DOSSIER · 13F-HR · Q1 2026

INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH's asset manager based in London, UK — $803M in tracked AUM across 181 positions as of Q1 2026.

IW

INSPIRION WEALTH·London, UK·Asset Manager

CIK 0001633448 · last filed Mar 31, 2026

Total AUM

$803M

▼ 6.6%

vs prior

Holdings

181

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Inspirion Wealth Advisors, LLC

Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $816.71M

1. Portfolio Overview

Inspirion Wealth Advisors, LLC managed approximately $816.7 million in assets as of December 31, 2025, spread across 169 holdings. The firm executed a significant strategic pivot during the quarter, characterized by a massive 120.8% growth in total portfolio value (up from $369.9 million in Q3 2025). Thi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD WHITEHALL FDS

$87M587K10.8%

02

VANGUARD INDEX FDS

$73M166K9.0%

03

CAPITAL GROUP INTL FOCUS EQT

$60M2.0M7.4%

04

JANUS DETROIT STR TR

$52M1.0M6.4%

05

VANGUARD INDEX FDS

$49M266K6.1%

06

ABBVIE INC

$44M201K5.5%

07

JANUS DETROIT STR TR

$35M766K4.3%

08

BLACKROCK ETF TRUST II

$29M563K3.6%

09

VANGUARD INDEX FDS

$23M86K2.8%

10

VANGUARD INDEX FDS

$22M100K2.7%

Filing history

Filing history loading…