Universe · entity
INSPIRION WEALTH ADVISORS, LLC
Institutional manager (13F) · CIK 1633448
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $733M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | $87M | 586,809 |
| 2 | VANGUARD INDEX FDS | $73M | 166,095 |
| 3 | CAPITAL GROUP INTL FOCUS EQT | $60M | 2,021,349 |
| 4 | JANUS DETROIT STR TR | $52M | 1,022,776 |
| 5 | VANGUARD INDEX FDS | $49M | 265,574 |
| 6 | ABBVIE INC | $44M | 201,337 |
| 7 | JANUS DETROIT STR TR | $35M | 766,123 |
| 8 | BLACKROCK ETF TRUST II | $29M | 563,343 |
| 9 | VANGUARD INDEX FDS | $23M | 86,202 |
| 10 | VANGUARD INDEX FDS | $22M | 100,092 |
| 11 | HARBOR ETF TRUST | $21M | 663,121 |
| 12 | FIRST TR EXCHANGE-TRADED FD | $20M | 395,648 |
| 13 | VANGUARD INDEX FDS | $19M | 73,754 |
| 14 | ABBOTT LABORATORIES | $18M | 179,131 |
| 15 | ISHARES TR | $18M | 182,728 |
| 16 | SPDR SERIES TRUST | $17M | 300,108 |
| 17 | SPDR SERIES TRUST | $16M | 167,415 |
| 18 | VANGUARD INDEX FDS | $15M | 50,068 |
| 19 | APPLE INC | $14M | 55,327 |
| 20 | WORLD GOLD TR | $11M | 118,365 |
| 21 | ISHARES TR | $8M | 53,046 |
| 22 | HEALTHEQUITY INC | $5M | 65,000 |
| 23 | SPDR GOLD TR | $5M | 12,354 |
| 24 | WISDOMTREE TR | $4M | 85,247 |
| 25 | ALPHABET INC | $4M | 15,503 |
| 26 | WORKDAY INC | $4M | 32,875 |
| 27 | PROCTER & GAMBLE CO | $4M | 27,241 |
| 28 | STATE STR SPDR S&P 500 ETF T | $4M | 5,656 |
| 29 | AMAZON COM INC | $4M | 17,406 |
| 30 | SPROTT ASSET MANAGEMENT LP | $4M | 74,403 |
| 31 | MASTERCARD INCORPORATED | $4M | 7,079 |
| 32 | PIMCO ETF TR | $3M | 122,510 |
| 33 | VANGUARD TAX-MANAGED FDS | $3M | 47,044 |
| 34 | FIRST TR EXCH TRADED FD III | $3M | 51,938 |
| 35 | COUPANG INC | $3M | 134,364 |
| 36 | FIRST TR EXCHANGE-TRADED FD | $2M | 145,654 |
| 37 | MICROSOFT CORP | $2M | 6,562 |
| 38 | FIRST TR EXCHANGE TRAD FD VI | $2M | 84,342 |
| 39 | VANGUARD INDEX FDS | $2M | 8,121 |
| 40 | PIMCO ETF TR | $2M | 43,714 |
| 41 | COHEN & STEERS ETF TRUST | $2M | 60,110 |
| 42 | PIMCO ETF TR | $2M | 41,508 |
| 43 | NVIDIA CORPORATION | $2M | 10,954 |
| 44 | GRANITESHARES GOLD TR | $2M | 40,445 |
| 45 | WISDOMTREE TR | $2M | 20,172 |
| 46 | SPDR SERIES TRUST | $2M | 18,069 |
| 47 | ISHARES TR | $2M | 15,390 |
| 48 | VANGUARD SPECIALIZED FUNDS | $2M | 7,810 |
| 49 | ISHARES TR | $2M | 14,233 |
| 50 | ISHARES TR | $2M | 2,443 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.