Indivisible Partners

Registered adviser

CIK

2098400

Location

CLEARWATER, FL

Portfolio Value

Mid $2,116,004,999

Diversification

Diversified

Filing Date

Global Rank

#1,744 / 8,818 ▲ 392 · as of Jun 2026

Top Industry

Semiconductors 34.4%

Period ended 28 days ago

Filed Oct 26, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 332431

Roster of Oct 1, 2026

Regulatory AUM

$2,079,652,688

Main clients

Individuals and high net worth (77% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jun 2026 to Oct 2026	$2,079,652,688	Individuals and high net worth (77%)
Feb 2026 to May 2026	$1,546,665,076	Individuals and high net worth (90%)
Jul 2025 to Jan 2026	$421,326,222	Individuals and high net worth (80%)
Mar 2025 to Jun 2025	$298,574,478	Individuals and high net worth (100%)
Dec 2024 to Feb 2025	$0	—

Stated strategy

Index / passive, Quantitative / systematic, Fundamental active, Value, Income, Fixed income / rates, Multi-asset, Long/short hedge, Private markets, Wealth management / planning Form ADV Part 2A, May 18, 2026 · original

In the firm's words

Index / passive: Certain Financial Advisors employ a passive, long-term approach focused on asset class diversification through index mutual funds and ETFs rather than active security selection.
Quantitative / systematic: Quantitative analysis deals with measurable factors as distinguished from qualitative considerations such as the character of management or the state of employee morale, such as the value of assets, the cost of capital, and historical projections of sales.
Fundamental active: Fundamental analysis concentrates on factors that determine a company’s value and expected future earnings.
Value: This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value.
Income: Options strategies, including managed options overlays (e.g., covered call or protective put strategies implemented to generate income or manage downside risk)
Fixed income / rates: Fixed income securities, including U.S. Treasury, agency, municipal, corporate, and international bonds, as well as fixed income ladders
Multi-asset: Target allocations are established across asset classes including domestic and international equities, fixed income, cash, and alternatives
Long/short hedge: Liquid alternative investments, including hedge fund replication strategies, managed futures, long/short equity, merger arbitrage, and multi-strategy alternative funds
Private markets: Private and semi-liquid alternative investments, including private equity, private credit, real estate debt and income strategies, infrastructure, and asset-backed finance, made available through third-party fund sponsors to eligible clients
Wealth management / planning: Financial Advisors may utilize TPIMs, model portfolio providers, and SMA strategists to implement all or a portion of a client’s portfolio.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.4%, 16.5 effective positions, active share 61.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 61.5%; sector active share 27.9% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

742 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.1%

−4.7 pts

Top 5

44.3%

+4.4 pts

Top 10

54.1%

+5.7 pts

HHI

534

Diversified−73

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.9%	$865,330,890	286
Technology	31.2%	$660,484,876	73
Financial Services	6.2%	$130,291,242	106
Industrials	4.6%	$97,187,659	63
Healthcare	4.1%	$86,356,962	59
Communication Services	3.4%	$72,344,482	22
Consumer Cyclical	3.0%	$63,978,987	31
Energy	2.4%	$50,489,931	26
Consumer Defensive	1.6%	$34,782,317	28
Real Estate	1.3%	$28,539,757	14
Utilities	0.8%	$15,970,868	19
Basic Materials	0.5%	$10,247,028	15

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+1,176,427	1,185,932	$52,714,677
BNL	Broadstone Net Lease, Inc.	+273,230	364,085	$6,735,572
AVUS	Avantis U.S. Equity ETF	+208,283	638,660	$81,805,959
DFAI	Dimensional International Core Equity Market ETF	+122,073	347,152	$14,382,507
DFUS	Dimensional U.S. Equity Market ETF	+111,376	285,313	$23,689,538
AVDE	Avantis International Equity ETF	+103,849	351,120	$31,639,423
DFAT	Dimensional U.S. Targeted Value ETF	+97,749	101,803	$6,763,791
APH	Amphenol Corp	+91,751	180,892	$15,249,195
DFAE	Dimensional Emerging Core Equity Market ETF	+88,937	107,923	$4,242,453
AAPL	Apple Inc.	+85,823	205,765	$68,523,860
T	At&T Inc.	+83,644	113,280	$2,764,032
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+79,262	83,033	$5,824,764
CNC	Centene Corp	+76,660	80,447	$4,997,367
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+72,853	87,918	$6,791,665
CGMU	Capital Group Municipal Income ETF	+57,197	105,920	$2,747,564
MYN	Blackrock Muniyield New York Quality Fund, Inc.	+51,079	186,774	$1,636,140
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+50,827	150,429	$7,404,115
IWM	iShares Russell 2000 ETF	+48,851	52,056	$14,465,841
JAAA	Janus Henderson AAA CLO ETF	+45,857	92,804	$4,683,817
NVDA	Nvidia Corp	+44,676	154,811	$35,355,736
AVEM	Avantis Emerging Markets Equity ETF	+42,170	197,319	$18,551,932
CRWD	CrowdStrike Holdings, Inc.	+41,257	42,267	$11,190,188
VZ	Verizon Communications Inc	+40,854	63,548	$2,914,946
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+35,808	44,400	$1,751,136
F	Ford Motor Co	+35,274	52,700	$635,562
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	−1,494,067	116,600	$0
PAA	Plains All American Pipeline LP	−200,275	12,478	$295,978
EEM	iShares MSCI Emerging Markets ETF	−124,910	21,193	$1,415,480
EPD	Enterprise Products Partners L.P.	−92,972	35,277	$1,256,213
ONEQ	Fidelity Nasdaq Composite Index ETF	−57,749	4,794	$507,396
STIP	iShares 0-5 Year TIPS Bond ETF	−53,432	2,071	$206,478
NEM	NEWMONT Corp	−40,490	1,992	$229,757
OKE	Oneok Inc	−32,467	7,852	$669,540
TJX	Tjx Companies Inc	−31,547	9,474	$1,253,504
MQ	Marqeta, Inc.	−31,300	10,305	$175,133
SHYM		−29,230	14,881	$318,081
PHK	Pimco High Income Fund	−26,867	17,066	$69,970
HLT	Hilton Worldwide Holdings Inc.	−24,766	1,216	$386,833
STX	Seagate Technology Holdings plc	−21,014	22,292	$20,560,803
PCT	PureCycle Technologies, Inc.	−18,081	43,122	$190,168
NYF	iShares New York Muni Bond ETF	−17,730	11,111	$561,327
NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	−16,822	108,869	$1,005,949
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−16,233	75,031	$1,020,421
NAN	Nuveen New York Quality Municipal Income Fund	−10,805	314,656	$3,089,921
VTN	Invesco Trust for Investment Grade New York Municipals	−10,766	252,725	$2,365,506
RQI	Cohen & Steers Quality Income Realty Fund Inc	−10,590	119,806	$1,305,885
AES	Aes Corp	−9,841	10,843	$161,560
CMI	Cummins Inc	−9,447	2,777	$1,434,514
PFE	Pfizer Inc	−8,918	37,753	$1,076,715
GLD	Spdr Gold Trust	−8,431	6,854	$2,610,277
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	142,107	$21,438,262
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	482,880	$17,876,217
DXIV	Dimensional International Vector Equity ETF	242,189	$17,440,029
DFIC	Dimensional International Core Equity 2 ETF	330,676	$12,436,724
DFAU	Dimensional US Core Equity Market ETF	216,026	$11,311,121
FTNT	Fortinet, Inc.	52,637	$9,409,390
DFSD	Dimensional Short-Duration Fixed Income ETF	189,691	$8,815,320
NTAP	NetApp, Inc.	41,208	$8,656,976
HUM	Humana Inc	19,571	$7,467,706
AVGE	Avantis All Equity Markets ETF	64,792	$6,371,645
FEMB	First Trust Emerging Markets Local Currency Bond ETF	214,182	$6,099,903
FLOT	iShares Floating Rate Bond ETF	111,779	$5,706,317
DFUV	Dimensional U.S. Marketwide Value ETF	99,640	$5,480,200
DCOR	Dimensional ETF Trust	57,502	$4,753,115
DFAS	Dimensional U.S. Small Cap ETF	59,313	$4,592,012
DFIV	Dimensional International Value ETF	77,837	$4,347,974
U	Unity Software Inc.	100,416	$4,110,026
DUSB	Dimensional Ultrashort Fixed Income ETF	59,991	$3,028,945
DFAR	Dimensional US Real Estate ETF	104,508	$2,524,913
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	64,344	$2,513,276
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	58,181	$2,310,949
SOXX	iShares Semiconductor ETF	3,452	$1,962,945
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	20,535	$1,568,874
AVDV	Avantis International Small Cap Value ETF	13,422	$1,468,098
DDOG	Datadog, Inc.	5,155	$1,411,696
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PAGP	Plains Gp Holdings LP	387,025	$9,393,096
XIFR	XPLR Infrastructure, LP	693,500	$8,190,235
ARE	Alexandria Real Estate Equities, Inc.	144,584	$7,641,264
JBL	Jabil Inc	15,772	$6,079,790
LMBS	First Trust Low Duration Opportunities ETF	118,154	$5,881,706
RH	Rh	35,607	$5,865,541
—		27,699	$5,679,402
RYN	Rayonier Inc	241,255	$5,133,906
MPLX	Mplx LP	85,400	$4,810,582
ETR	Entergy Corp	40,119	$4,608,068
GDX	VanEck Gold Miners ETF	39,025	$2,944,436
ARM	Arm Holdings PLC	6,597	$2,339,098
KRP	Kimbell Royalty Partners, LP	147,800	$2,147,534
B	Barrick Mining Corp	52,918	$1,943,678
RRC	Range Resources Corp	51,450	$1,913,425
COLD	Americold Realty Trust	90,855	$1,428,240
IMO	Imperial Oil Ltd	8,843	$990,592
KHC	Kraft Heinz Co	38,302	$904,693
EXE	EXPAND ENERGY Corp	9,498	$866,122
BTU	Peabody Energy Corp	37,097	$857,682
EQT	EQT Corp	14,864	$790,318
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	43,457	$690,097
ACGL	Arch Capital Group Ltd.	5,460	$529,947
GDXJ	VanEck Junior Gold Miners ETF	4,701	$461,873
CCI	Crown Castle Inc.	5,834	$441,808
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

742 tracked positions · $2,116,004,999 total · filing declares 746 positions · $2,184,216,926 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 742 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TXN	Texas Instruments Inc Technology	Added	1,294,432	+3,163	$362,557,458	−5.8%	17.13%
AVUS	Avantis U.S. Equity ETF	Added	638,660	+208,283	$81,805,959	+48.4%	3.87%
AAPL	Apple Inc. Technology	Added	205,765	+85,823	$68,523,860	+97.4%	3.24%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	1,185,932	+1,176,427	$52,714,677	+12402.3%	2.49%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	403,650	+25,795	$38,161,071	+2.0%	1.80%
NVDA	Nvidia Corp Technology	Added	154,811	+44,676	$35,355,736	+60.4%	1.67%
QQQ	Invesco Qqq Trust, Series 1	Added	47,488	+14,024	$35,130,197	+42.6%	1.66%
AVDE	Avantis International Equity ETF	Added	351,120	+103,849	$31,639,423	+43.4%	1.50%
MSFT	Microsoft Corp Technology	Added	52,376	+12,919	$26,863,650	+82.5%	1.27%
VOO	VANGUARD 500 INDEX FUND	Added	37,153	+1,473	$26,039,051	+6.3%	1.23%
DFUS	Dimensional U.S. Equity Market ETF	Added	285,313	+111,376	$23,689,538	+66.2%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	66,609	+14,687	$22,918,824	+23.5%	1.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	87,851	+18,176	$21,888,076	+31.8%	1.03%
SPCX	Space Exploration Technologies Corp Industrials	NEW	142,107	NEW	$21,438,262	NEW	1.01%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	56,220	+20,263	$21,039,772	+58.1%	0.99%
STX	Seagate Technology Holdings plc Technology	Reduced	22,292	-21,014	$20,560,803	−50.8%	0.97%
AVEM	Avantis Emerging Markets Equity ETF	Added	197,319	+42,170	$18,551,932	+23.9%	0.88%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	NEW	482,880	NEW	$17,876,217	NEW	0.84%
DXIV	Dimensional International Vector Equity ETF	NEW	242,189	NEW	$17,440,029	NEW	0.82%
LLY	ELI LILLY & Co Healthcare	Added	14,302	+426	$16,548,558	−0.6%	0.78%
APH	Amphenol Corp Technology	Added	180,892	+91,751	$15,249,195	−3.0%	0.72%
IWM	iShares Russell 2000 ETF	Added	52,056	+48,851	$14,465,841	+1402.3%	0.68%
DFAI	Dimensional International Core Equity Market ETF	Added	347,152	+122,073	$14,382,507	+54.9%	0.68%
JEPI	JPMorgan Equity Premium Income ETF	Added	255,524	+3,566	$14,365,559	+0.9%	0.68%
RY	Royal Bank Of Canada Financial Services	Added	69,921	+1,112	$13,745,769	−3.5%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	41,342	+13,803	$13,677,173	+51.7%	0.65%
META	Meta Platforms, Inc. Communication Services	Added	18,311	+6,866	$13,278,770	+106.0%	0.63%
DFIC	Dimensional International Core Equity 2 ETF	NEW	330,676	NEW	$12,436,724	NEW	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,935	+4,126	$12,416,383	+19.2%	0.59%
PLTR	Palantir Technologies Inc. Technology	Added	66,103	+1,577	$12,364,566	+64.2%	0.58%
XOM	ExxonMobil Holdings Corp Energy	Added	71,645	+10,257	$11,660,223	+38.9%	0.55%
HWM	Howmet Aerospace Inc. Industrials	Added	51,006	+99	$11,536,537	−15.7%	0.55%
DFAU	Dimensional US Core Equity Market ETF	NEW	216,026	NEW	$11,311,121	NEW	0.53%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	42,267	+41,257	$11,190,188	+1351.8%	0.53%
JNJ	Johnson & Johnson Healthcare	Added	42,233	+16,932	$11,180,764	+74.0%	0.53%
GOOG	Alphabet Inc. Communication Services	Added	32,500	+11,569	$11,074,050	+49.7%	0.52%
MPC	Marathon Petroleum Corp Energy	Added	27,626	+23,683	$10,923,872	+983.6%	0.52%
IVV	iShares Core S&P 500 ETF	Added	13,781	+2,643	$10,554,178	+26.5%	0.50%
WELL	Welltower Inc. Real Estate	Added	44,733	+1,522	$10,299,325	+5.0%	0.49%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	167,889	+552	$10,284,880	+0.0%	0.49%
VUG	VANGUARD GROWTH INDEX FUND	Added	111,029	+14,878	$10,004,823	+20.8%	0.47%
SPYI	NEOS S&P 500(R) High Income ETF	Reduced	180,557	-81	$9,600,215	+0.1%	0.45%
AVGO	Broadcom Inc. Technology	Added	26,984	+2,783	$9,476,510	+3.7%	0.45%
FTNT	Fortinet, Inc. Technology	NEW	52,637	NEW	$9,409,390	NEW	0.44%
VIG	Vanguard Specialized Funds	Added	39,894	+2,718	$9,307,669	+5.8%	0.44%
DFSD	Dimensional Short-Duration Fixed Income ETF	NEW	189,691	NEW	$8,815,320	NEW	0.42%
NTAP	NetApp, Inc. Technology	NEW	41,208	NEW	$8,656,976	NEW	0.41%
VTR	Ventas, Inc. Real Estate	Added	99,633	+1,297	$8,470,797	−3.0%	0.40%
MAR	Marriott International Inc Consumer Cyclical	Added	22,824	+6,072	$8,117,812	+30.8%	0.38%
HUM	Humana Inc Healthcare	NEW	19,571	NEW	$7,467,706	NEW	0.35%

Showing the top 50 of 742 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.