Indie Asset Partners, LLC Top Holdings and 13F Report (2026)

About Indie Asset Partners, LLC

Investment Activity

Indie Asset Partners, LLC has $104.43 million in total holdings as of June 30, 2026.
Indie Asset Partners, LLC owns shares of 86 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 9.56% of the portfolio was purchased this quarter.
About 1.70% of the portfolio was sold this quarter.
This quarter, Indie Asset Partners, LLC has purchased 83 new stocks and bought additional shares in 35 stocks.
Indie Asset Partners, LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Eli Lilly and Company: $11,606,884
Apple: $7,909,553
Vanguard FTSE All-World ex-US ETF: $7,625,354
PGIM ETF TR: $6,342,048
iShares U.S. Aerospace & Defense ETF: $3,358,244

Largest New Holdings this Quarter

81369Y605 - Financial Select Sector SPDR Fund: $1,752,511 Holding
874039100 - Taiwan Semiconductor Manufacturing: $308,460 Holding
46090E103 - Invesco QQQ: $295,012 Holding
149123101 - Caterpillar: $287,523 Holding
92204A702 - Vanguard Information Technology ETF: $260,076 Holding

Largest Purchases this Quarter

Financial Select Sector SPDR Fund: 32,690 shares (about $1.75M)
Berkshire Hathaway: 3,370 shares (about $1.69M)
Vanguard Growth ETF: 8,711 shares (about $750.37K)
PGIM ETF TR: 13,440 shares (about $689.07K)
Eli Lilly and Company: 403 shares (about $483.37K)

Largest Sales this Quarter

Shell: 1,450 shares (about $112.43K)
Chevron: 500 shares (about $82.88K)
McDonald's: 300 shares (about $81.09K)
Texas Pacific Land: 180 shares (about $78.78K)
iShares S&P 100 ETF: 161 shares (about $58.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LLY Eli Lilly and Company	$11,606,884	$483,370 â–²	4.3%	9,677	11.1%	Healthcare
AAPL Apple	$7,909,553	$33,855 â–¼	-0.4%	27,335	7.6%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$7,625,354	$267,498 â–²	3.6%	91,049	7.3%	ETF
PGIM ETF TR	$6,342,048	$689,069 â–²	12.2%	123,699	6.1%	AAA CLO ETF
ITA iShares U.S. Aerospace & Defense ETF	$3,358,244	$153,209 â–²	4.8%	13,853	3.2%	ETF
MSFT Microsoft	$3,128,201	$82,812 â–²	2.7%	8,386	3.0%	Technology
NVDA NVIDIA	$2,910,315	$297,134 â–²	11.4%	14,545	2.8%	Technology
IGPT Invesco AI and Next Gen Software ETF	$2,692,651	$27,378 â–²	1.0%	25,866	2.6%	ETF
DFIS Dimensional International Small Cap ETF	$2,555,789	$52,545 â–²	2.1%	72,960	2.4%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$2,461,866	$105,292 â–²	4.5%	22,563	2.4%	ETF
SCHE Schwab Emerging Markets Equity ETF	$2,356,646	$94,457 â–²	4.2%	64,993	2.3%	ETF
BRK.B Berkshire Hathaway	$2,329,816	$1,686,314 â–²	262.1%	4,656	2.2%	Finance
VDE Vanguard Energy ETF	$2,192,157	$36,781 â–¼	-1.7%	14,602	2.1%	ETF
SCHD Schwab US Dividend Equity ETF	$2,058,399	$285,676 â–²	16.1%	64,913	2.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$2,025,798	$57,528 â–¼	-2.8%	59,864	1.9%	ETF
IYT iShares U.S. Transportation ETF	$1,983,020	$135,937 â–²	7.4%	22,859	1.9%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1,851,436	$415,813 â–²	29.0%	27,223	1.8%	ETF
XLF Financial Select Sector SPDR Fund	$1,752,511	$1,752,511 â–²	New Holding	32,690	1.7%	ETF
AMZN Amazon.com	$1,700,079	$64,113 â–²	3.9%	7,133	1.6%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$1,611,611	$98,853 â–²	6.5%	2,152	1.5%	ETF
DNP DNP Select Income Fund	$1,554,192	$102,721 â–²	7.1%	144,040	1.5%	Finance
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,487,457	$69,691 â–²	4.9%	12,486	1.4%	ETF
JPM JPMorgan Chase & Co.	$1,325,898	$15,710 â–¼	-1.2%	4,051	1.3%	Finance
FBND Fidelity Total Bond ETF	$1,183,877	$7,597 â–²	0.6%	26,025	1.1%	ETF
GDX VanEck Gold Miners ETF	$1,074,257	$44,968 â–¼	-4.0%	14,238	1.0%	ETF
AMLP Alerian MLP ETF	$1,034,408	$103,700 â–²	11.1%	19,950	1.0%	ETF
SCHB Schwab US Broad Market ETF	$980,528	$39,386 â–¼	-3.9%	33,858	0.9%	ETF
VOO Vanguard S&P 500 ETF	$937,515	$19,918 â–²	2.2%	1,365	0.9%	ETF
GLD SPDR Gold Shares	$930,896	$32,417 â–²	3.6%	2,527	0.9%	ETF
VUG Vanguard Growth ETF	$885,261	$750,366 â–²	556.3%	10,277	0.8%	ETF
VTV Vanguard Value ETF	$883,924	$171,511 â–²	24.1%	4,056	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$874,555		0.0%	1,171	0.8%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$858,466	$1,756 â–¼	-0.2%	3,912	0.8%	ETF
V Visa	$790,915	$13,725 â–²	1.8%	2,305	0.8%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$780,181	$3,230 â–¼	-0.4%	13,528	0.7%	ETF
CVX Chevron	$773,951	$82,882 â–¼	-9.7%	4,669	0.7%	Energy
TSLA Tesla	$765,071	$119,871 â–²	18.6%	1,819	0.7%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$699,612	$98,700 â–²	16.4%	9,073	0.7%	ETF
DUK Duke Energy	$660,494		0.0%	5,218	0.6%	Utilities
GOOG Alphabet	$613,242	$104,209 â–²	20.5%	1,736	0.6%	Communication Services
VIG Vanguard Dividend Appreciation ETF	$592,733	$16,800 â–²	2.9%	2,505	0.6%	ETF
GOOGL Alphabet	$592,341	$38,942 â–¼	-6.2%	1,658	0.6%	Communication Services
VTI Vanguard Total Stock Market ETF	$590,272		0.0%	1,595	0.6%	ETF
ATLAS ENERGY SOLUTIONS INC	$560,322	$48,169 â–¼	-7.9%	33,734	0.5%	COM NEW
IYH iShares U.S. Healthcare ETF	$559,869	$9,984 â–²	1.8%	8,355	0.5%	ETF
EFV iShares MSCI EAFE Value ETF	$491,681	$2,143 â–¼	-0.4%	6,423	0.5%	ETF
META Meta Platforms	$472,075	$16,900 â–¼	-3.5%	838	0.5%	Communication Services
GE GE Aerospace	$460,809	$2,242 â–¼	-0.5%	1,233	0.4%	Industrials
GE VERNOVA INC	$437,048		0.0%	372	0.4%	COM
SCHF Schwab International Equity ETF	$426,358	$18,005 â–¼	-4.1%	15,392	0.4%	ETF
FITB Fifth Third Bancorp	$424,095	$1,522 â–²	0.4%	7,523	0.4%	Finance
CMCSA Comcast	$409,369		0.0%	16,675	0.4%	Communication Services
SPROTT ASSET MANAGEMENT LP	$405,036		0.0%	10,068	0.4%	PHYSICAL GOLD AN
MISL First Trust Indxx Aerospace & Defense ETF	$328,400		0.0%	7,175	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$319,717	$29,642 â–²	10.2%	4,487	0.3%	ETF
SCI Service Corporation International	$316,070		0.0%	4,161	0.3%	Consumer Discretionary
AVGO Broadcom	$308,622		0.0%	817	0.3%	Technology
TSM Taiwan Semiconductor Manufacturing	$308,460	$308,460 â–²	New Holding	646	0.3%	Technology
TPL Texas Pacific Land	$301,972	$78,775 â–¼	-20.7%	690	0.3%	Energy
CGUS Capital Group Core Equity ETF	$297,527		0.0%	6,689	0.3%	ETF
XOM ExxonMobil	$296,463		0.0%	2,168	0.3%	Energy
QQQ Invesco QQQ	$295,012	$295,012 â–²	New Holding	401	0.3%	ETF
MO Altria Group	$292,089	$46,619 â–²	19.0%	4,060	0.3%	Consumer Staples
CAT Caterpillar	$287,523	$287,523 â–²	New Holding	270	0.3%	Industrials
COST Costco Wholesale	$287,189		0.0%	307	0.3%	Consumer Staples
VV Vanguard Large-Cap ETF	$283,382		0.0%	824	0.3%	ETF
BARRICK MNG CORP	$277,018		0.0%	7,542	0.3%	COM SHS
TFPM Triple Flag Precious Metals	$275,724		0.0%	9,200	0.3%	Materials
IEFA iShares Core MSCI EAFE ETF	$275,156		0.0%	2,849	0.3%	ETF
SII Sprott	$271,887		0.0%	2,420	0.3%	Finance
MPC Marathon Petroleum	$271,010		0.0%	1,060	0.3%	Energy
MA Mastercard	$266,045		0.0%	518	0.3%	Finance
NOC Northrop Grumman	$262,890	$71,836 â–²	37.6%	516	0.3%	Industrials
VGT Vanguard Information Technology ETF	$260,076	$260,076 â–²	New Holding	2,176	0.2%	ETF
LMT Lockheed Martin	$251,035	$44,809 â–²	21.7%	493	0.2%	Industrials
MCD McDonald's	$250,037	$81,093 â–¼	-24.5%	925	0.2%	Consumer Discretionary
KO CocaCola	$233,865	$10,157 â–¼	-4.2%	2,878	0.2%	Consumer Staples
BBEU JPMorgan BetaBuilders Europe ETF	$233,310	$50,473 â–¼	-17.8%	3,000	0.2%	ETF
IBM International Business Machines	$231,870	$11,804 â–¼	-4.8%	825	0.2%	Technology
BSM Black Stone Minerals	$216,535		0.0%	15,500	0.2%	Energy
IJR iShares Core S&P Small-Cap ETF	$213,566	$213,566 â–²	New Holding	1,440	0.2%	ETF
KEY KeyCorp	$207,450	$23,050 â–¼	-10.0%	9,000	0.2%	Finance
OEF iShares S&P 100 ETF	$206,717	$58,905 â–¼	-22.2%	565	0.2%	ETF
SHEL Shell	$202,767	$112,433 â–¼	-35.7%	2,615	0.2%	Energy
BGSF BGSF	$114,200	$114,200 â–²	New Holding	20,000	0.1%	Industrials
ELUT Elutia	$12,355		0.0%	12,612	0.0%	Healthcare
USO United States Oil Fund	$0	$368,643 â–¼	-100.0%	0	0.0%	ETF
WRB W.R. Berkley	$0	$216,934 â–¼	-100.0%	0	0.0%	Finance
AMT American Tower	$0	$202,782 â–¼	-100.0%	0	0.0%	Real Estate
SCO ProShares UltraShort Bloomberg Crude Oil	$0	$122,304 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Indie Asset Partners, LLC Top Holdings and 13F Report (2026)

About Indie Asset Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Indie Asset Partners, LLC Top Holdings and 13F Report (2026)

About Indie Asset Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndie Asset Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools