Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fi3 FINANCIAL ADVISORS, LLC (CIK 1862427) reported $417.9M across 232 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJH ($57.3M, 13.71%), VO ($47.9M, 11.45%), USRT ($46.2M, 11.06%), EME ($25.6M, 6.12%), MDY ($18.8M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P 500 ETF | $57.3M | 13.71% | 76,482 | Added |
| 2 | VO | Vanguard FTSE Developed Markets ETF | $47.9M | 11.45% | 671,664 | New |
| 3 | USRT | iShares Core S&P Small Cap ETF | $46.2M | 11.06% | 311,720 | Added |
| 4 | EME | Eli Lilly & Co | $25.6M | 6.12% | 21,307 | Added |
| 5 | MDY | SPDR S&P 500 ETF Trust | $18.8M | 4.49% | 25,046 | New |
| 6 | VT | Vanguard Total Stock Market Index Fund ETF | $15.2M | 3.63% | 41,008 | Added |
| 7 | STX | Schwab US TIPS ETF | $14.2M | 3.40% | 535,463 | New |
| 8 | AIT | Apple Inc | $13.4M | 3.21% | 46,397 | New |
| 9 | ODFL | Nvidia Corporation | $10.8M | 2.57% | 53,747 | New |
| 10 | VTI | Vanguard Small-Cap Index Fund ETF | $7.6M | 1.83% | 25,168 | Trimmed |
| 11 | AXP | Amazon.Com Inc | $6.5M | 1.55% | 27,172 | Added |
| 12 | MHK | Microsoft | $6.4M | 1.52% | 17,042 | Added |
| 13 | SCZ | iShares MSCI EAFE ETF | $5.2M | 1.25% | 50,162 | Added |
| 14 | MO | Alphabet Inc Cap STK | $4.9M | 1.18% | 13,851 | New |
| 15 | MSFT | Micron Technology | $4.7M | 1.13% | 4,089 | Trimmed |
| 16 | VB | Vanguard S&P 500 ETF | $4.5M | 1.09% | 6,617 | Trimmed |
| 17 | IEMG | iShares Core MSCI EAFE ETF | $4.2M | 1.01% | 43,834 | Added |
| 18 | BURL | Broadcom Inc Com | $4.0M | 0.96% | 10,628 | Added |
| 19 | GOOGL | Alphabet Inc Cap STK | $3.6M | 0.87% | 10,233 | New |
| 20 | TXN | Tesla Motors | $3.0M | 0.71% | 7,098 | New |
| 21 | MET | Meta Platforms Inc | $2.6M | 0.63% | 4,673 | New |
| 22 | JPST | JPMorgan Chase | $2.5M | 0.61% | 7,752 | Added |
| 23 | BLK | Berkshire Hathaway | $2.4M | 0.58% | 4,879 | Added |
| 24 | INTU | Intel | $2.0M | 0.47% | 14,027 | New |
| 25 | A | Advanced Micro | $1.9M | 0.46% | 3,292 | Added |
Source: SEC Form 13F filings · as of 2026-06-30