2026 Q1 Portfolio Activity
In 2026 Q1, Financially in Tune, LLC maintained a portfolio of 78 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 0.37% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 7.1%. The fund also reduced its exposure to BERKSHIRE HATHAWAY INC DEL by 44.6%.
Position History
hover any row below to update
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Financially in Tune, LLC
AUM $116M
Total Positions
78
Quarter
2026 Q1
Top Holding
DFIV (20.3%)
Top 10 Concentration
62.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
Financially in Tune, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 20.29% | 19.45% |
#1
Prev: #1
|
8.0 |
—
|
29,608 | 7.1% |
P
S
|
447,138 | $23,599,954 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 9.42% | 8.83% |
#2
Prev: #2
|
7.3 |
—
|
33,077 | 16.6% |
P
S
|
232,779 | $10,959,253 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 7.49% | 7.51% |
#3
Prev: #3
|
4.5 |
—
|
2,727 | 4.9% |
P
S
|
58,813 | $8,710,209 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 6.93% | 6.62% |
#4
Prev: #4
|
5.3 |
—
|
18,280 | 14.7% |
P
S
|
142,234 | $8,061,807 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPUS
J P MORGAN EXCH...
|
ETF | 4.38% | 4.53% |
#5
Prev: #5
|
2.8 |
—
|
1 | 0.0% |
P
S
|
39,157 | $5,098,633 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 4.31% | 4.23% |
#6
Prev: #6
|
2.2 |
—
|
5,762 | 4.3% |
P
S
|
140,064 | $5,011,476 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
USFR
WISDOMTREE TR
|
ETF | 2.73% | 2.96% |
#7
1
Prev: #8
|
1.6 |
—
|
220 | 0.3% |
P
S
|
63,162 | $3,179,551 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SUSA
ISHARES TR
|
ETF | 2.63% | 3.00% |
#8
1
Prev: #7
|
1.6 |
—
|
118 | 0.5% |
P
S
|
23,152 | $3,058,379 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.24% | 2.18% |
#9
Prev: #9
|
2.9 |
—
|
4,524 | 7.4% |
P
S
|
65,929 | $2,600,225 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 2.09% | 1.89% |
#10
2
Prev: #12
|
3.3 |
—
|
20,404 | 20.7% |
P
S
|
118,781 | $2,425,864 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.00% | 2.08% |
#11
1
Prev: #10
|
1.3 |
—
|
745 | 2.5% |
P
S
|
31,007 | $2,328,663 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.82% | 1.81% |
#12
1
Prev: #13
|
2.7 |
—
|
607 | 6.6% |
P
S
|
9,768 | $2,122,098 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.76% | 2.01% |
#13
2
Prev: #11
|
1.2 |
—
|
-290 | -3.0% |
P
S
|
9,517 | $2,046,788 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IJH
ISHARES TR
|
ETF | 1.67% | 1.79% |
#14
Prev: #14
|
1.2 |
—
|
-285 | -1.0% |
P
S
|
28,704 | $1,938,390 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CSRE
COHEN & STEERS ...
|
ETF | 1.49% | 1.47% |
#15
1
Prev: #16
|
2.6 |
—
|
3,832 | 6.2% |
P
S
|
65,762 | $1,728,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 1.44% | 1.34% |
#16
3
Prev: #19
|
2.6 |
—
|
4,423 | 10.2% |
P
S
|
47,917 | $1,679,017 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.30% | 1.34% |
#17
1
Prev: #18
|
1.0 |
—
|
833 | 1.7% |
P
S
|
48,747 | $1,509,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 1.28% | 1.57% |
#18
3
Prev: #15
|
1.0 |
—
|
-338 | -5.5% |
P
S
|
5,856 | $1,486,194 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TFLR
T ROWE PRICE ET...
|
ETF | 1.19% | 1.35% |
#19
2
Prev: #17
|
1.0 |
—
|
-650 | -2.3% |
P
S
|
27,442 | $1,381,979 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.16% | 1.19% |
#20
2
Prev: #22
|
1.0 |
—
|
1,134 | 4.8% |
P
S
|
24,874 | $1,344,453 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPIN
J P MORGAN EXCH...
|
Bond/Debt | 1.10% | 1.17% |
#21
2
Prev: #23
|
0.9 |
—
|
-383 | -2.1% |
P
S
|
18,018 | $1,283,569 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 1.09% | 0.32% |
#22
23
Prev: #45
|
3.4 |
—
|
50,024 | 276.5% |
P
S
|
68,117 | $1,271,090 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVV
ISHARES TR
|
ETF | 1.02% | 1.19% |
#23
2
Prev: #21
|
0.9 |
—
|
-55 | -3.0% |
P
S
|
1,808 | $1,181,283 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JHMD
JOHN HANCOCK EX...
|
Bond/Debt | 0.99% | 1.08% |
#24
1
Prev: #25
|
0.9 |
—
|
-500 | -1.8% |
P
S
|
27,285 | $1,156,074 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CWI
SPDR INDEX SHS ...
|
Unknown | 0.96% | 0.79% |
#25
5
Prev: #30
|
2.9 |
—
|
6,784 | 28.6% |
P
S
|
30,495 | $1,115,812 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWB
ISHARES TR
|
ETF | 0.90% | 1.08% |
#26
2
Prev: #24
|
0.9 |
—
|
-144 | -4.7% |
P
S
|
2,946 | $1,050,426 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JHML
JOHN HANCOCK EX...
|
ETF | 0.84% | 0.98% |
#27
Prev: #27
|
0.8 |
—
|
-673 | -5.1% |
P
S
|
12,447 | $974,227 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.81% | 0.84% |
#28
1
Prev: #29
|
0.8 |
—
|
28 | 0.1% |
P
S
|
26,327 | $940,132 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.78% | 1.05% |
#29
3
Prev: #26
|
2.3 |
—
|
141 | 6.1% |
P
S
|
2,457 | $909,397 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 0.68% | 0.49% |
#30
3
Prev: #33
|
3.3 |
—
|
13,407 | 50.2% |
P
S
|
40,119 | $787,335 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.64% | 0.93% |
#31
3
Prev: #28
|
0.8 |
—
|
-147 | -7.7% |
P
S
|
1,754 | $745,869 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.62% | 1.27% |
#32
12
Prev: #20
|
0.2 |
—
|
-1,212 | -44.6% |
P
S
|
1,503 | $720,238 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.55% | 0.38% |
#33
7
Prev: #40
|
3.2 |
—
|
964 | 75.2% |
P
S
|
2,246 | $644,288 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ESGD
ISHARES TR
|
ETF | 0.49% | 0.52% |
#34
3
Prev: #31
|
0.7 |
—
|
145 | 2.5% |
P
S
|
6,005 | $574,198 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.45% | 0.48% |
#35
1
Prev: #34
|
0.7 |
—
|
-200 | -3.5% |
P
S
|
5,535 | $521,618 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FTF
FRANKLIN LTD DU...
|
Financial Services | 0.42% | 0.48% |
#36
1
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
82,895 | $483,278 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.40% | 0.46% |
#37
Prev: #37
|
0.7 |
—
|
-17 | -1.2% |
P
S
|
1,459 | $468,062 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.39% | 0.43% |
#38
Prev: #38
|
0.7 |
—
|
10 | 0.7% |
P
S
|
1,363 | $448,330 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DMXF
ISHARES TR
|
ETF | 0.37% | 0.40% |
#39
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
5,760 | $434,592 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.37% | 0.47% |
#40
4
Prev: #36
|
0.6 |
—
|
-115 | -5.3% |
P
S
|
2,073 | $431,744 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.37% | — |
#41
Prev: #—
|
3.6 |
—
|
8,355 | — |
NEW
|
8,355 | $425,938 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.35% | 0.50% |
#42
10
Prev: #32
|
0.6 |
—
|
-136 | -7.6% |
P
S
|
1,659 | $402,136 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.34% | 0.34% |
#43
1
Prev: #42
|
2.1 |
—
|
852 | 13.6% |
P
S
|
7,095 | $393,914 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.31% | 0.35% |
#44
3
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
603 | $360,323 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.30% | 0.33% |
#45
2
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
1,216 | $349,211 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.29% | 0.33% |
#46
2
Prev: #44
|
0.6 |
—
|
13 | 2.5% |
P
S
|
525 | $341,429 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.29% | 0.23% |
#47
13
Prev: #60
|
3.1 |
—
|
274 | 54.2% |
P
S
|
780 | $340,665 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ESML
ISHARES TR
|
ETF | 0.29% | 0.30% |
#48
1
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
7,070 | $332,431 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.29% | 0.29% |
#49
1
Prev: #50
|
2.1 |
—
|
176 | 18.4% |
P
S
|
1,130 | $332,401 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
USXF
ISHARES TR
|
ETF | 0.28% | 0.31% |
#50
4
Prev: #46
|
0.6 |
—
|
55 | 0.9% |
P
S
|
5,850 | $322,920 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 78 holdings