Fi3 FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings
Fi3 FINANCIAL ADVISORS, LLC disclosed 280 stock positions in a recent SEC 13F filing. $1,139,645,378 of stock holdings were filed, with the largest holdings including STX, GD, and VO. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $1,138,900,750 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
280Est. Stock Holding Value:
$1,139,645,378Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Fi3 FINANCIAL ADVISORS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...