Inspirion Wealth Advisors, LLC
Annual return
—
SPY
—
Alpha
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Invested
$803.2M
Holdings
177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 431.3k shares)
10.8%
02
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 129.2k shares)
9.0%
03
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q4 2025: Exited (was 1.36M shares)
7.4%
04
$JAAA
JANUS DETROIT STR TR
Q4 2025: Exited (was 1.98M shares)
6.4%
05
$VOE
VANGUARD INDEX FDS
Q4 2025: Exited (was 274.4k shares)
6.1%
06
$ABBV
ABBVIE INC
Q4 2025: Exited (was 202.3k shares)
5.5%
07
$JMBS
JANUS DETROIT STR TR
Q4 2025: Exited (was 323.6k shares)
4.3%
08
$CLOA
BLACKROCK ETF TRUST II
Q3 2025: Exited (was 435.6k shares)
3.6%
09
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 2.2k shares)
2.8%
10
$VBR
VANGUARD INDEX FDS
Q4 2025: Exited (was 224.4k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:13 UTC.