Indie Asset Partners, LLC 13F Holdings · Q2 2026
Indie Asset Partners, LLC reported 86 securities worth $104.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LLY (11.12%), AAPL (7.57%), VEU (7.30%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $11.6M | 11.12% | 9,677 | Added |
| 2 | AAPL | APPLE INC | $7.9M | 7.57% | 27,335 | Trimmed |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $7.6M | 7.30% | 91,049 | Added |
| 4 | PAAA | PGIM ETF TR | $6.3M | 6.07% | 123,699 | Added |
| 5 | ITA | ISHARES TR | $3.4M | 3.22% | 13,853 | Added |
| 6 | MSFT | MICROSOFT CORP | $3.1M | 3.00% | 8,386 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $2.9M | 2.79% | 14,545 | Added |
| 8 | IGPT | INVESCO EXCHANGE TRADED FD T | $2.7M | 2.58% | 25,866 | Added |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $2.6M | 2.45% | 72,960 | Added |
| 10 | SLYV | SPDR SERIES TRUST | $2.5M | 2.36% | 22,563 | Added |
| 11 | SCHE | SCHWAB STRATEGIC TR | $2.4M | 2.26% | 64,993 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 2.23% | 4,656 | Added |
| 13 | VDE | VANGUARD WORLD FD | $2.2M | 2.10% | 14,602 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.97% | 64,913 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $2.0M | 1.94% | 59,864 | Trimmed |
| 16 | IYT | ISHARES TR | $2.0M | 1.90% | 22,859 | Added |
| 17 | DYNF | BLACKROCK ETF TRUST | $1.9M | 1.77% | 27,223 | Added |
| 18 | XLF | SELECT SECTOR SPDR TR | $1.8M | 1.68% | 32,690 | New |
| 19 | AMZN | AMAZON COM INC | $1.7M | 1.63% | 7,133 | Added |
| 20 | IVV | ISHARES TR | $1.6M | 1.54% | 2,152 | Added |
| 21 | DNP | DNP SELECT INCOME FD INC | $1.6M | 1.49% | 144,040 | Added |
| 22 | SLYG | SPDR SERIES TRUST | $1.5M | 1.42% | 12,486 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.27% | 4,051 | Trimmed |
| 24 | FBND | FIDELITY MERRIMACK STR TR | $1.2M | 1.13% | 26,025 | Added |
| 25 | GDX | VANECK ETF TRUST | $1.1M | 1.03% | 14,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR