Fi3 FINANCIAL ADVISORS, LLC

DOSSIER · 13F-HR · Q1 2026

Fi3 FINANCIAL ADVISORS, LLC

$346M in tracked AUM across 218 positions as of Q1 2026.

FF

CIK 0001862427 · last filed Mar 31, 2026

Total AUM

$346M

as of Q1 2026

Holdings

218

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Fi3 FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IVV

iShares Core S&P 500 ETF

$50M76K14.4%02

VEA

Vanguard FTSE Developed Markets ETF

$41M647K12.0%03

IJR

iShares Core S&P Small Cap ETF

$40M321K11.5%04

SPY

SPDR S&P 500 ETF Trust

$17M26K4.9%05

LLY

Eli Lilly & Co

$14M16K4.1%06

VTI

Vanguard Total Stock Market Index Fund ETF