Fi3 FINANCIAL ADVISORS, LLC ETF holdings
Indianapolis, IN
Reported $219.8M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$219.8M
ETFs held
33
Change from prior quarter
+7.3%
With price moves
ETFs as a share of its 13F
52.6%
of $417.9M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $57.3M | 76,482 | +67,582 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $47.9M | 671,664 | New position |
| USRT | iShares Core U.S. REIT ETF | $46.2M | 311,720 | +298,624 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $18.8M | 25,046 | New position |
| VT | Vanguard Total World Stock ETF | $15.2M | 41,008 | +36,938 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.6M | 25,168 | −16,354 shares |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $5.2M | 50,162 | +47,290 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $4.5M | 6,617 | −20,109 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $4.2M | 43,834 | +39,162 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $2.5M | 7,752 | +2,757 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001862427. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Fi3 FINANCIAL ADVISORS, LLC own?
Fi3 FINANCIAL ADVISORS, LLC reported 33 ETF positions worth $219.8M in its Form 13F for June 30, 2026. The largest was IJH, at $57.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.