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Financially In Tune - Q1 2026 13F Filings

FI

Financially In Tune, LLC

CIK: 0002113970
Address: Massachusetts Stoneham 92 Montvale Avenue Suite 2050
$116.3 M
Portfolio Value
77
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFIV Dimensional International Value Etf
+$1.56 M
2. JCPB Jpmorgan Core Plus Bond Etf
+$1.56 M
3. JEPI Jpmorgan Equity Premium Income Etf
+$1.04 M
4. BSCT Invesco Bulletshares 2029 Corporate Bond Etf
+$933,467.51
5. JMST Jpmorgan Ultra-Short Municipal Income Etf
+$425,938

Top Sells

Q1 2026
1. BRK.B Berkshire Hathaway
−$580,790.72
2. VCIT Vanguard Intermediate-Term Corporate Bond Etf
−$314,272
3. JHSC John Hancock Multifactor Small Cap Etf
−$90,069.21
4. AAPL Apple
−$85,781.01
5. SPGI S&P Global
−$62,510.12

Asset Allocation

Stocks/ETFs
+8.55%
$116.3 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Financially In Tune Q1 2026 Filing Summary

Financially In Tune, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 116.3 M reflecting a +8.55% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 62.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Financially In Tune’s Q1 2026 Filing

Financially In Tune submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Financially In Tune reported a managed portfolio value of 116.3 M, consisting of 77 individual positions.

This page displays the raw filing documents. To see which stocks Financially In Tune bought or sold during Q1 2026, please visit Financially In Tune's Portfolio Analysis page.