Indie Asset Partners
Latest statistics and disclosures from Indie Asset Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, VEU, AAPL, PAAA, MSFT, and represent 36.54% of Indie Asset Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY, PAAA, USO, DUK, DYNF, IVV, EFV, AMZN, VTV, AAPL.
- Started 7 new stock positions in GEV, USO, EFV, ELUT, OEF, BX, HD.
- Reduced shares in these 10 stocks: NVDA, , , LMT, SLYG, SLYV, VDE, IGPT, SCHE, IYH.
- Sold out of its positions in MO, AREC, LMT, MPC.
- Indie Asset Partners was a net buyer of stock by $10M.
- Indie Asset Partners has $90M in assets under management (AUM), dropping by 19.40%.
- Central Index Key (CIK): 0001802244
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Portfolio Holdings for Indie Asset Partners
Indie Asset Partners holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 13.8 | $12M | +25% | 12k | 1074.68 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.6 | $5.9M | 81k | 73.56 |
|
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| Apple (AAPL) | 6.5 | $5.8M | +4% | 21k | 271.87 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 5.5 | $4.9M | +75% | 96k | 51.26 |
|
| Microsoft Corporation (MSFT) | 4.1 | $3.7M | +3% | 7.6k | 483.62 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 3.0 | $2.6M | 12k | 214.69 |
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| NVIDIA Corporation (NVDA) | 2.7 | $2.4M | -22% | 13k | 186.50 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.5 | $2.3M | -2% | 69k | 32.94 |
|
| United Sts Oil Units (USO) | 2.4 | $2.1M | NEW | 31k | 69.16 |
|
| Duke Energy Corp Com New (DUK) | 2.3 | $2.1M | +369% | 18k | 117.21 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.3 | $2.1M | 64k | 32.62 |
|
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| Spdr Series Trust State Street Spd (SLYV) | 2.2 | $2.0M | -6% | 22k | 90.97 |
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| Vanguard World Energy Etf (VDE) | 2.1 | $1.9M | -6% | 15k | 125.92 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $1.6M | -5% | 50k | 32.75 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 1.7 | $1.6M | -5% | 26k | 59.47 |
|
| Amazon (AMZN) | 1.7 | $1.5M | +29% | 6.6k | 230.82 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $1.5M | -2% | 53k | 27.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $1.4M | +38% | 2.0k | 684.94 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $1.3M | +5% | 4.0k | 322.19 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.4 | $1.3M | 15k | 85.77 |
|
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| Ishares Tr Us Trsprtion (IYT) | 1.3 | $1.2M | 16k | 74.51 |
|
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| Spdr Series Trust State Street Spd (SLYG) | 1.3 | $1.2M | -14% | 12k | 94.19 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.0M | 8.7k | 120.35 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.1 | $1.0M | +88% | 17k | 60.81 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $994k | -4% | 38k | 26.23 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $957k | +26% | 21k | 46.04 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $948k | -5% | 2.4k | 396.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $856k | 1.3k | 681.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $828k | +12% | 1.3k | 627.13 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $821k | -5% | 18k | 47.02 |
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| DNP Select Income Fund (DNP) | 0.9 | $769k | +2% | 77k | 9.99 |
|
| Chevron Corporation (CVX) | 0.8 | $735k | +11% | 4.8k | 152.41 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $714k | +11% | 3.6k | 198.63 |
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| Tesla Motors (TSLA) | 0.8 | $692k | +21% | 1.5k | 449.72 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.8 | $688k | -10% | 11k | 65.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $666k | +48% | 1.4k | 487.86 |
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| Meta Platforms Cl A (META) | 0.7 | $649k | +10% | 983.00 | 660.12 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.7 | $637k | 14k | 46.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $629k | +9% | 1.3k | 502.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $572k | 1.8k | 313.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $563k | 1.7k | 335.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $543k | +102% | 2.8k | 190.99 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $505k | +29% | 2.3k | 219.78 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $498k | 17k | 29.89 |
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| Visa Com Cl A (V) | 0.5 | $487k | +22% | 1.4k | 350.75 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.5 | $484k | 11k | 45.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $458k | +20% | 6.9k | 66.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $451k | +29% | 1.4k | 313.87 |
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| McDonald's Corporation (MCD) | 0.5 | $407k | 1.3k | 305.63 |
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| Atlas Energy Solutions Com New (AESI) | 0.4 | $404k | 43k | 9.42 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $359k | NEW | 5.0k | 71.41 |
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| Ge Aerospace Com New (GE) | 0.4 | $353k | +18% | 1.1k | 308.03 |
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| Barrick Mng Corp Com Shs (B) | 0.4 | $329k | 7.5k | 43.55 |
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| Service Corporation International (SCI) | 0.4 | $324k | 4.2k | 77.97 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $321k | +52% | 13k | 24.04 |
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| First Tr Exchange-traded Indxx Aerospace (MISL) | 0.3 | $307k | 7.2k | 42.79 |
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| Triple Flag Precious Metals (TFPM) | 0.3 | $306k | 9.2k | 33.22 |
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| Shell Spon Ads (SHEL) | 0.3 | $299k | 4.1k | 73.48 |
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| Texas Pacific Land Corp (TPL) | 0.3 | $284k | +191% | 990.00 | 287.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $272k | -8% | 4.4k | 62.48 |
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| Costco Wholesale Corporation (COST) | 0.3 | $271k | +2% | 314.00 | 862.34 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $269k | 6.7k | 40.23 |
|
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.3 | $268k | 3.6k | 73.30 |
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| Fifth Third Ban (FITB) | 0.3 | $262k | 5.6k | 46.81 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $259k | 824.00 | 314.80 |
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| Broadcom (AVGO) | 0.3 | $259k | +7% | 749.00 | 346.10 |
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| American Tower Reit (AMT) | 0.3 | $247k | +3% | 1.4k | 175.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $247k | -21% | 2.8k | 89.46 |
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| International Business Machines (IBM) | 0.3 | $243k | 820.00 | 296.05 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $240k | NEW | 701.00 | 342.97 |
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| Sprott Com New (SII) | 0.3 | $237k | 2.4k | 97.92 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $230k | 3.3k | 70.12 |
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| Ge Vernova (GEV) | 0.3 | $228k | NEW | 349.00 | 653.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $220k | NEW | 1.4k | 154.14 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $216k | -20% | 379.00 | 570.21 |
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| Coca-Cola Company (KO) | 0.2 | $213k | -3% | 3.0k | 69.90 |
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| Key (KEY) | 0.2 | $206k | 10k | 20.64 |
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| Black Stone Minerals Com Unit (BSM) | 0.2 | $206k | 16k | 13.29 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $205k | 272.00 | 753.78 |
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| Home Depot (HD) | 0.2 | $204k | NEW | 592.00 | 344.10 |
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| Elutia Cl A Com (ELUT) | 0.0 | $8.7k | NEW | 13k | 0.69 |
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Past Filings by Indie Asset Partners
SEC 13F filings are viewable for Indie Asset Partners going back to 2019
- Indie Asset Partners 2025 Q4 filed Feb. 3, 2026
- Indie Asset Partners 2025 Q3 filed Nov. 6, 2025
- Indie Asset Partners 2025 Q2 filed Aug. 12, 2025
- Indie Asset Partners 2025 Q1 filed May 7, 2025
- Indie Asset Partners 2024 Q4 filed Feb. 3, 2025
- Indie Asset Partners 2024 Q3 filed Oct. 29, 2024
- Indie Asset Partners 2024 Q2 filed Aug. 5, 2024
- Indie Asset Partners 2024 Q1 filed May 10, 2024
- Indie Asset Partners 2023 Q4 filed Jan. 26, 2024
- Indie Asset Partners 2023 Q3 filed Oct. 27, 2023
- Indie Asset Partners 2023 Q2 filed Aug. 7, 2023
- Indie Asset Partners 2023 Q1 filed May 11, 2023
- Indie Asset Partners 2022 Q4 filed Feb. 1, 2023
- Indie Asset Partners 2022 Q3 filed Oct. 25, 2022
- Indie Asset Partners 2022 Q2 filed Aug. 12, 2022
- Indie Asset Partners 2022 Q1 filed May 10, 2022