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Noah Seidenberg

Inspirion Wealth Advisors, Llc

Assets Managed
$873.522M
Holdings
185
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
8.76%(2Q avg: 3.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspirion Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 185 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 873.522M in assets, with a quarterly growth rate of 8.76% and a 2-quarter average growth rate of 3.56%. The portfolio is managed by Noah Seidenberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 7.67%
11.45%
$99.976M
631,801 shares@ $158.24 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 533.91%
10.39%
$90.728M
1.053M shares@ $86.18 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 2.08%
8.04%
$70.217M
2.063M shares@ $34.04 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -1.29%
5.95%
$51.967M
262,126 shares@ $198.26 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.97%
5.74%
$50.056M
199,380 shares@ $251.06 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -15.88%
4.98%
$43.448M
860,352 shares@ $50.5 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 11.08%
4.38%
$38.173M
850,946 shares@ $44.86 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 17.57%
3.93%
$34.258M
662,318 shares@ $51.73 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 10.94%
3.31%
$28.832M
95,625 shares@ $301.51 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 18%
3.03%
$26.449M
87,025 shares@ $303.92 avg price

1-10 of 185