StockDriftsStockDriftsTop 50 Financially in Tune, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 20.29% | 447.1K | $23.6M | +7.09%(+29.61K) | $48.23(+15.38%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.42% | 232.8K | $11.0M | +16.56%(+33.08K) | $47.42(-1.36%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.49% | 58.8K | $8.7M | +4.86%(+2.73K) | $142.40(+9.30%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6.93% | 142.2K | $8.1M | +14.75%(+18.28K) | $57.14(-2.12%) | 2026-03-31 | |
| JPUS | J P MORGAN EXCHANGE TRADED F | 4.38% | 39.2K | $5.1M | +0.00%(+1) | $123.93(+9.41%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 4.31% | 140.1K | $5.0M | +4.29%(+5.76K) | $32.90(+27.80%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 2.73% | 63.2K | $3.2M | +0.35%(+220) | $50.30(+0.25%) | 2026-03-31 | |
| SUSA | ISHARES TR | 2.63% | 23.2K | $3.1M | +0.51%(+118) | $137.50(+9.08%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.24% | 65.9K | $2.6M | +7.37%(+4.52K) | $36.97(+14.41%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.09% | 118.8K | $2.4M | +20.74%(+20.40K) | $20.57(-0.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.01% |
Financially in Tune, LLC reports $116.30M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are DFIV (20.3%), JCPB (9.4%) and VYM (7.5%). The top 20 holdings account for 77.62% of reported assets. Its disclosed equity book has returned +2.22% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financially in Tune, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113970). View Financially in Tune, LLC’s 13F filings on SEC