Grufity logo
Grufity logo

Latest INSPIRION WEALTH ADVISORS, LLC Stock Portfolio

$880Million | No. of Holdings #185

INSPIRION WEALTH ADVISORS, LLC Performance

2026 Q3+0.54%
YTD-16.83%
2025+9.12%

About INSPIRION WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

INSPIRION WEALTH ADVISORS, LLC is a hedge fund based in Libertyville, IL. On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSPIRION WEALTH ADVISORS, LLC reported an equity portfolio of $880.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of INSPIRION WEALTH ADVISORS, LLC are VIGI, VB, CGXU. The fund has invested 11.8% of it's portfolio in VANGUARD WHITEHALL FDS and 11.4% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ECHOSTAR CORP (SATS) and MARRIOTT INTL INC NEW (MAR) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), WORKDAY INC (WDAY) and ISHARES TR (IJR). INSPIRION WEALTH ADVISORS, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, INVESCO EXCHANGE TRADED FD T (CSD) and PHILLIPS 66 (PSX). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), CAPITAL GROUP NEW GEOGRAPHY and NUSHARES ETF TR (NDVG).
INSPIRION WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$880Million
  as of Oct 09, 2026

INSPIRION WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that INSPIRION WEALTH ADVISORS, LLC made a return of 0.54% in the last quarter. In trailing 12 months, it's portfolio return was -9.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,003,810
invesco exchange traded fd t316,814
space exploration techn corp307,754
phillips 66280,841
fidelity merrimack str tr252,230
merck & co inc240,244
dell technologies inc237,686
thermo fisher scientific inc236,268
New stocks bought by INSPIRION WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
amphenol corp98.86
capital group new geography37.65
nushares etf tr24.59
nushares etf tr15.4
pimco etf tr12.97
vanguard index fds12.06
nushares etf tr11.2
cohen & steers etf trust8.44
Additions to existing portfolio by INSPIRION WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
spdr series trust-40.5
spdr series trust-30.48
workday inc-23.42
ishares tr-14.66
crowdstrike hldgs inc-12.34
first tr exchange-traded fd-11.52
intel corp-8.45
deere & co-8.41
INSPIRION WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
trinity biotech invt ltd-8,923
quidelortho corp-208,452
aldeyra therapeutics inc-24,300
tidal trust ii-215,722
exxon mobil corp-909,865
hartford fds exchange traded-207,919
echostar corp-622,833
ingredion inc-219,830
INSPIRION WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

INSPIRION WEALTH ADVISORS, LLC has about 81.8% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Financial Services
Sector%
Others81.8
Healthcare9
Technology4.3
Financial Services1.2

Market Cap. Distribution

INSPIRION WEALTH ADVISORS, LLC has about 17.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.8
MEGA-CAP12
LARGE-CAP5.4

Stocks belong to which Index?

About 15.7% of the stocks held by INSPIRION WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.4
S&P 50015.7
Top 5 Winners (%)%
OKTA
okta inc
48.7 %
WDAY
workday inc
40.8 %
CRM
salesforce inc
40.6 %
grayscale xrp tr etf
39.3 %
ZS
zscaler inc
36.1 %
Top 5 Winners ($)$
VB
vanguard index fds
4.3 M
HAPY
harbor etf trust
3.9 M
AAPL
apple inc
2.1 M
ABBV
abbvie inc
2.0 M
WDAY
workday inc
1.7 M
Top 5 Losers (%)%
AHCO
adapthealth corp
-46.8 %
APH
amphenol corp
-43.9 %
PHAT
phathom pharmaceuticals inc
-30.7 %
CPNG
coupang inc
-23.5 %
HD
home depot inc
-18.9 %
Top 5 Losers ($)$
JAAA
janus detroit str tr
-2.3 M
VIGI
vanguard whitehall fds
-2.0 M
VB
vanguard index fds
-1.6 M
VB
vanguard index fds
-1.1 M
VB
vanguard index fds
-1.0 M

INSPIRION WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC has 185 stocks in it's portfolio. About 62.4% of the portfolio is in top 10 stocks. JAAA proved to be the most loss making stock for the portfolio. VB was the most profitable stock for INSPIRION WEALTH ADVISORS, LLC last quarter.

$880.14MTotal Value
196Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of INSPIRION WEALTH ADVISORS, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSPIRION WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.19%15,390
$1.70M
0.19%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSPIRION WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.02%10,022
$170.4K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
INSPIRION WEALTH ADVISORS, LLC's holding in Ishares Inc over time
0.03%2,350
$285.1K
0.03%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
INSPIRION WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.06%5,595
$491.2K
0.06%
increased 0.83 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
INSPIRION WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.05%3,959
$451.1K
0.05%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
INSPIRION WEALTH ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.11%22,626
$933.8K
0.11%
decreased 4.42 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
INSPIRION WEALTH ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.02%8,593
$204.0K
0.02%
decreased 1.66 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.49%80,693
$4.35M
0.49%
decreased 2.64 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.22%20,356
$1.98M
0.22%
increased 0.43 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.16%36,599
$1.39M
0.16%
decreased 0.34 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.05%6,369
$469.1K
0.05%
increased 0.39 percentadded