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CIK: 0001802244
Total reported value
$104.4M
$104.4M
83 檔
29.5%
At the close of Q1 2026, Indie Asset Partners, LLC disclosed equity holdings valued at approximately $104.4M, spread across 83 reported holdings.
In Q1 2026, Indie Asset Partners, LLC displayed an active expansion posture, initiating 5 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.72% | +1.40% | -19.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.94% | -0.37% | +28.35% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.52% | -0.22% | +8.71% | |
| 4 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 6.43% | -0.36% | +14.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.44% | +7.10% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.30% | -0.08% | +7.18% | |
| 7 | VDE | Vanguard Energy ETF | ETF-Other | 2.93% | -0.83% | -2.94% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.74% | -0.29% | +3.74% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.19% | +0.73% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.34% | -0.08% | +25.48% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.33% | +0.03% | -2.21% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.04% | -0.10% | -4.14% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.95% | +0.02% | +5.23% | |
| 14 | IYT | Ishares US Transportation Et | ETF-Other | 1.81% | +0.09% | +35.00% | |
| 15 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.69% | +0.89% | -2.14% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | — | +3.61% | |
| 17 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 1.58% | -0.09% | +74.70% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.55% | -0.52% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.04% | -0.10% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.40% | +0.37% | +26.67% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.10% | +3.43% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.34% | -0.21% | +24.40% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.31% | +0.11% | -3.05% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.48% | +7.13% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.31% | +1.96% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 1.08% | -0.09% | +2.87% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.01% | -0.07% | -7.08% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | +1.21% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.03% | -6.69% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.86% | -0.04% | +9.13% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.02% | +63.07% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.07% | +14.64% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.15% | -70.90% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | — | +0.01% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.12% | +14.94% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +1.53% | +2.72% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.08% | -0.32% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.07% | +12.34% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.03% | +5.87% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.01% | -4.95% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.01% | -3.34% | |
| 42 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.58% | -0.04% | -22.34% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.12% | -11.70% | |
| 44 | AESI | Atlas Energy Solutions Inc | Stock-Other | 0.55% | -0.01% | -14.47% | |
| 45 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.55% | -0.16% | -4.73% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.08% | +28.45% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.55% | -0.16% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.12% | +0.35% | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.47% | -0.18% | -12.12% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | -0.04% | +20.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +28.35% | Add |
| 2 | PAAA | Pgim Aaa Clo ETF | +0.9% | +14.57% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.9% | +8.71% | Add |
| 4 | VDE | Vanguard Energy ETF | +0.8% | -2.94% | Trim |
| 5 | DNP | Dnp Select Income Fund Inc | +0.7% | +74.70% | Add |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.5% | +25.48% | Add |
| 7 | IYT | Ishares US Transportation Et | +0.5% | +35.00% | Add |
| 8 | CVX | Chevron CORP | +0.4% | +7.13% | Add |
| 9 | ITA | Ishares U.s. Aerospace & Def | +0.4% | +7.18% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +5.23% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.3% | +24.40% | Add |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +26.67% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +63.07% | Add |
| 14 | DFIS | Dimensional International Sm | +0.2% | +3.74% | Add |
| 15 | AMLP | Alerian Mlp ETF | +0.2% | +2.87% | Add |
| 16 | TPL | Texas Pacific Land CORP | +0.2% | -12.12% | Trim |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +28.45% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +1.96% | Add |
| 19 | SII | Sprott Inc | +0.1% | — | Unchanged |
| 20 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 21 | VTV | Vanguard Value ETF | +0.1% | +14.94% | Add |
| 22 | GEV | GE Vernova Inc | +0.1% | +6.59% | Add |
| 23 | FITB | Fifth Third Bancorp | +0.1% | +34.00% | Add |
| 24 | SHEL | Shell Plc-adr | +0.1% | — | Unchanged |
| 25 | AESI | Atlas Energy Solutions Inc | +0.1% | -14.47% | Trim |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | +20.01% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +12.34% | Add |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | -2.21% | Trim |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +9.13% | Add |
| 30 | NOC | Northrop Grumman CORP | +0.1% | -1.06% | Trim |
| 31 | COST | Costco Wholesale CORP | +0.1% | -2.23% | Trim |
| 32 | BSM | Black Stone Minerals LP | 0% | — | Unchanged |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.01% | Add |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.87% | Add |
| 35 | VUG | Vanguard Growth ETF | 0% | +14.64% | Add |
| 36 | SCI | Service CORP International | 0% | — | Unchanged |
| 37 | MISL | First Trust Indxx Aero & Def | 0% | — | Unchanged |
| 38 | KO | Coca-cola Co/the | 0% | -1.25% | Trim |
| 39 | TFPM | Triple Flag Precious Met | 0% | — | Unchanged |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.41% | Add |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | -3.05% | Trim |
| 42 | ELUT | Elutia Inc | 0% | — | Unchanged |
| 43 | CEF | Sprott Physical Gold And Sil | 0% | -4.73% | Trim |
| 44 | GE | General Electric | 0% | +8.12% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.72% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | — | -6.63% | Trim |
| 47 | AVGO | Broadcom Inc | — | +9.08% | Add |
| 48 | KEY | Keycorp | — | — | Unchanged |
| 49 | BBEU | Jpmorgan Betabuilders Europe | — | — | Unchanged |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | +1.21% | Add |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 83 disclosed positions in Q1 2026.
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, AAPL, VEU) accounted for 29.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
MPC
市值: $258.8K
Top Position Liquidated / Trimmed
BX
前期市值: $220.0K
During Q1 2026, Indie Asset Partners, LLC's top holdings by market value included LLY (9.7%)、AAPL (7.9%)、VEU (7.5%). The largest single position, LLY, represented 9.7% of total portfolio value.
In Q1 2026, Indie Asset Partners, LLC made 71 total portfolio adjustments, initiating 5 new buys, adding to 37 positions, trimming 26 holdings, and fully liquidating 3 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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