AssuredPartners Investment Advisors, LLC
AssuredPartners Investment Advisors, LLC reported 416 positions worth $1.03B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: XMMO (3.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XMMO | SH | $32.1M | 3.10% | 188,397 | — | — | |
| ▸ 2 | FBCG | SH | $26.3M | 2.55% | 423,883 | — | — | |
| ▸ 3 | AAPL | SH | $25.7M | 2.49% | 88,885 | — | — | |
| ▸ 4 | VV | SH | $24.9M | 2.41% | 72,462 | — | — | |
| ▸ 5 | VOO | SH | $24.5M | 2.37% | 35,640 | — | — | |
| ▸ 6 | FDVV | SH | $24.4M | 2.36% | 403,891 | — | — | |
| ▸ 7 | GOOGL | SH | $23.2M | 2.24% | 64,858 | — | — | |
| ▸ 8 | SPTM | SH | $22.9M | 2.21% | 252,181 | — | — | |
| ▸ 9 | MU | SH | $22.6M | 2.19% | 19,593 | — | — | |
| ▸ 10 | NVDA | SH | $19.0M | 1.84% | 94,886 | — | — |
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Frequently Asked Questions
What stocks does AssuredPartners Investment Advisors, LLC hold as of Q2 2026?
AssuredPartners Investment Advisors, LLC reported 416 positions worth $1.03B in its Q2 2026 13F filing. Largest positions: XMMO (3.1%), FBCG (2.5%), AAPL (2.5%), VV (2.4%) and VOO (2.4%).
What did AssuredPartners Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AssuredPartners Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.