Indie Asset Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Indie Asset Partners, LLC reported 83 stock positions worth $87.8 million. Its top holding was Eli Lilly (LLY) at 9.7% of the portfolio, followed by Apple (AAPL, 7.9%) and Vanguard Ftse All-World Ex-U (VEU, 7.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 37 and reduced 26. The biggest buy was Apple (AAPL, shares +28%) and the biggest sale Eli Lilly (LLY, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001802244
- Portfolio Value
- $87.8M (Q1 2026)
- SEC Filing
- 0001802244-26-000004 ↗ filed May 8, 2026
Holdings Value
Holdings 83 stocks · $87.8M
| LLY Eli Lilly & Co. | 9.72% | 9,274 | $8.5M | Reduce -19.6% |
| AAPL Apple Inc. | 7.94% | 27,452 | $7.0M | Add +28.4% |
| VEU Vanguard Ftse All-World Ex-U | 7.52% | 87,855 | $6.6M | Add +8.7% |
| PAAA Pgim Aaa Clo ETF | 6.43% | 110,259 | $5.6M | Add +14.6% |
| MSFT Microsoft Corp. | 3.44% | 8,164 | $3.0M | Add +7.1% |
| ITA iShares U.S. Aerospace & Def | 3.30% | 13,221 | $2.9M | Add +7.2% |
| VDE Vanguard Energy ETF | 2.93% | 14,847 | $2.6M | Reduce -2.9% |
| DFIS Dimensional International SM | 2.74% | 71,460 | $2.4M | Add +3.7% |
| NVDA Nvidia Corp. | 2.60% | 13,060 | $2.3M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.34% | 62,388 | $2.1M | Add +25.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.33% | 21,598 | $2.0M | Reduce -2.2% |
| SCHG Schwab US Large-Cap Growth | 2.04% | 61,564 | $1.8M | Reduce -4.1% |
| SCHD Schwab US DVD Equity ETF | 1.95% | 55,904 | $1.7M | Add +5.2% |
| IYT iShares US Transportation Et | 1.81% | 21,292 | $1.6M | Add +35.0% |
| IGPT Invesco AI and Next Gen Soft | 1.69% | 25,603 | $1.5M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 1.63% | 6,864 | $1.4M | Add +3.6% |
| DNP DNP Select Income Fund Inc. | 1.58% | 134,520 | $1.4M | Add +74.7% |
| GDX Vaneck Gold Miners ETF | 1.55% | 14,834 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 1.50% | 2,020 | $1.3M | Reduce -0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.40% | 21,109 | $1.2M | Add +26.7% |
| JPM JPMorgan Chase & Co. | 1.37% | 4,099 | $1.2M | Add +3.4% |
| FBND Fidelity Total Bond ETF | 1.34% | 25,858 | $1.2M | Add +24.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.31% | 11,901 | $1.1M | Reduce -3.0% |
| CVX Chevron Corp. | 1.22% | 5,169 | $1.1M | Add +7.1% |
| GLD SPDR Gold Shares | 1.20% | 2,439 | $1.0M | Add +2.0% |
| AMLP Alerian MLP ETF | 1.08% | 17,950 | $945K | Add +2.9% |
| SCHB Schwab US Broad Market ETF | 1.01% | 35,218 | $884K | Reduce -7.1% |
| VOO Vanguard S&P 500 ETF | 0.91% | 1,336 | $798K | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 1,171 | $762K | Reduce -6.7% |
| QUAL iShares MSCI USA Quality Fac | 0.86% | 3,920 | $752K | Add +9.1% |
| V Visa Inc. Class A | 0.78% | 2,265 | $685K | Add +63.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 1,566 | $684K | Add +14.6% |
| DUK Duke Energy Corp. | 0.78% | 5,218 | $683K | Reduce -70.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.75% | 13,584 | $656K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 3,269 | $641K | Add +14.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 1,286 | $616K | Add +2.7% |
| TSLA Tesla Inc. | 0.65% | 1,534 | $570K | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 7,793 | $526K | Add +12.3% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 2,434 | $523K | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 1,595 | $512K | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.58% | 1,767 | $508K | Reduce -3.3% |
| IYH iShares U.S. Healthcare ETF | 0.58% | 8,206 | $506K | Reduce -22.3% |
| META Meta Platforms Inc. Class A | 0.57% | 868 | $497K | Reduce -11.7% |
| AESI Atlas Energy Solutions Inc. | 0.55% | 36,634 | $481K | Reduce -14.5% |
| CEF Sprott Physical Gold and Sil | 0.55% | 10,068 | $480K | Reduce -4.7% |
| EFV iShares MSCI Eafe Value ETF | 0.55% | 6,451 | $480K | Add +28.4% |
| CMCSA Comcast Corp. Class A | 0.55% | 16,675 | $479K | No change |
| GOOG Alphabet Inc. Class C | 0.47% | 1,441 | $413K | Add +0.3% |
| TPL Texas Pacific Land Corp. | 0.47% | 870 | $413K | Reduce -12.1% |
| SCHF Schwab Intl Equity ETF | 0.45% | 16,042 | $397K | Add +20.0% |
| MCD McDonald's Corp. | 0.43% | 1,225 | $381K | Reduce -8.0% |
| SHEL Shell PLC-ADR | 0.43% | 4,065 | $378K | No change |
| USO United States Oil Fund LP | 0.42% | 2,897 | $369K | Reduce -90.5% |
| XOM Exxon Mobil Corp. | 0.42% | 2,168 | $368K | Reduce -75.0% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 1,239 | $352K | Add +8.1% |
| FITB Fifth Third Bancorp | 0.40% | 7,496 | $348K | Add +34.0% |
| SII Sprott Inc. | 0.39% | 2,420 | $346K | No change |
| SCI Service Corp. International | 0.39% | 4,161 | $343K | No change |
| GEV GE Vernova Inc. | 0.37% | 372 | $325K | Add +6.6% |
| MISL First Trust Indxx Aero & Def | 0.37% | 7,175 | $321K | No change |
| TFPM Triple Flag Precious Met | 0.36% | 9,200 | $319K | No change |
| B Barrick Mining Corp. | 0.35% | 7,542 | $308K | No change |
| COST Costco Wholesale Corp. | 0.35% | 307 | $306K | Reduce -2.2% |
| BBEU JPMorgan Betabuilders Europe | 0.30% | 3,649 | $264K | No change |
| VEA Vanguard Ftse Developed ETF | 0.30% | 4,071 | $261K | Reduce -6.6% |
| MPC Marathon Petroleum Corp. | 0.29% | 1,060 | $259K | New |
| MA Mastercard Inc. Class A | 0.29% | 518 | $259K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 2,849 | $258K | Add +3.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.29% | 6,689 | $257K | No change |
| NOC Northrop Grumman Corp. | 0.29% | 375 | $256K | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.29% | 817 | $253K | Add +9.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 824 | $246K | No change |
| LMT Lockheed Martin Corp. | 0.28% | 405 | $245K | New |
| BSM Black Stone Minerals LP | 0.27% | 15,500 | $234K | No change |
| OEF iShares S&P 100 ETF | 0.26% | 726 | $231K | Add +3.6% |
| KO The Coca-Cola Co. | 0.26% | 3,003 | $228K | Reduce -1.3% |
| MO Altria Group Inc. | 0.26% | 3,412 | $225K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 3,273 | $217K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 867 | $210K | Add +5.7% |
| AMT American Tower Corp. | 0.23% | 1,175 | $203K | Reduce -16.6% |
| KEY Keycorp | 0.23% | 10,000 | $201K | No change |
| PROSHARES ULTRASHORT BLOOMBE | 0.14% | 14,700 | $122K | New |
| ELUT Elutia Inc. | 0.02% | 12,612 | $13K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | Reduce -19.6% | 9.72% | −4.10 |
| USO United States Oil Fund LP | Reduce -90.5% | 0.42% | −1.94 |
| DUK Duke Energy Corp. | Reduce -70.9% | 0.78% | −1.56 |
| XOM Exxon Mobil Corp. | Reduce -75.0% | 0.42% | −0.74 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.1% | 2.04% | −0.29 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.25 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.23 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.23 |
| IYH iShares U.S. Healthcare ETF | Reduce -22.3% | 0.58% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 0.57% | −0.16 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.65% | −0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -7.1% | 1.01% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 0.87% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -3.3% | 0.58% | −0.06 |
| AMT American Tower Corp. | Reduce -16.6% | 0.23% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 0.58% | −0.04 |
| IGPT Invesco AI and Next Gen Soft | Reduce -2.1% | 1.69% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.50% | −0.04 |
| MCD McDonald's Corp. | Reduce -8.0% | 0.43% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.6% | 0.30% | −0.01 |
| CEF Sprott Physical Gold and Sil | Reduce -4.7% | 0.55% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.0% | 1.31% | +0.02 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.26% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.35% | +0.05 |
| NOC Northrop Grumman Corp. | Reduce -1.1% | 0.29% | +0.05 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.2% | 2.33% | +0.09 |
| AESI Atlas Energy Solutions Inc. | Reduce -14.5% | 0.55% | +0.10 |
| TPL Texas Pacific Land Corp. | Reduce -12.1% | 0.47% | +0.15 |
| VDE Vanguard Energy ETF | Reduce -2.9% | 2.93% | +0.78 |
Portfolio Buys Q4 2025 → Q1 2026
| AAPL Apple Inc. | Add +28.4% | 7.94% | +1.46 |
| PAAA Pgim Aaa Clo ETF | Add +14.6% | 6.43% | +0.93 |
| VEU Vanguard Ftse All-World Ex-U | Add +8.7% | 7.52% | +0.89 |
| DNP DNP Select Income Fund Inc. | Add +74.7% | 1.58% | +0.72 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +25.5% | 2.34% | +0.53 |
| IYT iShares US Transportation Et | Add +35.0% | 1.81% | +0.50 |
| CVX Chevron Corp. | Add +7.1% | 1.22% | +0.40 |
| ITA iShares U.S. Aerospace & Def | Add +7.2% | 3.30% | +0.34 |
| SCHD Schwab US DVD Equity ETF | Add +5.2% | 1.95% | +0.33 |
| MPC Marathon Petroleum Corp. | New | 0.29% | +0.29 |
| MA Mastercard Inc. Class A | New | 0.29% | +0.29 |
| LMT Lockheed Martin Corp. | New | 0.28% | +0.28 |
| FBND Fidelity Total Bond ETF | Add +24.4% | 1.34% | +0.28 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +26.7% | 1.40% | +0.27 |
| MO Altria Group Inc. | New | 0.26% | +0.26 |
| V Visa Inc. Class A | Add +63.1% | 0.78% | +0.24 |
| DFIS Dimensional International SM | Add +3.7% | 2.74% | +0.21 |
| AMLP Alerian MLP ETF | Add +2.9% | 1.08% | +0.16 |
| EFV iShares MSCI Eafe Value ETF | Add +28.4% | 0.55% | +0.15 |
| PROSHARES ULTRASHORT BLOOMBE | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | Add +2.0% | 1.20% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.9% | 0.73% | +0.13 |
| GEV GE Vernova Inc. | Add +6.6% | 0.37% | +0.12 |
| FITB Fifth Third Bancorp | Add +34.0% | 0.40% | +0.10 |
| SCHF Schwab Intl Equity ETF | Add +20.0% | 0.45% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +12.3% | 0.60% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | Add +9.1% | 0.86% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.0% | 0.75% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.6% | 0.78% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +5.9% | 0.60% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 0.29% | +0.02 |
| GE General Electric | Add +8.1% | 0.40% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.7% | 0.70% | +0.00 |
| AVGO Broadcom Inc. | Add +9.1% | 0.29% | −0.00 |
| OEF iShares S&P 100 ETF | Add +3.6% | 0.26% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 0.91% | −0.01 |
| IBM Intl Business Machines Corp. | Add +5.7% | 0.24% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.47% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 1.37% | −0.05 |
| AMZN Amazon.com Inc. | Add +3.6% | 1.63% | −0.08 |
| NVDA Nvidia Corp. | Add +0.7% | 2.60% | −0.10 |
| MSFT Microsoft Corp. | Add +7.1% | 3.44% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $104.4M | LLY, AAPL, VEU, PAAA, ITA |
| Q1 2026 | 83 | $87.8M | LLY, AAPL, VEU, PAAA, MSFT |
| Q4 2025 | 81 | $89.7M | LLY, VEU, AAPL, PAAA, MSFT |
| Q3 2025 | 78 | $75.1M | LLY, VEU, AAPL, MSFT, NVDA |
| Q2 2025 | 67 | $55.0M | VEU, AAPL, MSFT, NVDA, VDE |
| Q1 2025 | 96 | $115.4M | LLY, AAPL, MSFT, META, VDE |
| Q4 2024 | 115 | $127.3M | LLY, AAPL, MSFT, META, SLYV |
| Q3 2024 | 116 | $133.5M | LLY, AAPL, MSFT, META, SLYV |
| Q2 2024 | 101 | $125.6M | LLY, AAPL, MSFT, META, SLYV |
| Q1 2024 | 86 | $112.4M | LLY, AAPL, MSFT, SLYV, VDE |