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Financially in Tune, LLC

Q1 2026 13F Holdings

  • Location
    stoneham, MA
  • Num holdings

    77

  • Value ($000)

    $116,305

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0002113970
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$23.6M
20 %

447,138

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$10.96M
9 %

232,779

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$8.71M
8 %

58,813

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$8.06M
7 %

142,234

J
JPUS

J P MORGAN EXCHANGE TRADED F

JPMORGAN DIVER
46641Q407
$5.1M
4 %

39,157

D
DFEV

DIMENSIONAL ETF TRUST

EMERGING MKTS VA
25434V740
$5.01M
4 %

140,064

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$3.18M
3 %

63,162

S
SUSA

ISHARES TR

ESG OPTIMIZED
464288802
$3.06M
3 %

23,152

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$2.6M
2 %

65,929

B
BSCS

INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28
46138J643
$2.43M
2 %

118,781

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