Financially in Tune, LLC
All 13F Filings
- Location
- Stoneham, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 116,305
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 77 | 116,305 | 13F-HR | Financially in Tune, LLC |
| Q4 2025 | 2/27/2026 | 71 | 107,144 | 13F-HR | Financially in Tune, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.3 K | 11.4% | 0 | 69.27 K | -69.27 K |
| ETFs | 102.5 K | 88.1% | 78.18 K | 0 | 78.18 K |
| Debt | 534 | 0.5% | 249 | 0 | 249 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
116,305
Holdings
77
QoQ value change ($000)
9,161
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.