INSPIRION WEALTH ADVISORS, LLC - Portfolio overview

INSPIRION WEALTH ADVISORS, LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 10.73%
2. VUG - VANGUARD INDEX FDS, 8.96%
3. CGXU - CAPITAL GROUP INTL FOCUS EQT, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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