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Grady J. Gaynor

Indie Asset Partners, Llc

Assets Managed
$87.762M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-2.15%(2Q avg: 8.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Indie Asset Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Indie Asset Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 87.762M in assets, with a quarterly growth rate of -2.15% and a 2-quarter average growth rate of 8.63%. The portfolio is managed by Grady J. Gaynor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LLY
Eli Lilly & Co
Recent Activity
Decreased -19.6%
9.72%
$8.53M
9,274 shares@ $919.78 avg price
AAPL
Apple Inc
Recent Activity
Increased 28.35%
7.94%
$6.967M
27,452 shares@ $253.79 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 8.71%
7.52%
$6.598M
87,855 shares@ $75.11 avg price
PAAA
Pgim Aaa Clo Etf
Recent Activity
Increased 14.57%
6.43%
$5.643M
110,259 shares@ $51.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.1%
3.45%
$3.022M
8,164 shares@ $370.18 avg price
ITA
Ishares U.s. Aerospace & Def
Recent Activity
Increased 7.19%
3.3%
$2.892M
13,221 shares@ $218.76 avg price
VDE
Vanguard Energy Etf
Recent Activity
Decreased -2.93%
2.93%
$2.569M
14,847 shares@ $173.05 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 3.74%
2.75%
$2.406M
71,460 shares@ $33.67 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.74%
2.6%
$2.278M
13,060 shares@ $174.41 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 25.49%
2.35%
$2.056M
62,388 shares@ $32.96 avg price

1-10 of 83