Indie Asset Partners, LLC

CIK 0001802244 • 6 13F filings • May 7, 2025 – Aug 7, 2026

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Filer information

Filed by: Indie Asset Partners, LLC, President
Address: 10 EAST MAIN STREET, SUITE 220, CARMEL, IN, 46032
Phone: 317-428-6602
AUM: $89.7M

AUM over time

$104.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $89.7M79 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$572K	0.6%Prev: 0.6%	1,828 SH	Increased+23 SH
ALPHABET INC	CAP STK CL C	$451K	0.5%Prev: 0.4%	1,436 SH	Increased+329 SH
ALPS ETF TR	ALERIAN MLP	$820K	0.9%Prev: 1.2%	17,450 SH	Decreased-1,000 SH
AMAZON COM INC	COM	$1.5M	1.7%Prev: 1.5%	6,625 SH	Increased+1,520 SH
AMERICAN TOWER CORP NEW	COM	$247K	0.3%Prev: 0.3%	1,409 SH	Decreased+44 SH
APPLE INC	COM	$5.8M	6.5%Prev: 6.9%	21,389 SH	Increased+933 SH
ATLAS ENERGY SOLUTIONS INC	COM NEW	$403K	0.4%Prev: 0.7%	42,830 SH	Decreased-750 SH
BARRICK MNG CORP	COM SHS	$328K	0.4%Prev: 0.3%	7,542 SH	Increased+44 SH
BERKLEY W R CORP	COM	$230K	0.3%Prev: 0.3%	3,273 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$629K	0.7%Prev: 0.8%	1,252 SH	Increased+110 SH
BLACK STONE MINERALS L P	COM UNIT	$206K	0.2%Prev: 0.3%	15,500 SH	Increased
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.0M	1.1%Prev: 0.7%	16,664 SH	Increased+7,805 SH
BLACKSTONE INC	COM	$220K	0.2%	1,427 SH	New
BROADCOM INC	COM	$259K	0.3%Prev: 0.3%	749 SH	Increased+49 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$269K	0.3%Prev: 0.4%	6,689 SH	Increased
CHEVRON CORP NEW	COM	$735K	0.8%Prev: 0.9%	4,825 SH	Increased+512 SH
COCA COLA CO	COM	$213K	0.2%Prev: 0.3%	3,041 SH	Increased-107 SH
COMCAST CORP NEW	CL A	$498K	0.6%Prev: 0.7%	16,675 SH	Decreased
COSTCO WHSL CORP NEW	COM	$271K	0.3%Prev: 0.4%	314 SH	Decreased+7 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.3M	2.5%Prev: 3.0%	68,885 SH	Increased-1,500 SH
DNP SELECT INCOME FD INC	COM	$769K	0.9%Prev: 1.0%	77,000 SH	Increased+2,000 SH
DUKE ENERGY CORP NEW	COM NEW	$2.1M	2.3%Prev: 0.6%	17,933 SH	Increased+14,114 SH
ELI LILLY & CO	COM	$12.4M	13.8%Prev: 9.4%	11,536 SH	Increased+2,322 SH
ELUTIA INC	CL A COM	$9K	0.0%	12,612 SH	New
EXXON MOBIL CORP	COM	$1.0M	1.2%Prev: 1.3%	8,655 SH	Increased-40 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$957K	1.1%Prev: 1.0%	20,786 SH	Increased+4,341 SH
FIFTH THIRD BANCORP	COM	$262K	0.3%Prev: 0.3%	5,594 SH	Increased+30 SH
FIRST TR EXCHANGE-TRADED FD	INDXX AEROSPACE	$307K	0.3%Prev: 0.4%	7,175 SH	Increased
GE AEROSPACE	COM NEW	$353K	0.4%Prev: 0.4%	1,146 SH	Increased+180 SH
GE VERNOVA INC	COM	$228K	0.3%	349 SH	New
HOME DEPOT INC	COM	$204K	0.2%	592 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$243K	0.3%Prev: 0.3%	820 SH	Increased-12 SH
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$1.6M	1.7%Prev: 2.0%	26,162 SH	Increased-1,560 SH
ISHARES TR	CORE MSCI EAFE	$246K	0.3%Prev: 0.4%	2,755 SH	Decreased-750 SH
ISHARES TR	CORE S&P MCP ETF	$458K	0.5%Prev: 0.5%	6,937 SH	Increased+1,170 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	1.5%Prev: 1.3%	2,022 SH	Increased+561 SH
ISHARES TR	EAFE VALUE ETF	$359K	0.4%	5,022 SH	New
ISHARES TR	MSCI USA QLT FCT	$713K	0.8%Prev: 0.8%	3,592 SH	Increased+362 SH
ISHARES TR	S&P 100 ETF	$240K	0.3%	701 SH	New
ISHARES TR	US AER DEF ETF	$2.6M	3.0%Prev: 3.4%	12,335 SH	Increased+105 SH
ISHARES TR	US HLTHCARE ETF	$688K	0.8%Prev: 0.9%	10,566 SH	Decreased-1,199 SH
ISHARES TR	US TRSPRTION	$1.2M	1.3%Prev: 1.5%	15,772 SH	Increased-160 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$267K	0.3%Prev: 0.3%	3,649 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.3M	1.4%Prev: 1.6%	3,963 SH	Increased+199 SH
KEYCORP	COM	$206K	0.2%Prev: 0.2%	10,000 SH	Increased
MCDONALDS CORP	COM	$407K	0.5%Prev: 0.5%	1,331 SH	Decreased-22 SH
META PLATFORMS INC	CL A	$649K	0.7%Prev: 0.9%	983 SH	Decreased+91 SH
MICROSOFT CORP	COM	$3.7M	4.1%Prev: 5.1%	7,623 SH	Decreased+257 SH
NORTHROP GRUMMAN CORP	COM	$216K	0.2%Prev: 0.4%	379 SH	Decreased-96 SH
NVIDIA CORPORATION	COM	$2.4M	2.7%Prev: 4.2%	12,965 SH	Decreased-3,826 SH
PGIM ETF TR	AAA CLO ETF	$4.9M	5.5%Prev: 3.8%	96,241 SH	Increased+41,388 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.6M	1.8%Prev: 2.3%	49,718 SH	Decreased-2,809 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$321K	0.4%Prev: 0.3%	13,367 SH	Increased+4,584 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$994K	1.1%Prev: 1.4%	37,903 SH	Decreased-1,870 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	1.6%Prev: 2.0%	53,124 SH	Decreased-1,111 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.1M	2.3%Prev: 2.7%	64,224 SH	Increased
SERVICE CORP INTL	COM	$324K	0.4%Prev: 0.5%	4,161 SH	Decreased
SHELL PLC	SPON ADS	$299K	0.3%Prev: 0.4%	4,065 SH	Increased
SPDR GOLD TR	GOLD SHS	$948K	1.1%Prev: 1.2%	2,392 SH	Increased-150 SH
SPDR S&P 500 ETF TR	TR UNIT	$856K	1.0%Prev: 1.1%	1,255 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$3.8M	4.2%	47,945 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$484K	0.5%Prev: 0.5%	10,568 SH	Increased
SPROTT INC	COM NEW	$237K	0.3%Prev: 0.3%	2,420 SH	Increased
TESLA INC	COM	$692K	0.8%Prev: 0.8%	1,539 SH	Increased+270 SH
TEXAS PACIFIC LAND CORPORATI	COM	$284K	0.3%Prev: 0.4%	990 SH	Decreased+650 SH
TRIPLE FLAG PRECIOUS METAL	COM	$306K	0.3%Prev: 0.4%	9,200 SH	Increased
UNITED STS OIL FD LP	UNITS	$2.1M	2.4%	30,552 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	1.4%Prev: 1.5%	14,834 SH	Increased-10 SH
VANGUARD INDEX FDS	GROWTH ETF	$666K	0.7%Prev: 0.6%	1,366 SH	Increased+446 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$259K	0.3%Prev: 0.3%	824 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$828K	0.9%Prev: 1.0%	1,320 SH	Increased+144 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$563K	0.6%Prev: 0.7%	1,678 SH	Increased-30 SH
VANGUARD INDEX FDS	VALUE ETF	$543K	0.6%Prev: 0.3%	2,844 SH	Increased+1,440 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.9M	6.6%Prev: 7.6%	80,817 SH	Increased+372 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$505K	0.6%Prev: 0.5%	2,299 SH	Increased+522 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$272K	0.3%Prev: 0.4%	4,360 SH	Decreased-404 SH
VANGUARD WORLD FD	ENERGY ETF	$1.9M	2.1%Prev: 2.7%	15,296 SH	Decreased-1,089 SH
VANGUARD WORLD FD	INF TECH ETF	$205K	0.2%Prev: 0.3%	272 SH	Increased
VISA INC	COM CL A	$487K	0.5%Prev: 0.5%	1,389 SH	Increased+257 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $280K
AMERICAN RES CORP — $68K
LOCKHEED MARTIN CORP — $253K
MARATHON PETE CORP — $501K
SPDR SERIES TRUST — $639K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $2.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001802244-26-000002	$89.7M	View
Nov 6, 2025	Q3 2025	13F-HR	0001802244-25-000010	$75.1M	View
Aug 7, 2026	Q2 2026