Glekko logo

Fi3 Financial Advisors, LLC - Q42025 Holdings

Fi3 Financial Advisors, LLC holds 192 stocks with a total portfolio value of $ 326.93M as of Q42025. In Q42025, Fi3 Financial Advisors, LLC added 42 new positions, increased stakes in 95 stocks, reduced 43 holdings, and fully exited 9 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 14.17% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options