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Assuredpartners Investment Advisors - Q4 2025 13F Filings

AS

Assuredpartners Investment Advisors, LLC

CIK: 0002055492
Address: Florida Tampa 4600 W. Cypress Suite 405
$672.16 M
Portfolio Value
342
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IHDG Wisdomtree International Hed
+$9.75 M
2. AAPL Apple
+$8.63 M
3. QQQM Invesco Nasdaq 100 Etf
+$6.06 M
4. JPIB Jpmorgan Intl Bnd Etf
+$5.88 M
5. FBCG Fidelity Blue Chip Growth Etf
+$5.31 M
6. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$4.96 M

Top Sells

Q4 2025
1. HON Honeywell International
−$3.94 M
2. TTE Totalenergies Se
−$1.12 M
3. ARCC Ares Capital Corporation
−$854,617.36
4. PSDM Pgim Short Duration Multi-Sector Bond Etf
−$705,117
5. FOUR Shift4 Payments
−$508,054

Asset Allocation

Stocks/ETFs
+53.16%
$670.95 M 99.82%
Options
$0 0.00%
Debt
$0 0.00%
Other
-88.73%
$1.21 M 0.18%

Sector Allocation (Stocks)

Assuredpartners Investment Advisors Q4 2025 Filing Summary

Assuredpartners Investment Advisors, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 672.16 M reflecting a +49.62% change from the prior quarter, spanning 342 assets. The top 10 holdings comprised 26.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 94 new positions and 16 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Assuredpartners Investment Advisors’s Q4 2025 Filing

Assuredpartners Investment Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Assuredpartners Investment Advisors reported a managed portfolio value of 672.16 M, consisting of 342 individual positions.

This page displays the raw filing documents. To see which stocks Assuredpartners Investment Advisors bought or sold during Q4 2025, please visit Assuredpartners Investment Advisors's Portfolio Analysis page.