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Fi3 FINANCIAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    indianapolis, IN
  • Num holdings

    218

  • Value ($000)

    $346,442

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0001862427
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Core S&P 500 ETF

ETF
464287200
$49.95M
14 %

76,471

V
VEA

Vanguard FTSE Developed Markets ETF

ETF
921943858
$41.48M
12 %

647,394

I
IJR

iShares Core S&P Small Cap ETF

ETF
464287804
$39.9M
12 %

320,983

S
SPY

SPDR S&P 500 ETF Trust

ETF
78462F103
$16.95M
5 %

25,988

L
LLY

Eli Lilly & Co

COMMON STOCK
532457108
$14.35M
4 %

15,597

V
VTI

Vanguard Total Stock Market Index Fund ETF

ETF
922908769
$13.32M
4 %

41,522

S
SCHP

Schwab US TIPS ETF

ETF
808524870
$12.79M
4 %

480,724

A
AAPL

Apple Inc

COMMON STOCK
037833100
$11.16M
3 %

43,955

N
NVDA

Nvidia Corporation

COMMON STOCK
67066G104
$8.43M
2 %

48,346

V
VB

Vanguard Small-Cap Index Fund ETF

ETF
922908751
$7M
2 %

26,726

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