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Disclosed positions
INSPIRION WEALTH ADVISORS, LLC: source evidence dated 2026-07-08T03:59:59.999Z.
- Issuer
- VANGUARD WHITEHALL FDS
- Ticker
- VYM
- Class
- HIGH DIV YLD
- Reported value
- $99,976,186
- Reported amount
- 631,801
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001633448-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $99,976,186 | 631,801 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $90,727,541 | 1,052,890 | SH | None |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $70,216,761 | 2,063,378 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $51,966,545 | 262,126 | SH | None |
| ABBVIE INC | ABBV | COM | $50,056,313 | 199,380 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $43,447,753 | 860,352 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $38,173,434 | 850,946 | SH | None |
| BLACKROCK ETF TRUST II | CLOA | ISHARES AAA CLO | $34,258,389 | 662,318 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $28,831,786 | 95,625 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $26,448,578 | 87,025 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | LMBS | FST LOW OPPT EFT | $20,888,702 | 420,465 | SH | None |
| HARBOR ETF TRUST | HGER | COMM ALL WEA ETF | $20,198,767 | 684,472 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $19,751,335 | 81,368 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $19,284,821 | 166,148 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $16,312,388 | 176,962 | SH | None |
| APPLE INC | AAPL | COM | $16,062,437 | 54,564 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $15,165,081 | 41,855 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $14,704,737 | 124,153 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $12,271,948 | 201,179 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $9,519,990 | 119,119 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $8,739,017 | 53,012 | SH | None |
| HEALTHEQUITY INC | HQY | COM | $5,998,850 | 65,000 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,477,864 | 15,306 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $4,786,670 | 12,916 | SH | None |
| WISDOMTREE TR | DON | US MIDCAP DIVID | $4,680,988 | 82,879 | SH | None |
| WORKDAY INC | WDAY | CL A | $4,287,837 | 32,915 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,186,348 | 5,614 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,168,358 | 17,246 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $3,985,846 | 27,036 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $3,782,374 | 143,598 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $3,382,799 | 6,475 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $3,347,887 | 47,582 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | WCMI | WCM INTL EQUITY | $2,802,311 | 145,726 | SH | None |
| SPROTT ASSET MANAGEMENT LP | CEF | PHYSICAL GOLD AN | $2,730,292 | 67,682 | SH | None |
| FIRST TR EXCH TRADED FD III | FMB | MANAGD MUN ETF | $2,647,543 | 51,538 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,622,398 | 32,617 | SH | None |
| COUPANG INC | CPNG | CL A | $2,436,019 | 134,364 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,409,674 | 6,271 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $2,363,156 | 45,064 | SH | None |
| PIMCO ETF TR | SMMU | SHTRM MUN BD ACT | $2,120,980 | 42,108 | SH | None |
| COHEN & STEERS ETF TRUST | CSNR | NATURAL RES ACTI | $2,043,883 | 61,790 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,010,951 | 10,178 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $1,954,076 | 20,268 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $1,935,620 | 14,141 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $1,863,321 | 17,117 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,846,753 | 7,810 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,846,557 | 2,694 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,824,423 | 2,435 | SH | None |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | FST TR GLB FD | $1,783,919 | 65,863 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $1,693,516 | 15,390 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 4 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.