INSPIRION WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 803,171
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
661
(0.1% of total reported value)
· QoQ Δ:
+661
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 338.4 K | 42.2% | 0 | 258 K | -258 K |
| ETFs | 464.1 K | 57.8% | 244 K | 0 | 244 K |
| Debt | 0 | 0.0% | 0 | 208 | -208 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
803,171
Holdings
181
QoQ value change ($000)
-13,535
(-1.7%)
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.