Indie Asset Partners, LLC

Q3 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$117,248
Net value change ($000)
+12,823 (12.3%)
New positions
19
Sold out positions
9
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 1,903 60.8%
VEA 1,628 508.8%
JPM 896 67.6%
GOOG 858 140.0%
GEV 720 164.8%
VB 654 NEW
VWO 630 NEW
JNJ 611 NEW
BRK-B 574 24.6%
IVV 546 33.9%
Top Reduces (Value $000, Stocks/ETFs)
LLY -681 -5.9%
DUK -660 -100.0%
AESI -560 -100.0%
ITA -549 -16.3%
AAPL -413 -5.2%
IGPT -373 -13.9%
TPL -302 -100.0%
XOM -296 -100.0%
TFPM -276 -100.0%
SLYV -252 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type