Institutional Fund
Inspirion Wealth Advisors, LLC
Libertyville, ILCIK 16334485 filings on record
Portfolio Value
$802.51M
Q1 2026
Holdings
177
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-1.7%
from $816.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds10.8%
- Vanguard Index Fds9.0%
- Capital Group Intl Focus Eqt7.4%
- Janus Detroit Str Tr6.4%
- Vanguard Index Fds6.1%
- Abbvie Inc5.5%
- Other54.7%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 586.8K | $86.91M | 10.8% | +85.5K | Added |
| 2 | Vanguard Index Fds | 166.1K | $72.55M | 9.0% | +24.4K | Added |
| 3 | Capital Group Intl Focus Eqt | 2.02M | $59.61M | 7.4% | +131.0K | Added |
| 4 | Janus Detroit Str Tr | 1.02M | $51.52M | 6.4% | −336.9K | Reduced |
| 5 | Vanguard Index Fds | 265.6K | $48.94M | 6.1% | −5.0K | Reduced |
| 6 | Abbvie Inc | 201.3K | $43.79M | 5.5% | −2.8K | Reduced |
| 7 | Janus Detroit Str Tr | 766.1K | $34.61M | 4.3% | +112.4K | Added |
| 8 | Blackrock ETF Trust II | 563.3K | $29.20M | 3.6% | +63.4K | Added |
| 9 | Vanguard Index Fds | 86.2K | $22.58M | 2.8% | +19.2K | Added |
| 10 | Vanguard Index Fds | 100.1K | $21.74M | 2.7% | −24.8K | Reduced |
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