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Financially in Tune, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    stoneham, MA
  • CIK
    0002113970
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

77

$116.31M
DFIV, JCPB, VYM, JEPI
13F-HR
Apr 22, 2026
000195175726000703

71

$107.14M
DFIV, JCPB, VYM, JEPI
13F-HR
Feb 27, 2026
000195175726000491