AssuredPartners Investment Advisors, LLC
CIK 2055492
13F filing for Q2 2026・No. 2,528
- Holdings
- US$1.03B
- Quarter change
- +US$114.35M
- Entries
- 416
- Net bought (estimate)
- +US$5.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 26
- Cut 153
- Added 184
- Corporate actions 4
- Unchanged 39
Largest holdings
414 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM | Added | 188,397 | US$32.05M | 3.10% |
| FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | Added | 423,883 | US$26.33M | 2.55% |
| AAPLAppleCOM | Added | 88,885 | US$25.72M | 2.49% |
| VANGUARD INDEX FDSLARGE CAP ETF | Cut | 72,462 | US$24.92M | 2.41% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 35,640 | US$24.48M | 2.37% |
| FIDELITY COVINGTON TRUSTHIGH DIVID ETF | Added | 403,891 | US$24.35M | 2.36% |
| GOOGLAlphabetCAP STK CL A | Cut | 64,858 | US$23.18M | 2.24% |
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 252,181 | US$22.9M | 2.22% |
| MUMicronCOM | Cut | 19,593 | US$22.62M | 2.19% |
| NVDANvidiaCOM | Cut | 94,886 | US$18.99M | 1.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.