INSPIRION WEALTH ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001633448
13F-HR · 77 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
72.9%
INSPIRION WEALTH ADVISORS, LLC — $202M AUM allocation strategy
INSPIRION WEALTH ADVISORS, LLC files SEC Form 13F and reports $202M of long US equity value across 77 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 30.8%, followed by Financials 15.0% and Information Technology 11.2%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
INSPIRION WEALTH ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$202M
total across 77 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VB +19.2K sh · +$5.3M+$AMZN +3.14K sh · +$332K+$BAX +2.65K sh · −$59.5K
Biggest trims (shares)
−$SPGI −60.8K sh · −$5.02M−$ABT −7.45K sh · −$4.98M−$PFE −5.17K sh · +$27.2K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Biotechnology21.7%—
- Financial Exchanges & Data10.9%—
- Health Care Equipment9.1%—
- Technology Hardware, Storage & Peripherals7.0%—
- Interactive Media & Services2.2%—
- Application Software2.1%—
- Personal Care Products1.9%—
- Broadline Retail1.8%—
- Other holdings43.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ABBV | AbbVie Inc | 201K | $43.8M | -2.77K | 21.7% |
| $SPGI | S&P Global Inc | 214K | $22M | -60.8K | 10.9% |
| $ABT | Abbott Laboratories | 179K | $18.4M | -7.45K | 9.1% |
| $AAPL | Apple Inc | 55.3K | $14M | -161 | 7.0% |
| $GOOGL | Alphabet Inc | 15.5K | $4.45M | -1.22K | 2.2% |
| $WDAY | Workday Inc | 32.9K | $4.27M | +30 | 2.1% |
| $PG | Procter & Gamble Company | 27.2K | $3.93M | -733 | 2.0% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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