Universe · entity

Indie Asset Partners, LLC

Institutional manager (13F) · CIK 1802244
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $79M
#IssuerValueShares
1ELI LILLY & CO$9M9,274
2APPLE INC$7M27,452
3VANGUARD INTL EQUITY INDEX F$7M87,855
4PGIM ETF TR$6M110,259
5MICROSOFT CORP$3M8,164
6ISHARES TR$3M13,221
7VANGUARD WORLD FD$3M14,847
8DIMENSIONAL ETF TRUST$2M71,460
9NVIDIA CORPORATION$2M13,060
10SCHWAB STRATEGIC TR$2M62,388
11SPDR SERIES TRUST$2M21,598
12SCHWAB STRATEGIC TR$2M61,564
13SCHWAB STRATEGIC TR$2M55,904
14ISHARES TR$2M21,292
15INVESCO EXCHANGE TRADED FD T$1M25,603
16AMAZON COM INC$1M6,864
17DNP SELECT INCOME FD INC$1M134,520
18VANECK ETF TRUST$1M14,834
19ISHARES TR$1M2,020
20BLACKROCK ETF TRUST$1M21,109
21JPMORGAN CHASE & CO$1M4,099
22FIDELITY MERRIMACK STR TR$1M25,858
23SPDR SERIES TRUST$1M11,901
24CHEVRON CORPORATION$1M5,169
25SPDR GOLD TR$1M2,439
26ALPS ETF TR$945k17,950
27SCHWAB STRATEGIC TR$884k35,218
28VANGUARD INDEX FDS$798k1,336
29STATE STR SPDR S&P 500 ETF T$762k1,171
30ISHARES TR$752k3,920
31VISA INC$685k2,265
32VANGUARD INDEX FDS$684k1,566
33DUKE ENERGY CORP NEW$683k5,218
34SPDR SERIES TRUST$656k13,584
35VANGUARD INDEX FDS$641k3,269
36BERKSHIRE HATHAWAY INC DEL$616k1,286
37TESLA INC$570k1,534
38ISHARES TR$526k7,793
39VANGUARD SPECIALIZED FUNDS$523k2,434
40VANGUARD INDEX FDS$512k1,595
41ALPHABET INC$508k1,767
42ISHARES TR$506k8,206
43META PLATFORMS INC$497k868
44ATLAS ENERGY SOLUTIONS INC$481k36,634
45SPROTT ASSET MANAGEMENT LP$480k10,068
46ISHARES TR$480k6,451
47COMCAST CORP NEW$479k16,675
48ALPHABET INC$413k1,441
49TEXAS PACIFIC LAND CORPORATI$413k870
50SCHWAB STRATEGIC TR$397k16,042
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.