Fi3 FINANCIAL ADVISORS, LLC 13F Holdings
CIK 0001862427 · Indianapolis, IN
As of Sep 30, 2025, Fi3 FINANCIAL ADVISORS, LLC reported 159 positions worth $295.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 69,172 | $46.3M | 15.65% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 665,750 | $39.9M | 13.49% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 299,892 | $35.6M | 12.05% |
| SPDR S&P 500 ETF TRUST | SPY | — | 26,232 |