Fi3 Financial Advisors, LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 346.44 M reflecting a +5.97% change from the prior quarter, spanning 218 assets. The top 10 holdings comprised 62.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 50 new positions and 24 complete exits.
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Fi3 Financial Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Fi3 Financial Advisors reported a managed portfolio value of 346.44 M, consisting of 218 individual positions.
This page displays the raw filing documents. To see which stocks Fi3 Financial Advisors bought or sold during Q1 2026, please visit Fi3 Financial Advisors's Portfolio Analysis page.