AssuredPartners Investment Advisors
AssuredPartners Investment Advisors reported 414 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are XMMO (3.1%), FBCG (2.5%) and AAPL (2.5%). Compared with Q1 2026, the fund opened new positions in IDMO, CSHI and TJX, added to XMMO, FBCG and AAPL, trimmed VV, GOOGL and MU and sold out of FLQM, CTRA and TSCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XMMO Invesco S & P Midcap | $32.1M | 3.1% | 188K | +69K (+57%) | 7 of 7 | |
| 2 |  FBCG Fidelity Covington Trust | $26.3M | 2.5% | 424K | +7,190 (+2%) | 7 of 7 | |
| 3 |  AAPL Apple Inc | $25.7M | 2.5% | 89K | +7,170 (+9%) | 7 of 7 | |
| 4 |  VV Vanguard Large Cap ETF | $24.9M | 2.4% | 72K | −559 (−1%) | 2 of 7 | |
| 5 |  VOO Vanguard S&P 500 ETF | $24.5M | 2.4% | 36K | +744 (+2%) | 7 of 7 | |
| 6 |  FDVV Fidelity Covington Trust | $24.4M | 2.4% | 404K | +8,539 (+2%) | 7 of 7 | |
| 7 |  GOOGL Alphabet Inc | $23.2M | 2.2% | 65K | −752 (−1%) | 7 of 7 | |
| 8 |  SPTM Spdr Series Trust | $22.9M | 2.2% | 252K | +4,747 (+2%) | 5 of 7 | |
| 9 |  MU Micron Technology Inc | $22.6M | 2.2% | 20K | −7,461 (−28%) | 7 of 7 | |
| 10 |  NVDA Nvidia Corporation | $19M | 1.8% | 95K | −1,246 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FLQM Franklin Templeton ETF TR | $5.3M | 96K |
 CTRA Coterra Energy Inc | $3.5M | 101K |
 TSCO Tractor Supply Co | $2.9M | 64K |
 GNOV First TR Exchng Traded FD VI | $2.1M | 54K |
 IDHQ Invesco S&P International Developed High Quality ETF | $1.9M | 34K |
🔒 Free account: see all 26.
Options
valued at the underlying shares
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →AssuredPartners Investment Advisors 13F FAQ
What does AssuredPartners Investment Advisors own?
AssuredPartners Investment Advisors reported 414 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are XMMO (3.1%), FBCG (2.5%) and AAPL (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did AssuredPartners Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 38 new positions, 180 added to, 144 trimmed and 26 sold out. New positions include IDMO, CSHI and TJX. It sold all of FLQM, CTRA and TSCO.
When will AssuredPartners Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is AssuredPartners Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.