Financially in Tune, LLC
Financially in Tune, LLC reported 77 positions worth $116.3M as of March 31, 2026 (13F filed April 22, 2026). Largest holding: DFIV (20.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFIV | SH | $23.6M | 20.29% | 447,138 | — | — | |
| ▸ 2 | JCPB | SH | $11.0M | 9.42% | 232,779 | — | — | |
| ▸ 3 | VYM | SH | $8.7M | 7.49% | 58,813 | — | — | |
| ▸ 4 | JEPI | SH | $8.1M | 6.93% | 142,234 | — | — | |
| ▸ 5 | JPUS | SH | $5.1M | 4.38% | 39,157 | — | — | |
| ▸ 6 | DFEV | SH | $5.0M | 4.31% | 140,064 | — | — | |
| ▸ 7 | USFR | SH | $3.2M | 2.73% | 63,162 | — | — | |
| ▸ 8 | SUSA | SH | $3.1M | 2.63% | 23,152 | — | — | |
| ▸ 9 | DISV | SH | $2.6M | 2.24% | 65,929 | — | — | |
| ▸ 10 | BSCS | SH | $2.4M | 2.09% | 118,781 | — | — |
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Frequently Asked Questions
What stocks does Financially in Tune, LLC hold as of Q1 2026?
Financially in Tune, LLC reported 77 positions worth $116.3M in its Q1 2026 13F filing. Largest positions: DFIV (20.3%), JCPB (9.4%), VYM (7.5%), JEPI (6.9%) and JPUS (4.4%).
What did Financially in Tune, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financially in Tune, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.