1y return+13.8%S&P 500 +20.9%
3y return+38.7%S&P 500 +68.5%
5y return+29.1%S&P 500 +74.5%
10y return+131.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $231 against $357 in the S&P 500.2
Inspirion Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VYMVanguard Whitehall Fds | $100.0M | 11.5% | +7.7% |
| VUGVanguard Index Fds | $90.7M | 10.4% | +5.7% |
| CGXUCapital Group Intl Focus Eqt | $70.2M | 8.0% | +2.1% |
| VOEVanguard Index Fds | $52.0M | 6.0% | −1.3% |
| ABBVAbbvie Inc | $50.1M | 5.7% | |
| JAAAJanus Detroit Str Tr | $43.4M | 5.0% | −15.9% |
| JMBSJanus Detroit Str Tr | $38.2M | 4.4% | +11.1% |
| CLOABlackrock Etf Trust II | $34.3M | 3.9% | +17.6% |
| VBVanguard Index Fds | $28.8M | 3.3% | +10.9% |
| VOTVanguard Index Fds | $26.4M | 3.0% | +18.0% |
| LMBSFirst Tr Exchange-traded Fd | $20.9M | 2.4% | +6.3% |
| HGERHarbor Etf Trust | $20.2M | 2.3% | +3.2% |
| VBRVanguard Index Fds | $19.8M | 2.3% | −18.7% |
| IJKIshares Tr | $19.3M | 2.2% | −9.1% |
| ABTAbbott Laboratories | $16.3M | 1.9% | −1.2% |
| AAPLApple Inc | $16.1M | 1.8% | −1.4% |
| VBKVanguard Index Fds | $15.2M | 1.7% | −16.4% |
| SPYGSpdr Series Trust | $14.7M | 1.7% | −25.8% |
| SPYVSpdr Series Trust | $12.3M | 1.4% | −33.0% |
| GLDMWorld Gold Tr | $9.5M | 1.1% | |
| IWSIshares Tr | $8.7M | 1.0% | |
| HQYHealthequity Inc | $6.0M | 0.7% | |
| GOOGAlphabet Inc | $5.5M | 0.6% | −1.3% |
| GLDSpdr Gold Tr | $4.8M | 0.5% | +4.5% |
| DONWisdomtree Tr | $4.7M | 0.5% | −2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $16.1M |
| GOOGAlphabet Inc | September 30, 2021 | +165.1% | $5.5M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $14.7M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $50.1M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $90.7M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $4.2M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $19.8M |
| GLDMWorld Gold Tr | June 30, 2022 | +121.4% | $9.5M |
| GLDSpdr Gold Tr | December 31, 2021 | +115.5% | $4.8M |
| IWSIshares Tr | June 30, 2020 | +115.1% | $8.7M |
Sold off last quarter
- JBBBJanus Detroit Str Tr was $367K
- HUBSHubspot Inc was $244K
- CVXChevron Corporation was $217K
- PSXPhillips 66 was $208K
- EQTEqt Corp was $203K
- WTIW & T Offshore Inc was $80K
- KOSKosmos Energy Ltd was $77K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | −0.5% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.1% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +2.0% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Inspirion Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633448&type=13F-HR&dateb=&owner=include&count=40CIK 1633448
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633448/000163344826000005/Filed July 7, 2026 · accession 0001633448-26-000005