INSPIRION WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Libertyville, IL
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$880,425
Net value change ($000)
+6,903 (0.8%)
New positions
11
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 9,278 10.2%
HGER 3,958 19.6%
VYM 3,826 3.8%
CLOA 2,722 7.9%
VOT 2,036 7.7%
CGXU 1,774 2.5%
AAPL 1,594 9.9%
EXXONMOBIL HOLDINGS CORP 1,004 NEW
MSFT 806 33.4%
ABT 752 4.6%
Top Reduces (Value $000, Stocks/ETFs)
SPYV -4,955 -40.4%
SPYG -4,082 -27.8%
IJK -3,744 -19.4%
ABBV -1,882 -3.8%
VB -1,221 -4.2%
VBR -1,198 -6.1%
VBK -1,178 -7.8%
XOM -910 -100.0%
JMBS -892 -2.3%
SATS -623 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 290 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type