Indie Asset Partners, LLC — 13F Holdings & Portfolio

CIK 1802244 · latest 13F-HR filed 2026-08-07

Indie Asset Partners, LLC manages $104.4M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LLY (11.12%), AAPL (7.57%), VEU (7.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 4, added to 48, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10 EAST MAIN STREET
SUITE 220
CARMEL, IN 46032
Phone
(317) 428-6600
Filing Manager
Indie Asset Partners, LLC
CARMEL, IN
Signatory
Grady J. Gaynor
President
Loading holdings…
AUM

$104.4M

Long-equity book

Holdings

86

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+7 / −4 / ↑48 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ELI LILLY & CO$3.1M +36.1%
  • BERKSHIRE HATHAWAY INC DEL$1.7M +278.1%
  • INVESCO EXCHANGE TRADED FD T$1.2M +81.1%
  • VANGUARD INTL EQUITY INDEX F$1.0M +15.6%
  • APPLE INC$942.5K +13.5%
Show all 48

Top Trims

  • VANGUARD WORLD FD-$377.1K -14.7%
  • CHEVRON CORPORATION-$295.5K -27.6%
  • VANECK ETF TRUST-$287.1K -21.1%
  • SHELL PLC-$175.3K -46.4%
  • MCDONALDS CORP-$130.7K -34.3%
Show all 19

New Positions

  • SELECT SECTOR SPDR TR$1.8M
  • TAIWAN SEMICONDUCTOR MANUFAC$308.5K
  • INVESCO QQQ TR$295.0K
  • CATERPILLAR INC$287.5K
  • VANGUARD WORLD FD$260.1K
Show all 7

Exited Positions

  • UNITED STS OIL FD LP$368.6K
  • BERKLEY W R CORP$216.9K
  • AMERICAN TOWER CORP$202.8K
  • PROSHARES TR II$122.3K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ELI LILLY & CO LLY 532457108 $11.6M 11.12% 9,677 SH
2 APPLE INC AAPL 037833100 $7.9M 7.57% 27,335 SH
3 VANGUARD INTL EQUITY INDEX F VEU 922042775 $7.6M 7.30% 91,049 SH
4 PGIM ETF TR PAAA 69344A834 $6.3M 6.07% 123,699 SH
5 ISHARES TR ITA 464288760 $3.4M 3.22% 13,853 SH
6 MICROSOFT CORP MSFT 594918104 $3.1M 3.00% 8,386 SH
7 NVIDIA CORPORATION NVDA 67066G104 $2.9M 2.79% 14,545 SH
8 INVESCO EXCHANGE TRADED FD T IGPT 46137V639 $2.7M 2.58% 25,866 SH
9 DIMENSIONAL ETF TRUST DFIS 25434V773 $2.6M 2.45% 72,960 SH
10 SPDR SERIES TRUST SLYV 78464A300 $2.5M 2.36% 22,563 SH
11 SCHWAB STRATEGIC TR SCHE 808524706 $2.4M 2.26% 64,993 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.3M 2.23% 4,656 SH
13 VANGUARD WORLD FD VDE 92204A306 $2.2M 2.10% 14,602 SH
14 SCHWAB STRATEGIC TR SCHD 808524797 $2.1M 1.97% 64,913 SH
15 SCHWAB STRATEGIC TR SCHG 808524300 $2.0M 1.94% 59,864 SH
16 ISHARES TR IYT 464287192 $2.0M 1.90% 22,859 SH
17 BLACKROCK ETF TRUST DYNF 09290C103 $1.9M 1.77% 27,223 SH
18 SELECT SECTOR SPDR TR XLF 81369Y605 $1.8M 1.68% 32,690 SH
19 AMAZON COM INC AMZN 023135106 $1.7M 1.63% 7,133 SH
20 ISHARES TR IVV 464287200 $1.6M 1.54% 2,152 SH
21 DNP SELECT INCOME FD INC DNP 23325P104 $1.6M 1.49% 144,040 SH
22 SPDR SERIES TRUST SLYG 78464A201 $1.5M 1.42% 12,486 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $1.3M 1.27% 4,051 SH
24 FIDELITY MERRIMACK STR TR FBND 316188309 $1.2M 1.13% 26,025 SH
25 VANECK ETF TRUST GDX 92189F106 $1.1M 1.03% 14,238 SH
26 ALPS ETF TR AMLP 00162Q452 $1.0M 0.99% 19,950 SH
27 SCHWAB STRATEGIC TR SCHB 808524102 $980.5K 0.94% 33,858 SH
28 VANGUARD INDEX FDS VOO 922908363 $937.5K 0.90% 1,365 SH
29 SPDR GOLD TR GLD 78463V107 $930.9K 0.89% 2,527 SH
30 VANGUARD INDEX FDS VUG 922908736 $885.3K 0.85% 10,277 SH
31 VANGUARD INDEX FDS VTV 922908744 $883.9K 0.85% 4,056 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $874.6K 0.84% 1,171 SH
33 ISHARES TR QUAL 46432F339 $858.5K 0.82% 3,912 SH
34 VISA INC V 92826C839 $790.9K 0.76% 2,305 SH
35 SPDR SERIES TRUST SPSM 78468R853 $780.2K 0.75% 13,528 SH
36 CHEVRON CORPORATION CVX 166764100 $774.0K 0.74% 4,669 SH
37 TESLA INC TSLA 88160R101 $765.1K 0.73% 1,819 SH
38 ISHARES TR IJH 464287507 $699.6K 0.67% 9,073 SH
39 DUKE ENERGY CORP NEW DUK 26441C204 $660.5K 0.63% 5,218 SH
40 ALPHABET INC GOOG 02079K107 $613.2K 0.59% 1,736 SH
41 VANGUARD SPECIALIZED FUNDS VIG 921908844 $592.7K 0.57% 2,505 SH
42 ALPHABET INC GOOGL 02079K305 $592.3K 0.57% 1,658 SH
43 VANGUARD INDEX FDS VTI 922908769 $590.3K 0.57% 1,595 SH
44 ATLAS ENERGY SOLUTIONS INC AESI 642045108 $560.3K 0.54% 33,734 SH
45 ISHARES TR IYH 464287762 $559.9K 0.54% 8,355 SH
46 ISHARES TR EFV 464288877 $491.7K 0.47% 6,423 SH
47 META PLATFORMS INC META 30303M102 $472.1K 0.45% 838 SH
48 GE AEROSPACE GE 369604301 $460.8K 0.44% 1,233 SH
49 GE VERNOVA INC GEV 36828A101 $437.0K 0.42% 372 SH
50 SCHWAB STRATEGIC TR SCHF 808524805 $426.4K 0.41% 15,392 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $104.4M 86 0001802244-26-000006
2026-03-31 2026-05-08 $87.8M 83 0001802244-26-000004
2025-12-31 2026-02-03 $89.7M 81 0001802244-26-000002