INSPIRION WEALTH ADVISORS, LLC
•CIK: 1633448•Filing: Q4 2025
**INSPIRION WEALTH ADVISORS, LLC** manages $817M across a diversified portfolio of 169 positions. The strategy exhibits a significant tilt toward established equity sectors, highlighted by top holdings including VYM at $72.0M and VUG at $69.1M. Further concentration is evident in fixed income and specialized indices, with JAAA commanding $68.8M. These top ten positions alone represent substantial exposure to core market segments.
Total AUM
$816.7M
QoQ Performance
+14.3%
Positions
116
Top 10 Concentration
57.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VYM
VUG
JAAA
CGXU
VOE
ABBV
VYM8.8%
VUG8.5%
JAAA8.4%
CGXU6.8%
VOE5.9%
ABBV5.7%
JMBS3.7%
SPYV3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
Healthcare9.0%
Technology3.6%
Financial1.2%
ETF0.9%
Consumer0.9%
Industrial0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW33 new positions
↑50 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023