AssuredPartners Investment Advisors, LLC

Est. AUM

$911.7M

13F long equity, this entity only

Positions

396

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$34.0M	372188	3.73%	SOLE
2	VANGUARD INDEX FDS	LARGE CAP ETF	$22.1M	73021	2.42%	SOLE
3	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$22.1M	395352	2.42%	SOLE
4	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$21.4M	416693	2.35%	SOLE
5	APPLE INC	COM	$21.2M	81715	2.32%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.1M	34896	2.32%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$19.8M	247434	2.17%	SOLE
8	ALPHABET INC	CAP STK CL A	$19.7M	65610	2.16%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$17.6M	119630	1.94%	SOLE
10	NVIDIA CORPORATION	COM	$17.1M	96132	1.87%	SOLE
11	MICROSOFT CORP	COM	$16.4M	43919	1.80%	SOLE
12	ISHARES TR	CORE MSCI TOTAL	$15.5M	177317	1.70%	SOLE
13	ISHARES TR	US SML CAP EQT	$12.5M	163184	1.37%	SOLE
14	JPMORGAN CHASE & CO	COM	$11.9M	40420	1.31%	SOLE
15	L3HARRIS TECHNOLOGIES INC	COM	$11.4M	31907	1.26%	SOLE
16	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$11.3M	247373	1.24%	SOLE
17	MICRON TECHNOLOGY INC	COM	$10.2M	27054	1.12%	SOLE
18	EXXON MOBIL CORP	COM	$10.1M	61693	1.11%	SOLE
19	WISDOMTREE TR	ITL HDG QTLY DIV	$10.0M	203535	1.10%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.9M	251219	1.09%	SOLE
21	AMAZON COM INC	COM	$8.8M	41463	0.97%	SOLE
22	WISDOMTREE TR	EMER MKT HIGH FD	$8.4M	170304	0.93%	SOLE
23	CISCO SYS INC	COM	$8.4M	104159	0.92%	SOLE
24	DIMENSIONAL ETF TRUST	SHORT DURATION F	$8.3M	174153	0.91%	SOLE
25	BROADCOM INC	COM	$7.6M	24181	0.83%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.6M	50800	0.83%	SOLE
27	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.5M	148547	0.82%	SOLE
28	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.3M	172534	0.80%	SOLE
29	BANK AMERICA CORP	COM	$7.2M	143567	0.79%	SOLE
30	TESLA INC	COM	$7.2M	20311	0.79%	SOLE
31	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$6.9M	144486	0.76%	SOLE
32	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.8M	71747	0.75%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$6.6M	20184	0.72%	SOLE
34	ELI LILLY & CO	COM	$6.5M	6962	0.71%	SOLE
35	META PLATFORMS INC	CL A	$6.4M	11167	0.70%	SOLE
36	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$6.1M	182693	0.67%	SOLE
37	CASEYS GEN STORES INC	COM	$6.0M	8013	0.66%	SOLE
38	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$5.9M	45520	0.65%	SOLE
39	CORNING INC	COM	$5.5M	37654	0.61%	SOLE
40	LAM RESEARCH CORP	COM NEW	$5.5M	24980	0.60%	SOLE
41	VISA INC	COM CL A	$5.4M	17770	0.59%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$5.4M	128059	0.59%	SOLE
43	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$5.3M	95984	0.59%	SOLE
44	ISHARES TR	MORNINGSTAR VALU	$5.3M	56112	0.58%	SOLE
45	ABBVIE INC	COM	$5.1M	24452	0.55%	SOLE
46	AMERICAN EXPRESS CO	COM	$4.9M	16089	0.54%	SOLE
47	VISTRA CORP	COM	$4.9M	32248	0.54%	SOLE
48	SCHWAB STRATEGIC TR	5 10YR CORP BD	$4.8M	212979	0.53%	SOLE
49	CSX CORP	COM	$4.8M	115599	0.53%	SOLE
50	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$4.7M	91892	0.51%	SOLE

1–50 of 396

1 / 8

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.