Fi3 FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 417,903
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 233 | 417,903 | 13F-HR | Fi3 FINANCIAL ADVISORS, LLC |
| Q1 2026 | 5/7/2026 | 218 | 346,442 | 13F-HR | Fi3 FINANCIAL ADVISORS, LLC |
| Q4 2025 | 2/6/2026 | 192 | 326,931 | 13F-HR | Fi3 FINANCIAL ADVISORS, LLC |
| Q3 2025 | 11/12/2025 | 159 | 295,777 | 13F-HR | Fi3 FINANCIAL ADVISORS, LLC |
| Q2 2025 | 8/13/2025 | 167 | 277,333 | 13F-HR | Fi3 FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.9 K | 44.2% | 43.17 K | 0 | 43.17 K |
| ETFs | 233.1 K | 55.8% | 28.3 K | 0 | 28.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
417,903
Holdings
233
QoQ value change ($000)
71,461
(20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.