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Indivisible Partners Portfolio holdings
AUM
$2.18B
Turnover
28.71%
1-Year Est. Return
33.61%
Indivisible Partners is a wealth management platform for independent advisory teams, which work as independent contractors under their own team names while the advice is delivered through Indivisible. John Thiel, its founder and executive chairman, formed it in 2024, and it is a subsidiary of Forabya, a privately owned company. The firm does not sell proprietary products. In 2026 it added FMB Wealth Management and launched Achieve Wealth Partners on its platform.
This Fund
S&P 500
This Quarter Est. Return
+0.8%
1 Year Est. Return
+33.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.18B
AUM Growth
+$415M
(+23%)
Cap. Flow
+$439M
Cap. Flow % of AUM
Cap. Flow %
20.11%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
808
New
170
Increased
458
Reduced
99
Closed
62
Avg Time Held
Equity + Options
0.5
years
Top 10 Avg Time Held
Equity + Options
0.5
years
Top 20 Avg Time Held
Equity + Options
0.5
years
Avg Time Held Equity only
0.5
years
Top 10 Avg Time Held Equity only
0.5
years
Top 20 Avg Time Held Equity only
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$52.9M |
| 2 |
Apple
AAPL
|
+$27.6M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$26.9M |
| 4 |
SpaceX
SPCX
|
+$19.7M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$18M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Energy Transfer Partners
ET
|
+$30.8M |
| 2 |
Seagate
STX
|
+$17.9M |
| 3 |
Plains GP Holdings
PAGP
|
+$9.39M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$8.26M |
| 5 |
XPLR Infrastructure LP
XIFR
|
+$8.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.73% |
| 2 | Technology | 30.24% |
| 3 | Financials | 4.87% |
| 4 | Industrials | 4.49% |
| 5 | Healthcare | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
701
iShares National Muni Bond ETF
MUB
$53.5B
| $207K | 0.01% |
2,043
+73
| +4% | +$7.66K |
2025 Q4
3 quarters
|
|
702
iShares 0-5 Year TIPS Bond ETF
STIP
$16.8B
| $206K | 0.01% |
2,071
-53,432
| -96% | -$5.38M |
2026 Q2
1 quarter
|
|
703
American International
AIG
$42.8B
| $206K | 0.01% |
+2,762
| New | +$213K |
2026 Q3
0 quarters
|
|
704
State Street SPDR S&P Biotech ETF
XBI
$10.8B
| $205K | 0.01% |
+1,300
| New | +$205K |
2026 Q3
0 quarters
|
|
705
Amplify Online Retail ETF
IBUY
$127M
| $204K | 0.01% |
+3,057
| New | +$217K |
2026 Q3
0 quarters
|
|
706
Sixth Street Specialty
TSLX
$1.68B
| $203K | 0.01% |
11,269
-266
| -2% | -$4.78K |
2026 Q1
2 quarters
|
|
707
Intuit
INTU
$91.2B
| $203K | 0.01% |
736
-56
| -7% | -$17.6K |
2026 Q2
1 quarter
|
|
708
Invesco Variable Rate Preferred ETF
VRP
$2.99B
| $202K | 0.01% |
+8,539
| New | +$206K |
2026 Q3
0 quarters
|
|
709
Annexon
ANNX
$768M
| $201K | 0.01% |
+47,600
| New | +$239K |
2026 Q3
0 quarters
|
|
710
Carrier Global
CARR
$43.9B
| $201K | 0.01% |
+3,669
| New | +$227K |
2026 Q3
0 quarters
|
|
711
LPL Financial
LPLA
$22.1B
| $201K | 0.01% |
+658
| New | +$224K |
2026 Q3
0 quarters
|
|
712
iShares Gold Trust Micro
IAUM
$6.15B
| $201K | 0.01% |
+4,852
| New | +$206K |
2026 Q3
0 quarters
|
|
713
First Tracks Biotherapeutics
TRAX
$1.89B
| $201K | 0.01% |
+5,669
| New | +$221K |
2026 Q3
0 quarters
|
|
714
Regeneron Pharmaceuticals
REGN
$96B
| $200K | 0.01% |
+264
| New | +$199K |
2026 Q3
0 quarters
|
|
715
Hypatia Women CEO ETF
WCEO
$12.8M
| $200K | 0.01% |
5,408
| – | – |
2026 Q2
1 quarter
|
|
716
Kimberly-Clark
KMB
$35.9B
| $200K | 0.01% |
2,053
-8,144
| -80% | -$869K |
2026 Q2
1 quarter
|
|
717
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$64.6M
| $194K | 0.01% |
15,071
+3,833
| +34% | +$54K |
2025 Q4
3 quarters
|
|
718
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$3.1B
| $193K | 0.01% |
10,596
+119
| +1% | +$2.2K |
2026 Q2
1 quarter
|
|
719
PureCycle Technologies
PCT
$675M
| $190K | 0.01% |
43,122
-18,081
| -30% | -$116K |
2025 Q4
3 quarters
|
|
720
Nuveen New York Municipal Value Fund
NNY
$150M
| $182K | 0.01% |
+23,357
| New | +$192K |
2026 Q3
0 quarters
|
|
721
Inventiva
IVA
$862M
| $177K | 0.01% |
+48,000
| New | +$209K |
2026 Q3
0 quarters
|
|
722
Marqeta
MQ
$1.88B
| $175K | 0.01% |
10,305
-96
| -0.9% | -$1.59K |
2025 Q4
3 quarters
|
|
723
Nuveen Municipal Value Fund
NUV
$1.77B
| $171K | 0.01% |
+20,646
| New | +$184K |
2026 Q3
0 quarters
|
|
724
BlackRock MuniHoldings Fund
MHD
$1.9B
| $168K | 0.01% |
16,403
+113
| +0.7% | +$1.29K |
2025 Q4
3 quarters
|
|
725
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.46B
| $167K | 0.01% |
15,716
+65
| +0.4% | +$788 |
2025 Q4
3 quarters
|
|
Similar funds
Indivisible Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Indivisible Partners held 808 positions worth $2.18B, up 23% from $1.77B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Indivisible Partners deployed $439M of net new capital in Q3 2026, opening 170 new positions and adding to 458 existing holdings. Its largest new stake was SpaceX: 142,107 shares worth $21.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 44% of assets, up from 35% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Energy Transfer Partners, an estimated $30.8M trimmed.
- Indivisible Partners's largest Q3 2026 buy was SpaceX: 142,107 shares worth $21.4M.
- Indivisible Partners added most to U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2026, an estimated $52.9M increase.
- Indivisible Partners's biggest Q3 2026 reduction was Energy Transfer Partners, cutting an estimated $30.8M.
- Indivisible Partners fully exited Plains GP Holdings in Q3 2026, selling an estimated $9.39M.
- Indivisible Partners's ten largest holdings make up 35% of its $2.18B portfolio in Q3 2026.
- Indivisible Partners opened 170 new positions and closed 62 in Q3 2026.
- Indivisible Partners's portfolio value rose 23% quarter-over-quarter to $2.18B.
Based on Indivisible Partners's 13F filing for Q3 2026, filed 26 Oct 2026.