INSPIRION WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$816.7M
Holdings
169
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VYMVANGUARD WHITEHALL FDS | 501,324 | $72.0M | 8.81% | |
| 2 | VUGVANGUARD INDEX FDS | 141,720 | $69.1M | 8.47% | |
| 3 | JAAAJANUS DETROIT STR TR | 1,359,660 | $68.8M | 8.42% | |
| 4 | CGXUCAPITAL GROUP INTL FOCUS EQT | 1,890,344 | $55.9M | 6.84% | |
| 5 | VOEVANGUARD INDEX FDS | 270,583 | $48.0M | 5.88% | |
| 6 | ABBVABBVIE INC | 204,103 | $46.6M | 5.71% | |
| 7 | JMBSJANUS DETROIT STR TR | 653,722 | $29.9M | 3.66% | |
| 8 | SPYVSPDR SERIES TRUST | 491,618 | $27.9M | 3.42% | |
| 9 | SPYGSPDR SERIES TRUST | 250,812 | $26.8M | 3.28% | |
| 10 | VBRVANGUARD INDEX FDS | 124,858 | $26.4M | 3.24% | |
| 11 | CLOABLACKROCK ETF TRUST II | 499,926 | $25.9M | 3.17% | |
| 12 | IJKISHARES TR | 241,481 | $23.4M | 2.86% | |
| 13 | ABTABBOTT LABS | 186,576 | $23.4M | 2.86% | |
| 14 | LMBSFIRST TR EXCHANGE-TRADED FD | 408,340 | $20.4M | 2.50% | |
| 15 | VBKVANGUARD INDEX FDS | 63,047 | $19.0M | 2.33% | |
| 16 | VBVANGUARD INDEX FDS | 66,971 | $17.3M | 2.12% | |
| 17 | AAPLAPPLE INC | 55,488 | $15.1M | 1.85% | |
| 18 | HGERHARBOR ETF TRUST | 602,939 | $15.0M | 1.83% | |
| 19 | VOTVANGUARD INDEX FDS | 39,238 | $11.0M | 1.34% | |
| 20 | GLDMWORLD GOLD TR | 113,109 | $9.7M | 1.18% | |
| 21 | IWSISHARES TR | 53,989 | $7.6M | 0.93% | |
| 22 | WDAYWORKDAY INC | 32,845 | $7.1M | 0.86% | |
| 23 | HQYHEALTHEQUITY INC | 65,000 | $6.0M | 0.73% | |
| 24 | GOOGALPHABET INC | 16,726 | $5.2M | 0.64% | |
| 25 | DONWISDOMTREE TR | 87,539 | $4.5M | 0.55% | |
| 26 | MAMASTERCARD INCORPORATED | 7,908 | $4.5M | 0.55% | |
| 27 | GQ9SPDR GOLD TR | 11,247 | $4.5M | 0.55% | |
| 28 | SPYSPDR S&P 500 ETF TR | 5,955 | $4.1M | 0.50% | |
| 29 | PGPROCTER AND GAMBLE CO | 27,974 | $4.0M | 0.49% | |
| 30 | AMZNAMAZON COM INC | 14,267 | $3.3M | 0.40% | |
| 31 | CPNGCOUPANG INC | 134,314 | $3.2M | 0.39% | |
| 32 | CEF/USPROTT ASSET MANAGEMENT LP | 67,819 | $3.1M | 0.38% | |
| 33 | FMBFIRST TR EXCH TRADED FD III | 56,458 | $2.9M | 0.35% | |
| 34 | MSFTMICROSOFT CORP | 5,889 | $2.8M | 0.35% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 43,169 | $2.7M | 0.33% | |
| 36 | FTGCFIRST TR EXCHANGE TRAD FD VI | 107,563 | $2.5M | 0.31% | |
| 37 | PYLDPIMCO ETF TR | 87,712 | $2.3M | 0.29% | |
| 38 | MUNIPIMCO ETF TR | 43,714 | $2.3M | 0.28% | |
| 39 | VOVANGUARD INDEX FDS | 7,780 | $2.3M | 0.28% | |
| 40 | SMMUPIMCO ETF TR | 41,508 | $2.1M | 0.26% | |
| 41 | NVDANVIDIA CORPORATION | 11,156 | $2.1M | 0.25% | |
| 42 | SHVISHARES TR | 18,190 | $2.0M | 0.25% | |
| 43 | FBTCFIDELITY WISE ORIGIN BITCOIN | 24,976 | $1.9M | 0.23% | |
| 44 | VOOVANGUARD INDEX FDS | 2,890 | $1.8M | 0.22% | |
| 45 | DLNWISDOMTREE TR | 20,089 | $1.8M | 0.22% | |
| 46 | IVWISHARES TR | 14,233 | $1.8M | 0.21% | |
| 47 | BARGRANITESHARES GOLD TR | 40,445 | $1.7M | 0.21% | |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 7,810 | $1.7M | 0.21% | |
| 49 | ZSZSCALER INC | 7,619 | $1.7M | 0.21% | |
| 50 | IVVISHARES TR | 2,487 | $1.7M | 0.21% | |
| 51 | SLYVSPDR SERIES TRUST | 18,187 | $1.7M | 0.20% | |
| 52 | FIXDFIRST TR EXCHNG TRADED FD VI | 37,021 | $1.6M | 0.20% | |
| 53 | JPMJPMORGAN CHASE & CO. | 4,976 | $1.6M | 0.20% | |
| 54 | CSNRCOHEN & STEERS ETF TRUST | 48,925 | $1.5M | 0.18% | |
| 55 | WPCWP CAREY INC | 23,341 | $1.5M | 0.18% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,978 | $1.5M | 0.18% | |
| 57 | PFEPFIZER INC | 54,237 | $1.4M | 0.17% | |
| 58 | MGOVFIRST TR EXCHANGE-TRADED FD | 65,060 | $1.3M | 0.16% | |
| 59 | NDQINVESCO QQQ TR | 2,156 | $1.3M | 0.16% | |
| 60 | AQLTISHARES TR | 14,688 | $1.3M | 0.16% | |
| 61 | EWEDWARDS LIFESCIENCES CORP | 15,236 | $1.3M | 0.16% | |
| 62 | DESWISDOMTREE TR | 38,805 | $1.3M | 0.16% | |
| 63 | KRKROGER CO | 19,217 | $1.2M | 0.15% | |
| 64 | GOOGLALPHABET INC | 3,817 | $1.2M | 0.15% | |
| 65 | VVISA INC | 3,314 | $1.2M | 0.14% | |
| 66 | AHCOADAPTHEALTH CORP | 112,863 | $1.1M | 0.14% | |
| 67 | METAMETA PLATFORMS INC | 1,683 | $1.1M | 0.14% | |
| 68 | DEDEERE & CO | 2,348 | $1.1M | 0.13% | |
| 69 | VTVVANGUARD INDEX FDS | 5,624 | $1.1M | 0.13% | |
| 70 | LLYELI LILLY & CO | 947 | $1.0M | 0.12% | |
| 71 | FUMBFIRST TR EXCH TRADED FD III | 50,011 | $1.0M | 0.12% | |
| 72 | VTIVANGUARD INDEX FDS | 2,978 | $998K | 0.12% | |
| 73 | IWOISHARES TR | 2,815 | $909K | 0.11% | |
| 74 | IVEISHARES TR | 4,256 | $902K | 0.11% | |
| 75 | BAXBAXTER INTL INC | 45,013 | $860K | 0.11% | |
| 76 | SNASNAP ON INC | 2,481 | $854K | 0.10% | |
| 77 | CMECME GROUP INC | 3,120 | $852K | 0.10% | |
| 78 | TFCTRUIST FINL CORP | 16,990 | $836K | 0.10% | |
| 79 | IAU*ISHARES GOLD TR | 10,153 | $824K | 0.10% | |
| 80 | VTEBVANGUARD MUN BD FDS | 16,384 | $823K | 0.10% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 934 | $805K | 0.10% | |
| 82 | TSLATESLA INC | 1,762 | $792K | 0.10% | |
| 83 | FSMBFIRST TR EXCH TRADED FD III | 39,295 | $787K | 0.10% | |
| 84 | TXNTEXAS INSTRS INC | 4,445 | $771K | 0.09% | |
| 85 | VGTVANGUARD WORLD FD | 1,015 | $764K | 0.09% | |
| 86 | XOMEXXON MOBIL CORP | 6,221 | $748K | 0.09% | |
| 87 | WMTWALMART INC | 6,683 | $744K | 0.09% | |
| 88 | HDVISHARES TR | 5,847 | $711K | 0.09% | |
| 89 | DWDMORGAN STANLEY | 3,738 | $663K | 0.08% | |
| 90 | MDYGSPDR SERIES TRUST | 7,168 | $662K | 0.08% | |
| 91 | FVDFIRST TR EXCHANGE-TRADED FD | 14,350 | $661K | 0.08% | |
| 92 | EMBJEMBRAER S.A. | 10,156 | $653K | 0.08% | |
| 93 | CAAAFIRST TR EXCHANGE-TRADED FD | 30,393 | $623K | 0.08% | |
| 94 | SBUXSTARBUCKS CORP | 7,116 | $599K | 0.07% | |
| 95 | SLYGSPDR SERIES TRUST | 6,317 | $594K | 0.07% | |
| 96 | NSCNORFOLK SOUTHN CORP | 1,923 | $555K | 0.07% | |
| 97 | IEMGISHARES INC | 8,195 | $550K | 0.07% | |
| 98 | MCDMCDONALDS CORP | 1,774 | $542K | 0.07% | |
| 99 | SLVISHARES SILVER TR | 8,426 | $542K | 0.07% | |
| 100 | ORCLORACLE CORP | 2,775 | $540K | 0.07% |
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