1y return+27.4%S&P 500 +20.9%
3y return+77.2%S&P 500 +68.5%
5y return+83.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $248 against $232 in the S&P 500.2
Indie Asset Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYEli Lilly & Co | $11.6M | 11.1% | +4.3% |
| AAPLApple Inc | $7.9M | 7.6% | |
| VEUVanguard Intl Equity Index F | $7.6M | 7.3% | +3.6% |
| PAAAPgim Etf Tr | $6.3M | 6.1% | +12.2% |
| ITAIshares Tr | $3.4M | 3.2% | +4.8% |
| MSFTMicrosoft Corp | $3.1M | 3.0% | +2.7% |
| NVDANvidia Corporation | $2.9M | 2.8% | +11.4% |
| IGPTInvesco Exchange Traded Fd T | $2.7M | 2.6% | +1.0% |
| DFISDimensional Etf Trust | $2.6M | 2.4% | +2.1% |
| SLYVSpdr Series Trust | $2.5M | 2.4% | +4.5% |
| SCHESchwab Strategic Tr | $2.4M | 2.3% | +4.2% |
| BRK/BBerkshire Hathaway Inc Del | $2.3M | 2.2% | +262.1% |
| VDEVanguard World Fd | $2.2M | 2.1% | −1.7% |
| SCHDSchwab Strategic Tr | $2.1M | 2.0% | +16.1% |
| SCHGSchwab Strategic Tr | $2.0M | 1.9% | −2.8% |
| IYTIshares Tr | $2.0M | 1.9% | +7.4% |
| DYNFBlackrock Etf Trust | $1.9M | 1.8% | +29.0% |
| XLFSelect Sector Spdr Tr | $1.8M | 1.7% | New |
| AMZNAmazon Com Inc | $1.7M | 1.6% | +3.9% |
| IVVIshares Tr | $1.6M | 1.5% | +6.5% |
| DNPDnp Select Income Fd Inc | $1.6M | 1.5% | +7.1% |
| SLYGSpdr Series Trust | $1.5M | 1.4% | +4.9% |
| JPMJpmorgan Chase & Co | $1.3M | 1.3% | −1.2% |
| FBNDFidelity Merrimack Str Tr | $1.2M | 1.1% | |
| GDXVaneck Etf Trust | $1.1M | 1.0% | −4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $11.6M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $2.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.9M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $2.3M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $2.0M |
| GDXVaneck Etf Trust | June 30, 2023 | +150.6% | $1.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $875K |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $981K |
| IGPTInvesco Exchange Traded Fd T | March 31, 2024 | +130.1% | $2.7M |
Sold off last quarter
- USOUnited Sts Oil Fd LP was $369K
- WRBBerkley W R Corp was $217K
- AMTAmerican Tower Corp was $203K
- Proshares Tr IICUSIP 74347Y797 was $122K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +5.8% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +1.3% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | −4.0% | +2.1% |
| September 30, 2024 | +2.3% | +5.4% |
| June 30, 2024 | +8.6% | +4.0% |
| March 31, 2024 | +18.1% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | +1.1% | −3.6% |
| June 30, 2023 | +10.2% | +8.3% |
| March 31, 2023 | −1.2% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −6.1% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −3.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Indie Asset Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802244&type=13F-HR&dateb=&owner=include&count=40CIK 1802244
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802244/000180224426000006/Filed August 7, 2026 · accession 0001802244-26-000006