Indie Asset Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Indie Asset Partners, LLC reported 86 stock positions worth $104.4 million. Its top holding was Eli Lilly (LLY) at 11.1% of the portfolio, followed by Apple (AAPL, 7.6%) and Vanguard Ftse All-World Ex-U (VEU, 7.3%). Compared with Q1 2026, it opened 7 new positions, sold out of 4, added to 35 and reduced 23. The biggest buy was a new position in SS Financial Select Sector (XLF) and the biggest sale Vanguard Energy ETF (VDE, shares −2%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0001802244
Portfolio Value
$104.4M (Q2 2026)
SEC Filing
0001802244-26-000006 ↗ filed Aug 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.4M Q1 2024 Q2 2024: $125.6M Q2 2024 Q3 2024: $133.5M Q3 2024 Q4 2024: $127.3M Q4 2024 Q1 2025: $115.4M Q1 2025 Q2 2025: $55.0M Q2 2025 Q3 2025: $75.1M Q3 2025 Q4 2025: $89.7M Q4 2025 Q1 2026: $87.8M Q1 2026 Q2 2026: $104.4M $104.4M Q2 2026

Holdings 86 stocks · $104.4M
LLY Eli Lilly & Co. 11.12% 9,677 $11.6M Add +4.3%
AAPL Apple Inc. 7.57% 27,335 $7.9M Reduce -0.4%
VEU Vanguard Ftse All-World Ex-U 7.30% 91,049 $7.6M Add +3.6%
PAAA Pgim Aaa Clo ETF 6.07% 123,699 $6.3M Add +12.2%
ITA iShares U.S. Aerospace & Def 3.22% 13,853 $3.4M Add +4.8%
MSFT Microsoft Corp. 3.00% 8,386 $3.1M Add +2.7%
NVDA Nvidia Corp. 2.79% 14,545 $2.9M Add +11.4%
IGPT Invesco AI and Next Gen Soft 2.58% 25,866 $2.7M Add +1.0%
DFIS Dimensional International SM 2.45% 72,960 $2.6M Add +2.1%
SLYV SS SPDR S&P 600 SC Val ETF 2.36% 22,563 $2.5M Add +4.5%
SCHE Schwab Emrg Mrkts Eqty ETF 2.26% 64,993 $2.4M Add +4.2%
BRK.B Berkshire Hathaway Inc. Class B 2.23% 4,656 $2.3M Add +262.1%
VDE Vanguard Energy ETF 2.10% 14,602 $2.2M Reduce -1.6%
SCHD Schwab US DVD Equity ETF 1.97% 64,913 $2.1M Add +16.1%
SCHG Schwab US Large-Cap Growth 1.94% 59,864 $2.0M Reduce -2.8%
IYT iShares US Transportation Et 1.90% 22,859 $2.0M Add +7.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.77% 27,223 $1.9M Add +29.0%
XLF SS Financial Select Sector 1.68% 32,690 $1.8M New
AMZN Amazon.com Inc. 1.63% 7,133 $1.7M Add +3.9%
IVV iShares Core S&P 500 ETF 1.54% 2,152 $1.6M Add +6.5%
DNP DNP Select Income Fund Inc. 1.49% 144,040 $1.6M Add +7.1%
SLYG SS SPDR S&P 600 SC GR ETF 1.42% 12,486 $1.5M Add +4.9%
JPM JPMorgan Chase & Co. 1.27% 4,051 $1.3M Reduce -1.2%
FBND Fidelity Total Bond ETF 1.13% 26,025 $1.2M Add +0.7%
GDX Vaneck Gold Miners ETF 1.03% 14,238 $1.1M Reduce -4.0%
AMLP Alerian MLP ETF 0.99% 19,950 $1.0M Add +11.1%
SCHB Schwab US Broad Market ETF 0.94% 33,858 $981K Reduce -3.9%
VOO Vanguard S&P 500 ETF 0.90% 1,365 $938K Add +2.2%
GLD SPDR Gold Shares 0.89% 2,527 $931K Add +3.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.85% 10,277 $885K Add +9.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.85% 4,056 $884K Add +24.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.84% 1,171 $875K No change
QUAL iShares MSCI USA Quality Fac 0.82% 3,912 $858K Reduce -0.2%
V Visa Inc. Class A 0.76% 2,305 $791K Add +1.8%
SPSM SS SPDR P S&P 600 Small Cap 0.75% 13,528 $780K Reduce -0.4%
CVX Chevron Corp. 0.74% 4,669 $774K Reduce -9.7%
TSLA Tesla Inc. 0.73% 1,819 $765K Add +18.6%
IJH iShares Core S&P Midcap ETF 0.67% 9,073 $700K Add +16.4%
DUK Duke Energy Corp. 0.63% 5,218 $660K No change
GOOG Alphabet Inc. Class C 0.59% 1,736 $613K Add +20.5%
VIG Vanguard Dividend Apprec ETF 0.57% 2,505 $593K Add +2.9%
GOOGL Alphabet Inc. Class A 0.57% 1,658 $592K Reduce -6.2%
VTI VG Morningstar TS MKT ETF-US 0.57% 1,595 $590K No change
AESI Atlas Energy Solutions Inc. 0.54% 33,734 $560K Reduce -7.9%
IYH iShares U.S. Healthcare ETF 0.54% 8,355 $560K Add +1.8%
EFV iShares MSCI Eafe Value ETF 0.47% 6,423 $492K Reduce -0.4%
META Meta Platforms Inc. Class A 0.45% 838 $472K Reduce -3.5%
GE General Electric filed as GE AEROSPACE 0.44% 1,233 $461K Reduce -0.5%
GEV GE Vernova Inc. 0.42% 372 $437K No change
SCHF Schwab Intl Equity ETF 0.41% 15,392 $426K Reduce -4.0%
FITB Fifth Third Bancorp 0.41% 7,523 $424K Add +0.4%
CMCSA Comcast Corp. Class A 0.39% 16,675 $409K No change
CEF Sprott Physical Gold and Sil 0.39% 10,068 $405K No change
MISL First Trust Indxx Aero & Def 0.31% 7,175 $328K No change
VEA Vanguard Ftse Developed ETF 0.31% 4,487 $320K Add +10.2%
SCI Service Corp. International 0.30% 4,161 $316K No change
AVGO Broadcom Inc. 0.30% 817 $309K No change
TSM Taiwan Semiconductor-SP ADR 0.30% 646 $308K New
TPL Texas Pacific Land Corp. 0.29% 690 $302K Reduce -20.7%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.28% 6,689 $298K No change
XOM Exxon Mobil Corp. 0.28% 2,168 $296K No change
QQQ Invesco QQQ Trust Series 1 0.28% 401 $295K New
MO Altria Group Inc. 0.28% 4,060 $292K Add +19.0%
CAT Caterpillar Inc. 0.28% 270 $288K New
COST Costco Wholesale Corp. 0.28% 307 $287K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.27% 824 $283K No change
B Barrick Mining Corp. 0.27% 7,542 $277K No change
TFPM Triple Flag Precious Met 0.26% 9,200 $276K No change
IEFA iShares Core MSCI Eafe ETF 0.26% 2,849 $275K No change
SII Sprott Inc. 0.26% 2,420 $272K No change
MPC Marathon Petroleum Corp. 0.26% 1,060 $271K No change
MA Mastercard Inc. Class A 0.25% 518 $266K No change
NOC Northrop Grumman Corp. 0.25% 516 $263K Add +37.6%
VGT Vanguard Info Tech ETF 0.25% 2,176 $260K New
LMT Lockheed Martin Corp. 0.24% 493 $251K Add +21.7%
MCD McDonald's Corp. 0.24% 925 $250K Reduce -24.5%
KO The Coca-Cola Co. 0.22% 2,878 $234K Reduce -4.2%
BBEU JPMorgan Betabuilders Europe 0.22% 3,000 $233K Reduce -17.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 825 $232K Reduce -4.8%
BSM Black Stone Minerals LP 0.21% 15,500 $217K No change
IJR iShares Core S&P Small-Cap E 0.20% 1,440 $214K New
KEY Keycorp 0.20% 9,000 $207K Reduce -10.0%
OEF iShares S&P 100 ETF 0.20% 565 $207K Reduce -22.2%
SHEL Shell PLC-ADR 0.19% 2,615 $203K Reduce -35.7%
BGSF BGSF Inc. 0.11% 20,000 $114K New
ELUT Elutia Inc. 0.01% 12,612 $12K No change

Portfolio Sells Q1 2026 → Q2 2026
VDE Vanguard Energy ETF Reduce -1.6% 2.10% −0.83
GDX Vaneck Gold Miners ETF Reduce -4.0% 1.03% −0.52
CVX Chevron Corp. Reduce -9.7% 0.74% −0.48
USO United States Oil Fund LP Sold out 0.00% −0.42
AAPL Apple Inc. Reduce -0.4% 7.57% −0.36
WRB WR Berkley Corp. Sold out 0.00% −0.25
SHEL Shell PLC-ADR Reduce -35.7% 0.19% −0.24
AMT American Tower Corp. Sold out 0.00% −0.23
MCD McDonald's Corp. Reduce -24.5% 0.24% −0.19
TPL Texas Pacific Land Corp. Reduce -20.7% 0.29% −0.18
PROSHARES ULTRASHORT BLOOMBE Sold out 0.00% −0.14
META Meta Platforms Inc. Class A Reduce -3.5% 0.45% −0.11
JPM JPMorgan Chase & Co. Reduce -1.2% 1.27% −0.10
SCHG Schwab US Large-Cap Growth Reduce -2.8% 1.94% −0.10
BBEU JPMorgan Betabuilders Europe Reduce -17.8% 0.22% −0.08
EFV iShares MSCI Eafe Value ETF Reduce -0.4% 0.47% −0.08
SCHB Schwab US Broad Market ETF Reduce -3.9% 0.94% −0.07
OEF iShares S&P 100 ETF Reduce -22.2% 0.20% −0.07
SCHF Schwab Intl Equity ETF Reduce -4.0% 0.41% −0.04
KO The Coca-Cola Co. Reduce -4.2% 0.22% −0.04
QUAL iShares MSCI USA Quality Fac Reduce -0.2% 0.82% −0.03
KEY Keycorp Reduce -10.0% 0.20% −0.03
IBM Intl Business Machines Corp. Reduce -4.8% 0.22% −0.02
GOOGL Alphabet Inc. Class A Reduce -6.2% 0.57% −0.01
AESI Atlas Energy Solutions Inc. Reduce -7.9% 0.54% −0.01
SPSM SS SPDR P S&P 600 Small Cap Reduce -0.4% 0.75% −0.00
GE General Electric Reduce -0.5% 0.44% +0.04

Portfolio Buys Q1 2026 → Q2 2026
XLF SS Financial Select Sector New 1.68% +1.68
BRK.B Berkshire Hathaway Inc. Class B Add +262.1% 2.23% +1.53
LLY Eli Lilly & Co. Add +4.3% 11.12% +1.40
IGPT Invesco AI and Next Gen Soft Add +1.0% 2.58% +0.88
DYNF Ishrs US E F R A ETF-Usd Inc. Add +29.0% 1.77% +0.37
TSM Taiwan Semiconductor-SP ADR New 0.30% +0.30
QQQ Invesco QQQ Trust Series 1 New 0.28% +0.28
CAT Caterpillar Inc. New 0.28% +0.28
VGT Vanguard Info Tech ETF New 0.25% +0.25
IJR iShares Core S&P Small-Cap E New 0.20% +0.20
NVDA Nvidia Corp. Add +11.4% 2.79% +0.19
GOOG Alphabet Inc. Class C Add +20.5% 0.59% +0.12
VTV Vanguard Mrngstr Val ETF-Aui Add +24.1% 0.85% +0.12
SLYG SS SPDR S&P 600 SC GR ETF Add +4.9% 1.42% +0.11
BGSF BGSF Inc. New 0.11% +0.11
IYT iShares US Transportation Et Add +7.4% 1.90% +0.09
TSLA Tesla Inc. Add +18.6% 0.73% +0.08
IJH iShares Core S&P Midcap ETF Add +16.4% 0.67% +0.07
VUG Vanguard Mrngstar GR ETF-Sui Add +9.4% 0.85% +0.07
IVV iShares Core S&P 500 ETF Add +6.5% 1.54% +0.04
SLYV SS SPDR S&P 600 SC Val ETF Add +4.5% 2.36% +0.03
MO Altria Group Inc. Add +19.0% 0.28% +0.02
SCHD Schwab US DVD Equity ETF Add +16.1% 1.97% +0.02
FITB Fifth Third Bancorp Add +0.4% 0.41% +0.01
VEA Vanguard Ftse Developed ETF Add +10.2% 0.31% +0.01
AMZN Amazon.com Inc. Add +3.9% 1.63% −0.00
VOO Vanguard S&P 500 ETF Add +2.2% 0.90% −0.01
V Visa Inc. Class A Add +1.8% 0.76% −0.02
VIG Vanguard Dividend Apprec ETF Add +2.9% 0.57% −0.03
LMT Lockheed Martin Corp. Add +21.7% 0.24% −0.04
NOC Northrop Grumman Corp. Add +37.6% 0.25% −0.04
IYH iShares U.S. Healthcare ETF Add +1.8% 0.54% −0.04
ITA iShares U.S. Aerospace & Def Add +4.8% 3.22% −0.08
SCHE Schwab Emrg Mrkts Eqty ETF Add +4.2% 2.26% −0.09
AMLP Alerian MLP ETF Add +11.1% 0.99% −0.09
DNP DNP Select Income Fund Inc. Add +7.1% 1.49% −0.09
FBND Fidelity Total Bond ETF Add +0.7% 1.13% −0.21
VEU Vanguard Ftse All-World Ex-U Add +3.6% 7.30% −0.22
DFIS Dimensional International SM Add +2.1% 2.45% −0.29
GLD SPDR Gold Shares Add +3.6% 0.89% −0.30
PAAA Pgim Aaa Clo ETF Add +12.2% 6.07% −0.36
MSFT Microsoft Corp. Add +2.7% 3.00% −0.45

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 86$104.4MLLY, AAPL, VEU, PAAA, ITA
Q1 2026 83$87.8MLLY, AAPL, VEU, PAAA, MSFT
Q4 2025 81$89.7MLLY, VEU, AAPL, PAAA, MSFT
Q3 2025 78$75.1MLLY, VEU, AAPL, MSFT, NVDA
Q2 2025 67$55.0MVEU, AAPL, MSFT, NVDA, VDE
Q1 2025 96$115.4MLLY, AAPL, MSFT, META, VDE
Q4 2024 115$127.3MLLY, AAPL, MSFT, META, SLYV
Q3 2024 116$133.5MLLY, AAPL, MSFT, META, SLYV
Q2 2024 101$125.6MLLY, AAPL, MSFT, META, SLYV
Q1 2024 86$112.4MLLY, AAPL, MSFT, SLYV, VDE