CIK 1862427
Fi3 FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
192
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 68K | $1M+ | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 648K | $1M+ | SH |
| IJR | iShares Core S&P Small Cap ETF | 302K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF Trust | 26K | $1M+ | SH |
| LLY | Eli Lilly & Co | 15K | $1M+ | SH |
| AAPL | Apple Inc | 40K | $1M+ | SH |
| SCHP | Schwab US TIPS ETF | 374K | $1M+ | SH |
| VTI | Vanguard Total Stock Market Index Fund ETF | 25K | $1M+ | SH |
| VB | Vanguard Small-Cap Index Fund ETF | 31K | $1M+ | SH |
| HI | Hillenbrand Inc | 242K | $1M+ | SH |
| NVDA | Nvidia Corporation | 37K | $1M+ | SH |
| MSFT | Microsoft | 12K | $1M+ | SH |
| EFA | iShares MSCI EAFE ETF | 56K | $1M+ | SH |
| IEFA | iShares Core MSCI EAFE ETF | 54K | $1M+ | SH |
| AMZN | Amazon.Com Inc | 20K | $1M+ | SH |
| VOO | Vanguard S&P 500 ETF | 6K | $1M+ | SH |
| GOOGL | Alphabet Inc Cap STK | 10K | $1M+ | SH |
| AVGO | Broadcom Inc Com | 7K | $1M+ | SH |
| META | Meta Platforms Inc | 4K | $1M+ | SH |
| TSLA | Tesla Motors | 5K | $1M+ | SH |
| GOOG | Alphabet Inc Cap STK | 7K | $1M+ | SH |
| USRT | iShares Core U.S. REIT ETF | 41K | $1M+ | SH |
| JPM | JPMorgan Chase | 7K | $1M+ | SH |
| BRK.B | Berkshire Hathaway | 4K | $1M+ | SH |
| MKL | Markel Group Inc Com | 695 | $1M+ | SH |
| SCZ | iShares MSCI EAFE Small-Cap ETF | 18K | $1M+ | SH |
| CGMU | Capital Group Municipal Inc ETF | 49K | $1M+ | SH |
| PLTR | Palantir | 7K | $1M+ | SH |
| V | Visa Inc | 4K | $1M+ | SH |
| WMT | Wal-Mart | 11K | $1M+ | SH |
| VNQ | Vanguard Real Estate ETF | 13K | $1M+ | SH |
| SCHG | Schwab US Large Cap Growth ETF | 34K | $1M+ | SH |
| IWB | iShares Russell 1000 ETF | 3K | $1M+ | SH |
| GNSS | Genasys Inc | 481K | $1M+ | SH |
| XOM | ExxonMobil | 9K | $1M+ | SH |
| UCON | First TR Exchng (traded FD VIII TCW Unconstrai) | 41K | $1M+ | SH |
| MU | Micron Technology | 3K | $500K+ | SH |
| PEP | Pepsico Inc | 6K | $500K+ | SH |
| JNJ | Johnson & Johnson | 4K | $500K+ | SH |
| NFLX | Netflix Inc | 9K | $500K+ | SH |
| GE | General Electric Co | 3K | $500K+ | SH |
| PG | Procter & Gamble | 6K | $500K+ | SH |
| SPNT | Siriuspoint LTD Com | 38K | $500K+ | SH |
| CAT | Caterpillar | 1K | $500K+ | SH |
| MRK | Merck &co. Inc Com | 7K | $500K+ | SH |
| MESO | Mesoblast LTD F Sponsored ADR | 42K | $500K+ | SH |
| BAC | Bank America Corp | 14K | $500K+ | SH |
| GS | Goldman Sachs Group | 789 | $500K+ | SH |
| C | Citigroup Inc | 6K | $500K+ | SH |
| LKFN | Lakeland Financial | 11K | $500K+ | SH |