Latest Indie Asset Partners, LLC Stock Portfolio

Indie Asset Partners, LLC Performance:
2025 Q2: -1.07%YTD: -0.02%2024: 17.39%

Performance for 2025 Q2 is -1.07%, and YTD is -0.02%, and 2024 is 17.39%.

About Indie Asset Partners, LLC and 13F Hedge Fund Stock Holdings

Indie Asset Partners, LLC is a hedge fund based in CARMEL, IN. On 05-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $726.1 Millions. In it's latest 13F Holdings report, Indie Asset Partners, LLC reported an equity portfolio of $55 Millions as of 30 Jun, 2025.

The top stock holdings of Indie Asset Partners, LLC are VEU, AAPL, MSFT. The fund has invested 9.7% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 7.8% of portfolio in APPLE INC.

The fund managers got completely rid off GRAYSCALE BITCOIN TRUST ETF, J P MORGAN EXCHANGE TRADED F (BBAX) and BROADCOM INC (AVGO) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), META PLATFORMS INC (META) and EXXON MOBIL CORP (XOM). Indie Asset Partners, LLC opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).

Indie Asset Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Indie Asset Partners, LLC made a return of -1.07% in the last quarter. In trailing 12 months, it's portfolio return was -2.79%.
202020212022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
vanguard intl equity index f5,331,280
dimensional etf trust2,083,430
ishares tr740,789
fidelity merrimack str tr499,133
vanguard index fds340,637
ishares tr319,067
vanguard tax-managed fds268,831
fifth third bancorp228,114

New stocks bought by Indie Asset Partners, LLC

Additions

Ticker% Inc.
schwab strategic tr348
vanguard index fds17.92
ishares tr17.22
nvidia corporation6.36
ishares tr3.76
ishares tr3.08
vanguard index fds2.99

Additions to existing portfolio by Indie Asset Partners, LLC

Reductions

Ticker% Reduced
eli lilly & co-97.85
meta platforms inc-78.53
exxon mobil corp-69.61
coca cola co-63.38
alphabet inc-52.89
atlas energy solutions inc-42.96
mcdonalds corp-40.42
apple inc-39.83

Indie Asset Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
grayscale bitcoin trust etf-1,748,510
j p morgan exchange traded f-1,113,930
first tr exchng traded fd vi-416,794
j p morgan exchange traded f-786,527
medical pptys trust inc-70,190
j p morgan exchange traded f-669,242
first tr exchng traded fd vi-296,455
enterprise prods partners l-336,595

Indie Asset Partners, LLC got rid off the above stocks

Sector Distribution

Indie Asset Partners, LLC has about 62.1% of it's holdings in Others sector.

63%20%
Sector%
Others62.1
Technology19.7
Consumer Cyclical4.2
Financial Services3.9
Communication Services2.3
Energy2.1
Healthcare1.8
Consumer Defensive1.5
Industrials1.3

Market Cap. Distribution

Indie Asset Partners, LLC has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.

62%31%
Category%
UNALLOCATED62.1
MEGA-CAP31
LARGE-CAP6.5

Stocks belong to which Index?

About 36.8% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

63%37%
Index%
Others63.2
S&P 50036.8
Top 5 Winners (%)%
AREC
american res corp
77.3 %
NVDA
nvidia corporation
44.0 %
MSFT
microsoft corp
31.2 %
GE
ge aerospace
27.1 %
TSLA
tesla inc
22.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.1 M
NVDA
nvidia corporation
0.8 M
META
meta platforms inc
0.3 M
AMZN
amazon com inc
0.2 M
JPM
jpmorgan chase & co.
0.2 M
Top 5 Losers (%)%
CVX
chevron corp new
-14.8 %
BSM
black stone minerals l p
-14.3 %
XOM
exxon mobil corp
-9.9 %
AAPL
apple inc
-8.4 %
LLY
eli lilly & co
-6.8 %
Top 5 Losers ($)$
LLY
eli lilly & co
-3.3 M
AAPL
apple inc
-0.6 M
XOM
exxon mobil corp
-0.1 M
IJR
ishares tr
-0.1 M
CVX
chevron corp new
-0.1 M

Indie Asset Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

VEUAAPLMSFTNVDAVAWDFACBILFNDAFNDAFNDACSDBILAMZNJPMLLYFNDAIJRACESGLDIJRAFKSPYAAXJIJRMETAVBBILVB..FB....MP..TPLVTSLAMCDVB..SC..GO..CO..IJRIBCECEFAM..V..I..NEEC..

Current Stock Holdings of Indie Asset Partners, LLC

Indie Asset Partners, LLC has 67 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Indie Asset Partners, LLC last quarter.

Last Reported on: 12 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of VANGUARD INTL EQUITY INDEX F Position Held By Indie Asset Partners, LLC

What % of Portfolio is VEU?:

No data available

Number of VEU shares held:

No data available

Change in No. of Shares Held:

No data available