INSPIRION WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 880,425
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 188 | 880,425 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
| Q2 2026 | 7/7/2026 | 189 | 873,522 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
| Q1 2026 | 4/8/2026 | 181 | 803,171 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
| Q4 2025 | 1/9/2026 | 169 | 816,706 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
| Q3 2025 | 10/6/2025 | 150 | 714,563 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
| Q2 2025 | 7/9/2025 | 158 | 755,509 | 13F-HR | INSPIRION WEALTH ADVISORS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
290
(0.0% of total reported value)
· QoQ Δ:
-475
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 359.6 K | 40.9% | 1.599 K | 0 | 1.599 K |
| ETFs | 520.6 K | 59.1% | 5.779 K | 0 | 5.779 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
880,425
Holdings
188
QoQ value change ($000)
6,903
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.