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Assuredpartners Investment Advisors - Q1 2026 13F Filings

AS

Assuredpartners Investment Advisors, LLC

CIK: 0002055492
Address: Florida Tampa 4600 W. Cypress Suite 405
$919.18 M
Portfolio Value
402
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$29.07 M
2. VV Vanguard Large-Cap Etf
+$22.11 M
3. IXUS Ishares Core Msci Total International Stock Etf
+$15.28 M
4. SMLF Ishares Us Smallcap Equity Factor Etf
+$12.49 M
5. JAAA Janus Henderson Aaa Clo Etf
+$7.5 M

Top Sells

Q1 2026
1. IAU Ishares Gold Trust
−$8.98 M
2. FBCG Fidelity Blue Chip Growth Etf
−$5.17 M
3. QQQM Invesco Nasdaq 100 Etf
−$3.96 M
4. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
−$3.55 M
5. IWY Ishares Russell Top 200 Growth Etf
−$2.97 M

Asset Allocation

Stocks/ETFs
+36.47%
$915.64 M 99.61%
Options
$0 0.00%
Debt
$0 0.00%
Other
+192.66%
$3.55 M 0.39%

Sector Allocation (Stocks)

Assuredpartners Investment Advisors Q1 2026 Filing Summary

Assuredpartners Investment Advisors, LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 919.18 M reflecting a +36.75% change from the prior quarter, spanning 402 assets. The top 10 holdings comprised 23.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 95 new positions and 36 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Assuredpartners Investment Advisors’s Q1 2026 Filing

Assuredpartners Investment Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Assuredpartners Investment Advisors reported a managed portfolio value of 919.18 M, consisting of 402 individual positions.

This page displays the raw filing documents. To see which stocks Assuredpartners Investment Advisors bought or sold during Q1 2026, please visit Assuredpartners Investment Advisors's Portfolio Analysis page.