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.
Filing history
Filing history loading…