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CIK: 0001802244
Total reported value
$104.4M
$104.4M
78 檔
23.9%
The Q3 2025 SEC filing reveals that Indie Asset Partners, LLC held a total portfolio value of $104.4M, covering 78 public equity positions.
In Q3 2025, Indie Asset Partners, LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 21 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.36% | +1.40% | +623.80% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.64% | -0.22% | +1.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.93% | -0.37% | -1.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | -0.44% | -8.77% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | +0.19% | +4.03% | |
| 6 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 3.76% | -0.36% | — | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.41% | -0.08% | +211.43% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.96% | -0.29% | +0.81% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.80% | +0.03% | -7.72% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 2.75% | -0.83% | -6.81% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.73% | -0.10% | +0.63% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.33% | -0.08% | +9.56% | |
| 13 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.99% | +0.89% | -3.11% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.97% | +0.02% | -3.12% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.80% | +0.11% | -3.13% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.10% | -1.03% | |
| 17 | IYT | Ishares US Transportation Et | ETF-Other | 1.52% | +0.09% | +18.26% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.51% | -0.52% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | — | -4.74% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.36% | -0.07% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.14% | +296.31% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.04% | +10.43% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.31% | -11.71% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-Other | 1.15% | -0.09% | -0.40% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.03% | +2.03% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.01% | -0.21% | +50.73% | |
| 27 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 1.00% | -0.09% | +66.67% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.01% | -0.17% | |
| 29 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.92% | -0.04% | -6.10% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.48% | +125.46% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.12% | -6.79% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.85% | — | -0.23% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.04% | +85.10% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | +1.53% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.08% | +0.16% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.01% | -0.99% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.70% | +0.37% | +140.60% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | -0.16% | — | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.03% | — | |
| 40 | AESI | Atlas Energy Solutions Inc | Stock-Other | 0.66% | -0.01% | +0.81% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.63% | -0.15% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.07% | +18.40% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.01% | -5.25% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.19% | — | |
| 45 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.52% | -0.16% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.02% | -1.74% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.03% | +21.55% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.07% | +8.06% | |
| 49 | SCI | Service CORP International | Stock-Consumer Disc | 0.46% | -0.09% | — | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.42% | -0.18% | -12.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +4.03% | Add |
| 2 | MSFT | Microsoft CORP | +2.2% | -8.77% | Trim |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | +2.1% | +9.56% | Add |
| 4 | GDX | Vaneck Gold Miners ETF | +0.9% | — | Unchanged |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.7% | -7.72% | Trim |
| 6 | VDE | Vanguard Energy ETF | +0.6% | -6.81% | Trim |
| 7 | CVX | Chevron CORP | +0.6% | +125.46% | Add |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -3.12% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -1.78% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | -4.74% | Trim |
| 11 | IYH | Ishares U.s. Healthcare ETF | 0% | -6.10% | Trim |
| 12 | MCD | Mcdonald's CORP | -0.1% | — | Trim |
| 13 | TPL | Texas Pacific Land CORP | -0.1% | -12.82% | Trim |
| 14 | KO | Coca-cola Co/the | -0.3% | -0.63% | Trim |
| 15 | AVGO | Broadcom Inc | -0.3% | — | Trim |
| 16 | AESI | Atlas Energy Solutions Inc | -0.5% | +0.81% | Trim |
| 17 | META | Meta Platforms Inc-class A | -1.4% | -6.79% | Trim |
| 18 | LLY | Eli Lilly & Co | -33% | +623.80% | Trim |
| 19 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 20 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 21 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 22 | DFIS | Dimensional International Sm | — | NEW | New buy |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 24 | JPIE | Jpmorgan Income ETF | — | EXIT | Sold out |
| 25 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 26 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 27 | HELO | Jpmorgan Hedged Equity ETF | — | EXIT | Sold out |
| 28 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | EXIT | Sold out |
| 30 | CMI | Cummins Inc | — | EXIT | Sold out |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 32 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 33 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
| 34 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 35 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 36 | DUK | Duke Energy CORP | — | NEW | New buy |
| 37 | ONEY | Ss Spdr R1000 Yield Foc ETF | — | EXIT | Sold out |
| 38 | HD | Home Depot Inc | — | EXIT | Sold out |
| 39 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 40 | UCON | First Trust Smith Unconstrai | — | EXIT | Sold out |
| 41 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 43 | FAST | Fastenal Co | — | EXIT | Sold out |
| 44 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 45 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 46 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 47 | MISL | First Trust Indxx Aero & Def | — | NEW | New buy |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | — | EXIT | Sold out |
| 49 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 50 | LVHI | Franklin International Low V | — | EXIT | Sold out |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 78 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, VEU, AAPL) accounted for 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEU
市值: $5.7M
Top Position Liquidated / Trimmed
GBTC
前期市值: $1.7M
During Q3 2025, Indie Asset Partners, LLC's top holdings by market value included LLY (9.4%)、VEU (7.6%)、AAPL (6.9%). The largest single position, LLY, represented 9.4% of total portfolio value.
In Q3 2025, Indie Asset Partners, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 3 positions, trimming 14 holdings, and fully liquidating 21 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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