Indie Asset Partners, LLC
CIK: 0001802244SEC EDGAR →
Portfolio Value
$72.0M
Holdings
81
As of
Q4 2025
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 80,817 | $5.9M | 8.25% |
| 2 | APPLE INC | 21,389 | $5.8M | 8.07% |
| 3 | PGIM ETF TR | 96,241 | $4.9M | 6.85% |
| 4 | MICROSOFT CORP | 7,623 | $3.7M | 5.12% |
| 5 | ISHARES TR | 12,335 | $2.6M | 3.68% |
| 6 | NVIDIA CORPORATION | 12,965 | $2.4M | 3.36% |
| 7 | DIMENSIONAL ETF TRUST | 68,885 | $2.3M | 3.15% |
| 8 | UNITED STS OIL FD LP | 30,552 | $2.1M | 2.93% |
| 9 | DUKE ENERGY CORP NEW | 17,933 | $2.1M | 2.92% |
| 10 | SCHWAB STRATEGIC TR | 64,224 | $2.1M | 2.91% |
Quarterly Changes
New Positions (81)
$5.9M · 81K shares
$5.8M · 21K shares
$4.9M · 96K shares
$3.7M · 8K shares
$2.6M · 12K shares
$2.4M · 13K shares
$2.3M · 69K shares
$2.1M · 31K shares
$2.1M · 18K shares
$2.1M · 64K shares
$2.0M · 22K shares
$1.9M · 15K shares
$1.6M · 50K shares
$1.6M · 26K shares
$1.5M · 7K shares
$1.5M · 53K shares
$1.3M · 4K shares
$1.3M · 15K shares
$1.2M · 16K shares
$1.2M · 12K shares
$1.0M · 9K shares
$1.0M · 17K shares
$994K · 38K shares
$956K · 21K shares
$947K · 2K shares
$820K · 17K shares
$769K · 77K shares
$735K · 5K shares
$713K · 4K shares
$692K · 2K shares
$687K · 11K shares
$666K · 1K shares
$636K · 14K shares
$572K · 2K shares
$562K · 2K shares
$543K · 3K shares
$505K · 2K shares
$498K · 17K shares
$487K · 1K shares
$484K · 11K shares
$457K · 7K shares
$450K · 1K shares
$406K · 1K shares
$403K · 43K shares
$358K · 5K shares
$353K · 1K shares
$328K · 8K shares
$324K · 4K shares
$321K · 13K shares
$307K · 7K shares
$305K · 9K shares
$298K · 4K shares
$284K · 990 shares
$272K · 4K shares
$269K · 7K shares
$267K · 4K shares
$261K · 6K shares
$259K · 824 shares
$259K · 749 shares
$247K · 1K shares
$246K · 3K shares
$242K · 820 shares
$240K · 701 shares
$236K · 2K shares
$229K · 3K shares
$219K · 1K shares
$212K · 3K shares
$206K · 10K shares
$205K · 16K shares
$203K · 592 shares
$12K · 12K shares
$8K · 13K shares
$1K · 2K shares
$855 · 1K shares
$827 · 1K shares
$648 · 983 shares
$629 · 1K shares
$270 · 314 shares
$228 · 349 shares
$216 · 379 shares
$205 · 272 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $41.9M | 58.3% |
| Technology | 6 | $14.5M | 20.2% |
| Unknown | 5 | $4.3M | 6.0% |
| Consumer Cyclical | 5 | $3.2M | 4.4% |
| Energy | 6 | $3.0M | 4.1% |
| Utilities | 2 | $2.1M | 2.9% |
| Communication Services | 4 | $1.5M | 2.1% |
| Basic Materials | 2 | $633K | 0.9% |
| Industrials | 2 | $353K | 0.5% |
| Real Estate | 1 | $247K | 0.3% |
| Consumer Defensive | 2 | $212K | 0.3% |
| Healthcare | 2 | $20K | 0.0% |