Indie Asset Partners
Latest statistics and disclosures from Indie Asset Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, AAPL, VEU, PAAA, MSFT, and represent 35.05% of Indie Asset Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL, PAAA, DNP, VEU, SCHE, IYT, V, MPC, MA, DYNF.
- Started 5 new stock positions in LMT, MA, MO, MPC, SCO.
- Reduced shares in these 10 stocks: USO, LLY, DUK, XOM, BX, , HD, IYH, AESI, VDE.
- Sold out of its positions in BX, HD, VGT.
- Indie Asset Partners was a net seller of stock by $-2.3M.
- Indie Asset Partners has $88M in assets under management (AUM), dropping by -2.16%.
- Central Index Key (CIK): 0001802244
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Portfolio Holdings for Indie Asset Partners
Indie Asset Partners holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 9.7 | $8.5M | -19% | 9.3k | 919.77 |
|
| Apple (AAPL) | 7.9 | $7.0M | +28% | 28k | 253.79 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.5 | $6.6M | +8% | 88k | 75.10 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 6.4 | $5.6M | +14% | 110k | 51.18 |
|
| Microsoft Corporation (MSFT) | 3.4 | $3.0M | +7% | 8.2k | 370.18 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 3.3 | $2.9M | +7% | 13k | 218.75 |
|
| Vanguard World Energy Etf (VDE) | 2.9 | $2.6M | -2% | 15k | 173.05 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.7 | $2.4M | +3% | 72k | 33.67 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $2.3M | 13k | 174.40 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 2.3 | $2.1M | +25% | 62k | 32.95 |
|
| Spdr Series Trust State Street Spd (SLYV) | 2.3 | $2.0M | -2% | 22k | 94.58 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $1.8M | -4% | 62k | 29.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $1.7M | +5% | 56k | 30.68 |
|
| Ishares Tr Us Trsprtion (IYT) | 1.8 | $1.6M | +34% | 21k | 74.60 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 1.7 | $1.5M | -2% | 26k | 58.06 |
|
| Amazon (AMZN) | 1.6 | $1.4M | +3% | 6.9k | 208.27 |
|
| DNP Select Income Fund (DNP) | 1.6 | $1.4M | +74% | 135k | 10.30 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.6 | $1.4M | 15k | 91.77 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $1.3M | 2.0k | 653.21 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $1.2M | +26% | 21k | 58.18 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.2M | +3% | 4.1k | 294.13 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.3 | $1.2M | +24% | 26k | 45.62 |
|
| Spdr Series Trust State Street Spd (SLYG) | 1.3 | $1.1M | -3% | 12k | 96.62 |
|
| Chevron Corporation (CVX) | 1.2 | $1.1M | +7% | 5.2k | 206.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $1.0M | 2.4k | 430.29 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.1 | $945k | +2% | 18k | 52.64 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $884k | -7% | 35k | 25.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $798k | 1.3k | 597.55 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $762k | -6% | 1.2k | 650.40 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $752k | +9% | 3.9k | 191.82 |
|
| Visa Com Cl A (V) | 0.8 | $685k | +63% | 2.3k | 302.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $684k | +14% | 1.6k | 436.79 |
|
| Duke Energy Corp Com New (DUK) | 0.8 | $683k | -70% | 5.2k | 130.94 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.7 | $656k | 14k | 48.32 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $641k | +14% | 3.3k | 196.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $616k | +2% | 1.3k | 479.20 |
|
| Tesla Motors (TSLA) | 0.6 | $570k | 1.5k | 371.75 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $526k | +12% | 7.8k | 67.53 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $524k | +5% | 2.4k | 215.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $512k | -4% | 1.6k | 320.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $508k | -3% | 1.8k | 287.56 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $506k | -22% | 8.2k | 61.64 |
|
| Meta Platforms Cl A (META) | 0.6 | $497k | -11% | 868.00 | 572.17 |
|
| Atlas Energy Solutions Com New (AESI) | 0.5 | $481k | -14% | 37k | 13.12 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.5 | $480k | -4% | 10k | 47.72 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $480k | +28% | 6.5k | 74.35 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $479k | 17k | 28.71 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $414k | 1.4k | 286.93 |
|
|
| Texas Pacific Land Corp (TPL) | 0.5 | $413k | -12% | 870.00 | 474.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $397k | +20% | 16k | 24.75 |
|
| McDonald's Corporation (MCD) | 0.4 | $381k | -7% | 1.2k | 310.79 |
|
| Shell Spon Ads (SHEL) | 0.4 | $378k | 4.1k | 93.00 |
|
|
| United Sts Oil Units (USO) | 0.4 | $369k | -90% | 2.9k | 127.25 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $368k | -74% | 2.2k | 169.69 |
|
| Ge Aerospace Com New (GE) | 0.4 | $352k | +8% | 1.2k | 283.77 |
|
| Fifth Third Ban (FITB) | 0.4 | $348k | +34% | 7.5k | 46.46 |
|
| Sprott Com New (SII) | 0.4 | $346k | 2.4k | 142.90 |
|
|
| Service Corporation International (SCI) | 0.4 | $343k | 4.2k | 82.51 |
|
|
| Ge Vernova (GEV) | 0.4 | $325k | +6% | 372.00 | 872.90 |
|
| First Tr Exchange-traded Indxx Aerospace (MISL) | 0.4 | $321k | 7.2k | 44.71 |
|
|
| Triple Flag Precious Metals (TFPM) | 0.4 | $319k | 9.2k | 34.71 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.4 | $308k | 7.5k | 40.79 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $306k | -2% | 307.00 | 996.43 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.3 | $264k | 3.6k | 72.41 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $261k | -6% | 4.1k | 64.08 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $259k | NEW | 1.1k | 244.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $259k | NEW | 518.00 | 499.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $258k | +3% | 2.8k | 90.53 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $257k | 6.7k | 38.42 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $256k | 375.00 | 682.24 |
|
|
| Broadcom (AVGO) | 0.3 | $253k | +9% | 817.00 | 309.51 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $246k | 824.00 | 298.85 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $245k | NEW | 405.00 | 604.39 |
|
| Black Stone Minerals Com Unit (BSM) | 0.3 | $234k | 16k | 15.12 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $231k | +3% | 726.00 | 318.07 |
|
| Coca-Cola Company (KO) | 0.3 | $228k | 3.0k | 76.04 |
|
|
| Altria (MO) | 0.3 | $225k | NEW | 3.4k | 65.99 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $217k | 3.3k | 66.28 |
|
|
| International Business Machines (IBM) | 0.2 | $210k | +5% | 867.00 | 242.26 |
|
| American Tower Reit (AMT) | 0.2 | $203k | -16% | 1.2k | 172.58 |
|
| Key (KEY) | 0.2 | $201k | 10k | 20.05 |
|
|
| Proshares Tr Ii Ulsht Bloomb Oil (SCO) | 0.1 | $122k | NEW | 15k | 8.32 |
|
| Elutia Cl A Com (ELUT) | 0.0 | $13k | 13k | 1.05 |
|
Past Filings by Indie Asset Partners
SEC 13F filings are viewable for Indie Asset Partners going back to 2019
- Indie Asset Partners 2026 Q1 filed May 8, 2026
- 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