INSPIRION WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Libertyville, IL
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$816,706
Net value change ($000)
+102,143 (14.3%)
New positions
33
Sold out positions
14
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
CLOA 25,868 NEW
VUG 19,538 39.4%
CGXU 19,059 51.8%
VB 16,758 3241.4%
VYM 16,657 30.1%
JMBS 14,773 97.9%
VOT 8,701 386.4%
ABBV 6,683 16.7%
HGER 4,926 49.1%
GLDM 4,528 88.3%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -32,219 -31.9%
VBR -18,603 -41.3%
VBK -10,766 -36.1%
SPYV -2,164 -7.2%
WDAY -1,808 -20.4%
MGOV -1,277 -48.9%
PDSB -1,177 -89.4%
PG -1,042 -20.6%
FUMB -947 -48.6%
FTSM -893 -81.6%
Instrument mix + QoQ Δ (ex-options)
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