Inspirion Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Inspirion Wealth Advisors, LLC reported 169 stock positions worth $816.7 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 8.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.5%) and Janus Henderson Aaa Clo ETF (JAAA, 8.4%). Compared with Q3 2025, it opened 33 new positions, sold out of 14, added to 50 and reduced 74. The biggest buy was a new position in iShares Aaa Clo Act ETF-Usdi (CLOA) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- LIBERTYVILLE, IL
- CIK
- 0001633448
- Portfolio Value
- $816.7M (Q4 2025)
- SEC Filing
- 0001633448-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 169 stocks · $816.7M
| VYM Vanguard High DVD Yield ETF | 8.81% | 501,324 | $72.0M | Add +16.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.47% | 141,720 | $69.1M | Add +9.7% |
| JAAA Janus Henderson Aaa Clo ETF | 8.42% | 1,359,660 | $68.8M | Reduce -31.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 6.84% | 1,890,344 | $55.9M | Add +38.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 5.88% | 270,583 | $48.0M | Reduce -1.4% |
| ABBV Abbvie Inc. | 5.71% | 204,103 | $46.6M | Add +0.9% |
| JMBS Janus Henderson Mortg Backed | 3.66% | 653,722 | $29.9M | Add +102.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.42% | 491,618 | $27.9M | Reduce -13.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.28% | 250,812 | $26.8M | Reduce -12.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.24% | 124,858 | $26.4M | Reduce -44.4% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 3.17% | 499,926 | $25.9M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 2.86% | 241,481 | $23.4M | Reduce -1.1% |
| ABT Abbott Laboratories | 2.86% | 186,576 | $23.4M | Reduce -2.5% |
| LMBS First Trust Low Duration Opp | 2.50% | 408,340 | $20.4M | Reduce -3.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.33% | 63,047 | $19.0M | Reduce -43.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.12% | 66,971 | $17.3M | Add +2973.5% |
| AAPL Apple Inc. | 1.85% | 55,488 | $15.1M | Reduce -5.8% |
| HGER Harbor Commodity All Weather | 1.83% | 602,939 | $15.0M | Add +35.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.34% | 39,238 | $11.0M | Add +324.2% |
| GLDM SPDR Gold Minishares Trust | 1.18% | 113,109 | $9.7M | Add +15.0% |
| IWS iShares Russell Mid-Cap Valu | 0.93% | 53,989 | $7.6M | Reduce -10.7% |
| WDAY Workday Inc. Class A | 0.86% | 32,845 | $7.1M | Reduce -9.4% |
| HQY Healthequity Inc. | 0.73% | 65,000 | $6.0M | Reduce -13.3% |
| GOOG Alphabet Inc. Class C | 0.64% | 16,726 | $5.2M | Add +18.7% |
| DON Wisdomtree US Midcap Dividen | 0.55% | 87,539 | $4.5M | Reduce -10.7% |
| MA Mastercard Inc. Class A | 0.55% | 7,908 | $4.5M | Reduce -11.3% |
| GLD SPDR Gold Shares | 0.55% | 11,247 | $4.5M | Add +82.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 5,955 | $4.1M | Reduce -9.2% |
| PG The Procter & Gamble Co. | 0.49% | 27,974 | $4.0M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.40% | 14,267 | $3.3M | Add +39.2% |
| CPNG Coupang Inc. | 0.39% | 134,314 | $3.2M | Reduce -1.2% |
| CEF Sprott Physical Gold and Sil | 0.38% | 67,819 | $3.1M | Add +21.3% |
| FMB First Trust Managed Municipa | 0.35% | 56,458 | $2.9M | Reduce -9.3% |
| MSFT Microsoft Corp. | 0.35% | 5,889 | $2.8M | Add +4.8% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 43,169 | $2.7M | Add +44.7% |
| FTGC First Trust Global Tactical | 0.31% | 107,563 | $2.5M | Reduce -22.0% |
| PYLD PIMCO Multisector Bond Actv | 0.29% | 87,712 | $2.3M | New |
| MUNI PIMCO Intermediate Municipal | 0.28% | 43,714 | $2.3M | Reduce -6.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 7,780 | $2.3M | Add +46.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.26% | 41,508 | $2.1M | Reduce -10.3% |
| NVDA Nvidia Corp. | 0.25% | 11,156 | $2.1M | Add +15.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.25% | 18,190 | $2.0M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.23% | 24,976 | $1.9M | New |
| VOO Vanguard S&P 500 ETF | 0.22% | 2,890 | $1.8M | New |
| DLN Wisdomtree US Largecap Divid | 0.22% | 20,089 | $1.8M | Add +2.2% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 14,233 | $1.8M | Reduce -4.9% |
| BAR Graniteshares Gold Trust | 0.21% | 40,445 | $1.7M | Add +15.0% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 7,810 | $1.7M | Reduce -1.5% |
| ZS Zscaler Inc. | 0.21% | 7,619 | $1.7M | Reduce -16.1% |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,487 | $1.7M | Reduce -23.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.20% | 18,187 | $1.7M | Reduce -16.9% |
| FIXD First Trust Smith Opportunis | 0.20% | 37,021 | $1.6M | Reduce -28.9% |
| JPM JPMorgan Chase & Co. | 0.20% | 4,976 | $1.6M | Add +70.8% |
| CSNR C&S Nat Resources Active ETF | 0.18% | 48,925 | $1.5M | New |
| WPC WP Carey Inc. | 0.18% | 23,341 | $1.5M | Reduce -31.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 2,978 | $1.5M | Reduce -8.8% |
| PFE Pfizer Inc. | 0.17% | 54,237 | $1.4M | Add +3.5% |
| MGOV FT Intermed Govt Oppt ETF | 0.16% | 65,060 | $1.3M | Reduce -48.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,156 | $1.3M | Reduce -6.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 14,688 | $1.3M | Add +0.7% |
| EW Edwards Lifesciences Corp. | 0.16% | 15,236 | $1.3M | Add +35.1% |
| DES Wisdomtree US Smallcap Divid | 0.16% | 38,805 | $1.3M | Reduce -12.2% |
| KR Kroger Co. | 0.15% | 19,217 | $1.2M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.15% | 3,817 | $1.2M | Add +109.3% |
| V Visa Inc. Class A | 0.14% | 3,314 | $1.2M | Add +1.6% |
| AHCO Adapthealth Corp. | 0.14% | 112,863 | $1.1M | Reduce -8.1% |
| META Meta Platforms Inc. Class A | 0.14% | 1,683 | $1.1M | Add +116.6% |
| DE Deere & Co. | 0.13% | 2,348 | $1.1M | Add +11.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 5,624 | $1.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.12% | 947 | $1.0M | Add +58.1% |
| FUMB First Trust Ultra Short Dur | 0.12% | 50,011 | $1.0M | Reduce -48.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 2,978 | $998K | Add +34.3% |
| IWO iShares Russell 2000 Growth | 0.11% | 2,815 | $909K | No change |
| IVE iShares S&P 500 Value ETF | 0.11% | 4,256 | $903K | Reduce -0.0% |
| BAX Baxter International Inc. | 0.11% | 45,013 | $860K | Add +76.6% |
| SNA Snap-on Inc. | 0.10% | 2,481 | $855K | No change |
| CME Cme Group Inc. | 0.10% | 3,120 | $852K | Add +1.3% |
| TFC Truist Financial Corp. | 0.10% | 16,990 | $836K | Add +8.2% |
| IAU iShares Gold Trust | 0.10% | 10,153 | $824K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 16,384 | $824K | New |
| COST Costco Wholesale Corp. | 0.10% | 934 | $805K | Add +10.3% |
| TSLA Tesla Inc. | 0.10% | 1,762 | $792K | Reduce -22.7% |
| FSMB First Trust Short Dur Manag | 0.10% | 39,295 | $788K | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.09% | 4,445 | $771K | Add +0.0% |
| VGT Vanguard Info Tech ETF | 0.09% | 1,015 | $765K | Add +101.8% |
| XOM Exxon Mobil Corp. | 0.09% | 6,221 | $749K | Add +2.1% |
| WMT Walmart Inc. | 0.09% | 6,683 | $745K | Reduce -1.1% |
| HDV iShares Core High Dividend E | 0.09% | 5,847 | $711K | Reduce -7.9% |
| MS Morgan Stanley | 0.08% | 3,738 | $664K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.08% | 7,168 | $663K | Reduce -6.1% |
| FVD First Trust Value Line DVD | 0.08% | 14,350 | $661K | Reduce -6.5% |
| EMBJ Embraer SA-Spon ADR | 0.08% | 10,156 | $654K | Reduce -16.4% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.08% | 30,393 | $623K | Reduce -9.8% |
| SBUX Starbucks Corp. | 0.07% | 7,116 | $599K | Reduce -2.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.07% | 6,317 | $595K | Reduce -20.1% |
| NSC Norfolk Southern Corp. | 0.07% | 1,923 | $555K | Reduce -4.2% |
| IEMG iShares Core MSCI Emerging | 0.07% | 8,195 | $551K | Reduce -0.3% |
| SLV iShares Silver Trust | 0.07% | 8,426 | $543K | Add +2.0% |
| MCD McDonald's Corp. | 0.07% | 1,774 | $542K | Reduce -47.2% |
| ORCL Oracle Corp. | 0.07% | 2,775 | $541K | Add +8.9% |
Portfolio Sells Q3 2025 → Q4 2025
| JAAA Janus Henderson Aaa Clo ETF | Reduce -31.5% | 8.42% | −5.71 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -44.4% | 3.24% | −3.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -43.5% | 2.33% | −1.84 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -13.6% | 3.42% | −0.79 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.4% | 5.88% | −0.56 |
| LMBS First Trust Low Duration Opp | Reduce -3.8% | 2.50% | −0.44 |
| WDAY Workday Inc. Class A | Reduce -9.4% | 0.86% | −0.38 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.1% | 2.86% | −0.28 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.49% | −0.22 |
| MGOV FT Intermed Govt Oppt ETF | Reduce -48.0% | 0.16% | −0.20 |
| ABT Abbott Laboratories | Reduce -2.5% | 2.86% | −0.19 |
| IWS iShares Russell Mid-Cap Valu | Reduce -10.7% | 0.93% | −0.19 |
| PDSB PDS Biotechnology Corp. | Reduce -47.6% | 0.02% | −0.17 |
| FTGC First Trust Global Tactical | Reduce -22.0% | 0.31% | −0.15 |
| FUMB First Trust Ultra Short Dur | Reduce -48.4% | 0.12% | −0.15 |
| DON Wisdomtree US Midcap Dividen | Reduce -10.7% | 0.55% | −0.15 |
| HQY Healthequity Inc. | Reduce -13.3% | 0.73% | −0.13 |
| FIXD First Trust Smith Opportunis | Reduce -28.9% | 0.20% | −0.13 |
| FTSM First Trust Enh Short Mat FD | Reduce -81.6% | 0.02% | −0.13 |
| WPC WP Carey Inc. | Reduce -31.7% | 0.18% | −0.11 |
| FMB First Trust Managed Municipa | Reduce -9.3% | 0.35% | −0.10 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.10 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -60.4% | 0.04% | −0.09 |
| CPNG Coupang Inc. | Reduce -1.2% | 0.39% | −0.08 |
| MCD McDonald's Corp. | Reduce -47.2% | 0.07% | −0.08 |
| AAPL Apple Inc. | Reduce -5.8% | 1.85% | −0.07 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -10.3% | 0.26% | −0.07 |
| MUNI PIMCO Intermediate Municipal | Reduce -6.9% | 0.28% | −0.07 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -56.0% | 0.04% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -11.3% | 0.55% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -16.9% | 0.20% | −0.06 |
| AHCO Adapthealth Corp. | Reduce -8.1% | 0.14% | −0.06 |
| DES Wisdomtree US Smallcap Divid | Reduce -12.2% | 0.16% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -23.5% | 0.21% | −0.05 |
| PHAT Phathom Pharmaceuticals Inc. | Reduce -45.9% | 0.04% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -12.4% | 3.28% | −0.05 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.04 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Reduce -51.9% | 0.06% | −0.04 |
| LFUS Littelfuse Inc. | Sold out | 0.00% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -56.1% | 0.03% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -55.5% | 0.03% | −0.04 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.04 |
| DNP DNP Select Income Fund Inc. | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.03 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 3.17% | +3.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2973.5% | 2.12% | +2.04 |
| CGXU Cap Group Intl Focus | Add +38.5% | 6.84% | +1.69 |
| JMBS Janus Henderson Mortg Backed | Add +102.0% | 3.66% | +1.54 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.7% | 8.47% | +1.52 |
| VYM Vanguard High DVD Yield ETF | Add +16.2% | 8.81% | +1.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +324.2% | 1.34% | +1.03 |
| GLDM SPDR Gold Minishares Trust | Add +15.0% | 1.18% | +0.46 |
| HGER Harbor Commodity All Weather | Add +35.8% | 1.83% | +0.43 |
| GLD SPDR Gold Shares | Add +82.0% | 0.55% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +18.7% | 0.64% | +0.31 |
| PYLD PIMCO Multisector Bond Actv | New | 0.29% | +0.29 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.23% | +0.23 |
| VOO Vanguard S&P 500 ETF | New | 0.22% | +0.22 |
| CEF Sprott Physical Gold and Sil | Add +21.3% | 0.38% | +0.19 |
| CSNR C&S Nat Resources Active ETF | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +39.2% | 0.40% | +0.14 |
| ABBV Abbvie Inc. | Add +0.9% | 5.71% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +70.8% | 0.20% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +44.7% | 0.33% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +109.3% | 0.15% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +15.9% | 0.25% | +0.09 |
| BAR Graniteshares Gold Trust | Add +15.0% | 0.21% | +0.08 |
| MS Morgan Stanley | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +46.5% | 0.28% | +0.08 |
| META Meta Platforms Inc. Class A | Add +116.6% | 0.14% | +0.07 |
| JBBB Janus Henderson B-BBB Clo Et | New | 0.06% | +0.06 |
| WCMI FT WCM International ETF | New | 0.06% | +0.06 |
| GDX Vaneck Gold Miners ETF | New | 0.06% | +0.06 |
| GDXJ Vaneck Junior Gold Miners | New | 0.06% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +35.1% | 0.16% | +0.05 |
| BA The Boeing Co. | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +101.8% | 0.09% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +58.1% | 0.12% | +0.05 |
| AUSM Allspring Ultra SH Muni ETF | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.04% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.04% | +0.04 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.04% | +0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.04% | +0.04 |
| CAH Cardinal Health Inc. | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.3% | 0.12% | +0.03 |
| VXF Vanguard Extended Market ETF | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | Add +2.0% | 0.07% | +0.03 |
| IBM Intl Business Machines Corp. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +47.7% | 0.07% | +0.03 |
| VFH Vanguard Financials ETF | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $872.8M | VYM, VUG, CGXU, VOE, ABBV |
| Q1 2026 | 177 | $802.5M | VYM, VUG, CGXU, JAAA, VOE |
| Q4 2025 | 169 | $816.7M | VYM, VUG, JAAA, CGXU, VOE |
| Q3 2025 | 150 | $714.6M | JAAA, VYM, VUG, VOE, VBR |
| Q2 2025 | 158 | $755.5M | JAAA, VYM, VUG, VOE, VBR |
| Q1 2025 | 158 | $719.9M | JAAA, VYM, VUG, VOE, VBR |
| Q4 2024 | 152 | $715.9M | JAAA, VYM, VUG, VOE, VBR |
| Q3 2024 | 154 | $715.1M | JAAA, VYM, VUG, VOE, VBR |
| Q2 2024 | 149 | $653.7M | JAAA, VYM, VUG, VOE, VBR |
| Q1 2024 | 149 | $605.1M | JAAA, VYM, VUG, VBR, VOE |