DOSSIER · 13F-HR · Q1 2026

Financially in Tune, LLC

$116M in tracked AUM across 77 positions as of Q1 2026.

FI
CIK 0002113970 · last filed Mar 31, 2026
Total AUM
$116M
as of Q1 2026
Holdings
77
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Financially in Tune, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIV
DIMENSIONAL ETF TRUST
$24M447K20.3%
02
JCPB
J P MORGAN EXCHANGE TRADED F
$11M233K9.4%
03
VYM
VANGUARD WHITEHALL FDS
$9M59K7.5%
04
JEPI
J P MORGAN EXCHANGE TRADED F
$8M142K6.9%
05
JPUS
J P MORGAN EXCHANGE TRADED F
$5M39K4.4%
06
DFEV
DIMENSIONAL ETF TRUST
$5M140K4.3%
07
USFR
WISDOMTREE TR
$3M63K2.7%
08
SUSA
ISHARES TR
$3M23K2.6%
09
DISV
DIMENSIONAL ETF TRUST
$3M66K2.2%
10
BSCS
INVESCO EXCH TRD SLF IDX FD
$2M119K2.1%

Filing history

2026Q1Mar 31
$116M 8.6%
77 positionsView →
2025Q4Dec 31
$107M
71 positionsView →