Financially in Tune, LLC
Long book
$116.3M
Q1 2026
Positions
77
Top-10 weight
63%
concentration
Last quarter
+7.6%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsFinancially in Tune, LLC is a wealth-management firm allocating client money, running a $116.3M US long book across 77 positions.
The portfolio is concentrated: the top 10 names carry 63% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL INTERNATIONAL VA, JPMORGAN CORE PLUS BOND ETF, VANGUARD HIGH DVD YIELD ETF, JPMORGAN EQUITY PREMIUM INCO, JPMORGAN DIV RET US EQ ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.4%
Q1 2026
+7.6%
Sector allocation
Technology 54%
Consumer discretionary 14%
Financials 13%
Services media 10%
Healthcare 6%
Industrials 3%
Long book by quarter
What does Financially in own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 5.9K | $1.5M | 1.3% | -5.5% |
| MSFT MICROSOFT CORP | Technology | 2.5K | $909K | 0.8% | +6.1% |
| SPGI S&P GLOBAL INC | Services media | 1.8K | $746K | 0.6% | -7.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.5K | $720K | 0.6% | -44.6% |
| GOOG ALPHABET INC-CL C | Technology | 2.2K | $644K | 0.6% | +75.2% |
| HD HOME DEPOT INC | Consumer discretionary | 1.4K | $448K | 0.4% | +0.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1K | $432K | 0.4% | -5.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.7K | $402K | 0.3% | -7.6% |
| JPM JPMORGAN CHASE & CO | Financials | 1.1K | $332K | 0.3% | +18.4% |
| GOOGL ALPHABET INC-CL A | Technology | 937 | $269K | 0.2% | +8.1% |
| NVDA NVIDIA CORP | Technology | 1.5K | $263K | 0.2% | New |
| RTX RTX CORP | Industrials | 1.3K | $256K | 0.2% | Held |
| ORCL ORACLE CORP | Technology | 1.7K | $243K | 0.2% | Held |
| MRK MERCK & CO. INC. | Healthcare | 2.0K | $237K | 0.2% | -13.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 942 | $230K | 0.2% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 216 | $215K | 0.2% | New |