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Latest INSPIRION WEALTH ADVISORS, LLC Stock Portfolio

$873Million | No. of Holdings #185

INSPIRION WEALTH ADVISORS, LLC Performance

2026 Q2-15.96%
YTD-17.28%
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 2026-07-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSPIRION WEALTH ADVISORS, LLC reported an equity portfolio of $873.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of INSPIRION WEALTH ADVISORS, LLC are VIGI, VB, CGXU. The fund has invested 11.4% of it's portfolio in VANGUARD WHITEHALL FDS and 10.4% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), HUBSPOT INC (HUBS) and CHEVRON CORPORATION (CVX) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), HARTFORD FDS EXCHANGE TRADED (HCOM) and FIRST TR EXCHANGE TRAD FD VI (FTGC). INSPIRION WEALTH ADVISORS, LLC opened new stock positions in ECHOSTAR CORP (SATS), UBER TECHNOLOGIES INC (UBER) and MARRIOTT INTL INC NEW (MAR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
INSPIRION WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 07 Jul, 2026
$873Million
  as of Jul 07, 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 -15.96% in the last quarter. In trailing 12 months, it's portfolio return was -12.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
echostar corp622,833
uber technologies inc576,194
marriott intl inc new570,528
capital group new geography510,743
ark etf tr308,400
advanced micro devices inc285,044
ishares inc283,410
intel corp270,426
New stocks bought by INSPIRION WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
vanguard world fd881
vanguard index fds533
ishares tr382
vanguard index fds301
ishares tr299
vanguard index fds25.58
vanguard index fds17.99
blackrock etf trust ii17.57
Additions to existing portfolio by INSPIRION WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
spdr series trust-32.96
hartford fds exchange traded-28.56
spdr series trust-25.84
first tr exchange trad fd vi-21.91
vanguard index fds-18.71
boeing co-18.32
first tr exchange-traded fd-17.36
grayscale xrp tr etf-16.77
INSPIRION WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
kosmos energy ltd-77,362
w & t offshore inc-79,958
janus detroit str tr-366,875
eqt corp-202,984
phillips 66-207,685
chevron corporation-217,245
hubspot inc-244,100
INSPIRION WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

INSPIRION WEALTH ADVISORS, LLC has about 81.5% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Financial Services
  • Consumer Cyclical
Sector%
Others81.5
Healthcare9.2
Technology3.9
Financial Services1.3
Consumer Cyclical1.1

Market Cap. Distribution

INSPIRION WEALTH ADVISORS, LLC has about 17.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.5
MEGA-CAP12.1
LARGE-CAP5.2

Stocks belong to which Index?

About 17% of the stocks held by INSPIRION WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.1
S&P 50015.9
RUSSELL 20001.1
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
95.7 %
TXN
texas instrs inc
53.5 %
ALDX
aldeyra therapeutics inc
43.8 %
PDSB
pds biotechnology corp
43.3 %
BNDD
kraneshares trust
39.8 %
Top 5 Winners ($)$
CGXU
capital group intl focus eqt
9.3 M
ABBV
abbvie inc
6.7 M
VIGI
vanguard whitehall fds
6.2 M
VB
vanguard index fds
3.7 M
VB
vanguard index fds
3.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
AMPS
ishares tr
-70.5 %
VB
vanguard index fds
-70.2 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-213.7 M
VB
vanguard index fds
-4.2 M
VAW
vanguard world fd
-4.0 M
ABT
abbott laboratories
-1.9 M
AMPS
ishares tr
-1.8 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 61.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CGXU was the most profitable stock for INSPIRION WEALTH ADVISORS, LLC last quarter.

$872.76MTotal Value
192Positions
07 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of INSPIRION WEALTH ADVISORS, LLC, last reported on 07 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSPIRION WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.19%15,390
$1.69M
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
$202.2K
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
$283.4K
0.03%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
INSPIRION WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.05%5,549
$416.6K
0.05%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
INSPIRION WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.04%3,959
$388.2K
0.04%
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
0.12%23,672
$1.03M
0.12%
decreased 13.14 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
0.03%8,738
$217.3K
0.03%
decreased 8.82 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.54%82,879
$4.68M
0.54%
decreased 2.78 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.22%20,268
$1.95M
0.22%
increased 0.48 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.17%36,725
$1.49M
0.17%
decreased 4.36 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
INSPIRION WEALTH ADVISORS, LLC's holding in Wisdomtree Tr over time
0.05%6,344
$463.8K
0.05%
increased 1.47 percentadded