Indie Asset Partners, LLC

Q1 2026 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    83

  • Value ($000)

    $87,762

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001802244
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LLY

ELI LILLY & CO

COM
$8.53M
10 %

9,274

AAPL

APPLE INC

COM
$6.97M
8 %

27,452

VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$6.6M
8 %

87,855

---

PGIM ETF TR

AAA CLO ETF
$5.64M
6 %

110,259

MSFT

MICROSOFT CORP

COM
$3.02M
3 %

8,164

ITA

ISHARES TR

US AER DEF ETF
$2.89M
3 %

13,221

---

VANGUARD WORLD FD

ENERGY ETF
$2.57M
3 %

14,847

DFIS

DIMENSIONAL ETF TRUST

INTL SMALL CAP E
$2.41M
3 %

71,460

NVDA

NVIDIA CORPORATION

COM
$2.28M
3 %

13,060

SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$2.06M
2 %

62,388

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