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CIK: 0001802244
Total reported value
$104.4M
$104.4M
67 檔
17.5%
As reported in its official Q2 2025 Form 13F filing, Indie Asset Partners, LLC's tracked investment portfolio stood at $104.4M with 67 total positions.
During Q2 2025, Indie Asset Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.70% | -0.22% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.77% | -0.37% | -39.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.31% | -0.44% | -10.12% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.64% | +0.19% | +6.36% | |
| 5 | VDE | Vanguard Energy ETF | ETF-Other | 3.81% | -0.83% | -8.99% | |
| 6 | DFIS | Dimensional International Sm | ETF-Other | 3.79% | -0.29% | — | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.73% | +0.03% | -18.48% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.39% | -0.10% | -10.41% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.70% | +0.02% | -15.85% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.63% | -0.08% | +348.39% | |
| 11 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 2.56% | +0.89% | -14.10% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.39% | +0.11% | -7.42% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | — | -29.77% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.10% | -11.70% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.81% | +1.40% | -97.85% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.72% | -0.07% | -4.67% | |
| 17 | IYT | Ishares US Transportation Et | ETF-Other | 1.68% | +0.09% | -6.85% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-Other | 1.65% | -0.09% | -6.32% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.60% | -0.31% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.04% | +3.76% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.41% | -0.52% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | -0.03% | -20.54% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.35% | -0.08% | — | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.29% | -0.04% | -25.42% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.12% | -78.53% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.01% | +17.92% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.07% | — | -1.08% | |
| 28 | AESI | Atlas Energy Solutions Inc | Stock-Other | 1.05% | -0.01% | -42.96% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | +1.53% | -3.38% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.01% | +2.99% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.91% | -0.21% | — | |
| 32 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.80% | -0.09% | -6.25% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.79% | -0.03% | -1.89% | |
| 34 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.75% | -0.18% | -17.89% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.02% | -7.17% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.08% | -6.01% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.19% | -40.42% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.07% | — | |
| 39 | SCI | Service CORP International | Stock-Consumer Disc | 0.62% | -0.09% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.01% | -52.89% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.07% | -24.94% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.07% | +17.22% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.04% | — | |
| 44 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.58% | -0.16% | -28.95% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | -0.23% | EXIT | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.03% | -16.03% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.03% | +3.08% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.52% | -0.24% | -6.92% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | — | -13.72% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.48% | -15.69% |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 67 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEU, AAPL, MSFT) accounted for 17.5% of total reported equity market value during Q2 2025.
During Q2 2025, Indie Asset Partners, LLC's top holdings by market value included VEU (9.7%)、AAPL (7.8%)、MSFT (7.3%). The largest single position, VEU, represented 9.7% of total portfolio value.
In Q2 2025, Indie Asset Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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