INSPIRION WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Libertyville, IL
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$803,171
Net value change ($000)
-13,535 (-1.7%)
New positions
15
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VYM 14,956 20.8%
VOT 8,027 73.3%
HGER 5,598 37.4%
VB 5,303 30.7%
JMBS 4,744 15.9%
CGXU 3,750 6.7%
VUG 3,410 4.9%
CLOA 3,333 12.9%
WCMI 1,949 394.5%
GLDM 1,315 13.6%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -17,255 -25.1%
SPYV -10,949 -39.2%
SPYG -10,370 -38.7%
IJK -5,009 -21.4%
ABT -4,985 -21.3%
VBR -4,699 -17.8%
VBK -3,914 -20.5%
ABBV -2,847 -6.1%
WDAY -2,783 -39.5%
FBTC -1,904 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 661 (0.1% 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