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Indivisible Partners

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
Cap. Flow
+$439M
Cap. Flow %
20.11%
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

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
MUA icon
726
BlackRock MuniAssets Fund
MUA
$658M
$165K 0.01%
17,285
-1,967
-10% -$20K
2025 Q4
3 quarters
AES icon
727
AES
AES
$10.6B
$162K 0.01%
10,843
-9,841
-48% -$145K
2025 Q4
3 quarters
MFG icon
728
Mizuho Financial
MFG
$117B
$157K 0.01%
+14,199
New +$151K
2026 Q3
0 quarters
NAC icon
729
Nuveen California Quality Municipal Income Fund
NAC
$1.62B
$157K 0.01%
15,271
+1,000
+7% +$11.5K
2025 Q4
3 quarters
TARA icon
730
Protara Therapeutics
TARA
$147M
$156K 0.01%
+51,124
New +$199K
2026 Q3
0 quarters
IGD icon
731
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$502M
$154K 0.01%
25,000
– –
2025 Q4
3 quarters
FTMS icon
732
Franklin Short-Term Municipal Income ETF
FTMS
$192M
$149K 0.01%
+15,283
New +$151K
2026 Q3
0 quarters
AGNC icon
733
AGNC Investment
AGNC
$11B
$141K 0.01%
15,598
+412
+3% +$4.38K
2026 Q2
1 quarter
BDJ icon
734
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$124K 0.01%
13,164
– –
2025 Q4
3 quarters
FRMI icon
735
Fermi Inc
FRMI
$1.67B
$115K 0.01%
+27,218
New +$161K
2026 Q3
0 quarters
NMZ icon
736
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.9B
$101K ﹤0.01%
11,265
+214
+2% +$2.14K
2026 Q2
1 quarter
DNN icon
737
Denison Mines
DNN
$2B
$92.6K ﹤0.01%
35,750
+1,700
+5% +$5.25K
2025 Q4
3 quarters
HLN icon
738
Haleon
HLN
$38.1B
$92.2K ﹤0.01%
+10,248
New +$100K
2026 Q3
0 quarters
PTLO icon
739
Portillo's
PTLO
$353M
$70.6K ﹤0.01%
20,000
-197
-1% -$873
2026 Q2
1 quarter
PHK icon
740
PIMCO High Income Fund
PHK
$769M
$70K ﹤0.01%
17,066
-26,867
-61% -$122K
2025 Q4
3 quarters
USA icon
741
Liberty All-Star Equity Fund
USA
$1.83B
$69.9K ﹤0.01%
+12,116
New +$71.5K
2026 Q3
0 quarters
LENZ icon
742
LENZ Therapeutics
LENZ
$95.8M
$65.9K ﹤0.01%
+17,158
New +$85.4K
2026 Q3
0 quarters
ENGN icon
743
enGene Therapeutics
ENGN
$103M
$58.9K ﹤0.01%
+29,446
New +$54.5K
2026 Q3
0 quarters
MPT icon
744
Medical Properties Trust
MPT
$1.34B
$39K ﹤0.01%
+11,282
New +$47.4K
2026 Q3
0 quarters
WIT icon
745
Wipro
WIT
$21.4B
$22.3K ﹤0.01%
13,492
-4,925
-27% -$9.04K
2026 Q2
1 quarter
RBBN icon
746
Ribbon Communications
RBBN
$278M
$18.2K ﹤0.01%
10,327
+70
+0.7% +$142
2025 Q4
3 quarters
ACGL icon
747
Arch Capital
ACGL
$34.7B
– –
-5,460
Closed -$530K –
AIT icon
748
Applied Industrial Technologies
AIT
$10.7B
– –
-610
Closed -$206K –
ARE icon
749
Alexandria Real Estate Equities
ARE
$7B
– –
-144,584
Closed -$7.64M –
ARM icon
750
Arm
ARM
$220B
– –
-6,597
Closed -$2.34M –

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.