Institutions / Fi3 FINANCIAL ADVISORS, LLC
Fi3 FINANCIAL ADVISORS, LLC
CIK 1862427 · Institution · as of Dec 31, 2025
Portfolio value
$326.93M
Positions
192
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 192 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $46.32M | 14.2% |
| Vanguard FTSE Developed Markets ETF | $40.50M | 12.4% |
| iShares Core S&P Small Cap ETF | $36.30M | 11.1% |
| SPDR S&P 500 ETF Trust | $17.56M | 5.4% |
| ELI LILLY & Co | $16.32M | 5.0% |
| Apple Inc. | $10.86M | 3.3% |
| Schwab US TIPS ETF | $9.90M | 3.0% |
| Vanguard Total Stock Market Index Fund ETF | $8.27M | 2.5% |
| Vanguard Small-Cap Index Fund ETF | $7.95M | 2.4% |
| Hillenbrand Inc | $7.69M | 2.4% |
| NVIDIA Corp | $6.98M | 2.1% |
| Microsoft Corp | $5.82M | 1.8% |
| iShares MSCI EAFE ETF | $5.42M | 1.7% |
| iShares Core MSCI EAFE ETF | $4.85M | 1.5% |
| Amazon.com Inc | $4.60M | 1.4% |
| Vanguard S&P 500 ETF | $3.93M | 1.2% |
| Alphabet Inc. | $3.22M | 1.0% |
| Broadcom Inc. | $2.58M | 0.8% |
| Meta Platforms Inc | $2.47M | 0.8% |
| Tesla Inc | $2.38M | 0.7% |
| Alphabet Inc. | $2.35M | 0.7% |
| iShares Core U.S. REIT ETF | $2.32M | 0.7% |
| JPMorgan Chase & Co | $2.13M | 0.7% |
| Warren E. Buffett | $1.88M | 0.6% |
| Markel Group Inc | $1.49M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.