AssuredPartners Investment Advisors, LLC

Tampa, FL · CIK 2055492 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTampa, FL

$1.0bn reported value +12.4% vs Q1 2026

414positions

23.8%in top 10

38 new 184 added 153 reduced 26 sold out vs Q1 2026

Options: 2 call positions ($6.8k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	188,397	$32.1m3.10%	3.10%	Added +68.8k	+68,767 57.5%
2	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	423,883	$26.3m2.55%	2.55%	Added +7.2k	+7,190 1.7%
3	APPLE INC COM AAPL	AAPL	88,885	$25.7m2.49%	2.49%	Added +7.2k	+7,170 8.8%
4	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	72,462	$24.9m2.41%	2.41%	Reduced -559	-559 -0.8%
5	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	35,640	$24.5m2.37%	2.37%	Added +744	+744 2.1%
6	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	403,891	$24.4m2.36%	2.36%	Added +8.5k	+8,539 2.2%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	64,858	$23.2m2.24%	2.24%	Reduced -752	-752 -1.1%
8	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	252,181	$22.9m2.22%	2.22%	Added +4.7k	+4,747 1.9%
9	MICRON TECHNOLOGY INC COM MU	MU	19,593	$22.6m2.19%	2.19%	Reduced -7.5k	-7,461 -27.6%
10	NVIDIA CORPORATION COM NVDA	NVDA	94,886	$19.0m1.84%	1.84%	Reduced -1.2k	-1,246 -1.3%
11	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	175,684	$16.8m1.62%	1.62%	Reduced -1.6k	-1,633 -0.9%
12	MICROSOFT CORP COM MSFT	MSFT	44,601	$16.6m1.61%	1.61%	Added +682	+682 1.6%
13	ISHARES TR US SML CAP EQT SMLF	SMLF	165,459	$14.7m1.43%	1.43%	Added +2.3k	+2,275 1.4%
14	FIDELITY COVINGTON TRUST SML MID MLTFCT FSMD	FSMD	248,292	$13.1m1.27%	1.27%	Added +919	+919 0.4%
15	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	289,397	$12.8m1.24%	1.24%	Added +38.2k	+38,178 15.2%
16	JPMORGAN CHASE & CO COM JPM	JPM	39,170	$12.8m1.24%	1.24%	Reduced -1.2k	-1,250 -3.1%
17	CISCO SYS INC COM CSCO	CSCO	101,941	$12.0m1.16%	1.16%	Reduced -2.2k	-2,218 -2.1%
18	AMAZON COM INC COM AMZN	AMZN	49,966	$11.9m1.15%	1.15%	Added +8.5k	+8,503 20.5%
19	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	205,876	$10.8m1.04%	1.04%	Added +2.3k	+2,341 1.1%
20	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	34,621	$10.1m0.97%	0.97%	Added +2.7k	+2,714 8.5%
21	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	172,446	$9.3m0.90%	0.90%	Added +2.1k	+2,142 1.3%
22	TESLA INC COM TSLA	TSLA	20,666	$8.7m0.84%	0.84%	Added +355	+355 1.8%
23	BROADCOM INC COM AVGO	AVGO	22,926	$8.7m0.84%	0.84%	Reduced -1.3k	-1,255 -5.2%
24	EXXON MOBIL CORP COM XOM	XOM	62,422	$8.5m0.83%	0.83%	Added +729	+729 1.2%
25	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	177,901	$8.5m0.82%	0.82%	Added +3.7k	+3,748 2.1%
26	BANK AMERICA CORP COM BAC	BAC	145,612	$8.3m0.80%	0.80%	Added +2.0k	+2,045 1.4%
27	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	163,144	$8.2m0.80%	0.80%	Added +14.6k	+14,597 9.8%
28	LAM RESEARCH CORP COM NEW LRCX	LRCX	18,726	$8.1m0.79%	0.79%	Reduced -6.3k	-6,254 -25.0%
29	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	50,743	$8.0m0.78%	0.78%	Reduced -57	-57 -0.1%
30	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	84,323	$7.7m0.75%	0.75%	Reduced -287.9k	-287,865 -77.3%
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	20,853	$7.7m0.75%	0.75%	Added +669	+669 3.3%
32	ELI LILLY & CO COM LLY	LLY	6,352	$7.6m0.74%	0.74%	Reduced -610	-610 -8.8%
33	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	175,724	$7.4m0.72%	0.72%	Added +3.2k	+3,190 1.9%
34	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	153,213	$7.4m0.72%	0.72%	Added +8.7k	+8,727 6.0%
35	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	74,271	$7.3m0.71%	0.71%	Added +2.5k	+2,524 3.5%
36	CORNING INC COM GLW	GLW	28,294	$7.2m0.70%	0.70%	Reduced -9.4k	-9,360 -24.9%
37	INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH PWB	PWB	42,634	$7.2m0.69%	0.69%	Reduced -2.9k	-2,886 -6.3%
38	CASEYS GEN STORES INC COM CASY	CASY	8,180	$6.5m0.63%	0.63%	Added +167	+167 2.1%
39	DELL TECHNOLOGIES INC CL C DELL	DELL	14,890	$6.4m0.62%	0.62%	Reduced -2.3k	-2,276 -13.3%
40	ABBVIE INC COM ABBV	ABBV	25,321	$6.4m0.62%	0.62%	Added +869	+869 3.5%
41	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	20,573	$6.2m0.60%	0.60%	Added +7.3k	+7,294 54.9%
42	VISA INC COM CL A V	V	18,069	$6.2m0.60%	0.60%	Added +299	+299 1.7%
43	ISHARES TR MSCI USA MMENTM MTUM	MTUM	16,446	$5.6m0.55%	0.55%	Reduced -2.1k	-2,131 -11.5%
44	CSX CORP COM CSX	CSX	118,423	$5.6m0.54%	0.54%	Added +2.8k	+2,824 2.4%
45	FIDELITY COVINGTON TRUST MSCI ENERGY IDX FENY	FENY	188,477	$5.6m0.54%	0.54%	Added +5.8k	+5,784 3.2%
46	AMERICAN EXPRESS CO COM AXP	AXP	16,362	$5.5m0.54%	0.54%	Added +273	+273 1.7%
47	VISTRA CORP COM VST	VST	34,358	$5.5m0.53%	0.53%	Added +2.1k	+2,110 6.5%
48	ISHARES TR MORNINGSTAR VALU ILCV	ILCV	53,636	$5.4m0.53%	0.53%	Reduced -2.5k	-2,476 -4.4%
49	MORGAN STANLEY COM NEW MS	MS	25,890	$5.4m0.52%	0.52%	Reduced -330	-330 -1.3%
50	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GMAR	GMAR	120,579	$5.3m0.52%	0.52%	Reduced -7.5k	-7,480 -5.8%
51	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	141,685	$5.3m0.51%	0.51%	Added +19.7k	+19,663 16.1%
52	SCHWAB STRATEGIC TR 5 10YR CORP BD SCHI	SCHI	223,442	$5.1m0.49%	0.49%	Added +10.5k	+10,463 4.9%
53	ALPHABET INC CAP STK CL C GOOG	GOOG	14,314	$5.1m0.49%	0.49%	Added +1.9k	+1,944 15.7%
54	ISHARES TR RUS TP200 GR ETF IWY	IWY	17,214	$5.0m0.48%	0.48%	Added +7.7k	+7,691 80.8%
55	ISHARES TR 7-10 YR TRSY BD IEF	IEF	52,147	$4.9m0.48%	0.48%	Added +5.1k	+5,091 10.8%
56	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	97,003	$4.9m0.48%	0.48%	Added +5.1k	+5,111 5.6%
57	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	72,867	$4.9m0.47%	0.47%	Added +3.3k	+3,310 4.8%
58	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	45,808	$4.7m0.46%	0.46%	Added +18.9k	+18,887 70.2%
59	PGIM ROCK ETF TR LADDERED S&P 500 BUFP	BUFP	146,647	$4.7m0.45%	0.45%	Reduced -2.4k	-2,425 -1.6%
60	BLACKSTONE INC COM BX	BX	39,798	$4.7m0.45%	0.45%	Added +553	+553 1.4%
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,296	$4.7m0.45%	0.45%	Added +6.4k	+6,448 226.4%
62	META PLATFORMS INC CL A META	META	8,038	$4.5m0.44%	0.44%	Reduced -3.1k	-3,129 -28.0%
63	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	93,913	$4.4m0.43%	0.43%	Added +2.5k	+2,460 2.7%
64	JOHNSON & JOHNSON COM JNJ	JNJ	17,251	$4.4m0.42%	0.42%	Added +463	+463 2.8%
65	WASTE MGMT INC DEL COM WM	WM	19,312	$4.3m0.42%	0.42%	Added +11.7k	+11,710 154.0%
66	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	67,249	$4.1m0.39%	0.39%	New
67	PEPSICO INC COM PEP	PEP	29,785	$4.0m0.39%	0.39%	Added +1.7k	+1,707 6.1%
68	CHEVRON CORP NEW COM CVX	CVX	23,929	$4.0m0.38%	0.38%	Added +565	+565 2.4%
69	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	5,177	$4.0m0.38%	0.38%	Reduced -1.6k	-1,615 -23.8%
70	COSTCO WHSL CORP NEW COM COST	COST	4,196	$3.9m0.38%	0.38%	Added +1	+1 0.0%
71	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	74,866	$3.9m0.37%	0.37%	Added +5.5k	+5,511 8.0%
72	AMGEN INC COM AMGN	AMGN	10,651	$3.9m0.37%	0.37%	Added +7.0k	+6,994 191.2%
73	DEVON ENERGY CORP NEW COM DVN	DVN	90,693	$3.7m0.36%	0.36%	Added +73.8k	+73,828 437.8%
74	EATON CORP PLC SHS ETN	ETN	8,564	$3.6m0.35%	0.35%	Added +61	+61 0.7%
75	QUANTA SVCS INC COM PWR	PWR	5,038	$3.6m0.35%	0.35%	Reduced -826	-826 -14.1%
76	INNOVATOR ETFS TRUST US EQT ULTRA BF UAPR	UAPR	98,257	$3.5m0.33%	0.33%	Reduced -34	-34 -0.0%
77	PROLOGIS INC. COM PLD	PLD	25,367	$3.4m0.33%	0.33%	Reduced -200	-200 -0.8%
78	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	74,953	$3.4m0.33%	0.33%	Added +1.7k	+1,688 2.3%
79	NEOS ETF TRUST NEOS ENH INC 1-3 CSHI	CSHI	68,786	$3.4m0.33%	0.33%	New
80	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	79,197	$3.4m0.33%	0.33%	Added +35.9k	+35,942 83.1%
81	ISHARES TR CORE S&P500 ETF IVV	IVV	4,512	$3.4m0.33%	0.33%	Added +2.7k	+2,738 154.3%
82	TOLL BROTHERS INC COM TOL	TOL	20,409	$3.4m0.33%	0.33%	Added +697	+697 3.5%
83	WISDOMTREE TR US LARGECAP FUND EPS	EPS	43,057	$3.3m0.32%	0.32%	Reduced -127	-127 -0.3%
84	GOLDMAN SACHS GROUP INC COM GS	GS	3,208	$3.2m0.31%	0.31%	Reduced -193	-193 -5.7%
85	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	127,313	$3.2m0.31%	0.31%	Added +4.0k	+3,984 3.2%
86	NETFLIX INC COM NFLX	NFLX	44,639	$3.2m0.31%	0.31%	Added +5.8k	+5,813 15.0%
87	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	127,103	$3.2m0.31%	0.31%	Added +1.8k	+1,760 1.4%
88	TRAVELERS COMPANIES INC COM TRV	TRV	9,550	$3.2m0.31%	0.31%	Added +440	+440 4.8%
89	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	23,939	$3.1m0.30%	0.30%	Added +10.4k	+10,428 77.2%
90	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	51,008	$3.0m0.29%	0.29%	Added +720	+720 1.4%
91	HOME DEPOT INC COM HD	HD	8,600	$3.0m0.29%	0.29%	Added +131	+131 1.6%
92	INNOVATOR ETFS TRUST EMRGNG MKT APRIL EAPR	EAPR	91,194	$3.0m0.29%	0.29%	Reduced -2.4k	-2,438 -2.6%
93	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	36,082	$3.0m0.29%	0.29%	Added +4.1k	+4,091 12.8%
94	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	55,520	$3.0m0.29%	0.29%	Added +12.3k	+12,318 28.5%
95	PGIM ROCK ETF TR LADDERED NASDAQ PBQQ	PBQQ	93,665	$2.9m0.29%	0.29%	Reduced -1.6k	-1,623 -1.7%
96	TJX COS INC NEW COM TJX	TJX	19,247	$2.9m0.28%	0.28%	New
97	ISHARES TR CORE DIV GRWTH DGRO	DGRO	37,940	$2.9m0.28%	0.28%	Added +14.5k	+14,537 62.1%
98	CATERPILLAR INC COM CAT	CAT	2,699	$2.9m0.28%	0.28%	Reduced -23	-23 -0.8%
99	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	112,785	$2.8m0.28%	0.28%	Added +13.7k	+13,671 13.8%
100	PROCTER AND GAMBLE CO COM PG	PG	19,303	$2.8m0.27%	0.27%	Added +1.9k	+1,875 10.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FRANKLIN TEMPLETON ETF TR FLQM	FLQM	95,984	$5.3m96.0k shares
COTERRA ENERGY INC CTRA	CTRA	101,481	$3.5m101.5k shares
TRACTOR SUPPLY CO TSCO	TSCO	63,795	$2.9m63.8k shares
FIRST TR EXCHNG TRADED FD VI GNOV	GNOV	53,713	$2.1m53.7k shares
INVESCO EXCH TRADED FD TR II IDHQ	IDHQ	33,635	$1.9m33.6k shares
ILLINOIS TOOL WKS INC ITW	ITW	4,600	$1.2m4.6k shares
INNOVATOR ETFS TRUST UAUG	UAUG	29,180	$1.2m29.2k shares
ZOETIS INC ZTS	ZTS	6,816	$806.1k6.8k shares
CENCORA INC COR	COR	2,132	$684.3k2.1k shares
HONEYWELL INTL INC		1,196	$546.1k1.2k shares
ARCH CAP GROUP LTD ACGL	ACGL	4,698	$454.7k4.7k shares
BROWN & BROWN INC BRO	BRO	5,973	$397.3k6.0k shares
SCHWAB STRATEGIC TR SCHG	SCHG	9,036	$266.9k9.0k shares
ISHARES TR IWR	IWR	2,614	$258.2k2.6k shares
INNOVATOR ETFS TRUST DDFO	DDFO	11,255	$242.5k11.3k shares
INNOVATOR ETFS TRUST PNOV	PNOV	5,642	$232.5k5.6k shares
AMPHENOL CORP APH	APH	1,758	$222.3k1.8k shares
SPDR SER TR JNK	JNK	2,281	$218.8k2.3k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,728	$217.6k3.7k shares
ASTRAZENECA PLC AZN	AZN	1,026	$208.1k1.0k shares
SCHWAB STRATEGIC TR FNDE	FNDE	5,314	$203.3k5.3k shares
ADOBE INC ADBE	ADBE	821	$200.6k821 shares
WISDOMTREE INC WT	WT	10,334	$154.4k10.3k shares
RELAY THERAPEUTICS INC RLAY	RLAY	12,062	$150.2k12.1k shares
LIGHTWAVE LOGIC INC LWLG	LWLG	10,378	$81.7k10.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
JOBY AVIATION INC JOBY · Call	JOBY	Call	500	$4.5k500 shares	New
ARCHER AVIATION INC ACHR · Call	ACHR	Call	500	$2.4k500 shares	New