Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Indie Asset Partners, LLC (CIK 1802244) reported $87.8M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($8.5M, 9.72%), AAPL ($7.0M, 7.94%), VEU ($6.6M, 7.52%), PAAA ($5.6M, 6.43%), MSFT ($3.0M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $8.5M | 9.72% | 9,274 | Trimmed |
| 2 | AAPL | APPLE INC | $7.0M | 7.94% | 27,452 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $6.6M | 7.52% | 87,855 | Added |
| 4 | PAAA | PGIM ETF TR | $5.6M | 6.43% | 110,259 | Added |
| 5 | MSFT | MICROSOFT CORP | $3.0M | 3.44% | 8,164 | Added |
| 6 | ITA | ISHARES TR | $2.9M | 3.30% | 13,221 | Added |
| 7 | VDE | VANGUARD WORLD FD | $2.6M | 2.93% | 14,847 | Trimmed |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $2.4M | 2.74% | 71,460 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $2.3M | 2.60% | 13,060 | Added |
| 10 | SCHE | SCHWAB STRATEGIC TR | $2.1M | 2.34% | 62,388 | Added |
| 11 | SLYV | SPDR SERIES TRUST | $2.0M | 2.33% | 21,598 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $1.8M | 2.04% | 61,564 | Trimmed |
| 13 | SCHD | SCHWAB STRATEGIC TR | $1.7M | 1.95% | 55,904 | Added |
| 14 | IYT | ISHARES TR | $1.6M | 1.81% | 21,292 | Added |
| 15 | IGPT | INVESCO EXCHANGE TRADED FD T | $1.5M | 1.69% | 25,603 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.4M | 1.63% | 6,864 | Added |
| 17 | DNP | DNP SELECT INCOME FD INC | $1.4M | 1.58% | 134,520 | Added |
| 18 | GDX | VANECK ETF TRUST | $1.4M | 1.55% | 14,834 | Hold |
| 19 | IVV | ISHARES TR | $1.3M | 1.50% | 2,020 | Trimmed |
| 20 | DYNF | BLACKROCK ETF TRUST | $1.2M | 1.40% | 21,109 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.37% | 4,099 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $1.2M | 1.34% | 25,858 | Added |
| 23 | SLYG | SPDR SERIES TRUST | $1.1M | 1.31% | 11,901 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $1.1M | 1.22% | 5,169 | Added |
| 25 | GLD | SPDR GOLD TR | $1.0M | 1.20% | 2,439 | Added |
Source: SEC Form 13F filings · as of 2026-03-31