Arkolith/Funds/AssuredPartners Investment Advisors, LLC

AssuredPartners Investment Advisors, LLC

CIK 2055492
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

AssuredPartners Investment Advisors, LLC holds a diversified book of 414 stocks worth $1.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Invesco S&P International De and trimmed Vanguard Large-Cap ETF. Their largest long position is Invesco S&P Midcap Momentum at 3% of the equity book. They also disclosed $7K in call options (bullish), shown separately below and excluded from the equity book.

Opened
129
bought for the first time
Added to
186
already held, bought more
Trimmed
151
sold some, still holds it
Sold out
26
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
24%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

45% mapped to company sectors

ETF / fund or unclassified
55%
Information Technology
18%
Financials
7%
Consumer Discretionary
4%
Industrials
4%
Health Care
3%
Utilities
2%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as AssuredPartners Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN80 / 80$134.7B
LPL Financial LLC80 / 80$64.8B
ENVESTNET ASSET MANAGEMENT INC80 / 80$58.7B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$16.5B
CWM, LLC80 / 80$6.3B
JPMORGAN CHASE & CO79 / 80$495.7B
RAYMOND JAMES FINANCIAL INC79 / 80$92.6B
Cetera Investment Advisers79 / 80$18.0B

Ranked by how many of AssuredPartners Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

414 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$32.1M188.4K
3.1%
+57%
Added · +69K sh
2Fidelity Covington Trust
BLUE CHIP GRWTH
$26.3M423.9K
2.5%
+1.7%
Added · +7K sh
3Apple Inc
COM
$25.7M88.9K
2.5%
+8.8%
Added · +7K sh
4Vanguard Index FDS
LARGE CAP ETF
$24.9M72.5K
2.4%
−0.8%
Reduced · −559 sh
5Vanguard Index FDS
S&P 500 ETF SHS
$24.5M35.6K
2.4%
+2.1%
Added · +744 sh
6Fidelity Covington Trust
HIGH DIVID ETF
$24.4M403.9K
2.4%
+2.1%
Added · +9K sh
7Alphabet Inc
CAP STK CL A
$23.2M64.9K
2.2%
−1.1%
Reduced · −752 sh
8SPDR Series Trust
ST STR PR SP1500
$22.9M252.2K
2.2%
+1.9%
Added · +5K sh
9Micron Technology Inc
COM
$22.6M19.6K
2.2%
−28%
Reduced · −7K sh
10Nvidia Corporation
COM
$19.0M94.9K
1.8%
−1.3%
Reduced · −1K sh
11Ishares TR
CORE MSCI TOTAL
$16.8M175.7K
1.6%
−0.9%
Reduced · −2K sh
12Microsoft Corp
COM
$16.6M44.6K
1.6%
+1.6%
Added · +682 sh
13Ishares TR
US SML CAP EQT
$14.7M165.5K
1.4%
+1.4%
Added · +2K sh
14Fidelity Covington Trust
SML MID MLTFCT
$13.1M248.3K
1.3%
+0.4%
Added · +919 sh
15Dimensional ETF Trust
US COR EQU 2 ETF
$12.8M289.4K
1.2%
+15%
Added · +38K sh
16JPMorgan Chase & Co
COM
$12.8M39.2K
1.2%
−3.1%
Reduced · −1K sh
17Cisco Sys Inc
COM
$12.0M101.9K
1.2%
−2.1%
Reduced · −2K sh
18Amazon Com Inc
COM
$11.9M50.0K
1.2%
+21%
Added · +9K sh
19Wisdomtree TR
ITL HDG QTLY DIV
$10.8M205.9K
1.0%
+1.1%
Added · +2K sh
20L3harris Technologies Inc
COM
$10.1M34.6K
1.0%
+8.5%
Added · +3K sh
21Wisdomtree TR
EMER MKT HIGH FD
$9.3M172.4K
0.9%
+1.3%
Added · +2K sh
22Tesla Inc
COM
$8.7M20.7K
0.8%
+1.7%
Added · +355 sh
23Broadcom Inc
COM
$8.7M22.9K
0.8%
−5.2%
Reduced · −1K sh
24Exxon Mobil Corp
COM
$8.5M62.4K
0.8%
+1.2%
Added · +729 sh
25Dimensional ETF Trust
SHOR DUR FIX ETF
$8.5M177.9K
0.8%
+2.1%
Added · +4K sh
26Bank Of Amer Corp
COM
$8.3M145.6K
0.8%
+1.4%
Added · +2K sh
27Janus Detroit STR TR
HENDRSON AAA CL
$8.2M163.1K
0.8%
+9.8%
Added · +15K sh
28Lam Research Corp
COM NEW
$8.1M18.7K
0.8%
−25%
Reduced · −6K sh
29Vanguard Whitehall FDS
HIGH DIV YLD
$8.0M50.7K
0.8%
−0.1%
Reduced · −57 sh
30SPDR Series Trust
ST STR BLO 1 ETF
$7.7M84.3K
0.7%
−77%
Reduced · −288K sh
31Vanguard Index FDS
TOTAL STK MKT
$7.7M20.9K
0.7%
+3.3%
Added · +669 sh
32Eli Lilly & Co
COM
$7.6M6.4K
0.7%
−8.8%
Reduced · −610 sh
33Dimensional ETF Trust
CORE FIXE IN ETF
$7.4M175.7K
0.7%
+1.8%
Added · +3K sh
34J P Morgan Exchange Traded F
INTL BD OPP ETF
$7.4M153.2K
0.7%
+6.0%
Added · +9K sh
35Vanguard Whitehall FDS
INTL HIGH ETF
$7.3M74.3K
0.7%
+3.5%
Added · +3K sh
36Corning Inc
COM
$7.2M28.3K
0.7%
−25%
Reduced · −9K sh
37Invesco Exchange Traded FD T
LARG CAP GRO ETF
$7.2M42.6K
0.7%
−6.3%
Reduced · −3K sh
38Caseys Gen Stores Inc
COM
$6.5M8.2K
0.6%
+2.1%
Added · +167 sh
39Dell Technologies Inc
CL C
$6.4M14.9K
0.6%
−13%
Reduced · −2K sh
40Abbvie Inc
COM
$6.4M25.3K
0.6%
+3.5%
Added · +869 sh
41Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$6.2M20.6K
0.6%
+55%
Added · +7K sh
42Visa Inc
COM CL A
$6.2M18.1K
0.6%
+1.7%
Added · +299 sh
43Ishares TR
MSCI USA MMENTM
$5.6M16.4K
0.5%
−11%
Reduced · −2K sh
44CSX Corp
COM
$5.6M118.4K
0.5%
+2.4%
Added · +3K sh
45Fidelity Covington Trust
MSCI ENERGY IDX
$5.6M188.5K
0.5%
+3.2%
Added · +6K sh
46American Express Co
COM
$5.5M16.4K
0.5%
+1.7%
Added · +273 sh
47Vistra Corp
COM
$5.5M34.4K
0.5%
+6.5%
Added · +2K sh
48Ishares TR
MORNINGSTAR VALU
$5.4M53.6K
0.5%
−4.4%
Reduced · −2K sh
49Morgan Stanley
COM NEW
$5.4M25.9K
0.5%
−1.3%
Reduced · −330 sh
50First TR Exchng Traded FD VI
FT VEST U.S EQT
$5.3M120.6K
0.5%
−5.8%
Reduced · −7K sh
Showing 50 of 414 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$7K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishJOBY AVIATION INCJOBY$4K500
CALL · bullishARCHER AVIATION INC-AACHR$2K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026416$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026402$919.2M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026342$672.2M13F-HR
Q3 2025Sep 30, 2025Oct 6, 2025268$449.2M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025239$408.9M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025326$518.1M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025320$513.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.