Long-term investor
Fi3 Financial Advisors, LLC @fi3financialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001862427).
Record
- Tracked since 2025-12-31 (257 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -12.6%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IJH · 13.7% · long · since 2025-12-31
- VO · 11.5% · long · since 2026-06-30
- USRT · 11.1% · long · since 2025-12-31
- EME · 6.1% · long · since 2025-12-31
- MDY · 4.5% · long · since 2026-06-30
- VT · 3.6% · long · since 2025-12-31
- G7997R103 · 3.4% · long · since 2026-06-30
- AIT · 3.2% · long · since 2026-06-30
- ODFL · 2.6% · long · since 2026-06-30
- VTI · 1.8% · long · since 2025-12-31
- AXP · 1.5% · long · since 2025-12-31
- MHK · 1.5% · long · since 2026-03-31