Financially in Tune, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Financially in Tune, LLC reported 77 stock positions worth $116.3 million. Its top holding was Dimensional International Va (DFIV) at 20.3% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 9.4%) and Vanguard High DVD Yield ETF (VYM, 7.5%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 32 and reduced 20. The biggest buy was Dimensional International Va (DFIV, shares +7%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −45%).

Most Recent 13F
Q1 2026
Location
STONEHAM, MA
CIK
0002113970
Portfolio Value
$116.3M (Q1 2026)
SEC Filing
0001951757-26-000703 ↗ filed Apr 22, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $107.1M Q4 2025 Q1 2026: $116.3M $116.3M Q1 2026

Holdings 77 stocks · $116.3M
DFIV Dimensional International Va 20.29% 447,138 $23.6M Add +7.1%
JCPB JPMorgan Core Plus Bond ETF 9.42% 232,779 $11.0M Add +16.6%
VYM Vanguard High DVD Yield ETF 7.49% 58,813 $8.7M Add +4.9%
JEPI JPMorgan Equity Premium Inco 6.93% 142,234 $8.1M Add +14.8%
JPUS JPMorgan Div Ret US Eq ETF 4.38% 39,157 $5.1M Add +0.0%
DFEV Dimensional Emrg MRKT Val 4.31% 140,064 $5.0M Add +4.3%
USFR Wisdomtree Floating Rate Tre 2.73% 63,162 $3.2M Add +0.3%
SUSA iShares ESG Optimized MSCI U 2.63% 23,152 $3.1M Add +0.5%
DISV Dimensional International SM 2.24% 65,929 $2.6M Add +7.4%
BSCS Invesco Bulletshares 2028 CB 2.09% 118,781 $2.4M Add +20.7%
VEU Vanguard Ftse All-World Ex-U 2.00% 31,007 $2.3M Add +2.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.82% 9,768 $2.1M Add +6.6%
VIG Vanguard Dividend Apprec ETF 1.76% 9,517 $2.0M Reduce -3.0%
IJH iShares Core S&P Midcap ETF 1.67% 28,704 $1.9M Reduce -1.0%
CSRE C&S Real Estate Active ETF 1.49% 65,762 $1.7M Add +6.2%
DFSV Dimensional US Small Cap Val 1.44% 47,917 $1.7M Add +10.2%
SCHM Schwab US Mid Cap ETF 1.30% 48,747 $1.5M Add +1.7%
AAPL Apple Inc. 1.28% 5,856 $1.5M Reduce -5.5%
TFLR T Rowe Price Floating RT ETF 1.19% 27,442 $1.4M Reduce -2.3%
VWO Vanguard Ftse Emerging Marke 1.16% 24,874 $1.3M Add +4.8%
JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F 1.10% 18,018 $1.3M Reduce -2.1%
BSCT Invesco Bulletshares 2029 CB 1.09% 68,117 $1.3M Add +276.5%
IVV iShares Core S&P 500 ETF 1.02% 1,808 $1.2M Reduce -3.0%
JHMD John Hancock MF Dev Intl ETF 0.99% 27,285 $1.2M Reduce -1.8%
CWI State Street SPDR MSCI Acwi 0.96% 30,495 $1.1M Add +28.6%
IWB iShares Russell 1000 ETF 0.90% 2,946 $1.1M Reduce -4.7%
JHML John Hancock Multi Fact LRG 0.84% 12,447 $974K Reduce -5.1%
DFLV Dim US Large Cap Value ETF 0.81% 26,327 $940K Add +0.1%
MSFT Microsoft Corp. 0.78% 2,457 $909K Add +6.1%
BSCR Invesco Bulletshares 2027 CB 0.68% 40,119 $787K Add +50.2%
SPGI S&P Global Inc. 0.64% 1,754 $746K Reduce -7.7%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 1,503 $720K Reduce -44.6%
GOOG Alphabet Inc. Class C 0.55% 2,246 $644K Add +75.2%
ESGD iShares Trust iShares ESG Aw 0.49% 6,005 $574K Add +2.5%
VYMI Vanguard Int High DVD YLD Inc. 0.45% 5,535 $522K Reduce -3.5%
FTF Franklin Ltd. Dur Inc. TR 0.42% 82,895 $483K No change
VTI VG Morningstar TS MKT ETF-US 0.40% 1,459 $468K Reduce -1.1%
HD Home Depot Inc. 0.39% 1,363 $448K Add +0.7%
DMXF iShares ESG Advanc MSCI Eafe 0.37% 5,760 $435K No change
AMZN Amazon.com Inc. 0.37% 2,073 $432K Reduce -5.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.37% 8,355 $426K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 1,659 $402K Reduce -7.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.34% 7,095 $394K Add +13.7%
VOO Vanguard S&P 500 ETF 0.31% 603 $360K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.30% 1,216 $349K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 525 $341K Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 780 $341K Add +54.1%
ESML iShares ESG Aware MSCI USA S 0.29% 7,070 $332K No change
JPM JPMorgan Chase & Co. 0.29% 1,130 $332K Add +18.4%
USXF iShares ESG Advance MSCI USA 0.28% 5,850 $323K Add +0.9%
FLOT iShares Floating Rate Bond E 0.27% 6,117 $312K Add +9.3%
FYEE Fidelity YLD Enhan Eqty ETF 0.26% 11,003 $299K New
ACWX iShares MSCI Acwi Ex US ETF 0.25% 4,258 $292K Reduce -2.3%
JHEM John Hancock Multi Em MRK Et 0.25% 8,460 $290K No change
IEMG iShares Core MSCI Emerging 0.24% 4,070 $284K Add +4.3%
GOOGL Alphabet Inc. Class A 0.23% 937 $269K Add +8.1%
FDL First Trust Morn DVD Lead Inc. 0.23% 5,301 $269K No change
NVDA Nvidia Corp. 0.23% 1,507 $263K New
XPCQX PIMCO California Muni Inc. FD 0.22% 29,980 $257K No change
RTX RTX Corp. 0.22% 1,326 $256K No change
JHMM John Hancock Multi Fact Mid 0.21% 3,698 $248K Reduce -11.9%
ORCL Oracle Corp. 0.21% 1,652 $243K No change
VSS Vanguard Ftse All Wo X-US SC 0.21% 1,657 $242K Reduce -9.6%
MRK Merck & Co. Inc. 0.20% 1,971 $237K Reduce -13.2%
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 0.20% 4,472 $235K No change
AFB Allianceberstein NTL Muni 0.20% 21,600 $231K No change
JNJ Johnson & Johnson 0.20% 942 $230K New
BSV Vanguard Short-Term Bond ETF 0.19% 2,831 $222K New
ESGU iShares ESG Aware MSCI USA 0.19% 1,550 $219K No change
EMXF iShares ESG Adv MSCI Em ETF 0.19% 4,580 $219K No change
RFMZ Rivernorth Flex Muni II 0.19% 17,210 $218K No change
COST Costco Wholesale Corp. 0.19% 216 $215K New
FVD First Trust Value Line DVD 0.18% 4,557 $214K No change
JHSC John Hancock Multi Small Cap 0.18% 4,959 $213K Reduce -29.8%
MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI 0.13% 10,415 $155K No change
FSCO FS Credit Opportunities Corp. 0.08% 17,285 $88K No change
PNI PIMCO NY Muni Inc. II FND 0.06% 10,531 $72K New

Portfolio Sells Q4 2025 → Q1 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -44.6% 0.62% −0.65
AAPL Apple Inc. Reduce -5.5% 1.28% −0.29
VCIT Vanguard Int-Term Corporate Sold out 0.00% −0.29
SPGI S&P Global Inc. Reduce -7.7% 0.64% −0.29
VIG Vanguard Dividend Apprec ETF Reduce -3.0% 1.76% −0.25
IVV iShares Core S&P 500 ETF Reduce -3.0% 1.02% −0.18
IWB iShares Russell 1000 ETF Reduce -4.7% 0.90% −0.17
TFLR T Rowe Price Floating RT ETF Reduce -2.3% 1.19% −0.16
IBM Intl Business Machines Corp. Reduce -7.6% 0.35% −0.15
JHML John Hancock Multi Fact LRG Reduce -5.1% 0.84% −0.14
IJH iShares Core S&P Midcap ETF Reduce -1.0% 1.67% −0.12
AMZN Amazon.com Inc. Reduce -5.3% 0.37% −0.10
JHSC John Hancock Multi Small Cap Reduce -29.8% 0.18% −0.09
JHMD John Hancock MF Dev Intl ETF Reduce -1.8% 0.99% −0.08
JPIN JPM Diversified Ret Intl Eq Reduce -2.1% 1.10% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 0.40% −0.06
JHMM John Hancock Multi Fact Mid Reduce -11.9% 0.21% −0.04
VSS Vanguard Ftse All Wo X-US SC Reduce -9.6% 0.21% −0.04
VYMI Vanguard Int High DVD YLD Inc. Reduce -3.5% 0.45% −0.03
ACWX iShares MSCI Acwi Ex US ETF Reduce -2.3% 0.25% −0.02
MRK Merck & Co. Inc. Reduce -13.2% 0.20% −0.02

Portfolio Buys Q4 2025 → Q1 2026
DFIV Dimensional International Va Add +7.1% 20.29% +0.85
BSCT Invesco Bulletshares 2029 CB Add +276.5% 1.09% +0.77
JCPB JPMorgan Core Plus Bond ETF Add +16.6% 9.42% +0.60
JMST JPM Ultra-Short Muni Income New 0.37% +0.37
JEPI JPMorgan Equity Premium Inco Add +14.8% 6.93% +0.31
FYEE Fidelity YLD Enhan Eqty ETF New 0.26% +0.26
NVDA Nvidia Corp. New 0.23% +0.23
JNJ Johnson & Johnson New 0.20% +0.20
BSCS Invesco Bulletshares 2028 CB Add +20.7% 2.09% +0.19
BSV Vanguard Short-Term Bond ETF New 0.19% +0.19
COST Costco Wholesale Corp. New 0.19% +0.19
BSCR Invesco Bulletshares 2027 CB Add +50.2% 0.68% +0.18
GOOG Alphabet Inc. Class C Add +75.2% 0.55% +0.18
CWI State Street SPDR MSCI Acwi Add +28.6% 0.96% +0.16
DFSV Dimensional US Small Cap Val Add +10.2% 1.44% +0.11
DFEV Dimensional Emrg MRKT Val Add +4.3% 4.31% +0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +54.1% 0.29% +0.06
PNI PIMCO NY Muni Inc. II FND New 0.06% +0.06
DISV Dimensional International SM Add +7.4% 2.24% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.6% 1.82% +0.01
CSRE C&S Real Estate Active ETF Add +6.2% 1.49% +0.01
FLOT iShares Floating Rate Bond E Add +9.3% 0.27% +0.00
JEPQ JPM Nasdaq Equity Premium Add +13.7% 0.34% 0.00
IEMG iShares Core MSCI Emerging Add +4.3% 0.24% −0.00
JPM JPMorgan Chase & Co. Add +18.4% 0.29% −0.00
GOOGL Alphabet Inc. Class A Add +8.1% 0.23% −0.02
VYM Vanguard High DVD Yield ETF Add +4.9% 7.49% −0.02
ESGD iShares Trust iShares ESG Aw Add +2.5% 0.49% −0.03
DFLV Dim US Large Cap Value ETF Add +0.1% 0.81% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +2.5% 0.29% −0.03
USXF iShares ESG Advance MSCI USA Add +0.9% 0.28% −0.03
VWO Vanguard Ftse Emerging Marke Add +4.8% 1.16% −0.04
SCHM Schwab US Mid Cap ETF Add +1.7% 1.30% −0.05
HD Home Depot Inc. Add +0.7% 0.39% −0.05
VEU Vanguard Ftse All-World Ex-U Add +2.5% 2.00% −0.08
JPUS JPMorgan Div Ret US Eq ETF Add +0.0% 4.38% −0.15
USFR Wisdomtree Floating Rate Tre Add +0.3% 2.73% −0.22
MSFT Microsoft Corp. Add +6.1% 0.78% −0.26
SUSA iShares ESG Optimized MSCI U Add +0.5% 2.63% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 77$116.3MDFIV, JCPB, VYM, JEPI, JPUS
Q4 2025 71$107.1MDFIV, JCPB, VYM, JEPI, JPUS