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Noah Seidenberg

Inspirion Wealth Advisors, Llc

Assets Managed
$803.171M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-1.65%(2Q avg: 6.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspirion Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Inspirion Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 803.171M in assets, with a quarterly growth rate of -1.65% and a 2-quarter average growth rate of 6.32%. The portfolio is managed by Noah Seidenberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 17.06%
10.83%
$86.906M
586,809 shares@ $148.11 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 17.2%
9.04%
$72.549M
166,095 shares@ $436.79 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 6.94%
7.43%
$59.61M
2.021M shares@ $29.49 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -24.77%
6.42%
$51.517M
1.023M shares@ $50.37 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -1.85%
6.1%
$48.94M
265,574 shares@ $184.29 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.35%
5.46%
$43.789M
201,337 shares@ $217.5 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 17.2%
4.31%
$34.613M
766,123 shares@ $45.19 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 12.69%
3.64%
$29.201M
563,343 shares@ $51.84 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 28.72%
2.82%
$22.578M
86,202 shares@ $261.93 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -19.83%
2.71%
$21.745M
100,092 shares@ $217.25 avg price

1-10 of 177