Institutions / Indie Asset Partners, LLC
Indie Asset Partners, LLC
CIK 1802244 · Institution · as of Jun 30, 2026
Portfolio value
$104.43M
Positions
86
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$104.43M+16.4%Positions
86+6.2%Top holdings
Jun 30, 2026View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $11.61M | 11.1% |
| Apple Inc. | $7.91M | 7.6% |
| Vanguard Intl Equity Index F | $7.63M | 7.3% |
| PGIM ETF Tr | $6.34M | 6.1% |
| iShares Tr | $3.36M | 3.2% |
| Microsoft Corp | $3.13M | 3.0% |
| NVIDIA Corp | $2.91M | 2.8% |
| Invesco Exchange Traded Fd T | $2.69M | 2.6% |
| Dimensional ETF Trust | $2.56M | 2.4% |
| SPDR Series Trust | $2.46M | 2.4% |
| Schwab Strategic Tr | $2.36M | 2.3% |
| Warren E. Buffett | $2.33M | 2.2% |
| Vanguard World Fd | $2.19M | 2.1% |
| Schwab Strategic Tr | $2.06M | 2.0% |
| Schwab Strategic Tr | $2.03M | 1.9% |
| iShares Tr | $1.98M | 1.9% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.85M | 1.8% |
| Select Sector SPDR Tr | $1.75M | 1.7% |
| Amazon.com Inc | $1.70M | 1.6% |
| iShares Tr | $1.61M | 1.5% |
| Dnp Select Income Fund IncDNP | $1.55M | 1.5% |
| SPDR Series Trust | $1.49M | 1.4% |
| JPMORGAN CHASE & CO | $1.33M | 1.3% |
| Fidelity Merrimack Str Tr | $1.18M | 1.1% |
| VanEck ETF Trust | $1.07M | 1.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | ELI LILLY & Co | $-2.23M | -2K -16.11% | 9,677 11.12% of portfolio | low |
| Q2 2026 as of | Exit | 91232N207 | $-2.11M | -31K -100.00% | — | low |
| Q2 2026 as of | New | 81369Y605 | $1.75M | +33K | 32,690 1.68% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. | $1.72M | +6K +27.80% | 27,335 7.57% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett | $1.70M | +3K +271.88% | 4,656 2.23% of portfolio | low |
| Q2 2026 as of | Trim | Duke Energy Corp | $-1.61M | -13K -70.90% | 5,218 0.63% of portfolio | low |
| Q2 2026 as of | Add | 69344A834 | $1.41M | +27K +28.53% | 123,699 6.07% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp | $-887.1K | -6K -74.95% | 2,168 0.28% of portfolio | low |
| Q2 2026 as of | Add | 922042775 | $856.9K | +10K +12.66% | 91,049 7.30% of portfolio | low |
| Q2 2026 as of | Add | 922908736 | $767.6K | +9K +652.34% | 10,277 0.85% of portfolio | low |