INSPIRION WEALTH ADVISORS, LLC: 13F holdings
CIK 16334482026Q2
| Positions | 185 |
|---|---|
| Reported value | $873.5m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VYM VANGUARD WHITEHALL FDS | 631,801 | $100.0m | 11.4% |
| VUG VANGUARD INDEX FDS | 1,052,890 | $90.7m | 10.4% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 2,063,378 | $70.2m | 8.0% |
| VOE VANGUARD INDEX FDS | 262,126 | $52.0m | 5.9% |
| ABBV ABBVIE INC | 199,380 | $50.1m | 5.7% |
| JAAA JANUS DETROIT STR TR | 860,352 | $43.4m | 5.0% |
| JMBS JANUS DETROIT STR TR | 850,946 | $38.2m | 4.4% |
| BLACKROCK ETF TRUST II | 662,318 | $34.3m | 3.9% |
| VB VANGUARD INDEX FDS | 95,625 | $28.8m | 3.3% |
| VOT VANGUARD INDEX FDS | 87,025 | $26.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633448")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.