Inspirion Wealth Advisors, LLC reported 96 positions worth $183.22M for the quarter ended Sep 30, 2026, up 0.4% on the prior quarter. It opened 7 new positions, added to 17, trimmed 33 and exited 7. Its largest holding is AbbVie Inc. at 26.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,040 | – | $307.75K | 0.168% |
| PSX Phillips 66 | +1,100 | – | $280.84K | 0.153% |
| MRK Merck & Co., Inc. | +1,653 | – | $240.24K | 0.131% |
| DELL Dell Technologies Inc. | +442 | – | $237.69K | 0.13% |
| TMO Thermo Fisher Scientific Inc. | +350 | – | $236.27K | 0.129% |
| EMR Emerson Electric Co | +1,329 | – | $206.13K | 0.113% |
| HUBS Hubspot Inc | +1,000 | – | $204.98K | 0.112% |
| NVDA Nvidia Corp | +453 | +4.5% | $103.46K | 1.33% |
| GOOGL Alphabet Inc. | +194 | +5.2% | $66.75K | 0.732% |
| GOOG Alphabet Inc. | +166 | +1.1% | $56.56K | 2.88% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABBV AbbVie Inc. | -15.2K | -7.6% | $3.98M | 26.29% |
| WDAY Workday, Inc. | -7,710 | -23.4% | $1.47M | 2.62% |
| ECHO EchoStar CORP | -6,174 | -100.0% | $622.83K | Exited |
| MAR Marriott International Inc | -1,549 | -100.0% | $570.53K | Exited |
| AAPL Apple Inc. | -1,547 | -2.8% | $515.18K | 9.64% |
| ABT Abbott Laboratories | -4,305 | -2.4% | $425.46K | 9.31% |
| GLDM World Gold Trust | -4,226 | -3.5% | $347.29K | 5.15% |
| AON Aon plc | -904 | -100.0% | $310.58K | Exited |
| IBM International Business Machines Corp | -896 | -100.0% | $256.48K | Exited |
| INGR Ingredion Inc | -2,299 | -100.0% | $219.83K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,040 | $307.75K | 0.168% |
| PSX Phillips 66 | +1,100 | $280.84K | 0.153% |
| MRK Merck & Co., Inc. | +1,653 | $240.24K | 0.131% |
| DELL Dell Technologies Inc. | +442 | $237.69K | 0.13% |
| TMO Thermo Fisher Scientific Inc. | +350 | $236.27K | 0.129% |
| EMR Emerson Electric Co | +1,329 | $206.13K | 0.113% |
| HUBS Hubspot Inc | +1,000 | $204.98K | 0.112% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ECHO EchoStar CORP | -6,174 | $622.83K | 0.341% |
| MAR Marriott International Inc | -1,549 | $570.53K | 0.313% |
| AON Aon plc | -904 | $310.58K | 0.17% |
| IBM International Business Machines Corp | -896 | $256.48K | 0.14% |
| INGR Ingredion Inc | -2,299 | $219.83K | 0.12% |
| QDEL QuidelOrtho Corp | -11.5K | $208.45K | 0.114% |
| ALDX Aldeyra Therapeutics, Inc. | -10.0K | $24.30K | 0.013% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABBV AbbVie Inc. | Healthcare | 184.2K | $48.17M | 26.29% | -15.2K | -7.6% | Reduced | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 53.0K | $17.66M | 9.64% | -1,547 | -2.8% | Reduced | 0% |
| 3 | ABT Abbott Laboratories | Healthcare | 172.7K | $17.06M | 9.31% | -4,305 | -2.4% | Reduced | 0.01% |
| 4 | GLDM World Gold Trust | Others | 114.9K | $9.44M | 5.15% | -4,226 | -3.5% | Reduced | 0.03% |
| 5 | HQY Healthequity, Inc. | Financial Services | 65.0K | $5.75M | 3.14% | 0 | 0.0% | Unchanged | 0.08% |
| 6 | GOOG Alphabet Inc. | Technology | 15.5K | $5.27M | 2.88% | +166 | +1.1% | Added | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 12.8K | $4.87M | 2.66% | -135 | -1.0% | Reduced | 0% |
| 8 | WDAY Workday, Inc. | Technology | 25.2K | $4.80M | 2.62% | -7,710 | -23.4% | Reduced | 0.01% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 17.3K | $4.31M | 2.35% | +53 | +0.3% | Added | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 27.1K | $3.93M | 2.15% | +26 | +0.1% | Added | 0% |
| 11 | MA Mastercard Inc | Financial Services | 6,469 | $3.57M | 1.95% | -6 | -0.1% | Reduced | 0% |
| 12 | MSFT Microsoft Corp | Technology | 6,269 | $3.22M | 1.76% | -2 | 0.0% | Reduced | 0% |
| 13 | CEF Sprott Physical Gold & Silver Trust | Others | 65.7K | $2.73M | 1.49% | -2,019 | -3.0% | Reduced | 0.03% |
| 14 | NVDA Nvidia Corp | Technology | 10.6K | $2.43M | 1.33% | +453 | +4.5% | Added | 0% |
| 15 | CPNG Coupang, Inc. | Consumer Discretionary | 134.2K | $1.86M | 1.02% | -150 | -0.1% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Inspirion Wealth Advisors.
As of its Q3 2026 13F filing, Inspirion Wealth Advisors, LLC’s five largest positions were AbbVie Inc. (ABBV) at 26.3%, Apple Inc. (AAPL) at 9.6%, Abbott Laboratories (ABT) at 9.3%, World Gold Trust (GLDM) at 5.2%, Healthequity, Inc. (HQY) at 3.1% of the reported portfolio.
Inspirion Wealth Advisors, LLC reported a 13F portfolio worth $183.22M across 96 positions for Q3 2026. That is up 0.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($307.75K), Phillips 66 ($280.84K), Merck & Co., Inc. ($240.24K). It opened 7 new positions.
Its largest sales by value were AbbVie Inc. ($3.98M), Workday, Inc. ($1.47M), EchoStar CORP ($622.83K). It exited 7 positions entirely.
From the Form 13F-HR reports Inspirion Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.