DOSSIER · 13F-HR · Q1 2026

AssuredPartners Investment Advisors, LLC

$919M in tracked AUM across 402 positions as of Q1 2026.

AI
CIK 0002055492 · last filed Mar 31, 2026
Total AUM
$919M
as of Q1 2026
Holdings
402
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

AssuredPartners Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$34M372K3.7%
02
VV
VANGUARD INDEX FDS
$22M73K2.4%
03
FDVV
FIDELITY COVINGTON TRUST
$22M395K2.4%
04
FBCG
FIDELITY COVINGTON TRUST
$21M417K2.3%
05
AAPL
APPLE INC
$21M82K2.3%
06
VOO
VANGUARD INDEX FDS
$21M35K2.3%
07
SPTM
SPDR SERIES TRUST
$20M247K2.2%
08
GOOGL
ALPHABET INC
$20M66K2.1%
09
XMMO
INVESCO EXCHANGE TRADED FD T
$18M120K1.9%
10
NVDA
NVIDIA CORPORATION
$17M96K1.9%

Filing history

2026Q1Mar 31
$919M 36.8%
402 positionsView →
2025Q4Dec 31
$672M 182.3%
342 positionsView →
2025Q3Sep 30
$238M 4.3%
138 positionsView →
2025Q2Jun 30
$228M 20.3%
130 positionsLocked
2025Q1Mar 31
$286M 44.2%
170 positionsLocked
2024Q4Dec 31
$513M
320 positionsLocked