§ 13F · FUND PROFILE
AssuredPartners Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $408.9T (13F)Positions · 239Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBCG | FIDELITY COVINGTON TRUST | 517K | $28.4T | 4.2% | +23% |
| 2 | FDVV | FIDELITY COVINGTON TRUST | 387K | $21.9T | 3.3% | +3% |
| 3 | VOO | VANGUARD INDEX FDS | 33K | $21.0T | 3.1% | +5% |
| 4 | SPTM | SPDR SERIES TRUST | 245K | $20.2T | 3.0% | +3% |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | 131K | $18.1T | 2.7% | +22% |
| 6 | AAPL | APPLE INC | 63K | $17.1T | 2.5% | +102% |
| 7 | GOOGL | ALPHABET INC | 46K | $14.4T | 2.1% | +3% |
| 8 | MSFT | MICROSOFT CORP | 28K | $13.4T | 2.0% | +19% |
| 9 | NVDA | NVIDIA CORPORATION | 70K | $13.0T | 1.9% | +17% |
| 10 | FSMD | FIDELITY COVINGTON TRUST | 244K | $10.8T | 1.6% | +3% |
§ 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 $408922.1 trillion in assets. The fund runs a broad portfolio of 239 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed