EdgeMarket › What Inspirion Wealth Advisors, Llc reported owning
What Inspirion Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
803.2MPositions
181Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VYM Vanguard High Dividend Yield ETF | 86.9M | 10.8% | 586.8K | 164.97 | +19.9% |
| VUG Vanguard Morningstar Growth ETF | 72.5M | 9.0% | 166.1K | 87.50 | +15.9% |
| CGXU Capital Group International Focus Equity ETF | 59.6M | 7.4% | 2.0M | 35.14 | +25.9% |
| JAAA Janus Henderson AAA CLO ETF | 51.5M | 6.4% | 1.0M | 50.67 | -0.1% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 48.9M | 6.1% | 265.6K | 208.64 | +21.9% |
| ABBV AbbVie Inc. | 43.8M | 5.5% | 201.3K | 264.96 | +26.7% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 34.6M | 4.3% | 766.1K | 44.37 | -1.2% |
| CLOA iShares AAA CLO Active ETF | 29.2M | 3.6% | 563.3K | 51.92 | +0.0% |
| VB Vanguard Morningstar Small-Cap ETF | 22.6M | 2.8% | 86.2K | 304.76 | +24.4% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 21.7M | 2.7% | 100.1K | 249.18 | +22.7% |
| HGER Harbor Commodity All-Weather Strategy ETF | 20.6M | 2.6% | 663.1K | 35.19 | +43.9% |
| LMBS First Trust Low Duration Opportunities ETF | 19.7M | 2.5% | 395.6K | 49.53 | -0.0% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 19.0M | 2.4% | 73.8K | 305.46 | +7.4% |
| ABT ABBOTT LABORATORIES | 18.4M | 2.3% | 179.1K | 116.64 | -11.9% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 18.4M | 2.3% | 182.7K | 115.45 | +24.2% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 17.0M | 2.1% | 300.1K | 63.51 | +17.5% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 16.4M | 2.0% | 167.4K | 120.21 | +22.2% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 15.1M | 1.9% | 50.1K | 358.65 | +26.5% |
| AAPL Apple Inc. | 14.0M | 1.7% | 55.3K | 309.35 | +36.9% |
| GLDM World Gold Trust | 11.0M | 1.4% | 118.4K | 91.32 | +37.7% |
| IWS iShares Russell Mid-Cap Value ETF | 7.7M | 1.0% | 53.0K | 171.98 | +26.3% |
| HQY HEALTHEQUITY, INC. | 5.4M | 0.7% | 65.0K | 105.41 | +18.4% |
| GLD SPDR GOLD TRUST | 5.3M | 0.7% | 12.4K | 423.36 | +37.3% |
| DON WisdomTree U.S. MidCap Dividend Fund | 4.5M | 0.6% | 85.2K | 58.26 | +12.6% |
| GOOG Alphabet Inc. | 4.4M | 0.6% | 15.5K | 341.75 | +70.7% |
| WDAY Workday, Inc. | 4.3M | 0.5% | 32.9K | 200.01 | -12.1% |
| PG PROCTER & GAMBLE Co | 3.9M | 0.5% | 27.2K | 144.68 | -9.3% |
| SPY SPDR S&P 500 ETF TRUST | 3.7M | 0.5% | 5.7K | 765.72 | +20.0% |
| AMZN AMAZON COM INC | 3.6M | 0.5% | 17.4K | 258.63 | +15.6% |
| CEF Sprott Physical Gold & Silver Trust | 3.6M | 0.4% | 74.4K | 47.25 | +52.6% |
| MA Mastercard Inc | 3.5M | 0.4% | 7.1K | 580.63 | -2.0% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 3.2M | 0.4% | 122.5K | 26.16 | -1.4% |
| VEA Vanguard FTSE Developed Markets ETF | 3.0M | 0.4% | 47.0K | 73.42 | +24.7% |
| FMB First Trust Managed Municipal ETF | 2.6M | 0.3% | 51.9K | 50.18 | +0.9% |
| CPNG Coupang, Inc. | 2.5M | 0.3% | 134.4K | 16.45 | -43.0% |
| WCMI First Trust WCM International Equity ETF | 2.4M | 0.3% | 145.7K | 19.81 | +26.8% |
| MSFT MICROSOFT CORP | 2.4M | 0.3% | 6.6K | 483.24 | -4.4% |
| FTGC First Trust Global Tactical Commodity Strategy | 2.4M | 0.3% | 84.3K | 30.55 | +22.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 2.3M | 0.3% | 8.1K | 82.97 | +15.9% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 2.3M | 0.3% | 43.7K | 51.72 | +0.8% |
| CSNR Cohen & Steers Natural Resources Active ETF | 2.3M | 0.3% | 60.1K | 38.79 | +42.8% |
| SMMU Short Term Municipal Bond Active Exchange-Trad | 2.1M | 0.3% | 41.5K | 50.29 | -0.2% |
| NVDA NVIDIA CORP | 1.9M | 0.2% | 11.0K | 214.72 | +22.4% |
| BAR GraniteShares Gold Trust | 1.9M | 0.2% | 40.4K | 45.44 | +37.6% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 1.8M | 0.2% | 20.2K | 100.73 | +18.5% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 1.7M | 0.2% | 18.1K | 110.42 | +30.5% |
| SHV iShares 0-1 Year Treasury Bond ETF | 1.7M | 0.2% | 15.4K | 110.31 | -0.0% |
| VIG Vanguard Div Appreciation ETF | 1.7M | 0.2% | 7.8K | 243.91 | +16.2% |
| IVW iShares S&P 500 Growth ETF | 1.6M | 0.2% | 14.2K | 138.83 | +22.2% |
| IVV iShares Core S&P 500 ETF | 1.6M | 0.2% | 2.4K | 769.31 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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