Financially in Tune, LLC

Q1 2026 13F-HR Holdings

Location
Stoneham, MA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$116,305
Net value change ($000)
+9,161 (8.6%)
New positions
6
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIV 2,765 13.3%
JCPB 1,503 15.9%
JEPI 967 13.6%
BSCT 930 272.7%
VYM 661 8.2%
DFEV 480 10.6%
JMST 426 NEW
BSCS 399 19.7%
FYEE 299 NEW
DISV 267 11.4%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -645 -47.3%
VCIT -314 -100.0%
SPGI -248 -24.9%
MSFT -211 -18.8%
AAPL -198 -11.8%
SUSA -152 -4.7%
IBM -130 -24.4%
VIG -108 -5.0%
IWB -104 -9.0%
IVV -95 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type