Fi3 FINANCIAL ADVISORS, LLC

DOSSIER · 13F-HR · Q2 2026

Fi3 FINANCIAL ADVISORS, LLC

$418M in tracked AUM across 233 positions as of Q2 2026.

FF

CIK 0001862427 · last filed Jun 30, 2026

Total AUM

$418M

as of Q2 2026

Holdings

233

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Fi3 FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IJH

iShares Core S&P 500 ETF

$57M76K13.7%02

VO

Vanguard FTSE Developed Markets ETF

$48M672K11.5%03

USRT

iShares Core S&P Small Cap ETF

$46M312K11.1%04

EME

Eli Lilly & Co

$26M21K6.1%05

MDY

SPDR S&P 500 ETF Trust

$19M25K4.5%06

VT

Vanguard Total Stock Market Index Fund ETF