First seen by DFX
Sep 13, 2026
date not stated
Indie Asset Partners, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Indie Asset Partners is a Carmel, Indiana RIA whose Family Office service line serves a select number of client families alongside ordinary advisory and cemetery trust work.)
First seen by DFX
Sep 12, 2026
date not stated
Indie Asset Partners, LLC found on the SEC adviser roster (services_description)
Indie Asset Partners, LLC reported $87,761,511 across 83 13(f) positions for the quarter ended 2026-03-31
Indie Asset Partners, LLC reduced Duke Energy Corp New 17,933 -> 5,218 shares ($2,101,927 -> $683,245)
Indie Asset Partners, LLC reduced United Sts Oil Fd LP 30,552 -> 2,897 shares ($2,112,976 -> $368,643)
Indie Asset Partners, LLC increased Apple Inc 21,389 -> 27,452 shares ($5,814,921 -> $6,967,007)
Indie Asset Partners, LLC increased Schwab Strategic Tr 49,718 -> 62,388 shares ($1,628,265 -> $2,055,685)
Indie Asset Partners, LLC reported $89,694,788 across 81 13(f) positions for the quarter ended 2025-12-31
Indie Asset Partners, LLC opened a $2,112,976 position in United Sts Oil Fd LP (30,552 shares)
Indie Asset Partners, LLC increased Duke Energy Corp New 3,819 -> 17,933 shares ($472,611 -> $2,101,927)
Indie Asset Partners, LLC increased ELI Lilly & Co 9,214 -> 11,536 shares ($7,030,382 -> $12,397,508)
Indie Asset Partners, LLC increased Pgim Etf Tr 54,853 -> 96,241 shares ($2,824,930 -> $4,933,314)
Indie Asset Partners, LLC reported $75,122,472 across 78 13(f) positions for the quarter ended 2025-09-30
Indie Asset Partners, LLC opened a $2,824,930 position in Pgim Etf Tr (54,853 shares)
Indie Asset Partners, LLC increased ELI Lilly & Co 1,273 -> 9,214 shares ($992,435 -> $7,030,382)
Indie Asset Partners, LLC increased Ishares Tr 3,927 -> 12,230 shares ($740,789 -> $2,559,250)
Indie Asset Partners, LLC reported $54,971,478 across 67 13(f) positions for the quarter ended 2025-06-30
Indie Asset Partners, LLC reduced Apple Inc 34,614 -> 20,826 shares ($7,688,918 -> $4,272,814)
Indie Asset Partners, LLC opened a $2,083,429 position in Dimensional Etf Trust (69,820 shares)
Indie Asset Partners, LLC reduced ELI Lilly & Co 59,217 -> 1,273 shares ($48,908,311 -> $992,435)
Indie Asset Partners, LLC reduced Meta Platforms Inc 4,457 -> 957 shares ($2,568,608 -> $706,376)
Indie Asset Partners, LLC opened a $5,331,285 position in Vanguard Intl Equity Index F (79,311 shares)
Indie Asset Partners, LLC reported $115,359,808 across 96 13(f) positions for the quarter ended 2025-03-31
Indie Asset Partners, LLC reported $127,319,339 across 115 13(f) positions for the quarter ended 2024-12-31