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Portfolio (Quarterly) Guide ↗

Fi3 FINANCIAL ADVISORS, LLC

· CIK 0001862427
13F Portfolio $327M AUM 192 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 42 New 92 Added 42 Reduced 9 Exited
Page 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc Cap STK Communication Services 7,492.0 $2.4M 0.72% -8K -51.0% $313.82 +20.9%
22 USRT iShares Core U.S. REIT ETF 40,817.0 $2.3M 0.71% +36K +673.3% $56.96 +15.0%
23 JPM JPMorgan Chase Financial Services 6,600.0 $2.1M 0.65% +291.0 +4.6% $322.21 -4.9%
24 Berkshire Hathaway 3,731.0 $1.9M 0.57% +307.0 +9.0% $502.65
25 MKL Markel Group Inc Com Financial Services 695.0 $1.5M 0.46% -7.0 -1.0% $2149.65 -13.6%
26 SCZ iShares MSCI EAFE Small-Cap ETF 17,876.0 $1.4M 0.42% +15K +544.9% $77.53 +9.8%
27 CGMU Capital Group Municipal Inc ETF 48,971.0 $1.3M 0.41% $27.38 -0.6%
28 PLTR Palantir Technology 7,489.0 $1.3M 0.41% +545.0 +7.8% $177.75 -23.0%
29 V Visa Inc Financial Services 3,728.0 $1.3M 0.40% -157.0 -4.0% $350.73 -6.2%
30 WMT Wal-Mart Consumer Defensive 11,462.0 $1.3M 0.39% +2K +24.1% $111.61 +7.8%
31 VNQ Vanguard Real Estate ETF 13,449.0 $1.2M 0.36% -135.0 -1.0% $88.49 +9.4%
32 SCHG Schwab US Large Cap Growth ETF 34,046.0 $1.1M 0.34% $32.62 +5.4%
33 IWB iShares Russell 1000 ETF 2,867.0 $1.1M 0.33% $373.44 +8.9%
34 GNSS Genasys Inc Technology 480,692.0 $1.0M 0.32% $2.14 -7.7%
35 XOM ExxonMobil Energy 8,562.0 $1.0M 0.32% +862.0 +11.2% $120.34 +28.7%
36 UCON First TR Exchng (traded FD VIII TCW Unconstrai) 40,762.0 $1.0M 0.31% NEW $25.17 -1.5%
37 MU Micron Technology Technology 3,479.0 $993K 0.30% -59.0 -1.7% $285.52 +163.0%
38 PEP Pepsico Inc Consumer Defensive 6,448.0 $935K 0.29% +58.0 +0.9% $144.95 +3.9%
39 JNJ Johnson & Johnson Healthcare 4,473.0 $926K 0.28% +491.0 +12.3% $206.96 +13.2%
40 NFLX Netflix Inc Communication Services 9,136.0 $857K 0.26% +8K +919.6% $93.76 -5.5%
Page 2 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Financial Services 24.2%
Healthcare 18.2%
Consumer Cyclical 9.1%
Communication Services 6.9%
Industrials 5.3%
Consumer Defensive 3.1%
Energy 1.8%
Utilities 1.2%
Basic Materials 0.8%