Financially in Tune, LLC

CIK

2113970

Location

STONEHAM, MA

Portfolio Value

Micro $15,171,128

Diversification

Diversified

Filing Date

Global Rank

#8,270 / 8,698 ▲ 61 · as of Mar 2026

Top Industry

Asset Management 16.1%

3Y Alpha vs SPY

-9.9%

Period ended 5 months ago

Filed Apr 22, 2026 · 4mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+8.8%

SPY

+13.9%

Annualised alpha

-11.3%

Max drawdown

−8.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.3%

+1.0 pts

Top 5

52.0%

−3.1 pts

Top 10

73.8%

−4.2 pts

HHI

754

Diversified−50

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.4%	$5,832,591	4
Technology	21.8%	$3,303,671	5
Financial Services	21.8%	$3,302,750	10
Communication Services	6.0%	$913,730	1
Consumer Cyclical	5.8%	$880,020	2
Healthcare	3.1%	$467,353	2
Industrials	1.7%	$255,785	1
Consumer Defensive	1.4%	$215,228	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	+6,784	30,495	$1,115,812
GOOGL	Alphabet Inc.	+1,034	3,183	$913,730
VEU	Vanguard FTSE All-World Ex-US ETF	+745	31,007	$2,328,625
JPM	Jpmorgan Chase & Co	+176	1,130	$332,400
MSFT	Microsoft Corp	+141	2,457	$909,507
SPY	Spdr S&P 500 ETF Trust	+13	525	$341,428
HD	Home Depot, Inc.	+10	1,363	$448,277
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−1,212	1,503	$720,237
AAPL	Apple Inc.	−338	5,856	$1,486,194
MRK	Merck & Co., Inc.	−300	1,971	$237,091
VIG	Vanguard Dividend Appreciation ETF	−290	9,517	$2,046,726
SPGI	S&P Global Inc.	−147	1,754	$746,046
IBM	International Business Machines Corp	−136	1,659	$402,125
AMZN	Amazon Com Inc	−115	2,073	$431,743
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,507	$262,820
JNJ	Johnson & Johnson	942	$230,262
COST	Costco Wholesale Corp /New	216	$215,228
PNI	Pimco New York Municipal Income Fund II	10,531	$72,137
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $15,171,128 total · filing declares 77 positions · $116,304,851 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEU	Vanguard FTSE All-World Ex-US ETF	Added	31,007	+745	$2,328,625	+4.6%	15.35%
VIG	Vanguard Dividend Appreciation ETF	Reduced	9,517	-290	$2,046,726	−5.0%	13.49%
AAPL	Apple Inc. Technology	Reduced	5,856	-338	$1,486,194	−11.7%	9.80%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	30,495	+6,784	$1,115,812	+31.0%	7.35%
GOOGL	Alphabet Inc. Communication Services	Added	3,183	+1,034	$913,730	+35.6%	6.02%
MSFT	Microsoft Corp Technology	Added	2,457	+141	$909,507	−18.8%	5.99%
SPGI	S&P Global Inc. Financial Services	Reduced	1,754	-147	$746,046	−24.9%	4.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,503	-1,212	$720,237	−47.2%	4.75%
FTF	Franklin Ltd Duration Income Trust Financial Services	Held	82,895	0	$483,277	−5.2%	3.19%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,363	+10	$448,277	−3.7%	2.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,073	-115	$431,743	−14.5%	2.85%
IBM	International Business Machines Corp Technology	Reduced	1,659	-136	$402,125	−24.4%	2.65%
SPY	Spdr S&P 500 ETF Trust	Added	525	+13	$341,428	−2.2%	2.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,130	+176	$332,400	+8.1%	2.19%
NVDA	Nvidia Corp Technology	NEW	1,507	NEW	$262,820	NEW	1.73%
PCQ	Pimco California Municipal Income Fund Financial Services	Held	29,980	0	$257,228	−1.7%	1.70%
RTX	RTX Corp Industrials	Held	1,326	0	$255,785	+5.2%	1.69%
ORCL	Oracle Corp Technology	Held	1,652	0	$243,025	−24.5%	1.60%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,971	-300	$237,091	−0.8%	1.56%
AFB	Alliancebernstein National Municipal Income Fund Financial Services	Held	21,600	0	$230,904	−1.2%	1.52%
JNJ	Johnson & Johnson Healthcare	NEW	942	NEW	$230,262	NEW	1.52%
RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc. Financial Services	Held	17,210	0	$217,706	−0.1%	1.44%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	216	NEW	$215,228	NEW	1.42%
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund Financial Services	Held	10,415	0	$154,662	−0.1%	1.02%
FSCO	FS Credit Opportunities Corp. Financial Services	Held	17,285	0	$88,153	−19.0%	0.58%
PNI	Pimco New York Municipal Income Fund II Financial Services	NEW	10,531	NEW	$72,137	NEW	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.