Institutional Fund
Indie Asset Partners, LLC
Carmel, INCIK 18022445 filings on record
Portfolio Value
$87.76M
Q1 2026
Holdings
83
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-2.2%
from $89.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Eli Lilly & Co9.7%
- Apple Inc7.9%
- Vanguard Intl Equity Index F7.5%
- Pgim ETF Tr6.4%
- Microsoft Corp3.4%
- Ishares Tr3.3%
- Other61.7%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 9.3K | $8.53M | 9.7% | −2.3K | Reduced |
| 2 | Apple Inc | 27.5K | $6.97M | 7.9% | +6.1K | Added |
| 3 | Vanguard Intl Equity Index F | 87.9K | $6.60M | 7.5% | +7.0K | Added |
| 4 | Pgim ETF Tr | 110.3K | $5.64M | 6.4% | +14.0K | Added |
| 5 | Microsoft Corp | 8.2K | $3.02M | 3.4% | +541 | Added |
| 6 | Ishares Tr | 13.2K | $2.89M | 3.3% | +886 | Added |
| 7 | Vanguard World Fd | 14.8K | $2.57M | 2.9% | −449 | Reduced |
| 8 | Dimensional ETF Trust | 71.5K | $2.41M | 2.7% | +2.6K | Added |
| 9 | Nvidia Corporation | 13.1K | $2.28M | 2.6% | +95 | Added |
| 10 | Schwab Strategic Tr | 62.4K | $2.06M | 2.3% | +12.7K | Added |
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