Financially in Tune, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 27, 2026), Financially in Tune, LLC reported 71 stock positions worth $107.1 million. Its top holding was Dimensional International Va (DFIV) at 19.4% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 8.8%) and Vanguard High DVD Yield ETF (VYM, 7.5%).
- Most Recent 13F
- Q1 2026
- Location
- STONEHAM, MA
- CIK
- 0002113970
- Portfolio Value
- $107.1M (Q4 2025)
- SEC Filing
- 0001951757-26-000491 ↗ filed Feb 27, 2026
Holdings Value
Holdings 71 stocks · $107.1M
| DFIV Dimensional International Va | 19.45% | 417,530 | $20.8M | — |
| JCPB JPMorgan Core Plus Bond ETF | 8.83% | 199,702 | $9.5M | — |
| VYM Vanguard High DVD Yield ETF | 7.51% | 56,086 | $8.0M | — |
| JEPI JPMorgan Equity Premium Inco | 6.62% | 123,954 | $7.1M | — |
| JPUS JPMorgan Div Ret US Eq ETF | 4.53% | 39,156 | $4.9M | — |
| DFEV Dimensional Emrg MRKT Val | 4.23% | 134,302 | $4.5M | — |
| SUSA iShares ESG Optimized MSCI U | 3.00% | 23,034 | $3.2M | — |
| USFR Wisdomtree Floating Rate Tre | 2.96% | 62,942 | $3.2M | — |
| DISV Dimensional International SM | 2.18% | 61,405 | $2.3M | — |
| VEU Vanguard Ftse All-World Ex-U | 2.08% | 30,262 | $2.2M | — |
| VIG Vanguard Dividend Apprec ETF | 2.01% | 9,807 | $2.2M | — |
| BSCS Invesco Bulletshares 2028 CB | 1.89% | 98,377 | $2.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.81% | 9,161 | $1.9M | — |
| IJH iShares Core S&P Midcap ETF | 1.79% | 28,989 | $1.9M | — |
| AAPL Apple Inc. | 1.57% | 6,194 | $1.7M | — |
| CSRE C&S Real Estate Active ETF | 1.47% | 61,930 | $1.6M | — |
| TFLR T Rowe Price Floating RT ETF | 1.35% | 28,092 | $1.4M | — |
| SCHM Schwab US Mid Cap ETF | 1.34% | 47,914 | $1.4M | — |
| DFSV Dimensional US Small Cap Val | 1.34% | 43,494 | $1.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 2,715 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 1.19% | 1,863 | $1.3M | — |
| VWO Vanguard Ftse Emerging Marke | 1.19% | 23,740 | $1.3M | — |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 1.17% | 18,401 | $1.3M | — |
| IWB iShares Russell 1000 ETF | 1.08% | 3,090 | $1.2M | — |
| JHMD John Hancock MF Dev Intl ETF | 1.08% | 27,785 | $1.2M | — |
| MSFT Microsoft Corp. | 1.05% | 2,316 | $1.1M | — |
| JHML John Hancock Multi Fact LRG | 0.98% | 13,120 | $1.0M | — |
| SPGI S&P Global Inc. | 0.93% | 1,901 | $994K | — |
| DFLV Dim US Large Cap Value ETF | 0.84% | 26,299 | $900K | — |
| CWI State Street SPDR MSCI Acwi | 0.79% | 23,711 | $852K | — |
| ESGD iShares Trust iShares ESG Aw | 0.52% | 5,860 | $557K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 1,795 | $532K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.49% | 26,712 | $527K | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.48% | 5,735 | $516K | — |
| FTF Franklin Ltd. Dur Inc. TR | 0.48% | 82,895 | $510K | — |
| AMZN Amazon.com Inc. | 0.47% | 2,188 | $505K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 1,476 | $495K | — |
| HD Home Depot Inc. | 0.43% | 1,353 | $466K | — |
| DMXF iShares ESG Advanc MSCI Eafe | 0.40% | 5,760 | $433K | — |
| GOOG Alphabet Inc. Class C | 0.38% | 1,282 | $402K | — |
| VOO Vanguard S&P 500 ETF | 0.35% | 603 | $378K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 6,243 | $363K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 1,216 | $353K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 512 | $349K | — |
| BSCT Invesco Bulletshares 2029 CB | 0.32% | 18,093 | $341K | — |
| USXF iShares ESG Advance MSCI USA | 0.31% | 5,795 | $334K | — |
| ESML iShares ESG Aware MSCI USA S | 0.30% | 7,070 | $325K | — |
| ORCL Oracle Corp. | 0.30% | 1,652 | $322K | — |
| VCIT Vanguard Int-Term Corporate | 0.29% | 3,753 | $314K | — |
| JPM JPMorgan Chase & Co. | 0.29% | 954 | $307K | — |
| JHSC John Hancock Multi Small Cap | 0.28% | 7,059 | $296K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.27% | 4,358 | $293K | — |
| FLOT iShares Floating Rate Bond E | 0.27% | 5,597 | $285K | — |
| JHEM John Hancock Multi Em MRK Et | 0.26% | 8,460 | $278K | — |
| JHMM John Hancock Multi Fact Mid | 0.26% | 4,198 | $275K | — |
| GOOGL Alphabet Inc. Class A | 0.25% | 867 | $271K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.25% | 1,832 | $263K | — |
| IEMG iShares Core MSCI Emerging | 0.24% | 3,904 | $262K | — |
| XPCQX PIMCO California Muni Inc. FD | 0.24% | 29,980 | $262K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 506 | $247K | — |
| RTX RTX Corp. | 0.23% | 1,326 | $243K | — |
| MRK Merck & Co. Inc. | 0.22% | 2,271 | $239K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.22% | 5,301 | $235K | — |
| AFB Allianceberstein NTL Muni | 0.22% | 21,600 | $234K | — |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 4,472 | $234K | — |
| ESGU iShares ESG Aware MSCI USA | 0.22% | 1,550 | $231K | — |
| RFMZ Rivernorth Flex Muni II | 0.20% | 17,210 | $218K | — |
| EMXF iShares ESG Adv MSCI Em ETF | 0.20% | 4,580 | $213K | — |
| FVD First Trust Value Line DVD | 0.20% | 4,557 | $210K | — |
| MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI | 0.14% | 10,415 | $155K | — |
| FSCO FS Credit Opportunities Corp. | 0.10% | 17,285 | $109K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.