Inspirion Wealth Advisors, LLC ETF holdings
Libertyville, IL
Reported $707.3M in 93 ETFs in its Form 13F for June 30, 2026.
ETF value
$707.3M
ETFs held
93
Change from prior quarter
+8.8%
With price moves
ETFs as a share of its 13F
81.0%
of $872.8M
Top 10 of 93 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $100.0M | 631,801 | +44,992 shares |
| VUG | Vanguard Morningstar Growth ETF | $90.7M | 1,052,890 | +886,795 shares |
| CGXU | Capital Group International Focus Equity ETF | $70.2M | 2,063,378 | +42,029 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $52.0M | 262,126 | −3,448 shares |
| JAAA | Janus Henderson AAA CLO ETF | $43.4M | 860,352 | −162,424 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $38.2M | 850,946 | +84,823 shares |
| CLOA | iShares AAA CLO Active ETF | $34.3M | 662,318 | +98,975 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $28.8M | 95,625 | +9,423 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $26.4M | 87,025 | +13,271 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $20.9M | 420,465 | +24,817 shares |
83 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001633448. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Inspirion Wealth Advisors, LLC own?
Inspirion Wealth Advisors, LLC reported 93 ETF positions worth $707.3M in its Form 13F for June 30, 2026. The largest was VYM, at $100.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.