INSPIRION WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Libertyville, IL
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
189
Total value ($000)
$873,522
Net value change ($000)
+70,351 (8.8%)
New positions
15
Sold out positions
7
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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 18,179 25.1%
VYM 13,070 15.0%
CGXU 10,607 17.8%
VOT 7,469 39.4%
ABBV 6,267 14.3%
VB 6,254 27.7%
CLOA 5,057 17.3%
JMBS 3,560 10.3%
VOE 3,027 6.2%
AAPL 2,020 14.4%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -8,069 -15.7%
SPYV -4,708 -27.7%
ABT -2,079 -11.3%
VBR -1,994 -9.2%
SPYG -1,687 -10.3%
GLDM -1,451 -13.2%
CEF -821 -23.1%
FTGC -637 -26.3%
GLD -529 -10.0%
JBBB -367 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 765 (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