Indie Asset Partners, LLC

Est. AUM

$87.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ELI LILLY & CO	COM	$8.5M	9274	9.72%	SOLE
2	APPLE INC	COM	$7.0M	27452	7.94%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.6M	87855	7.52%	SOLE
4	PGIM ETF TR	AAA CLO ETF	$5.6M	110259	6.43%	SOLE
5	MICROSOFT CORP	COM	$3.0M	8164	3.44%	SOLE
6	ISHARES TR	US AER DEF ETF	$2.9M	13221	3.30%	SOLE
7	VANGUARD WORLD FD	ENERGY ETF	$2.6M	14847	2.93%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.4M	71460	2.74%	SOLE
9	NVIDIA CORPORATION	COM	$2.3M	13060	2.60%	SOLE
10	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.1M	62388	2.34%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	21598	2.33%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	61564	2.04%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	55904	1.95%	SOLE
14	ISHARES TR	US TRSPRTION	$1.6M	21292	1.81%	SOLE
15	INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$1.5M	25603	1.69%	SOLE
16	AMAZON COM INC	COM	$1.4M	6864	1.63%	SOLE
17	DNP SELECT INCOME FD INC	COM	$1.4M	134520	1.58%	SOLE
18	VANECK ETF TRUST	GOLD MINERS ETF	$1.4M	14834	1.55%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$1.3M	2020	1.50%	SOLE
20	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	21109	1.40%	SOLE
21	JPMORGAN CHASE & CO	COM	$1.2M	4099	1.37%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.2M	25858	1.34%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11901	1.31%	SOLE
24	CHEVRON CORPORATION	COM	$1.1M	5169	1.22%	SOLE
25	SPDR GOLD TR	GOLD SHS	$1.0M	2439	1.20%	SOLE
26	ALPS ETF TR	ALERIAN MLP	$945K	17950	1.08%	SOLE
27	SCHWAB STRATEGIC TR	US BRD MKT ETF	$884K	35218	1.01%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$798K	1336	0.91%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$762K	1171	0.87%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$752K	3920	0.86%	SOLE
31	VISA INC	COM CL A	$685K	2265	0.78%	SOLE
32	VANGUARD INDEX FDS	GROWTH ETF	$684K	1566	0.78%	SOLE
33	DUKE ENERGY CORP NEW	COM NEW	$683K	5218	0.78%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$656K	13584	0.75%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$641K	3269	0.73%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$616K	1286	0.70%	SOLE
37	TESLA INC	COM	$570K	1534	0.65%	SOLE
38	ISHARES TR	CORE S&P MCP ETF	$526K	7793	0.60%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$523K	2434	0.60%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$512K	1595	0.58%	SOLE
41	ALPHABET INC	CAP STK CL A	$508K	1767	0.58%	SOLE
42	ISHARES TR	US HLTHCARE ETF	$506K	8206	0.58%	SOLE
43	META PLATFORMS INC	CL A	$497K	868	0.57%	SOLE
44	ATLAS ENERGY SOLUTIONS INC	COM NEW	$481K	36634	0.55%	SOLE
45	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$480K	10068	0.55%	SOLE
46	ISHARES TR	EAFE VALUE ETF	$480K	6451	0.55%	SOLE
47	COMCAST CORP NEW	CL A	$479K	16675	0.55%	SOLE
48	ALPHABET INC	CAP STK CL C	$413K	1441	0.47%	SOLE
49	TEXAS PACIFIC LAND CORPORATI	COM	$413K	870	0.47%	SOLE
50	SCHWAB STRATEGIC TR	INTL EQTY ETF	$397K	16042	0.45%	SOLE

1–50 of 83

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.