Indie Asset Partners, LLC holds a focused book of 86 stocks worth $104.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SS Financial Select Sector and trimmed Apple Inc. Their largest long position is Eli Lilly & Co at 11% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+26.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +20.9%, a 1.5-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Indie Asset Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Indie Asset Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $598.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $172.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $171.8B |
| Cetera Investment Advisers | 80 / 80 | $28.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $23.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.0B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $7.6B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.3B |
Ranked by how many of Indie Asset Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $11.6M | 9.7K | 11.1% | ▲+4.3% Added · +403 sh | |
| 2 | Apple Inc COM | $7.9M | 27.3K | 7.6% | ▼−0.4% Reduced · −117 sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $7.6M | 91.0K | 7.3% | ▲+3.6% Added · +3K sh | |
| 4 | Pgim ETF TR AAA CLO ETF | $6.3M | 123.7K | 6.1% | ▲+12% Added · +13K sh | |
| 5 | Ishares TR US AER DEF ETF | $3.4M | 13.9K | 3.2% | ▲+4.8% Added · +632 sh | |
| 6 | Microsoft Corp COM | $3.1M | 8.4K | 3.0% | ▲+2.7% Added · +222 sh | |
| 7 | Nvidia Corporation COM | $2.9M | 14.5K | 2.8% | ▲+11% Added · +1K sh | |
| 8 | Invesco Exchange Traded FD T AI AND NEXT GEN | $2.7M | 25.9K | 2.6% | ▲+1.0% Added · +263 sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP E | $2.6M | 73.0K | 2.4% | ▲+2.1% Added · +2K sh | |
| 10 | SPDR Series Trust ST STR SP600SM C | $2.5M | 22.6K | 2.4% | ▲+4.5% Added · +965 sh | |
| 11 | Schwab Strategic TR EMRG MKTEQ ETF | $2.4M | 65.0K | 2.3% | ▲+4.2% Added · +3K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.7K | 2.2% | ▲+262% Added · +3K sh | |
| 13 | Vanguard World FD ENERGY ETF | $2.2M | 14.6K | 2.1% | ▼−1.6% Reduced · −245 sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $2.1M | 64.9K | 2.0% | ▲+16% Added · +9K sh | |
| 15 | Schwab Strategic TR US LCAP GR ETF | $2.0M | 59.9K | 1.9% | ▼−2.8% Reduced · −2K sh | |
| 16 | Ishares TR US TRSPRTION | $2.0M | 22.9K | 1.9% | ▲+7.3% Added · +2K sh | |
| 17 | BlackRock ETF Trust ISHARES US EQUIT | $1.9M | 27.2K | 1.8% | ▲+29% Added · +6K sh | |
| 18 | Select Sector SPDR TR ST STR FINL ETF | $1.8M | 32.7K | 1.7% | ▲New New position | |
| 19 | Amazon Com Inc COM | $1.7M | 7.1K | 1.6% | ▲+3.9% Added · +269 sh | |
| 20 | Ishares TR CORE S&P500 ETF | $1.6M | 2.2K | 1.5% | ▲+6.5% Added · +132 sh | |
| 21 | DNP Select Income FD Inc COM | $1.6M | 144.0K | 1.5% | ▲+7.1% Added · +10K sh | |
| 22 | SPDR Series Trust ST STR SP600GRWO | $1.5M | 12.5K | 1.4% | ▲+4.9% Added · +585 sh | |
| 23 | JPMorgan Chase & Co COM | $1.3M | 4.1K | 1.3% | ▼−1.2% Reduced · −48 sh | |
| 24 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.2M | 26.0K | 1.1% | ▲+0.6% Added · +167 sh | |
| 25 | Vaneck ETF Trust GOLD MINERS ETF | $1.1M | 14.2K | 1.0% | ▼−4.0% Reduced · −596 sh | |
| 26 | ALPS ETF TR ALERIAN MLP | $1.0M | 19.9K | 1.0% | ▲+11% Added · +2K sh | |
| 27 | Schwab Strategic TR US BRD MKT ETF | $981K | 33.9K | 0.9% | ▼−3.9% Reduced · −1K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $938K | 1.4K | 0.9% | ▲+2.2% Added · +29 sh | |
| 29 | SPDR Gold TR GOLD SHS | $931K | 2.5K | 0.9% | ▲+3.6% Added · +88 sh | |
| 30 | Vanguard Index FDS GROWTH ETF | $885K | 10.3K | 0.8% | ▲+556% Added · +9K sh | |
| 31 | Vanguard Index FDS VALUE ETF | $884K | 4.1K | 0.8% | ▲+24% Added · +787 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $875K | 1.2K | 0.8% | —Held | |
| 33 | Ishares TR MSCI USA QLT FCT | $858K | 3.9K | 0.8% | ▼−0.2% Reduced · −8 sh | |
| 34 | Visa Inc COM CL A | $791K | 2.3K | 0.8% | ▲+1.8% Added · +40 sh | |
| 35 | SPDR Series Trust ST STR SP600 SML | $780K | 13.5K | 0.7% | ▼−0.4% Reduced · −56 sh | |
| 36 | Chevron Corporation COM | $774K | 4.7K | 0.7% | ▼−9.7% Reduced · −500 sh | |
| 37 | Tesla Inc COM | $765K | 1.8K | 0.7% | ▲+19% Added · +285 sh | |
| 38 | Ishares TR CORE S&P MCP ETF | $700K | 9.1K | 0.7% | ▲+16% Added · +1K sh | |
| 39 | Duke Energy Corp New COM NEW | $660K | 5.2K | 0.6% | —Held | |
| 40 | Alphabet Inc CAP STK CL C | $613K | 1.7K | 0.6% | ▲+20% Added · +295 sh | |
| 41 | Vanguard Specialized Funds DIV APP ETF | $593K | 2.5K | 0.6% | ▲+2.9% Added · +71 sh | |
| 42 | Alphabet Inc CAP STK CL A | $592K | 1.7K | 0.6% | ▼−6.2% Reduced · −109 sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $590K | 1.6K | 0.6% | —Held | |
| 44 | Atlas Energy Solutions Inc COM NEW | $560K | 33.7K | 0.5% | ▼−7.9% Reduced · −3K sh | |
| 45 | Ishares TR US HLTHCARE ETF | $560K | 8.4K | 0.5% | ▲+1.8% Added · +149 sh | |
| 46 | Ishares TR EAFE VALUE ETF | $492K | 6.4K | 0.5% | ▼−0.4% Reduced · −28 sh | |
| 47 | Meta Platforms Inc CL A | $472K | 838 | 0.5% | ▼−3.5% Reduced · −30 sh | |
| 48 | Ge Aerospace COM NEW | $461K | 1.2K | 0.4% | ▼−0.5% Reduced · −6 sh | |
| 49 | Ge Vernova Inc COM | $437K | 372 | 0.4% | —Held | |
| 50 | Schwab Strategic TR INTL EQTY ETF | $426K | 15.4K | 0.4% | ▼−4.0% Reduced · −650 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802244/holdings"
Use Arkolith to show Indie Asset Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.