INSPIRION WEALTH ADVISORS, LLC
186 holdingsFiling period: 2026-06-30Current AUM: $889.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 631.8K | $100.0M | $102.1M | 11.48% | +45.0K | 2026-06-30 |
| 2 | VUG | VANGUARD INDEX FDS | 1.05M | $90.7M | $91.7M | 10.31% | +886.8K | 2026-06-30 |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.06M | $70.2M | $69.6M | 7.82% | +42.0K | 2026-06-30 |
| 4 | VOE | VANGUARD INDEX FDS | 262.1K | $52.0M | $53.6M | 6.03% | -3,448 | 2026-06-30 |
| 5 | ABBV | ABBVIE INC | 199.4K | $50.1M | $52.3M | 5.88% | -1,957 | 2026-06-30 |
| 6 | JAAA | JANUS DETROIT STR TR | 860.4K | $43.4M | $43.6M | 4.90% | -162,424 | 2026-06-30 |
| 7 | JMBS | JANUS DETROIT STR TR | 850.9K | $38.2M | $36.8M | 4.14% | +84.8K | 2026-06-30 |
| 8 | CLOA | BLACKROCK ETF TRUST II | 662.3K | $34.3M | $34.2M | 3.85% | +99.0K | 2026-06-30 |
| 9 | VB | VANGUARD INDEX FDS | 95.6K | $28.8M | $27.7M | 3.11% | +9.4K | 2026-06-30 |
| 10 | VOT | VANGUARD INDEX FDS | 87.0K | $26.4M | $25.0M | 2.81% | +13.3K | 2026-06-30 |
| 11 | LMBS | FIRST TR EXCHANGE-TRADED FD | 420.5K | $20.9M | $20.6M | 2.32% | +24.8K | 2026-06-30 |
| 12 | HGER | HARBOR ETF TRUST | 684.5K | $20.2M | $25.0M | 2.81% | +21.4K | 2026-06-30 |
| 13 | VBR | VANGUARD INDEX FDS | 81.4K | $19.8M | $19.6M | 2.20% | -18,724 | 2026-06-30 |
| 14 | IJK | ISHARES TR | 166.1K | $19.3M | $17.9M | 2.02% | -16,580 | 2026-06-30 |
| 15 | ABT | ABBOTT LABORATORIES | 177.0K | $16.3M | $18.3M | 2.06% | -2,169 | 2026-06-30 |
| 16 | AAPL | APPLE INC | 54.6K | $16.1M | $18.4M | 2.07% | -763 | 2026-06-30 |
| 17 | VBK | VANGUARD INDEX FDS | 41.9K | $15.2M | $13.9M | 1.57% | -8,213 | 2026-06-30 |
| 18 | SPYG | SPDR SERIES TRUST | 124.2K | $14.7M | $14.7M | 1.65% | -43,262 | 2026-06-30 |
| 19 | SPYV | SPDR SERIES TRUST | 201.2K | $12.3M | $12.7M | 1.42% | -98,929 | 2026-06-30 |
| 20 | GLDM | WORLD GOLD TR | 119.1K | $9.5M | $10.2M | 1.15% | +754 | 2026-06-30 |
| 21 | IWS | ISHARES TR | 53.0K | $8.7M | $8.8M | 0.99% | -34 | 2026-06-30 |
| 22 | HQY | HEALTHEQUITY INC | 65.0K | $6.0M | $6.4M | 0.72% | -- | 2026-06-30 |
| 23 | GOOG | ALPHABET INC | 15.3K | $5.5M | $5.3M | 0.59% | -197 | 2026-06-30 |
| 24 | GLD | SPDR GOLD TR | 12.9K | $4.8M | $5.1M | 0.58% | +562 | 2026-06-30 |
| 25 | DON | WISDOMTREE TR | 82.9K | $4.7M | $4.7M | 0.53% | -2,368 | 2026-06-30 |
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