DOSSIER · 13F-HR · Q2 2026

AssuredPartners Investment Advisors, LLC

$1.0B in tracked AUM across 416 positions as of Q2 2026.

AI
CIK 0002055492 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
416
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AssuredPartners Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XMMO
INVESCO EXCHANGE TRADED FD T
$32M188K3.1%
02
FBCG
FIDELITY COVINGTON TRUST
$26M424K2.5%
03
AAPL
APPLE INC
$26M89K2.5%
04
VV
VANGUARD INDEX FDS
$25M72K2.4%
05
VOO
VANGUARD INDEX FDS
$24M36K2.4%
06
FDVV
FIDELITY COVINGTON TRUST
$24M404K2.4%
07
GOOGL
ALPHABET INC
$23M65K2.2%
08
SPTM
SPDR SERIES TRUST
$23M252K2.2%
09
MU
MICRON TECHNOLOGY INC
$23M20K2.2%
10
NVDA
NVIDIA CORPORATION
$19M95K1.8%

Filing history

2026Q2Jun 30
$1.0B 12.4%
416 positionsView →
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