Indie Asset Partners, LLC
CIK 1802244 · Holdings on Mar 31, 2026 · First reported May 8, 2026
Top ten holdings
Q1 2026- LLY9.72%
- AAPL7.94%
- VEU7.52%
- PAAA6.43%
- MSFT3.44%
- ITA3.30%
- VDE2.93%
- DFIS2.74%
- NVDA2.60%
- SCHE2.34%
Share classes counted separately48.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight decreased · -4.10 pp13.82% → 9.72%Shares -2.26K (-19.61%)
- AAPLWeight increased · +1.46 pp6.48% → 7.94%Shares +6.06K (+28.35%)
- PAAAWeight increased · +0.93 pp5.50% → 6.43%Shares +14.02K (+14.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & CO View history and evidence | $8.53M | 9.72% | 9.27K shares | 13.82% → 9.72%-4.10 pp -2.26K (-19.61%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $6.97M | 7.94% | 27.45K shares | 6.48% → 7.94%+1.46 pp +6.06K (+28.35%) | Added | ↗▾ |
| 03 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $6.60M | 7.52% | 87.86K shares | 6.63% → 7.52%+0.89 pp +7.04K (+8.71%) | Added | ↗▾ |
| 04 | PAAAPGIM AAA CLO ETFAAA CLO ETF View history and evidence | $5.64M | 6.43% | 110.26K shares | 5.50% → 6.43%+0.93 pp +14.02K (+14.57%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $3.02M | 3.44% | 8.16K shares | 4.11% → 3.44%-0.67 pp +541 (+7.10%) | Added | ↗▾ |
| 06 | ITAISHARES U.S. AEROSPACE & DEFUS AER DEF ETF View history and evidence | $2.89M | 3.30% | 13.22K shares | 2.95% → 3.30%+0.35 pp +886 (+7.18%) | Added | ↗▾ |
| 07 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $2.57M | 2.93% | 14.85K shares | 2.15% → 2.93%+0.78 pp -449 (-2.94%) | Reduced | ↗▾ |
| 08 | DFISDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP E View history and evidence | $2.41M | 2.74% | 71.46K shares | 2.53% → 2.74%+0.21 pp +2.58K (+3.74%) | Added | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $2.28M | 2.60% | 13.06K shares | 2.70% → 2.60%-0.10 pp +95 (+0.73%) | Added | ↗▾ |
| 10 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $2.06M | 2.34% | 62.39K shares | 1.82% → 2.34%+0.52 pp +12.67K (+25.48%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BX BLACKSTONE INC | Non-derivative | -1,427 | -$219.96K | SEC filing ↗ | SEC filing ↗ |
| VGT VANGUARD INFO TECH ETF | Non-derivative | -272 | -$205.03K | SEC filing ↗ | SEC filing ↗ |
| HD HOME DEPOT INC | Non-derivative | -592 | -$203.71K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802244 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 87761511
}Research all 83 reported holdings.
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