Q2 2026 13F · SEC CIK 1802244

Indie Asset Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $104.4M
Reported positions: 86
Top holdings a year, 3 yrs: +16.6%
Assets under management: $685.2M

Indie Asset Partners, LLC is a wealth manager that reported 86 positions worth $104.4M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Eli Lilly & Co (LLY, 11.1%), Apple Inc (AAPL, 7.6%), Vanguard Intl Equity Index F (VEU, 7.3%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Indie Asset Partners, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Indie Asset Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LLYEli Lilly & Co	11.1%	9.7%	9,677	+4.3%	$11.6M
AAPLApple Inc	7.6%	7.9%	27,335	-0.4%	$7.9M
VEUVanguard Intl Equity Index F	7.3%	7.5%	91,049	+3.6%	$7.6M
PAAAPgim ETF Tr	6.1%	6.4%	123,699	+12.2%	$6.3M
ITAIshares Tr	3.2%	3.3%	13,853	+4.8%	$3.4M
MSFTMicrosoft Corp	3.0%	3.4%	8,386	+2.7%	$3.1M
NVDANvidia Corporation	2.8%	2.6%	14,545	+11.4%	$2.9M
PSJInvesco Exchange Traded Fd T	2.6%	1.7%	25,866	+1.0%	$2.7M
DFISDimensional ETF Trust	2.4%	2.7%	72,960	+2.1%	$2.6M
SLYVSpdr Series Trust	2.4%	2.3%	22,563	+4.5%	$2.5M
SCHESchwab Strategic Tr	2.3%	2.3%	64,993	+4.2%	$2.4M
BRK-BBerkshire Hathaway Inc Del	2.2%	0.7%	4,656	+262.1%	$2.3M
VDEVanguard World Fd	2.1%	2.9%	14,602	-1.7%	$2.2M
SCHDSchwab Strategic Tr	2.0%	2.0%	64,913	+16.1%	$2.1M
SCHGSchwab Strategic Tr	1.9%	2.0%	59,864	-2.8%	$2.0M
IYTIshares Tr	1.9%	1.8%	22,859	+7.4%	$2.0M
DYNFBlackrock ETF Trust	1.8%	1.4%	27,223	+29.0%	$1.9M
XLFSelect Sector Spdr Tr	1.7%	—	32,690	—	$1.8M
AMZNAmazon Com Inc	1.6%	1.6%	7,133	+3.9%	$1.7M
IVVIshares Tr	1.5%	1.5%	2,152	+6.5%	$1.6M
DNPDnp Select Income Fd Inc	1.5%	1.6%	144,040	+7.1%	$1.6M
SLYGSpdr Series Trust	1.4%	1.3%	12,486	+4.9%	$1.5M
JPMJpmorgan Chase & Co	1.3%	1.4%	4,051	-1.2%	$1.3M
FBNDFidelity Merrimack Str Tr	1.1%	1.3%	26,025	+0.6%	$1.2M
GDXVaneck ETF Trust	1.0%	1.6%	14,238	-4.0%	$1.1M
AMLPAlps ETF Tr	1.0%	1.1%	19,950	+11.1%	$1.0M
SCHBSchwab Strategic Tr	0.9%	1.0%	33,858	-3.9%	$981K
VOOVanguard Index Fds	0.9%	0.9%	1,365	+2.2%	$938K
GLDSpdr Gold Tr	0.9%	1.2%	2,527	+3.6%	$931K
VUGVanguard Index Fds	0.8%	0.8%	10,277	+556.3%	$885K
VTVVanguard Index Fds	0.8%	0.7%	4,056	+24.1%	$884K
SPYState Str Spdr S&p 500 ETF T	0.8%	0.9%	1,171	+0.0%	$875K
QUALIshares Tr	0.8%	0.9%	3,912	-0.2%	$858K
VVisa Inc	0.8%	0.8%	2,305	+1.8%	$791K
SPSMSpdr Series Trust	0.7%	0.7%	13,528	-0.4%	$780K
CVXChevron Corporation	0.7%	1.2%	4,669	-9.7%	$774K
TSLATesla Inc	0.7%	0.7%	1,819	+18.6%	$765K
IJHIshares Tr	0.7%	0.6%	9,073	+16.4%	$700K
DUKDuke Energy Corp New	0.6%	0.8%	5,218	+0.0%	$660K
GOOGAlphabet Inc	0.6%	0.5%	1,736	+20.5%	$613K
VIGVanguard Specialized Funds	0.6%	0.6%	2,505	+2.9%	$593K
GOOGLAlphabet Inc	0.6%	0.6%	1,658	-6.2%	$592K
VTIVanguard Index Fds	0.6%	0.6%	1,595	+0.0%	$590K
AESIAtlas Energy Solutions Inc	0.5%	0.5%	33,734	-7.9%	$560K
IYHIshares Tr	0.5%	0.6%	8,355	+1.8%	$560K
EFVIshares Tr	0.5%	0.5%	6,423	-0.4%	$492K
METAMeta Platforms Inc	0.5%	0.6%	838	-3.5%	$472K
GEGe Aerospace	0.4%	—	1,233	—	$461K
GEVGe Vernova Inc	0.4%	—	372	—	$437K
SCHFSchwab Strategic Tr	0.4%	0.5%	15,392	-4.1%	$426K

What Indie Asset Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.3% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +12.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$104.4M	86
Q1 2026	$87.8M	83
Q4 2025	$89.7M	81
Q3 2025	$75.1M	78
Q2 2025	$55.0M	67
Q1 2025	$115.4M	96
Q4 2024	$127.3M	115
Q3 2024	$133.5M	116
Q2 2024	$125.6M	101
Q1 2024	$112.4M	86
Q4 2023	$110.8M	86
Q3 2023	$99.2M	79

Questions about Indie Asset Partners, LLC's portfolio

What stocks does Indie Asset Partners, LLC own?

Indie Asset Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 86 positions worth $104.4M. The largest are Eli Lilly & Co (LLY) at 11.1%, Apple Inc (AAPL) at 7.6%, Vanguard Intl Equity Index F (VEU) at 7.3%, Pgim ETF Tr (PAAA) at 6.1% and Ishares Tr (ITA) at 3.2%.

What did Indie Asset Partners, LLC buy last quarter?

In Q2 2026, Indie Asset Partners, LLC added Vanguard Index Fds (VUG) (+556.3% shares), Berkshire Hathaway Inc Del (BRK-B) (+262.1% shares) and Blackrock ETF Trust (DYNF) (+29.0% shares), compared with its Q1 2026 filing.

What did Indie Asset Partners, LLC sell last quarter?

In Q2 2026, Indie Asset Partners, LLC cut from its top 50 Sprott Asset Management LP (CEF), cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Texas Pacific Land Corporati (TPL), Chevron Corporation (CVX) (-9.7% shares), Atlas Energy Solutions Inc (AESI) (-7.9% shares) and Alphabet Inc (GOOGL) (-6.2% shares), compared with its Q1 2026 filing.

How has Indie Asset Partners, LLC's portfolio performed?

A portfolio copying Indie Asset Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.3% against +20.1%. Over 5 years: +12.8% a year against +11.6%.

When is Indie Asset Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Indie Asset Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Indie Asset Partners, LLC manage?

Indie Asset Partners, LLC reported $685.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $104.4M.