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Fi3 FINANCIAL ADVISORS, LLC

Q4 2025 13F Holdings

  • Location
    indianapolis, IN
  • Num holdings

    192

  • Value ($000)

    $326,931

  • Date Filed
    02/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Core S&P 500 ETF

ETF
464287200
$46.32M
14 %

67,627

V
VEA

Vanguard FTSE Developed Markets ETF

ETF
921943858
$40.5M
12 %

648,298

I
IJR

iShares Core S&P Small Cap ETF

ETF
464287804
$36.3M
11 %

302,036

S
SPY

SPDR S&P 500 ETF Trust

ETF
78462F103
$17.56M
5 %

25,671

L
LLY

Eli Lilly & Co

COMMON STOCK
532457108
$16.32M
5 %

15,182

A
AAPL

Apple Inc

COMMON STOCK
037833100
$10.86M
3 %

39,933

S
SCHP

Schwab US TIPS ETF

ETF
808524870
$9.9M
3 %

373,784

V
VTI

Vanguard Total Stock Market Index Fund ETF

ETF
922908769
$8.27M
3 %

24,658

V
VB

Vanguard Small-Cap Index Fund ETF

ETF
922908751
$7.95M
2 %

30,826

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Hillenbrand Inc

COMMON STOCK
431571108
$7.69M
2 %

242,406

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