§ 13F · FUND PROFILE
AssuredPartners Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $449M (13F)Positions · 268Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$166M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 372K | $34M | 3.7% | +586% |
| 2 | VV | VANGUARD INDEX FDS | 73K | $22M | 2.4% | NEW |
| 3 | FDVV | FIDELITY COVINGTON TRUST | 395K | $22M | 2.4% | +2% |
| 4 | FBCG | FIDELITY COVINGTON TRUST | 417K | $21M | 2.3% | −19% |
| 5 | AAPL | APPLE INC | 82K | $21M | 2.3% | +30% |
| 6 | VOO | VANGUARD INDEX FDS | 35K | $21M | 2.3% | +4% |
| 7 | SPTM | SPDR SERIES TRUST | 247K | $20M | 2.2% | +1% |
| 8 | GOOGL | ALPHABET INC | 66K | $20M | 2.1% | +43% |
| 9 | XMMO | INVESCO EXCHANGE TRADED FD T | 120K | $18M | 1.9% | −9% |
| 10 | NVDA | NVIDIA CORPORATION | 96K | $17M | 1.9% | +38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSUREDPARTNERS SIGNAL
AC read
AssuredPartners Investment Advisors, LLC is a Other fund managing $449 million in assets. The fund runs a broad portfolio of 268 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed