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Inspirion Wealth Advisors, LLC
Inspirion Wealth Advisors, LLC is a Registered Investment Adviser (RIA) headquartered in Libertyville, Illinois. The firm was formed in 2012 from the combination of two established advisory firms. With 13 employees, Inspirion primarily serves individual clients, including both high net worth and non-high net worth individuals, and also manages pension and profit-sharing plans. The firm specializes in holistic financial planning, including retirement, estate, investment, tax, charitable, and insurance planning. Inspirion operates with a fiduciary duty, emphasizing objectivity and long-term client relationships.
Investment Strategy
Inspirion Wealth Advisors focuses on creating and executing holistic financial strategies for clients, with an emphasis on diversification and low-cost investments to minimize portfolio risk. Their philosophy centers on understanding each client's full financial life and goals, providing personalized advice that encompasses investments, tax considerations, estate planning, and retirement planning. They integrate these elements into comprehensive plans to anticipate and manage financial complexity, aiming to simplify wealth management and support long-term client well-being. As fiduciaries, they act solely in clients' best interests and strive for transparent, objective guidance.
Latest 13F Filing Activity
Inspirion Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 149 equity positions with a total 13F market value of $715M. The fund increased holdings in Janus Detroit STR TR, SPDR Series Trust, Apple Inc. among other positions. Inspirion Wealth Advisors, LLC reduced exposure to Blackrock Etf Trust II, Janus Detroit STR TR, Vanguard Index FDS among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS DETROIT STR TR | 14.13% | $101.0M | 1,984,889 | $50.35 | $50.78 | +$25.9M |
V VYM | VANGUARD WHITEHALL FDS | 7.74% | $55.3M | 431,306 | $90.77 | $140.95 | -$5.6M |
V VUG | VANGUARD INDEX FDS | 6.94% | $49.6M | 129,192 | $171.48 | $479.61 | -$7.4M |
V VOE | VANGUARD INDEX FDS | 6.44% | $46.0M | 274,441 | $113.38 | $174.58 | -$1.2M |
V VBR | VANGUARD INDEX FDS | 6.30% | $45.0M | 224,362 | $135.30 | $208.71 | -$180.1K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Libertyville, IL , United States | |
 | Managing Partner | Libertyville, IL , United States |
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