Inspirion Wealth Advisors
Inspirion Wealth Advisors reported 185 stocks worth $880M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VYM (11.8%), VUG (11.4%) and CGXU (8.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to VYM, VUG and CGXU, trimmed ABBV, VBR and AAPL and sold out of XOM, ECHO and MAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VYM Vanguard Whitehall Fds | $104M | 11.8% | 669K | +37K (+6%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $100M | 11.4% | 1.1M | +57K (+5%) | 8 of 8 | |
| 3 |  CGXU Capital Group Intrtnl | $72M | 8.2% | 2.1M | +36K (+2%) | 8 of 8 | |
| 4 |  VOE Vanguard Index Fds | $51.4M | 5.8% | 263K | +846 (+0%) | 8 of 8 | |
| 5 |  ABBV Abbvie Inc | $48.2M | 5.5% | 184K | −15K (−8%) | 8 of 8 | |
| 6 |  JAAA Janus Detroit Str TR | $44M | 5.0% | 873K | +12K (+1%) | 8 of 8 | |
| 7 |  JMBS Janus Henderson Mortgage-Backed Securities ETF | $37.3M | 4.2% | 882K | +31K (+4%) | 8 of 8 | |
| 8 |  CLOA Ishares Aaa Clo Active ETF | $37M | 4.2% | 713K | +50K (+8%) | 5 of 8 | |
| 9 |  VOT Vanguard Index Fds | $28.5M | 3.2% | 98K | +10K (+12%) | 8 of 8 | |
| 10 |  VB Vanguard Index Fds | $27.6M | 3.1% | 97K | +1,429 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $910K | 6,676 |
 ECHO Echostar Corp | $623K | 6,174 |
 MAR Marriott Intl Inc New | $571K | 1,549 |
 AON Aon PLC | $311K | 904 |
 IBM Ibm Corp | $256K | 896 |
🔒 Free account: see all 11.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Inspirion Wealth Advisors 13F FAQ
What does Inspirion Wealth Advisors own?
Inspirion Wealth Advisors reported 185 stocks worth $880M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VYM (11.8%), VUG (11.4%) and CGXU (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Inspirion Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 47 added to, 51 trimmed and 11 sold out. New positions include XOM. It sold all of XOM, ECHO and MAR.
When will Inspirion Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Inspirion Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $880M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.