Q1 2026 13F · SEC CIK 2113970

Financially in Tune, LLC

Investment managerFiled 2026-04-22 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.3M
Reported positions: 77
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Financially in Tune, LLC is an investment manager that reported 77 positions worth $116.3M in its Q1 2026 13F, filed 2026-04-22. Its largest holdings were Dimensional ETF Trust (DFIV, 20.3%), J P Morgan Exchange Traded F (JCPB, 9.4%), Vanguard Whitehall Fds (VYM, 7.5%).

Financially in Tune, LLC holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financially in Tune, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
DFIVDimensional ETF Trust	20.3%	19.4%	447,138	+7.1%	$23.6M
JCPBJ P Morgan Exchange Traded F	9.4%	8.8%	232,779	+16.6%	$11.0M
VYMVanguard Whitehall Fds	7.5%	7.5%	58,813	+4.9%	$8.7M
JEPIJ P Morgan Exchange Traded F	6.9%	6.6%	142,234	+14.7%	$8.1M
JPUSJ P Morgan Exchange Traded F	4.4%	4.5%	39,157	+0.0%	$5.1M
DFEVDimensional ETF Trust	4.3%	4.2%	140,064	+4.3%	$5.0M
USFRWisdomtree Tr	2.7%	3.0%	63,162	+0.3%	$3.2M
SUSAIshares Tr	2.6%	3.0%	23,152	+0.5%	$3.1M
DISVDimensional ETF Trust	2.2%	2.2%	65,929	+7.4%	$2.6M
BSCSInvesco Exch Trd Slf Idx Fd	2.1%	1.9%	118,781	+20.7%	$2.4M
VEUVanguard Intl Equity Index F	2.0%	2.1%	31,007	+2.5%	$2.3M
VBRVanguard Index Fds	1.8%	1.8%	9,768	+6.6%	$2.1M
VIGVanguard Specialized Funds	1.8%	2.0%	9,517	-3.0%	$2.0M
IJHIshares Tr	1.7%	1.8%	28,704	-1.0%	$1.9M
CSRECohen & Steers ETF Trust	1.5%	1.5%	65,762	+6.2%	$1.7M
DFSVDimensional US Small Cap	1.4%	1.3%	47,917	+10.2%	$1.7M
SCHMSchwab Strategic Tr	1.3%	1.3%	48,747	+1.7%	$1.5M
AAPLApple Inc	1.3%	1.6%	5,856	-5.5%	$1.5M
TFLRT Rowe Price Exchange-Traded	1.2%	1.3%	27,442	-2.3%	$1.4M
VWOVanguard Intl Equity Index F	1.2%	1.2%	24,874	+4.8%	$1.3M
JPINJ P Morgan Exchange Traded F	1.1%	1.2%	18,018	-2.1%	$1.3M
BSCTInvesco Exch Trd Slf Idx Fd	1.1%	0.3%	68,117	+276.5%	$1.3M
IVVIshares Tr	1.0%	1.2%	1,808	-3.0%	$1.2M
JHMDJohn Hancock	1.0%	1.1%	27,285	-1.8%	$1.2M
CWISpdr Index Shs Fds	1.0%	0.8%	30,495	+28.6%	$1.1M
IWBIshares Tr	0.9%	1.1%	2,946	-4.7%	$1.1M
JHMLJohn Hancock Exchange Traded	0.8%	1.0%	12,447	-5.1%	$974K
DFLVDimensional ETF Trust	0.8%	0.8%	26,327	+0.1%	$940K
MSFTMicrosoft Corp	0.8%	1.0%	2,457	+6.1%	$909K
BSCRInvesco Exch Trd Slf Idx Fd	0.7%	0.5%	40,119	+50.2%	$787K
SPGIS&p Global Inc	0.6%	0.9%	1,754	-7.7%	$746K
BRK-BBerkshire Hathaway Inc Del	0.6%	1.3%	1,503	-44.6%	$720K
GOOGAlphabet Inc	0.6%	0.4%	2,246	+75.2%	$644K
ESGDiShares ESG Aware MSCI EAFE ETF	0.5%	0.5%	6,005	+2.5%	$574K
VYMIVanguard Whitehall Fds	0.4%	0.5%	5,535	-3.5%	$522K
FTFFranklin Limited Duration Income Trust	0.4%	0.5%	82,895	+0.0%	$483K
VTIVanguard Index Fds	0.4%	0.5%	1,459	-1.2%	$468K
HDHome Depot Inc	0.4%	0.4%	1,363	+0.7%	$448K
DMXFIshares Tr	0.4%	0.4%	5,760	+0.0%	$435K
AMZNAmazon Com Inc	0.4%	0.5%	2,073	-5.3%	$432K
JMSTJ P Morgan Exchange Traded F	0.4%	—	8,355	—	$426K
IBMInternational Business Machs	0.3%	0.5%	1,659	-7.6%	$402K
JEPQJ P Morgan Exchange Traded F	0.3%	0.3%	7,095	+13.6%	$394K
VOOVanguard Index Fds	0.3%	0.4%	603	+0.0%	$360K
VOVanguard Index Fds	0.3%	0.3%	1,216	+0.0%	$349K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	525	+2.5%	$341K
VUGVanguard Index Fds	0.3%	—	780	—	$341K
ESMLIshares Tr	0.3%	0.3%	7,070	+0.0%	$332K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,130	+18.4%	$332K
USXFIshares Tr	0.3%	0.3%	5,850	+0.9%	$323K

What Financially in Tune, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$116.3M	77
Q4 2025	$107.1M	71

Questions about Financially in Tune, LLC's portfolio

What stocks does Financially in Tune, LLC own?

Financially in Tune, LLC's latest 13F, for Q1 2026 and filed Apr 22, 2026, lists 77 positions worth $116.3M. The largest are Dimensional ETF Trust (DFIV) at 20.3%, J P Morgan Exchange Traded F (JCPB) at 9.4%, Vanguard Whitehall Fds (VYM) at 7.5%, J P Morgan Exchange Traded F (JEPI) at 6.9% and J P Morgan Exchange Traded F (JPUS) at 4.4%.

What did Financially in Tune, LLC buy last quarter?

In Q1 2026, Financially in Tune, LLC added Invesco Exch Trd Slf Idx Fd (BSCT) (+276.5% shares), Alphabet Inc (GOOG) (+75.2% shares) and Invesco Exch Trd Slf Idx Fd (BSCR) (+50.2% shares), compared with its Q4 2025 filing.

What did Financially in Tune, LLC sell last quarter?

In Q1 2026, Financially in Tune, LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Vanguard Scottsdale Fds (VCIT), Berkshire Hathaway Inc Del (BRK-B) (-44.6% shares), S&p Global Inc (SPGI) (-7.7% shares) and International Business Machs (IBM) (-7.6% shares), compared with its Q4 2025 filing.

When is Financially in Tune, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Financially in Tune, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.