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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, MSFT, NVDA, and represent 33.18% of Indie Asset Partners's stock portfolio.
Added to shares of these 10 stocks: LLY (+$6.1M), PAAA, ITA, XOM, CMCSA, DUK, CVX, DYNF, DNP, MISL.
Started 13 new stock positions in VGT, AVGO, SCHF, B, GOOG, IBM, DUK, PAAA, SII, CMCSA. MISL, VTV, VV.
Reduced shares in these 10 stocks: MSFT, , , SLYV, VDE, GLD, AAPL, AMZN, IGPT, META.
Sold out of its positions in T, NEE.
Indie Asset Partners was a net buyer of stock by $15M.
Indie Asset Partners has $75M in assets under management (AUM), dropping by 36.66%.
Central Index Key (CIK): 0001802244

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Positions held by Indie Asset Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Indie Asset Partners

Indie Asset Partners holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. (LLY)	9.4	$7.0M	+623%	9.2k	763.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	7.6	$5.7M		80k	71.37	View chart
Apple (AAPL)	6.9	$5.2M		21k	254.63	View chart
Microsoft Corporation (MSFT)	5.1	$3.8M	-8%	7.4k	517.95	View chart
NVIDIA Corporation (NVDA)	4.2	$3.1M	+4%	17k	186.58	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	3.8	$2.8M	NEW	55k	51.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	3.4	$2.6M	+211%	12k	209.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.0	$2.2M		70k	31.63	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.8	$2.1M	-7%	24k	88.65	View chart
Vanguard World Energy Etf (VDE)	2.7	$2.1M	-6%	16k	125.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$2.0M		64k	31.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.3	$1.8M	+9%	53k	33.37	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	2.0	$1.5M	-3%	28k	54.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$1.5M	-3%	54k	27.30	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	1.8	$1.4M	-3%	14k	94.31	View chart
JPMorgan Chase & Co. (JPM)	1.6	$1.2M		3.8k	315.39	View chart
Ishares Tr Us Trsprtion (IYT)	1.5	$1.1M	+18%	16k	71.71	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.5	$1.1M		15k	76.40	View chart
Amazon (AMZN)	1.5	$1.1M	-4%	5.1k	219.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$1.0M		40k	25.71	View chart
Exxon Mobil Corporation (XOM)	1.3	$980k	+296%	8.7k	112.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$978k	+10%	1.5k	669.30	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$904k	-11%	2.5k	355.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$866k		19k	46.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$836k	+2%	1.3k	666.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$760k	+50%	16k	46.24	View chart
DNP Select Income Fund (DNP)	1.0	$751k	+66%	75k	10.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$720k		1.2k	612.38	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.9	$691k	-6%	12k	58.72	View chart
Chevron Corporation (CVX)	0.9	$670k	+125%	4.3k	155.28	View chart
Meta Platforms Cl A (META)	0.9	$655k	-6%	892.00	734.41	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.9	$639k		14k	46.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$628k	+85%	3.2k	194.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$574k		1.1k	502.74	View chart
Tesla Motors (TSLA)	0.8	$564k		1.3k	444.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$561k		1.7k	328.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$525k	+140%	8.9k	59.20	View chart
Comcast Corp Cl A (CMCSA)	0.7	$524k	NEW	17k	31.42	View chart
Marathon Petroleum Corp (MPC)	0.7	$501k		2.6k	192.74	View chart
Atlas Energy Solutions Com New (AESI)	0.7	$496k		44k	11.37	View chart
Duke Energy Corp Com New (DUK)	0.6	$473k	NEW	3.8k	123.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$441k	+18%	920.00	479.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$439k	-5%	1.8k	243.10	View chart
McDonald's Corporation (MCD)	0.5	$411k		1.4k	303.96	View chart
Sprott Asset Management Physical Gold An (CEF)	0.5	$388k		11k	36.69	View chart
Visa Com Cl A (V)	0.5	$387k		1.1k	341.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$384k	+21%	1.8k	215.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$376k	+8%	5.8k	65.27	View chart
Service Corporation International (SCI)	0.5	$346k		4.2k	83.22	View chart
Texas Pacific Land Corp (TPL)	0.4	$317k	-12%	340.00	933.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$306k		3.5k	87.31	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.4	$297k	NEW	7.2k	41.45	View chart
Shell Spon Ads (SHEL)	0.4	$291k		4.1k	71.53	View chart
Ge Aerospace Com New (GE)	0.4	$291k		966.00	300.82	View chart
Northrop Grumman Corporation (NOC)	0.4	$289k		475.00	609.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$286k		4.8k	59.92	View chart
Costco Wholesale Corporation (COST)	0.4	$284k	-8%	307.00	925.63	View chart
Altria (MO)	0.4	$280k		4.2k	66.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$270k	NEW	1.1k	243.61	View chart
Triple Flag Precious Metals (TFPM)	0.4	$269k		9.2k	29.26	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$265k		6.7k	39.54	View chart
American Tower Reit (AMT)	0.3	$263k		1.4k	192.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$262k	NEW	1.4k	186.49	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$254k		3.6k	69.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$254k	NEW	824.00	307.86	View chart
Lockheed Martin Corporation (LMT)	0.3	$253k		507.00	499.21	View chart
W.R. Berkley Corporation (WRB)	0.3	$251k		3.3k	76.62	View chart
Fifth Third Ban (FITB)	0.3	$248k		5.6k	44.55	View chart
Barrick Mng Corp Com Shs (B)	0.3	$246k	NEW	7.5k	32.77	View chart
International Business Machines (IBM)	0.3	$235k	NEW	832.00	282.01	View chart
Broadcom (AVGO)	0.3	$231k	NEW	700.00	329.91	View chart
Coca-Cola Company (KO)	0.3	$209k		3.1k	66.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$205k	NEW	8.8k	23.28	View chart
Black Stone Minerals Com Unit (BSM)	0.3	$204k		16k	13.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$203k	NEW	272.00	746.63	View chart
Sprott Com New (SII)	0.3	$201k	NEW	2.4k	83.19	View chart
Key (KEY)	0.2	$187k		10k	18.69	View chart
American Res Corp Cl A (AREC)	0.1	$68k		25k	2.70	View chart

Past Filings by Indie Asset Partners

SEC 13F filings are viewable for Indie Asset Partners going back to 2019

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
Indie Asset Partners 2021 Q4 filed Feb. 11, 2022

View all past filings

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