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Indie Asset Partners, LLC

Q3 2025 · 13F-HR

Indie Asset Partners, LLCholdings as filed

Filed 2025-11-06 · accession 0001802244-25-000010

$75.1M
Reported value
78
Positions
2025-09-30
Period end
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The Brief · Indie Asset Partners, LLC · Q3 2025

AI · grounded in 13F

Indie Asset Partners, LLC established a new position in Eli Lilly & Co LLY worth $7.03M. The fund also initiated new stakes in Vanguard Intl Equity Index F VEU for $5.74M and Apple Inc AAPL for $5.21M. Additional new positions include Microsoft Corp MSFT at $3.82M and Nvidia Corporation NVDA at $3.13M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYELI LILLY & CO$7.0M9.36%9,214CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.7M7.64%80,445CommonNONE
037833100AAPLAPPLE INC$5.2M6.93%20,456CommonNONE
594918104MSFTMICROSOFT CORP$3.8M5.08%7,366CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M4.17%16,791CommonNONE
69344A834PAAAPGIM ETF TR$2.8M3.76%54,853CommonNONE
464288760ITAISHARES TR$2.6M3.41%12,230CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$2.2M2.96%70,385CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.1M2.80%23,702CommonNONE
92204A306VDEVANGUARD WORLD FD$2.1M2.75%16,385CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.0M2.73%64,224CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.8M2.33%52,527CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$1.5M1.99%27,722CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.5M1.97%54,235CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.4M1.80%14,317CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M1.58%3,764CommonNONE
464287192IYTISHARES TR$1.1M1.52%15,932CommonNONE
92189F106GDXVANECK ETF TRUST$1.1M1.51%14,844CommonNONE
023135106AMZNAMAZON COM INC$1.1M1.49%5,105CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.0M1.36%39,773CommonNONE
30231G102XOMEXXON MOBIL CORP$980,3761.31%8,695CommonNONE
464287200IVVISHARES TR$977,8471.30%1,461CommonNONE
78463V107GLDSPDR GOLD TR$903,6051.20%2,542CommonNONE
00162Q452AMLPALPS ETF TR$865,8591.15%18,450CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$836,1111.11%1,255CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$760,4171.01%16,445CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$750,7501.00%75,000CommonNONE
922908363VOOVANGUARD INDEX FDS$720,1590.96%1,176CommonNONE
464287762IYHISHARES TR$690,8410.92%11,765CommonNONE
166764100CVXCHEVRON CORP NEW$669,7350.89%4,313CommonNONE
30303M102METAMETA PLATFORMS INC$655,0960.87%892CommonNONE
78468R853SPSMSPDR SERIES TRUST$639,4400.85%13,805CommonNONE
46432F339QUALISHARES TR$628,2850.84%3,230CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$574,1290.76%1,142CommonNONE
88160R101TSLATESLA INC$564,3500.75%1,269CommonNONE
922908769VTIVANGUARD INDEX FDS$560,5400.75%1,708CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$524,4530.70%8,859CommonNONE
20030N101CMCSACOMCAST CORP NEW$523,9250.70%16,675CommonNONE
56585A102MPCMARATHON PETE CORP$501,1240.67%2,600CommonNONE
642045108AESIATLAS ENERGY SOLUTIONS INC$495,5050.66%43,580CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$472,6110.63%3,819CommonNONE
922908736VUGVANGUARD INDEX FDS$441,2410.59%920CommonNONE
02079K305GOOGLALPHABET INC$438,7960.58%1,805CommonNONE
580135101MCDMCDONALDS CORP$411,2550.55%1,353CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$387,7400.52%10,568CommonNONE
92826C839VVISA INC$386,4890.51%1,132CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$383,4590.51%1,777CommonNONE
464287507IJHISHARES TR$376,3850.50%5,767CommonNONE
817565104SCISERVICE CORP INTL$346,2780.46%4,161CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$317,4380.42%340CommonNONE
46432F842IEFAISHARES TR$306,0220.41%3,505CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$297,4040.40%7,175CommonNONE
780259305SHELSHELL PLC$290,7690.39%4,065CommonNONE
369604301GEGE AEROSPACE$290,5920.39%966CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$289,4270.39%475CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$285,4680.38%4,764CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$284,1680.38%307CommonNONE
02209S103MOALTRIA GROUP INC$279,8550.37%4,236CommonNONE
02079K107GOOGALPHABET INC$269,6770.36%1,107CommonNONE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$269,1920.36%9,200CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$264,4830.35%6,689CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$262,5170.35%1,365CommonNONE
922908744VTVVANGUARD INDEX FDS$261,8320.35%1,404CommonNONE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$254,0070.34%3,649CommonNONE
922908637VVVANGUARD INDEX FDS$253,6770.34%824CommonNONE
539830109LMTLOCKHEED MARTIN CORP$253,0990.34%507CommonNONE
084423102WRBBERKLEY W R CORP$250,7770.33%3,273CommonNONE
316773100FITBFIFTH THIRD BANCORP$247,8740.33%5,564CommonNONE
06849F108BBARRICK MNG CORP$245,7090.33%7,498CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$234,6290.31%832CommonNONE
11135F101AVGOBROADCOM INC$230,9370.31%700CommonNONE
191216100KOCOCA COLA CO$208,7820.28%3,148CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$204,4680.27%8,783CommonNONE
09225M101BSMBLACK STONE MINERALS L P$203,6700.27%15,500CommonNONE
92204A702VGTVANGUARD WORLD FD$203,0830.27%272CommonNONE
852066208SIISPROTT INC$201,3200.27%2,420CommonNONE
493267108KEYKEYCORP$186,9000.25%10,000CommonNONE
02927U208ARECAMERICAN RES CORP$67,5000.09%25,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.