Indivisible Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Indivisible Partners reported 637 stock positions worth $1.8 billion. Its top holding was Texas Instruments (TXN) at 21.8% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 3.1%) and Seagate Technology (STX, 2.4%). Compared with Q1 2026, it opened 179 new positions, sold out of 25, added to 353 and reduced 89. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1060%) and the biggest sale Parker Hannifin (PH, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0002098400
- Portfolio Value
- $1.8B (Q2 2026)
- SEC Filing
- 0002098400-26-000004 ↗ filed Aug 4, 2026
Holdings Value
Holdings 637 stocks · $1.8B
| TXN Texas Instruments Inc. | 21.76% | 1,291,269 | $384.9M | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 3.12% | 430,377 | $55.1M | Add +19.3% |
| STX Seagate Technology Holdings | 2.36% | 43,306 | $41.8M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 2.11% | 377,855 | $37.4M | Add +1060.4% |
| AAPL Apple Inc. | 1.96% | 119,942 | $34.7M | Add +7.2% |
| ET Energy Transfer LP | 1.74% | 1,610,667 | $30.8M | Add +6172.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.39% | 33,464 | $24.6M | Add +22.2% |
| VOO Vanguard S&P 500 ETF | 1.39% | 35,680 | $24.5M | Add +75.7% |
| AVDE Avantis International Equity | 1.25% | 247,271 | $22.1M | Add +37.6% |
| NVDA Nvidia Corp. | 1.25% | 110,135 | $22.0M | Add +45.2% |
| GOOGL Alphabet Inc. Class A | 1.05% | 51,922 | $18.6M | Add +35.5% |
| DSTL Distillate US Fundamental St | 1.01% | 298,065 | $17.9M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.94% | 13,876 | $16.6M | Add +8.9% |
| AMZN Amazon.com Inc. | 0.94% | 69,675 | $16.6M | Add +46.5% |
| APH Amphenol Corp. Class A | 0.89% | 89,141 | $15.7M | Reduce -0.6% |
| AVEM Avantis Emerging Markets Eq | 0.85% | 155,149 | $15.0M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.83% | 39,457 | $14.7M | Add +46.9% |
| DFUS Dimensional US Eq MKT ETF | 0.81% | 173,937 | $14.3M | Add +2.0% |
| RY Royal Bank of Canada | 0.81% | 68,809 | $14.2M | Add +59.6% |
| JEPI JPMorgan Equity Premium Inco | 0.80% | 251,958 | $14.2M | Reduce -5.4% |
| HWM Howmet Aerospace Inc. | 0.77% | 50,907 | $13.7M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 35,957 | $13.3M | Add +930.6% |
| CAT Caterpillar Inc. | 0.69% | 11,404 | $12.1M | Add +14.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 20,809 | $10.4M | Add +29.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 167,337 | $10.3M | Reduce -10.8% |
| EEM iShares MSCI Emerging Market | 0.56% | 146,103 | $10.0M | Add +47.4% |
| WELL Welltower Inc. | 0.55% | 43,211 | $9.8M | Reduce -0.0% |
| SPYI Neos S&P 500 High Income ETF | 0.54% | 180,638 | $9.6M | Reduce -2.2% |
| PAGP Plains GP Holdings LP | 0.53% | 387,025 | $9.4M | New |
| DFAI Dimensional International Co. | 0.52% | 225,079 | $9.3M | Add +7.3% |
| AVGO Broadcom Inc. | 0.52% | 24,201 | $9.1M | Add +35.9% |
| JPM JPMorgan Chase & Co. | 0.51% | 27,539 | $9.0M | Add +29.3% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 37,176 | $8.8M | Add +22.7% |
| VTR Ventas Inc. | 0.49% | 98,336 | $8.7M | Reduce -1.7% |
| CMI Cummins Inc. | 0.49% | 12,224 | $8.7M | Add +556.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.49% | 25,982 | $8.6M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.47% | 61,388 | $8.4M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 0.47% | 11,138 | $8.3M | Add +460.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 96,151 | $8.3M | Add +33.5% |
| XIFR XPLR Infrastructure LP | 0.46% | 693,500 | $8.2M | New |
| DSMC Distillate S/M Cash Flow ETF | 0.46% | 201,233 | $8.1M | Add +0.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.45% | 23,375 | $8.0M | Add +6.0% |
| NBIS Nebius Group NV | 0.44% | 28,345 | $7.8M | Add +513.4% |
| ARE Alexandria Real Estate Equit | 0.43% | 144,584 | $7.6M | New |
| SDVD FT Vest Smid Rising Dividend | 0.43% | 329,479 | $7.6M | Add +3.4% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 64,526 | $7.5M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.42% | 20,931 | $7.4M | Add +100.5% |
| WAB Wabtec Corp. | 0.37% | 24,370 | $6.6M | Add +5.8% |
| ROST Ross Stores Inc. | 0.37% | 30,684 | $6.5M | Add +8.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.36% | 62,543 | $6.5M | Add +518.4% |
| META Meta Platforms Inc. Class A | 0.36% | 11,445 | $6.4M | Add +75.0% |
| JNJ Johnson & Johnson | 0.36% | 25,301 | $6.4M | Add +16.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.36% | 69,889 | $6.3M | Add +34.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 41,021 | $6.2M | Add +1011.7% |
| MAR Marriott International Class A | 0.35% | 16,752 | $6.2M | Add +6.7% |
| CWB SS SPDR BB Conv Sec ETF | 0.35% | 56,752 | $6.1M | Add +28.7% |
| JBL Jabil Inc. | 0.34% | 15,772 | $6.1M | New |
| BAC Bank of America Corp. | 0.34% | 104,998 | $6.0M | Add +11.3% |
| LMBS First Trust Low Duration Opp | 0.33% | 118,154 | $5.9M | New |
| RH RH | 0.33% | 35,607 | $5.9M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 19,291 | $5.8M | Add +22.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 68,334 | $5.7M | New |
| EA Electronic Arts Inc. | 0.32% | 27,699 | $5.7M | Add +7.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.32% | 55,503 | $5.7M | New |
| GLD SPDR Gold Shares | 0.32% | 15,285 | $5.6M | Add +43.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 11,790 | $5.6M | Add +26.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 25,799 | $5.6M | Add +7.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.31% | 110,303 | $5.6M | Add +7.5% |
| HIG Hartford Insurance Group Inc. | 0.30% | 40,337 | $5.3M | Add +3.5% |
| RYN Rayonier Inc. | 0.29% | 241,255 | $5.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 6,707 | $5.0M | Add +807.6% |
| VTIP Vanguard Short-Term Tips | 0.28% | 99,602 | $5.0M | New |
| QLTY GMO U.S. Quality ETF | 0.28% | 118,273 | $4.9M | Add +4.4% |
| MPLX MPLX LP | 0.27% | 85,400 | $4.8M | New |
| PVAL Putnam Focused LRG Cap Value | 0.27% | 93,494 | $4.8M | Add +3.3% |
| PAA Plains All Amer Pipeline LP | 0.27% | 212,753 | $4.7M | New |
| EPD Enterprise Products Partners | 0.27% | 128,249 | $4.7M | New |
| VONG Vanguard Russell 1000 Growth | 0.27% | 36,795 | $4.7M | Reduce -0.0% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 159,588 | $4.7M | Add +19.2% |
| TFLO iShares Treasury Floating Ra | 0.26% | 91,538 | $4.6M | Add +328.3% |
| ETR Entergy Corp. | 0.26% | 40,119 | $4.6M | Add +9.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.25% | 96,062 | $4.5M | Add +11.1% |
| TSLA Tesla Inc. | 0.25% | 10,433 | $4.4M | Add +120.1% |
| AMLP Alerian MLP ETF | 0.24% | 82,862 | $4.3M | Add +13.6% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 28,030 | $4.2M | Add +80.6% |
| DGRO iShares Core Dividend Growth | 0.23% | 54,797 | $4.2M | Reduce -7.0% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 58,225 | $4.1M | Add +25.3% |
| WRBY Warby Parker Inc. Class A | 0.23% | 133,881 | $4.1M | Add +5.2% |
| NEM Newmont Corp. | 0.22% | 42,482 | $4.0M | New |
| IWF iShares Russell 1000 Growth | 0.22% | 31,463 | $3.9M | Add +9.3% |
| PM Philip Morris International | 0.22% | 21,390 | $3.9M | Add +14.7% |
| GLW Corning Inc. | 0.22% | 15,144 | $3.9M | Add +4.1% |
| NAN Nuveen NY QLTY Muni Inc. | 0.22% | 325,461 | $3.8M | Reduce -2.0% |
| UITB Victoryshares Core Intermedi | 0.22% | 81,385 | $3.8M | Add +9.1% |
| CSCO Cisco Systems Inc. | 0.21% | 31,440 | $3.7M | Add +35.4% |
| V Visa Inc. Class A | 0.21% | 10,761 | $3.7M | Add +71.6% |
| WMT Walmart Inc. | 0.21% | 32,221 | $3.6M | Add +51.2% |
| OKE Oneok Inc. | 0.20% | 40,319 | $3.5M | Add +1290.3% |
| AMD Advanced Micro Devices | 0.20% | 6,027 | $3.5M | Add +31.4% |
| MU Micron Technology Inc. | 0.19% | 2,839 | $3.3M | Add +2.7% |
Options reported separately and not counted above: PPL calls ($464K).
Portfolio Sells Q1 2026 → Q2 2026
| PH Parker Hannifin Corp. | Reduce -92.1% | 0.04% | −0.76 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.64 |
| COR Cencora Inc. | Reduce -94.5% | 0.02% | −0.61 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.4% | 0.80% | −0.53 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.42 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.3% | 0.43% | −0.42 |
| MCK McKesson Corp. | Reduce -92.9% | 0.02% | −0.40 |
| AVUV Avantis US Small Cap Value | Reduce -81.4% | 0.06% | −0.38 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -10.8% | 0.58% | −0.34 |
| HWM Howmet Aerospace Inc. | Reduce -3.1% | 0.77% | −0.30 |
| SPYI Neos S&P 500 High Income ETF | Reduce -2.2% | 0.54% | −0.26 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.2% | 0.85% | −0.26 |
| VTR Ventas Inc. | Reduce -1.7% | 0.49% | −0.23 |
| WELL Welltower Inc. | Reduce -0.0% | 0.55% | −0.20 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.20 |
| EMB iShares JP Morgan Usd Emergi | Reduce -72.1% | 0.04% | −0.17 |
| TIP iShares Tips Bond ETF | Reduce -76.4% | 0.03% | −0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -86.3% | 0.01% | −0.15 |
| BLK BlackRock Inc. | Reduce -35.4% | 0.10% | −0.14 |
| DGRO iShares Core Dividend Growth | Reduce -7.0% | 0.23% | −0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -45.0% | 0.07% | −0.12 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.12 |
| APH Amphenol Corp. Class A | Reduce -0.6% | 0.89% | −0.11 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -2.0% | 0.18% | −0.11 |
| NAN Nuveen NY QLTY Muni Inc. | Reduce -2.0% | 0.22% | −0.11 |
| BIZD Vaneck BDC Income ETF | Sold out | 0.00% | −0.11 |
| WMB Williams Cos Inc. | Reduce -5.6% | 0.17% | −0.11 |
| HDV iShares Core High Dividend E | Reduce -3.6% | 0.16% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.0% | 0.27% | −0.09 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -76.3% | 0.02% | −0.09 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.08 |
| IAGG iShares Intl Aggregate Bond | Reduce -75.9% | 0.01% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Reduce -53.7% | 0.03% | −0.08 |
| VONV Vanguard Russell 1000 Value | Reduce -3.0% | 0.18% | −0.08 |
| SPG Simon Property Group Inc. | Reduce -73.9% | 0.02% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -17.3% | 0.04% | −0.07 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.05 |
| HTD John Hancock Tax Adv DVD Inc. | Reduce -4.8% | 0.09% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.4% | 0.12% | −0.05 |
| CGMU Cap Group Municipal Income | Reduce -4.7% | 0.08% | −0.05 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.05 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -4.0% | 0.09% | −0.05 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -2.9% | 0.09% | −0.05 |
| VONE Vanguard Russell 1000 | Reduce -5.2% | 0.10% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -4.2% | 0.12% | −0.04 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -42.8% | 0.04% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -37.5% | 0.02% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -6.9% | 0.08% | −0.04 |
| PPL PPL Corp. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Add +1060.4% | 2.11% | +1.83 |
| ET Energy Transfer LP | Add +6172.1% | 1.74% | +1.70 |
| VTI VG Morningstar TS MKT ETF-US | Add +930.6% | 0.75% | +0.65 |
| PAGP Plains GP Holdings LP | New | 0.53% | +0.53 |
| XIFR XPLR Infrastructure LP | New | 0.46% | +0.46 |
| ARE Alexandria Real Estate Equit | New | 0.43% | +0.43 |
| CMI Cummins Inc. | Add +556.5% | 0.49% | +0.40 |
| NBIS Nebius Group NV | Add +513.4% | 0.44% | +0.40 |
| IVV iShares Core S&P 500 ETF | Add +460.3% | 0.47% | +0.36 |
| JBL Jabil Inc. | New | 0.34% | +0.34 |
| LMBS First Trust Low Duration Opp | New | 0.33% | +0.33 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.32% | +0.32 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.32% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +75.7% | 1.39% | +0.31 |
| TJX TJX Companies Inc. | Add +1011.7% | 0.35% | +0.30 |
| RYN Rayonier Inc. | New | 0.29% | +0.29 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +518.4% | 0.36% | +0.29 |
| VTIP Vanguard Short-Term Tips | New | 0.28% | +0.28 |
| MPLX MPLX LP | New | 0.27% | +0.27 |
| PAA Plains All Amer Pipeline LP | New | 0.27% | +0.27 |
| EPD Enterprise Products Partners | New | 0.27% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +807.6% | 0.28% | +0.24 |
| NEM Newmont Corp. | New | 0.22% | +0.22 |
| RY Royal Bank of Canada | Add +59.6% | 0.81% | +0.19 |
| OKE Oneok Inc. | Add +1290.3% | 0.20% | +0.17 |
| GDX Vaneck Gold Miners ETF | New | 0.17% | +0.17 |
| TFLO iShares Treasury Floating Ra | Add +328.3% | 0.26% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +1064.0% | 0.18% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +100.5% | 0.42% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.13% | +0.13 |
| ARM Arm Holdings PLC-ADR | New | 0.13% | +0.13 |
| KRP Kimbell Royalty Partners LP | New | 0.12% | +0.12 |
| AMD Advanced Micro Devices | Add +31.4% | 0.20% | +0.12 |
| IWV iShares Russell 3000 ETF | New | 0.12% | +0.12 |
| B Barrick Mining Corp. | New | 0.11% | +0.11 |
| RRC Range Resources Corp. | New | 0.11% | +0.11 |
| ESGU iShares ESG Aware MSCI USA | New | 0.11% | +0.11 |
| TILT NT Mstar US Ftilt ETF | New | 0.11% | +0.11 |
| FBND Fidelity Total Bond ETF | New | 0.10% | +0.10 |
| MU Micron Technology Inc. | Add +2.7% | 0.19% | +0.10 |
| VXUS Vanguard Total Intl Stock | New | 0.10% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +226.9% | 0.16% | +0.09 |
| TSLA Tesla Inc. | Add +120.1% | 0.25% | +0.09 |
| AMAT Applied Materials Inc. | Add +57.7% | 0.17% | +0.09 |
| COLD Americold Realty Trust Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +45.2% | 1.25% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +35.5% | 1.05% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | Add +39.1% | 0.16% | +0.07 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +447.5% | 0.09% | +0.07 |
Options Activity Q1 2026 → Q2 2026
| PPL PPL Corp. | call | New | 12,760 | $464K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.