StockDriftsStockDriftsTop 50 AssuredPartners Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | 3.1% | 188.4K | $32.1M | +57.48%(+68.77K) | $135.58(+19.96%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.55% | 423.9K | $26.3M | +1.73%(+7.19K) | $46.56(+34.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.49% | 88.9K | $25.7M | +8.77%(+7.17K) | $252.71(+21.35%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 2.41% | 72.5K | $24.9M | -0.77%(-559) | $306.82(+16.09%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.37% | 35.6K | $24.5M | +2.13%(+744) | $548.82(+29.56%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.36% | 403.9K | $24.4M | +2.16%(+8.54K) | $50.83(+25.53%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.24% | 64.9K | $23.2M | -1.15%(-752) | $221.97(+58.34%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 2.22% | 252.2K | $22.9M | +1.92%(+4.75K) | $72.06(+30.24%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.19% | 19.6K | $22.6M | -27.58%(-7.46K) | $101.48(+749.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.84% | 94.9K | $19.0M | -1.30%(-1.25K) | $149.45(+47.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.19% |
AssuredPartners Investment Advisors, LLC reports $1.03B in US-listed equity holdings across 414 positions in its most recent 13F filing. Its largest disclosed positions are XMMO (3.1%), FBCG (2.5%) and AAPL (2.5%). The top 20 holdings account for 36.5% of reported assets. Its disclosed equity book has returned +28.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AssuredPartners Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055492). View AssuredPartners Investment Advisors, LLC’s 13F filings on SEC