Institutional Manager · CIK 0001802244
Indie Asset Partners, LLC
CARMEL, IN · File #028-19854
Latest AUM
$89.7M
Positions
81
Top-10 Concentration
54.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202581 pos · $89.7M
- 13F COMBINATION REPORTQ/E Sep 202578 pos · $75.1M
- 13F COMBINATION REPORTQ/E Jun 202567 pos · $55.0M
- 13F COMBINATION REPORTQ/E Mar 202596 pos · $115.4M
- 13F COMBINATION REPORTQ/E Dec 2024115 pos · $127.3M
- 13F HOLDINGS REPORTQ/E Sep 2024116 pos · $133.5M
- 13F HOLDINGS REPORTQ/E Jun 2024101 pos · $125.6M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $112.4M
- 13F HOLDINGS REPORTQ/E Dec 202379 pos · $99.2M
- 13F HOLDINGS REPORTQ/E Sep 202382 pos · $91.9M
- 13F HOLDINGS REPORTQ/E Jun 202385 pos · $85.6M
- 13F HOLDINGS REPORTQ/E Mar 202385 pos · $91.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 11,536 | $12.4M | 15.16% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042775 | 80,817 | $5.9M | 7.27% |
| 3 | APPLE INC | AAPL | 21,389 | $5.8M | 7.11% |
| 4 | PGIM ETF TR | 69344A834 | 96,241 | $4.9M | 6.03% |
| 5 | MICROSOFT CORP | MSFT | 7,623 | $3.7M | 4.51% |
| 6 | ISHARES TR | 464288760 | 12,335 | $2.6M | 3.24% |
| 7 | NVIDIA CORPORATION | NVDA | 12,965 | $2.4M | 2.96% |
| 8 | DIMENSIONAL ETF TRUST | 25434V773 | 68,885 | $2.3M | 2.77% |
| 9 | UNITED STS OIL FD LP | UNTCW | 30,552 | $2.1M | 2.58% |
| 10 | DUKE ENERGY CORP NEW | DUKB | 17,933 | $2.1M | 2.57% |
| 11 | SCHWAB STRATEGIC TR | 808524300 | 64,224 | $2.1M | 2.56% |
| 12 | SPDR SERIES TRUST | 78464A300 | 22,086 | $2.0M | 2.46% |
| 13 | VANGUARD WORLD FD | 92204A306 | 15,296 | $1.9M | 2.35% |
| 14 | SCHWAB STRATEGIC TR | 808524706 | 49,718 | $1.6M | 1.99% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 26,162 | $1.6M | 1.90% |
| 16 | AMAZON COM INC | AMZN | 6,625 | $1.5M | 1.87% |
| 17 | SCHWAB STRATEGIC TR | 808524797 | 53,124 | $1.5M | 1.78% |
| 18 | ISHARES TR | 464287200 | 2,022 | $1.4M | 1.69% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 3,963 | $1.3M | 1.56% |
| 20 | VANECK ETF TRUST | 92189F106 | 14,834 | $1.3M | 1.56% |