Financially in Tune, LLC 13F Holdings · Q1 2026
Financially in Tune, LLC reported 77 securities worth $116.30M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: DFIV (20.29%), JCPB (9.42%), VYM (7.49%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $23.6M | 20.29% | 447,138 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.0M | 9.42% | 232,779 | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $8.7M | 7.49% | 58,813 | Added |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.1M | 6.93% | 142,234 | Added |
| 5 | JPUS | J P MORGAN EXCHANGE TRADED F | $5.1M | 4.38% | 39,157 | Added |
| 6 | DFEV | DIMENSIONAL ETF TRUST | $5.0M | 4.31% | 140,064 | Added |
| 7 | USFR | WISDOMTREE TR | $3.2M | 2.73% | 63,162 | Added |
| 8 | SUSA | ISHARES TR | $3.1M | 2.63% | 23,152 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $2.6M | 2.24% | 65,929 | Added |
| 10 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.4M | 2.09% | 118,781 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 2.00% | 31,007 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $2.1M | 1.82% | 9,768 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $2.0M | 1.76% | 9,517 | Trimmed |
| 14 | IJH | ISHARES TR | $1.9M | 1.67% | 28,704 | Trimmed |
| 15 | CSRE | COHEN & STEERS ETF TRUST | $1.7M | 1.49% | 65,762 | Added |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $1.7M | 1.44% | 47,917 | Added |
| 17 | SCHM | SCHWAB STRATEGIC TR | $1.5M | 1.30% | 48,747 | Added |
| 18 | AAPL | APPLE INC | $1.5M | 1.28% | 5,856 | Trimmed |
| 19 | TFLR | T ROWE PRICE ETF INC | $1.4M | 1.19% | 27,442 | Trimmed |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.16% | 24,874 | Added |
| 21 | JPIN | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.10% | 18,018 | Trimmed |
| 22 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.3M | 1.09% | 68,117 | Added |
| 23 | IVV | ISHARES TR | $1.2M | 1.02% | 1,808 | Trimmed |
| 24 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $1.2M | 0.99% | 27,285 | Trimmed |
| 25 | CWI | SPDR INDEX SHS FDS | $1.1M | 0.96% | 30,495 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR