INSPIRION WEALTH ADVISORS, LLC
178 holdingsFiling period: 2026-03-31Current AUM: $877.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 586.8K | $86.9M | $95.0M | 10.83% | +85.5K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 166.1K | $72.5M | $84.9M | 9.67% | +24.4K | 2026-03-31 |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.02M | $59.6M | $67.7M | 7.71% | +131.0K | 2026-03-31 |
| 4 | JAAA | JANUS DETROIT STR TR | 1.02M | $51.5M | $51.6M | 5.88% | -336,884 | 2026-03-31 |
| 5 | VOE | VANGUARD INDEX FDS | 265.6K | $48.9M | $54.4M | 6.19% | -5,009 | 2026-03-31 |
| 6 | ABBV | ABBVIE INC | 201.3K | $43.8M | $50.5M | 5.75% | -2,766 | 2026-03-31 |
| 7 | JMBS | JANUS DETROIT STR TR | 766.1K | $34.6M | $33.8M | 3.85% | +112.4K | 2026-03-31 |
| 8 | CLOA | BLACKROCK ETF TRUST II | 563.3K | $29.2M | $29.3M | 3.34% | +63.4K | 2026-03-31 |
| 9 | VB | VANGUARD INDEX FDS | 86.2K | $22.6M | $25.4M | 2.90% | +19.2K | 2026-03-31 |
| 10 | VBR | VANGUARD INDEX FDS | 100.1K | $21.7M | $24.5M | 2.79% | -24,766 | 2026-03-31 |
| 11 | HGER | HARBOR ETF TRUST | 663.1K | $20.6M | $21.3M | 2.43% | +60.2K | 2026-03-31 |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | 395.6K | $19.7M | $19.6M | 2.23% | -12,692 | 2026-03-31 |
| 13 | VOT | VANGUARD INDEX FDS | 73.8K | $19.0M | $21.8M | 2.48% | +34.5K | 2026-03-31 |
| 14 | ABT | ABBOTT LABORATORIES | 179.1K | $18.4M | $18.9M | 2.16% | -7,445 | 2026-03-31 |
| 15 | IJK | ISHARES TR | 182.7K | $18.4M | $20.4M | 2.33% | -58,753 | 2026-03-31 |
| 16 | SPYV | SPDR SERIES TRUST | 300.1K | $17.0M | $18.6M | 2.12% | -191,510 | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 167.4K | $16.4M | $19.6M | 2.23% | -83,397 | 2026-03-31 |
| 18 | VBK | VANGUARD INDEX FDS | 50.1K | $15.1M | $17.0M | 1.94% | -12,979 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 55.3K | $14.0M | $17.1M | 1.95% | -161 | 2026-03-31 |
| 20 | GLDM | WORLD GOLD TR | 118.4K | $11.0M | $9.5M | 1.08% | +5.3K | 2026-03-31 |
| 21 | IWS | ISHARES TR | 53.0K | $7.7M | $8.9M | 1.01% | -943 | 2026-03-31 |
| 22 | HQY | HEALTHEQUITY INC | 65.0K | $5.4M | $6.5M | 0.74% | -- | 2026-03-31 |
| 23 | GLD | SPDR GOLD TR | 12.4K | $5.3M | $4.6M | 0.52% | +1.1K | 2026-03-31 |
| 24 | DON | WISDOMTREE TR | 85.2K | $4.5M | $4.9M | 0.56% | -2,292 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 15.5K | $4.4M | $5.5M | 0.63% | -1,223 | 2026-03-31 |
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