Inspirion Wealth Advisors, LLC

13F filer · CIK 0001633448

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$874MU.S. long equity reported on 13F

Positions11011 new · 6 closed

Net flow last quarter+$12.1MBuys minus sells

Top 10 positions weight27.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026110 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$100M	11.45%	Not reported	+7.7%	Q4 2014
ABBVAbbVie Inc.	$50.1M	5.73%	0.01%	-1.0%	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$26.4M	3.03%	Not reported	+18.0%	Q1 2015
ABTAbbott Laboratories	$16.3M	1.87%	0.01%	-1.2%	Q4 2014
AAPLApple Inc.	$16.1M	1.84%	0.00%	-1.4%	Q4 2014
GLDMWorld Gold Trust	$9.52M	1.09%	0.03%	+0.6%	Q2 2020
IWSImageware Systems Inc	$8.74M	1.00%	Not reported	-0.1%	Q4 2014
HQYHealthequity, Inc.	$6M	0.69%	0.08%	Not reported	Q3 2018
GOOGAlphabet Inc.	$5.48M	0.63%	Not reported	-1.3%	Q1 2021
GLDSPDR Gold Trust	$4.79M	0.55%	0.00%	+4.6%	Q4 2016
WDAYWorkday, Inc.	$4.29M	0.49%	0.02%	+0.1%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$4.19M	0.48%	Not reported	-0.7%	Q4 2014
AMZNAmazon Com Inc	$4.17M	0.48%	0.00%	-0.9%	Q2 2017
PGPROCTER & GAMBLE Co	$3.99M	0.46%	0.00%	-0.8%	Q4 2014
MAMastercard Inc	$3.38M	0.39%	0.00%	-8.5%	Q4 2014
CEFSprott Physical Gold & Silver Trust	$2.73M	0.31%	0.04%	-9.0%	Q4 2020
CPNGCoupang, Inc.	$2.44M	0.28%	Not reported	Not reported	Q3 2021
MSFTMicrosoft Corp	$2.41M	0.28%	0.00%	-4.4%	Q3 2018
SMMUOasys Mobile, Inc.	$2.12M	0.24%	Not reported	+1.5%	Q4 2022
NVDANvidia Corp	$2.01M	0.23%	0.00%	-7.1%	Q4 2021
FTGCSynergetics, Inc.	$1.78M	0.20%	Not reported	-21.9%	Q4 2020
JPMJPMorgan Chase & Co	$1.64M	0.19%	0.00%	-1.1%	Q1 2017
BARGraniteShares Gold Trust	$1.63M	0.19%	0.12%	+1.5%	Q1 2024
DEDeere & Co	$1.61M	0.18%	0.00%	+9.3%	Q4 2014
WPCW. P. Carey Inc.	$1.59M	0.18%	0.01%	-0.7%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.47M	0.17%	Not reported	Not reported	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.41M	0.16%	Not reported	Not reported	Q1 2021
EWEdwards Lifesciences Corp	$1.4M	0.16%	0.00%	Not reported	Q4 2014
GOOGLAlphabet Inc.	$1.34M	0.15%	0.00%	-1.5%	Q2 2018
TXNTexas Instruments Inc	$1.33M	0.15%	0.00%	+0.4%	Q1 2015
ZSZscaler, Inc.	$1.23M	0.14%	0.01%	+9.0%	Q2 2020
AHCOAdaptHealth Corp.	$1.2M	0.14%	0.08%	Not reported	Q3 2021
VVisa Inc.	$1.15M	0.13%	0.00%	-0.2%	Q4 2017
LLYELI LILLY & Co	$1.14M	0.13%	0.00%	+0.4%	Q1 2022
KRKroger Co	$1.09M	0.12%	0.00%	+0.8%	Q1 2017
PFEPfizer Inc	$1.09M	0.12%	0.00%	-6.9%	Q4 2021
BAXBaxter International Inc	$1.07M	0.12%	0.01%	+3.3%	Q4 2014
SNASnap-on Inc	$1M	0.11%	0.00%	Not reported	Q1 2015
CRWDCrowdStrike Holdings, Inc.	$940K	0.11%	0.00%	+2.4%	Q4 2023
CATCaterpillar Inc	$936K	0.11%	0.00%	+1.2%	Q1 2024
COSTCostco Wholesale Corp	$930K	0.11%	0.00%	+5.4%	Q2 2023
XOMExxonMobil Holdings Corp	$910K	0.10%	0.00%	-7.2%	Q4 2014
TFCTruist Financial Corp	$865K	0.10%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$836K	0.10%	0.00%	+5.8%	Q4 2014
TSLATesla, Inc.	$797K	0.09%	0.00%	+0.6%	Q1 2017
MSMorgan Stanley	$796K	0.09%	0.00%	+0.5%	Q1 2025
IAUIshares Gold Trust	$771K	0.09%	0.00%	Not reported	Q2 2022
METAMeta Platforms, Inc.	$756K	0.09%	Not reported	-6.7%	Q1 2024
SBUXStarbucks Corp	$745K	0.09%	0.00%	+1.2%	Q2 2018
CMECme Group Inc.	$720K	0.08%	0.00%	Not reported	Q1 2017

Q1 2026Reported Apr 8, 2026105 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$86.9M	10.82%	Not reported	+17.1%	Q4 2014
ABBVAbbVie Inc.	$43.8M	5.45%	0.01%	-1.4%	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$19M	2.36%	Not reported	+88.0%	Q1 2015
ABTAbbott Laboratories	$18.4M	2.29%	0.01%	-4.0%	Q4 2014
AAPLApple Inc.	$14M	1.75%	0.00%	-0.3%	Q4 2014
GLDMWorld Gold Trust	$11M	1.37%	0.04%	+4.7%	Q2 2020
IWSImageware Systems Inc	$7.73M	0.96%	Not reported	-1.8%	Q4 2014
HQYHealthequity, Inc.	$5.43M	0.68%	0.08%	Not reported	Q3 2018
GLDSPDR Gold Trust	$5.32M	0.66%	0.00%	+9.8%	Q4 2016
GOOGAlphabet Inc.	$4.45M	0.55%	Not reported	-7.3%	Q1 2021
WDAYWorkday, Inc.	$4.27M	0.53%	0.01%	+0.1%	Q3 2023
PGPROCTER & GAMBLE Co	$3.93M	0.49%	0.00%	-2.6%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.68M	0.46%	Not reported	-5.0%	Q4 2014
AMZNAmazon Com Inc	$3.63M	0.45%	0.00%	+22.0%	Q2 2017
CEFSprott Physical Gold & Silver Trust	$3.55M	0.44%	0.04%	+9.7%	Q4 2020
MAMastercard Inc	$3.54M	0.44%	0.00%	-10.5%	Q4 2014
CPNGCoupang, Inc.	$2.54M	0.32%	Not reported	0.0%	Q3 2021
MSFTMicrosoft Corp	$2.43M	0.30%	0.00%	+11.4%	Q3 2018
FTGCSynergetics, Inc.	$2.42M	0.30%	Not reported	-21.6%	Q4 2020
SMMUOasys Mobile, Inc.	$2.09M	0.26%	Not reported	Not reported	Q4 2022
NVDANvidia Corp	$1.91M	0.24%	0.00%	-1.8%	Q4 2021
BARGraniteShares Gold Trust	$1.87M	0.23%	0.12%	Not reported	Q1 2024
WPCW. P. Carey Inc.	$1.54M	0.19%	0.01%	-3.2%	Q4 2014
JPMJPMorgan Chase & Co	$1.46M	0.18%	0.00%	-0.2%	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.41M	0.18%	Not reported	-1.1%	Q4 2014
KRKroger Co	$1.39M	0.17%	0.00%	+0.2%	Q1 2017
PFEPfizer Inc	$1.38M	0.17%	0.00%	-9.5%	Q4 2021
AHCOAdaptHealth Corp.	$1.34M	0.17%	0.08%	Not reported	Q3 2021
DEDeere & Co	$1.32M	0.16%	0.00%	+0.1%	Q4 2014
EWEdwards Lifesciences Corp	$1.22M	0.15%	0.00%	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$1.22M	0.15%	0.00%	+15.6%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.12M	0.14%	Not reported	-9.8%	Q1 2021
ZSZscaler, Inc.	$1.08M	0.13%	0.00%	+1.1%	Q2 2020
GOOGLAlphabet Inc.	$1.08M	0.13%	0.00%	-1.6%	Q2 2018
VVisa Inc.	$990K	0.12%	0.00%	-1.2%	Q4 2017
COSTCostco Wholesale Corp	$951K	0.12%	0.00%	+2.1%	Q2 2023
CMECme Group Inc.	$920K	0.11%	0.00%	-0.2%	Q1 2017
WMTWalmart Inc.	$902K	0.11%	0.00%	+8.6%	Q4 2014
SNASnap-on Inc	$901K	0.11%	0.00%	Not reported	Q1 2015
IAUIshares Gold Trust	$895K	0.11%	0.00%	Not reported	Q2 2022
LLYELI LILLY & Co	$873K	0.11%	0.00%	+0.2%	Q1 2022
TXNTexas Instruments Inc	$863K	0.11%	0.00%	Not reported	Q1 2015
BAXBaxter International Inc	$801K	0.10%	0.01%	+5.9%	Q4 2014
TFCTruist Financial Corp	$781K	0.10%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$756K	0.09%	Not reported	-21.5%	Q1 2024
TSLATesla, Inc.	$692K	0.09%	0.00%	+5.7%	Q1 2017
FVDFirst Trust Value Line Dividend Fund	$675K	0.08%	Not reported	Not reported	Q2 2022
CATCaterpillar Inc	$661K	0.08%	0.00%	+0.1%	Q1 2024
SBUXStarbucks Corp	$637K	0.08%	0.00%	Not reported	Q2 2018
MSMorgan Stanley	$615K	0.08%	0.00%	Not reported	Q1 2025

Q4 2025Reported Jan 9, 202696 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$72M	8.81%	Not reported	+16.2%	Q4 2014
ABBVAbbVie Inc.	$46.6M	5.71%	0.01%	+0.9%	Q4 2014
ABTAbbott Laboratories	$23.4M	2.86%	0.01%	-2.5%	Q4 2014
AAPLApple Inc.	$15.1M	1.85%	0.00%	-5.8%	Q4 2014
VOTVan Kampen Municipal Opportunity Trust II	$11M	1.34%	Not reported	+324.2%	Q1 2015
GLDMWorld Gold Trust	$9.66M	1.18%	0.04%	+15.0%	Q2 2020
IWSImageware Systems Inc	$7.62M	0.93%	Not reported	-10.7%	Q4 2014
WDAYWorkday, Inc.	$7.05M	0.86%	0.01%	-9.4%	Q3 2023
HQYHealthequity, Inc.	$5.95M	0.73%	0.08%	-13.3%	Q3 2018
GOOGAlphabet Inc.	$5.25M	0.64%	Not reported	+18.7%	Q1 2021
MAMastercard Inc	$4.51M	0.55%	0.00%	-11.4%	Q4 2014
GLDSPDR Gold Trust	$4.46M	0.55%	0.00%	+82.0%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.06M	0.50%	Not reported	-9.2%	Q4 2014
PGPROCTER & GAMBLE Co	$4.01M	0.49%	0.00%	-4.1%	Q4 2014
AMZNAmazon Com Inc	$3.29M	0.40%	0.00%	+39.2%	Q2 2017
CPNGCoupang, Inc.	$3.17M	0.39%	Not reported	-1.2%	Q3 2021
CEFSprott Physical Gold & Silver Trust	$3.11M	0.38%	0.04%	+21.3%	Q4 2020
MSFTMicrosoft Corp	$2.85M	0.35%	0.00%	+4.8%	Q3 2018
FTGCSynergetics, Inc.	$2.5M	0.31%	Not reported	-22.0%	Q4 2020
SMMUOasys Mobile, Inc.	$2.09M	0.26%	Not reported	-10.3%	Q4 2022
NVDANvidia Corp	$2.08M	0.25%	0.00%	+15.9%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$1.9M	0.23%	0.01%	Not reported	Q4 2024
BARGraniteShares Gold Trust	$1.72M	0.21%	0.12%	+15.0%	Q1 2024
ZSZscaler, Inc.	$1.71M	0.21%	0.00%	-16.1%	Q2 2020
JPMJPMorgan Chase & Co	$1.6M	0.20%	0.00%	+70.8%	Q1 2017
WPCW. P. Carey Inc.	$1.5M	0.18%	0.01%	-31.7%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.5M	0.18%	Not reported	-8.8%	Q4 2014
PFEPfizer Inc	$1.35M	0.17%	0.00%	+3.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.32M	0.16%	Not reported	-6.0%	Q1 2021
EWEdwards Lifesciences Corp	$1.3M	0.16%	0.00%	+35.1%	Q4 2014
KRKroger Co	$1.2M	0.15%	0.00%	+1.1%	Q1 2017
GOOGLAlphabet Inc.	$1.19M	0.15%	0.00%	+109.3%	Q2 2018
VVisa Inc.	$1.16M	0.14%	0.00%	+1.6%	Q4 2017
AHCOAdaptHealth Corp.	$1.12M	0.14%	0.08%	-8.1%	Q3 2021
METAMeta Platforms, Inc.	$1.11M	0.14%	Not reported	+116.6%	Q1 2024
DEDeere & Co	$1.09M	0.13%	0.00%	+11.7%	Q4 2014
LLYELI LILLY & Co	$1.02M	0.12%	0.00%	+58.1%	Q1 2022
BAXBaxter International Inc	$860K	0.11%	0.01%	+76.6%	Q4 2014
SNASnap-on Inc	$855K	0.10%	0.00%	Not reported	Q1 2015
CMECme Group Inc.	$852K	0.10%	0.00%	+1.3%	Q1 2017
TFCTruist Financial Corp	$836K	0.10%	0.00%	+8.2%	Q3 2023
IAUIshares Gold Trust	$824K	0.10%	0.00%	Not reported	Q2 2022
COSTCostco Wholesale Corp	$805K	0.10%	0.00%	+10.3%	Q2 2023
TSLATesla, Inc.	$792K	0.10%	0.00%	-22.7%	Q1 2017
TXNTexas Instruments Inc	$771K	0.09%	0.00%	0.0%	Q1 2015
XOMExxonMobil Holdings Corp	$749K	0.09%	0.00%	+2.1%	Q4 2014
WMTWalmart Inc.	$745K	0.09%	0.00%	-1.1%	Q4 2014
MSMorgan Stanley	$664K	0.08%	0.00%	Not reported	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$661K	0.08%	Not reported	-6.5%	Q2 2022
EMBJEmbraer S.A.	$654K	0.08%	0.00%	-16.5%	Q1 2023

Q3 2025Reported Oct 6, 202591 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$55.3M	7.74%	Not reported	-5.6%	Q4 2014
ABBVAbbVie Inc.	$40M	5.59%	0.01%	-1.5%	Q4 2014
ABTAbbott Laboratories	$21.8M	3.05%	0.01%	+0.8%	Q4 2014
AAPLApple Inc.	$13.7M	1.92%	0.00%	+2.3%	Q4 2014
WDAYWorkday, Inc.	$8.86M	1.24%	0.02%	+9.2%	Q3 2023
IWSImageware Systems Inc	$8M	1.12%	Not reported	+1.1%	Q4 2014
HQYHealthequity, Inc.	$6.14M	0.86%	0.09%	+15.4%	Q3 2018
GLDMWorld Gold Trust	$5.13M	0.72%	0.04%	-5.0%	Q2 2020
PGPROCTER & GAMBLE Co	$5.05M	0.71%	0.00%	+3.0%	Q4 2014
MAMastercard Inc	$4.4M	0.62%	0.00%	+12.8%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.76M	0.53%	Not reported	+8.2%	Q4 2014
CPNGCoupang, Inc.	$3.34M	0.47%	Not reported	+1.2%	Q3 2021
FTGCSynergetics, Inc.	$3.27M	0.46%	Not reported	+13.7%	Q4 2020
MSFTMicrosoft Corp	$2.42M	0.34%	0.00%	+9.2%	Q3 2018
GOOGAlphabet Inc.	$2.36M	0.33%	Not reported	+5.6%	Q1 2021
SMMUOasys Mobile, Inc.	$2.34M	0.33%	Not reported	+13.5%	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$2.25M	0.32%	Not reported	+0.3%	Q1 2015
WPCW. P. Carey Inc.	$2.13M	0.30%	0.02%	+43.1%	Q4 2014
AMZNAmazon Com Inc	$1.91M	0.27%	0.00%	-25.8%	Q2 2017
ZSZscaler, Inc.	$1.55M	0.22%	0.01%	+5.6%	Q2 2020
PFEPfizer Inc	$1.52M	0.21%	0.00%	-19.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.5M	0.21%	Not reported	+8.4%	Q4 2014
GLDSPDR Gold Trust	$1.5M	0.21%	0.00%	-28.5%	Q4 2016
AHCOAdaptHealth Corp.	$1.38M	0.19%	0.09%	+8.9%	Q3 2021
CEFSprott Physical Gold & Silver Trust	$1.37M	0.19%	0.03%	-2.3%	Q4 2020
PDSBPDS Biotechnology Corp	$1.32M	0.18%	0.72%	+338.5%	Q2 2019
NVDANvidia Corp	$1.17M	0.16%	0.00%	-8.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.12M	0.16%	Not reported	+10.8%	Q1 2021
KRKroger Co	$1.09M	0.15%	0.00%	-0.5%	Q1 2017
MCDMcdonalds Corp	$1.02M	0.14%	0.00%	+96.7%	Q4 2014
BAXBaxter International Inc	$968K	0.14%	0.01%	+11.1%	Q4 2014
BMRNBiomarin Pharmaceutical Inc	$946K	0.13%	0.01%	+113.3%	Q1 2021
TXNTexas Instruments Inc	$918K	0.13%	0.00%	Not reported	Q1 2015
BARGraniteShares Gold Trust	$913K	0.13%	0.10%	-22.5%	Q1 2024
VVisa Inc.	$897K	0.13%	0.00%	+1.8%	Q4 2017
DEDeere & Co	$877K	0.12%	0.00%	-10.4%	Q4 2014
COSTCostco Wholesale Corp	$751K	0.11%	0.00%	-7.7%	Q2 2023
EWEdwards Lifesciences Corp	$744K	0.10%	0.00%	-0.8%	Q4 2014
BACBank of America Corp	$738K	0.10%	0.00%	+108.3%	Q4 2016
SNASnap-on Inc	$719K	0.10%	0.00%	Not reported	Q1 2015
XOMExxonMobil Holdings Corp	$714K	0.10%	0.00%	0.0%	Q4 2014
SBUXStarbucks Corp	$712K	0.10%	0.00%	+4.4%	Q2 2018
FVDFirst Trust Value Line Dividend Fund	$698K	0.10%	Not reported	+7.0%	Q2 2022
WMWaste Management Inc	$694K	0.10%	0.00%	+95.3%	Q2 2019
CMECme Group Inc.	$680K	0.10%	0.00%	-3.6%	Q1 2017
TFCTruist Financial Corp	$671K	0.09%	0.00%	-7.2%	Q3 2023
PHATPhathom Pharmaceuticals, Inc.	$662K	0.09%	0.05%	+84.9%	Q2 2022
JPMJPMorgan Chase & Co	$614K	0.09%	0.00%	-35.8%	Q1 2017
TSLATesla, Inc.	$596K	0.08%	0.00%	+14.5%	Q1 2017
WMTWalmart Inc.	$546K	0.08%	0.00%	+10.1%	Q4 2014

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