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CIK: 0001802244
Total reported value
$104.4M
$104.4M
81 檔
31.4%
During the Q4 2025 filing period, Indie Asset Partners, LLC (CIK: 0001802244) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $104.4M across 81 reported positions.
In Q4 2025, Indie Asset Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 13.82% | +1.40% | +25.20% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.63% | -0.22% | +0.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.48% | -0.37% | +4.56% | |
| 4 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 5.50% | -0.36% | +75.45% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.11% | -0.44% | +3.49% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.95% | -0.08% | +0.86% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.19% | -22.79% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.53% | -0.29% | -2.13% | |
| 9 | USO | United States Oil Fund LP | ETF-Other | 2.36% | -0.42% | EXIT | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 2.34% | -0.15% | +369.57% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.34% | -0.10% | — | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.24% | +0.03% | -6.82% | |
| 13 | VDE | Vanguard Energy ETF | ETF-Other | 2.15% | -0.83% | -6.65% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.82% | -0.08% | -5.35% | |
| 15 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.73% | +0.89% | -5.63% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | — | +29.77% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.62% | +0.02% | -2.05% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.04% | +38.40% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.10% | +5.29% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.42% | -0.52% | -0.07% | |
| 21 | IYT | Ishares US Transportation Et | ETF-Other | 1.31% | +0.09% | -1.00% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.29% | +0.11% | -14.26% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.14% | -0.46% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.13% | +0.37% | +88.10% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.11% | -0.07% | -4.70% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.07% | -0.21% | +26.40% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.31% | -5.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.03% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.01% | +12.24% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-Other | 0.91% | -0.09% | -5.42% | |
| 31 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.86% | -0.09% | +2.67% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.48% | +11.87% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.04% | +11.21% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.08% | +21.28% | |
| 35 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.77% | -0.04% | -10.19% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.07% | +48.48% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.12% | +10.20% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.71% | — | -1.61% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +1.53% | +9.63% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.01% | +1.27% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.01% | -1.76% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | +0.12% | +102.56% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.03% | +29.38% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.56% | -0.16% | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.02% | +22.70% | |
| 46 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.54% | -0.16% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | +0.07% | +20.29% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.12% | +29.72% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.19% | -1.63% | |
| 50 | AESI | Atlas Energy Solutions Inc | Stock-Other | 0.45% | -0.01% | -1.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +4.5% | +25.20% | Add |
| 2 | PAAA | Pgim Aaa Clo ETF | +1.7% | +75.45% | Add |
| 3 | DUK | Duke Energy CORP | +1.7% | +369.57% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +88.10% | Add |
| 5 | VTV | Vanguard Value ETF | +0.3% | +102.56% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +38.40% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +29.77% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +48.48% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +29.72% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.1% | +52.19% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +26.40% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.27% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +29.38% | Add |
| 14 | B | Barrick Mining CORP | 0% | +0.59% | Add |
| 15 | V | Visa Inc-class A Shares | 0% | +22.70% | Add |
| 16 | TSLA | Tesla Inc | 0% | +21.28% | Add |
| 17 | CEF | Sprott Physical Gold And Sil | 0% | — | Unchanged |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | +20.29% | Add |
| 19 | GE | General Electric | — | +18.63% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +12.24% | Add |
| 21 | QUAL | Ishares Msci USA Quality Fac | 0% | +11.21% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +9.63% | Add |
| 23 | CVX | Chevron CORP | -0.1% | +11.87% | Add |
| 24 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.07% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -0.46% | Trim |
| 26 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -21.40% | Trim |
| 27 | NOC | Northrop Grumman CORP | -0.2% | -20.21% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | +5.29% | Add |
| 29 | AESI | Atlas Energy Solutions Inc | -0.2% | -1.72% | Trim |
| 30 | IGPT | Invesco Ai And Next Gen Soft | -0.3% | -5.63% | Trim |
| 31 | SCHG | Schwab US Large-cap Growth | -0.4% | — | Unchanged |
| 32 | AAPL | Apple Inc | -0.5% | +4.56% | Add |
| 33 | ITA | Ishares U.s. Aerospace & Def | -0.5% | +0.86% | Add |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.5% | -14.26% | Trim |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.5% | -5.35% | Trim |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.6% | -6.82% | Trim |
| 37 | VDE | Vanguard Energy ETF | -0.6% | -6.65% | Trim |
| 38 | MSFT | Microsoft CORP | -1% | +3.49% | Add |
| 39 | VEU | Vanguard Ftse All-world Ex-u | -1% | +0.46% | Add |
| 40 | NVDA | Nvidia CORP | -1.5% | -22.79% | Trim |
| 41 | USO | United States Oil Fund LP | — | NEW | New buy |
| 42 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 43 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 44 | MO | Altria Group Inc | — | EXIT | Sold out |
| 45 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 46 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | BX | Blackstone Inc | — | NEW | New buy |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | AREC | American Resources CORP | — | 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 81 disclosed positions in Q4 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 31.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
USO
市值: $2.1M
Top Position Liquidated / Trimmed
MPC
前期市值: $501.1K
During Q4 2025, Indie Asset Partners, LLC's top holdings by market value included LLY (13.8%)、VEU (6.6%)、AAPL (6.5%). The largest single position, LLY, represented 13.8% of total portfolio value.
In Q4 2025, Indie Asset Partners, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 4 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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