH	Increased-485 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$72.0M	8.2%	2,099,464 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$701K	0.1%	19,230 SH	New
CARDINAL HEALTH INC	COM	$326K	0.0%	1,466 SH	New
CATERPILLAR INC	COM	$767K	0.1%Prev: 0.0%	946 SH	Increased+315 SH
CME GROUP INC	COM	$816K	0.1%Prev: 0.1%	3,115 SH	Increased+35 SH
COCA COLA CO	COM	$228K	0.0%	2,648 SH	New
COCA COLA CONS INC	COM	$210K	0.0%	1,110 SH	New
COHEN & STEERS ETF TRUST	NATURAL RES ACTI	$2.4M	0.3%	67,007 SH	New
CONSTELLATION ENERGY CORP	COM	$254K	0.0%Prev: 0.0%	999 SH	Increased+145 SH
COSTCO WHOLESALE CORPORATION	COM	$914K	0.1%	1,004 SH	New
COUPANG INC	CL A	$1.9M	0.2%Prev: 0.5%	134,214 SH	Decreased-1,700 SH
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.1%Prev: 0.0%	4,264 SH	Increased+3,076 SH
DEERE & CO	COM	$1.6M	0.2%Prev: 0.1%	2,352 SH	Increased+250 SH
DELL TECHNOLOGIES INC	CL C	$238K	0.0%	442 SH	New
DISNEY WALT CO	COM	$318K	0.0%Prev: 0.0%	3,027 SH	Decreased-628 SH
EDWARDS LIFESCIENCES CORP	COM	$1.4M	0.2%Prev: 0.1%	16,736 SH	Increased+5,461 SH
ELI LILLY & CO	COM	$1.1M	0.1%Prev: 0.1%	950 SH	Increased+351 SH
EMBRAER S.A.	SPONSORED ADS	$652K	0.1%Prev: 0.1%	8,656 SH	Increased-3,500 SH
EMERSON ELEC CO	COM	$206K	0.0%	1,329 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.0M	0.1%	6,168 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$298K	0.0%	4,712 SH	New
FIDELITY MERRIMACK STR TR	AAA CLO ETF	$252K	0.0%	5,019 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.5M	0.3%Prev: 0.5%	51,438 SH	Decreased-10,785 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$581K	0.1%Prev: 0.1%	29,870 SH	Decreased-9,760 SH
FIRST TR EXCH TRADED FD III	ULTRA SHT DUR MU	$1.0M	0.1%Prev: 0.3%	52,432 SH	Decreased-44,504 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$2.0M	0.2%Prev: 0.5%	65,354 SH	Decreased-72,523 SH
FIRST TR EXCHANGE-TRADED FD	AAA CMBS ETF	$522K	0.1%Prev: 0.1%	26,509 SH	Decreased-7,199 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$20.7M	2.4%Prev: 2.9%	427,270 SH	Decreased+2,632 SH
FIRST TR EXCHANGE-TRADED FD	INTER GOVT ETF	$899K	0.1%	47,217 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$210K	0.0%	1,188 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$555K	0.1%Prev: 0.1%	11,829 SH	Decreased-3,525 SH
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$2.7M	0.3%	142,575 SH	New
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$204K	0.0%	8,593 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$934K	0.1%Prev: 0.3%	22,626 SH	Decreased-29,465 SH
GE AEROSPACE	COM NEW	$210K	0.0%	672 SH	New
GOLDMAN SACHS GROUP INC	COM	$276K	0.0%	306 SH	New
GRANITESHARES GOLD TR	SHS BEN INT	$1.7M	0.2%Prev: 0.1%	41,045 SH	Increased+5,880 SH
GRAYSCALE XRP TR ETF	SHS	$272K	0.0%	9,428 SH	New
HARBOR ETF TRUST	COMM ALL WEA ETF	$24.2M	2.7%	685,113 SH	New
HEALTHEQUITY INC	COM	$5.7M	0.7%Prev: 0.9%	65,000 SH	Decreased-10,005 SH
HERSHEY CO	COM	$384K	0.0%Prev: 0.1%	2,437 SH	Decreased+82 SH
HOME DEPOT INC	COM	$274K	0.0%Prev: 0.1%	962 SH	Decreased-67 SH
HUBSPOT INC	COM	$205K	0.0%	1,000 SH	New
ILLINOIS TOOL WKS INC	COM	$313K	0.0%Prev: 0.0%	1,218 SH	Increased+100 SH
INTEL CORP	COM	$234K	0.0%	1,949 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$317K	0.0%	1,523 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.2%Prev: 0.2%	1,996 SH	Increased-298 SH
ISHARES GOLD TR	ISHARES NEW	$793K	0.1%Prev: 0.1%	10,153 SH	Increased
ISHARES INC	CORE MSCI EMKT	$672K	0.1%Prev: 0.1%	8,274 SH	Increased+58 SH
ISHARES INC	MSCI ISRAEL ETF	$285K	0.0%	2,350 SH	New
ISHARES SILVER TR	ISHARES	$406K	0.0%Prev: 0.0%	7,454 SH	Increased-810 SH
ISHARES TR	CORE HIGH DV ETF	$768K	0.1%Prev: 0.1%	27,483 SH	Increased+21,136 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.2%Prev: 0.2%	14,720 SH	Increased+134 SH
ISHARES TR	CORE S&P SCP ETF	$247K	0.0%Prev: 0.0%	1,813 SH	Increased
ISHARES TR	CORE S&P TTL STK	$220K	0.0%	1,325 SH	New
ISHARES TR	CORE S&P500 ETF	$1.9M	0.2%Prev: 0.3%	2,436 SH	Decreased-816 SH
ISHARES TR	GL CLEAN ENE ETF	$170K	0.0%Prev: 0.0%	10,022 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$282K	0.0%Prev: 0.0%	2,255 SH	Increased+1,544 SH
ISHARES TR	RUS 1000 VAL ETF	$249K	0.0%	1,004 SH	New
ISHARES TR	RUS 2000 GRW ETF	$951K	0.1%Prev: 0.1%	2,665 SH	Increased-150 SH
ISHARES TR	RUS MDCP VAL ETF	$8.5M	1.0%Prev: 1.1%	52,781 SH	Increased-7,682 SH
ISHARES TR	S&P 500 GRWT ETF	$2.0M	0.2%Prev: 0.2%	14,141 SH	Increased-826 SH
ISHARES TR	S&P 500 VAL ETF	$906K	0.1%Prev: 0.1%	3,969 SH	Increased-288 SH
ISHARES TR	S&P MC 400GR ETF	$15.5M	1.8%Prev: 3.1%	141,784 SH	Decreased-102,390 SH
ISHARES TR	S&P SML 600 GWT	$490K	0.1%Prev: 0.1%	3,058 SH	Decreased-1,095 SH
ISHARES TR	TRUST ISHARE 0-1	$1.7M	0.2%	15,390 SH	New
ISHARES TR	US INDUSTRIALS	$216K	0.0%Prev: 0.0%	1,407 SH	Decreased-1,217 SH
JANUS DETROIT STR TR	HENDERSON MTG	$37.3M	4.2%Prev: 2.1%	882,191 SH	Increased+558,583 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$44.0M	5.0%Prev: 14.1%	872,789 SH	Decreased-1,112,100 SH
JOHNSON & JOHNSON	COM	$632K	0.1%Prev: 0.0%	2,389 SH	Increased+734 SH
JPMORGAN CHASE & CO	COM	$1.6M	0.2%	4,920 SH	New
KRANESHARES TRUST	PUBLIC-PRIVATE A	$614K	0.1%	12,925 SH	New
KROGER CO	COM	$1.1M	0.1%Prev: 0.2%	19,456 SH	Increased+444 SH
MASTERCARD INCORPORATED	CL A	$3.6M	0.4%Prev: 0.6%	6,469 SH	Decreased-2,451 SH
MCDONALDS CORP	COM	$403K	0.0%Prev: 0.1%	1,744 SH	Decreased-1,617 SH
MERCK & CO INC	COM	$240K	0.0%	1,653 SH	New
META PLATFORMS INC	CL A	$841K	0.1%Prev: 0.1%	1,160 SH	Increased+383 SH
MICRON TECHNOLOGY INC	COM	$236K	0.0%	222 SH	New
MICROSOFT CORP	COM	$3.2M	0.4%Prev: 0.3%	6,269 SH	Increased+649 SH
MORGAN STANLEY	COM NEW	$706K	0.1%	3,755 SH	New
NORFOLK SOUTHN CORP	COM	$588K	0.1%Prev: 0.1%	1,902 SH	Increased-106 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$312K	0.0%	7,848 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$405K	0.0%	3,564 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$470K	0.1%	8,930 SH	New
NVIDIA CORPORATION	COM	$2.4M	0.3%Prev: 0.2%	10,631 SH	Increased+1,006 SH
OKTA INC	CL A	$366K	0.0%Prev: 0.0%	1,750 SH	Increased-1,265 SH
ORACLE CORP	COM	$376K	0.0%Prev: 0.1%	2,735 SH	Decreased+187 SH
PALO ALTO NETWORKS INC	COM	$289K	0.0%	727 SH	New
PDS BIOTECHNOLOGY CORP	COM	$141K	0.0%Prev: 0.2%	188,480 SH	Decreased-155,914 SH
PEPSICO INC	COM	$410K	0.0%Prev: 0.1%	3,237 SH	Decreased+245 SH
PFIZER INC	COM	$1.3M	0.1%Prev: 0.2%	45,565 SH	Decreased-6,812 SH
PHATHOM PHARMACEUTICALS INC	COM	$145K	0.0%Prev: 0.1%	19,914 SH	Decreased-16,720 SH
PHILLIPS 66	COM	$281K	0.0%	1,100 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$2.2M	0.3%Prev: 0.3%	45,064 SH	Decreased-1,900 SH
PIMCO ETF TR	MULTISECTOR BD	$4.1M	0.5%	162,229 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$2.2M	0.2%Prev: 0.3%	44,108 SH	Decreased-2,150 SH
PROCTER & GAMBLE CO	COM	$3.9M	0.4%	27,062 SH	New
RTX CORPORATION	COM	$378K	0.0%Prev: 0.0%	2,034 SH	Increased+163 SH
SALESFORCE INC	COM	$287K	0.0%	1,248 SH	New
SERVICENOW INC	COM	$276K	0.0%	2,060 SH	New
SIXTH STREET SPECIALTY LENDI	COM	$278K	0.0%Prev: 0.0%	15,426 SH	Decreased
SNAP ON INC	COM	$901K	0.1%Prev: 0.1%	2,481 SH	Increased
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$308K	0.0%	2,040 SH	New
SPDR GOLD TR	GOLD SHS	$4.9M	0.6%Prev: 0.2%	12,781 SH	Increased+6,601 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$269K	0.0%	5,367 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$393K	0.0%	4,375 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$10.6M	1.2%	86,308 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$7.3M	0.8%	119,701 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$228K	0.0%	985 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$749K	0.1%	7,168 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$348K	0.0%	3,933 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$623K	0.1%	5,822 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$1.7M	0.2%	17,073 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$2.7M	0.3%Prev: 0.2%	65,663 SH	Increased+9,730 SH
STARBUCKS CORP	COM	$669K	0.1%Prev: 0.1%	7,116 SH	Decreased-184 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	0.5%	5,510 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$292K	0.0%	445 SH	New
TESLA INC	COM	$659K	0.1%Prev: 0.1%	1,857 SH	Increased-422 SH
TEXAS INSTRS INC	COM	$1.2M	0.1%Prev: 0.1%	4,462 SH	Increased+18 SH
THERMO FISHER SCIENTIFIC INC	COM	$236K	0.0%Prev: 0.0%	350 SH	Increased
TORONTO DOMINION BK ONT	COM NEW	$294K	0.0%	2,500 SH	New
TPG INC	COM CL A	$269K	0.0%	6,100 SH	New
TRUIST FINL CORP	COM	$787K	0.1%Prev: 0.1%	16,990 SH	Increased+1,290 SH
UBER TECHNOLOGIES INC	COM	$562K	0.1%	8,210 SH	New
VANECK ETF TRUST	COPPER AND ELEC	$651K	0.1%	15,755 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$491K	0.1%	5,595 SH	New
VANECK ETF TRUST	JUNIOR GOLD MINE	$451K	0.1%	3,959 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$270K	0.0%Prev: 0.0%	5,454 SH	Increased+454 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$313K	0.0%	1,350 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$100.0M	11.4%	1,109,820 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$28.5M	3.2%	97,518 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$51.4M	5.8%	262,972 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$2.6M	0.3%	32,658 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$14.0M	1.6%	41,404 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$27.6M	3.1%	97,054 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$18.6M	2.1%	80,304 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.1M	0.1%	2,977 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$1.2M	0.1%	5,624 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	0.2%	2,697 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$776K	0.1%	16,384 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$253K	0.0%	1,962 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$271K	0.0%Prev: 0.0%	787 SH	Increased-100 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	0.2%Prev: 0.2%	7,810 SH	Increased-119 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	0.4%Prev: 0.2%	47,834 SH	Increased+17,997 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$103.8M	11.8%Prev: 7.7%	668,825 SH	Increased+237,519 SH
VANGUARD WORLD FD	FINANCIALS ETF	$241K	0.0%	1,850 SH	New
VANGUARD WORLD FD	INF TECH ETF	$1.7M	0.2%Prev: 0.0%	13,207 SH	Increased+12,704 SH
VERISIGN INC	COM	$423K	0.0%Prev: 0.0%	1,500 SH	Increased
VISA INC	COM CL A	$1.2M	0.1%Prev: 0.1%	3,267 SH	Increased+5 SH
WALMART INC	COM	$829K	0.1%Prev: 0.1%	7,978 SH	Increased+1,219 SH
WEC ENERGY GROUP INC	COM	$206K	0.0%Prev: 0.1%	2,042 SH	Decreased-2,828 SH
WINTRUST FINL CORP	COM	$397K	0.0%Prev: 0.1%	2,799 SH	Increased-630 SH
WISDOMTREE TR	INTL EQUITY FD	$469K	0.1%Prev: 0.0%	6,369 SH	Increased+376 SH
WISDOMTREE TR	US LARGECAP DIVD	$2.0M	0.2%Prev: 0.2%	20,356 SH	Increased+704 SH
WISDOMTREE TR	US MIDCAP DIVID	$4.4M	0.5%Prev: 0.7%	80,693 SH	Decreased-17,293 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.4M	0.2%Prev: 0.2%	36,599 SH	Decreased-7,613 SH
WORKDAY INC	CL A	$4.8M	0.5%Prev: 1.2%	25,205 SH	Decreased-11,053 SH
WORLD GOLD TR	SPDR GLD MINIS	$9.4M	1.1%Prev: 0.7%	114,893 SH	Increased+16,518 SH
WP CAREY INC	COM	$1.5M	0.2%Prev: 0.3%	22,644 SH	Decreased-11,535 SH
WW GRAINGER INC	COM	$294K	0.0%	236 SH	New
ZOOM COMMUNICATIONS INC	CL A	$227K	0.0%	2,500 SH	New
ZSCALER INC	COM	$1.7M	0.2%Prev: 0.2%	8,346 SH	Increased-733 SH

Sold (vs prior filing)

ABBOTT LABS — $21.8M
AON PLC — $425K
AT&T INC — $221K
BANK AMERICA CORP — $738K
CAPITAL GROUP INTL FOCUS EQT — $36.8M
COMCAST CORP NEW — $216K
COSTCO WHSL CORP NEW — $751K
DNP SELECT INCOME FD INC — $250K
EXXON MOBIL CORP — $714K
FIRST TR EXCHANGE-TRADED FD — $1.1M
FIRST TR EXCHANGE-TRADED FD — $2.6M
FIRST TR EXCHANGE-TRADED FD — $232K
FIRST TR EXCHNG TRADED FD VI — $591K
GRAINGER W W INC — $214K
HARBOR ETF TRUST — $10.0M
HARTFORD FDS EXCHANGE TRADED — $749K
ISHARES INC — $321K
ISHARES TR — $2.0M
ISHARES TR — $272K
JPMORGAN CHASE & CO. — $614K
… and 31 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001633448-26-000001	$816.7M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000823	$880.4M	View
Oct 6, 2025	Q3 2025