Universe · entity
Indie Asset Partners, LLC
Institutional manager (13F) · CIK 1802244
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $79M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ELI LILLY & CO | $9M | 9,274 |
| 2 | APPLE INC | $7M | 27,452 |
| 3 | VANGUARD INTL EQUITY INDEX F | $7M | 87,855 |
| 4 | PGIM ETF TR | $6M | 110,259 |
| 5 | MICROSOFT CORP | $3M | 8,164 |
| 6 | ISHARES TR | $3M | 13,221 |
| 7 | VANGUARD WORLD FD | $3M | 14,847 |
| 8 | DIMENSIONAL ETF TRUST | $2M | 71,460 |
| 9 | NVIDIA CORPORATION | $2M | 13,060 |
| 10 | SCHWAB STRATEGIC TR | $2M | 62,388 |
| 11 | SPDR SERIES TRUST | $2M | 21,598 |
| 12 | SCHWAB STRATEGIC TR | $2M | 61,564 |
| 13 | SCHWAB STRATEGIC TR | $2M | 55,904 |
| 14 | ISHARES TR | $2M | 21,292 |
| 15 | INVESCO EXCHANGE TRADED FD T | $1M | 25,603 |
| 16 | AMAZON COM INC | $1M | 6,864 |
| 17 | DNP SELECT INCOME FD INC | $1M | 134,520 |
| 18 | VANECK ETF TRUST | $1M | 14,834 |
| 19 | ISHARES TR | $1M | 2,020 |
| 20 | BLACKROCK ETF TRUST | $1M | 21,109 |
| 21 | JPMORGAN CHASE & CO | $1M | 4,099 |
| 22 | FIDELITY MERRIMACK STR TR | $1M | 25,858 |
| 23 | SPDR SERIES TRUST | $1M | 11,901 |
| 24 | CHEVRON CORPORATION | $1M | 5,169 |
| 25 | SPDR GOLD TR | $1M | 2,439 |
| 26 | ALPS ETF TR | $945k | 17,950 |
| 27 | SCHWAB STRATEGIC TR | $884k | 35,218 |
| 28 | VANGUARD INDEX FDS | $798k | 1,336 |
| 29 | STATE STR SPDR S&P 500 ETF T | $762k | 1,171 |
| 30 | ISHARES TR | $752k | 3,920 |
| 31 | VISA INC | $685k | 2,265 |
| 32 | VANGUARD INDEX FDS | $684k | 1,566 |
| 33 | DUKE ENERGY CORP NEW | $683k | 5,218 |
| 34 | SPDR SERIES TRUST | $656k | 13,584 |
| 35 | VANGUARD INDEX FDS | $641k | 3,269 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $616k | 1,286 |
| 37 | TESLA INC | $570k | 1,534 |
| 38 | ISHARES TR | $526k | 7,793 |
| 39 | VANGUARD SPECIALIZED FUNDS | $523k | 2,434 |
| 40 | VANGUARD INDEX FDS | $512k | 1,595 |
| 41 | ALPHABET INC | $508k | 1,767 |
| 42 | ISHARES TR | $506k | 8,206 |
| 43 | META PLATFORMS INC | $497k | 868 |
| 44 | ATLAS ENERGY SOLUTIONS INC | $481k | 36,634 |
| 45 | SPROTT ASSET MANAGEMENT LP | $480k | 10,068 |
| 46 | ISHARES TR | $480k | 6,451 |
| 47 | COMCAST CORP NEW | $479k | 16,675 |
| 48 | ALPHABET INC | $413k | 1,441 |
| 49 | TEXAS PACIFIC LAND CORPORATI | $413k | 870 |
| 50 | SCHWAB STRATEGIC TR | $397k | 16,042 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.