13F filer

AssuredPartners Investment Advisors

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2055492 SEC filings ↗

13F Value

$1.03B

Positions

416

Top Position

XMMO3.1%

Top 5

12.9%

Latest filing changes

vs Mar 31, 2026

1 XMMO Invesco S&P MidCap Momentum ETF +57.5%+$11.7M

2 BRK.B Berkshire Hathaway Class B +226.4%+$3.2M

3 DVN Devon Energy +437.8%+$3.1M

4 WM Waste Management +154.0%+$2.6M

5 AMGN Amgen +191.2%+$2.5M

Holdings416

#
1	XMMO Invesco S&P MidCap Momentum ETF	3.1%	$32.1M	+57.5%	188.4K	1.9%	ETF
2	FBCG Fidelity Blue Chip Growth ETF	2.5%	$26.3M	+1.7%	423.9K	2.3%	ETF
3	AAPL Apple	2.5%	$25.7M	+8.8%	88.9K	2.3%	Common Stock
4	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	2.4%	$24.9M	-0.8%	72.5K	2.4%	ETF
5	VOO Vanguard 500 Index Fund — ETF Shares	2.4%	$24.5M	+2.1%	35.6K	2.3%	ETF
6	FDVV Fidelity High Dividend ETF	2.4%	$24.4M	+2.2%	403.9K	2.4%	ETF
7	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 64,858 reported quantity $23,178,411 reported value	2.2%	$23.2M	-1.1%	64.9K	2.1%	Common Stock
8	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	2.2%	$22.9M	+1.9%	252.2K	2.2%	ETF
9	MU Micron Technology	2.2%	$22.6M	-27.6%	19.6K	1.1%	Common Stock
10	NVDA NVIDIA	1.8%	$19.0M	-1.3%	94.9K	1.9%	Common Stock
11	IXUS iShares Core MSCI Total International Stock ETF	1.6%	$16.8M	-0.9%	175.7K	1.7%	ETF
12	MSFT Microsoft	1.6%	$16.6M	+1.6%	44.6K	1.8%	Common Stock
13	SMLF iShares U.S. Small-Cap Equity Factor ETF	1.4%	$14.7M	+1.4%	165.5K	1.4%	ETF
14	FSMD Fidelity Small-Mid Multifactor ETF	1.3%	$13.1M	+0.4%	248.3K	1.2%	ETF
15	DFAC Dimensional U.S. Core Equity 2 ETF	1.2%	$12.8M	+15.2%	289.4K	1.1%	ETF
16	JPM JPMorgan Chase	1.2%	$12.8M	-3.1%	39.2K	1.3%	Common Stock
17	CSCO Cisco Systems	1.2%	$12.0M	-2.1%	101.9K	0.9%	Common Stock
18	AMZN Amazon	1.2%	$11.9M	+20.5%	50.0K	1.0%	Common Stock
19	IHDG Wisdomtree Tr — Itl Hdg Qtly Div	1.0%	$10.8M	+1.2%	205.9K	1.1%	Equity
20	LHX L3Harris Technologies	1.0%	$10.1M	+8.5%	34.6K	1.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing25

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.