Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AssuredPartners Investment Advisors, LLC (CIK 2055492) reported $919.2M across 399 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($34.0M, 3.70%), VV ($22.1M, 2.41%), FDVV ($22.1M, 2.40%), FBCG ($21.4M, 2.33%), VOO ($21.1M, 2.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $34.0M | 3.70% | 372,188 | Added |
| 2 | VV | VANGUARD INDEX FDS | $22.1M | 2.41% | 73,021 | New |
| 3 | FDVV | FIDELITY COVINGTON TRUST | $22.1M | 2.40% | 395,352 | Added |
| 4 | FBCG | FIDELITY COVINGTON TRUST | $21.4M | 2.33% | 416,693 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $21.1M | 2.30% | 34,896 | Added |
| 6 | AAPL | APPLE INC | $21.2M | 2.30% | 81,715 | Added |
| 7 | SPTM | SPDR SERIES TRUST | $19.8M | 2.16% | 247,434 | Added |
| 8 | GOOGL | ALPHABET INC | $19.7M | 2.14% | 65,610 | Added |
| 9 | XMMO | INVESCO EXCHANGE TRADED FD T | $17.6M | 1.92% | 119,630 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $17.1M | 1.86% | 96,132 | Added |
| 11 | MSFT | MICROSOFT CORP | $16.4M | 1.78% | 43,919 | Added |
| 12 | IXUS | ISHARES TR | $15.5M | 1.69% | 177,317 | Added |
| 13 | SMLF | ISHARES TR | $12.5M | 1.36% | 163,184 | New |
| 14 | JPM | JPMORGAN CHASE & CO | $11.9M | 1.30% | 40,420 | Added |
| 15 | LHX | L3HARRIS TECHNOLOGIES INC | $11.4M | 1.25% | 31,907 | Added |
| 16 | FSMD | FIDELITY COVINGTON TRUST | $11.3M | 1.23% | 247,373 | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $10.2M | 1.11% | 27,054 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $10.1M | 1.10% | 61,693 | Added |
| 19 | IHDG | WISDOMTREE TR | $10.0M | 1.09% | 203,535 | Added |
| 20 | DFAC | DIMENSIONAL ETF TRUST | $9.9M | 1.08% | 251,219 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $8.8M | 0.96% | 41,463 | Added |
| 22 | DEM | WISDOMTREE TR | $8.4M | 0.92% | 170,304 | Added |
| 23 | CSCO | CISCO SYS INC | $8.4M | 0.91% | 104,159 | Added |
| 24 | DFSD | DIMENSIONAL ETF TRUST | $8.3M | 0.91% | 174,153 | Added |
| 25 | AVGO | BROADCOM INC | $7.6M | 0.83% | 24,181 | Added |
Source: SEC Form 13F filings · as of 2026-03-31