Financially in Tune Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.57M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$1.57M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.06M |
| 4 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
+$941K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$426K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$595K |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$314K |
| 3 |
John Hancock Multifactor Small Cap ETF
JHSC
|
+$93.2K |
| 4 |
Apple
AAPL
|
+$88K |
| 5 |
S&P Global
SPGI
|
+$68.2K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.84% |
| 2 | Financials | 1.62% |
| 3 | Communication Services | 0.79% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Healthcare | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FSCO
76
FS Credit Opportunities Corp
FSCO
$1.04B
| $88.2K | 0.08% |
17,285
| – | – |
|
|
PNI
77
PIMCO New York Municipal Income Fund II
PNI
$76.6M
| $72.1K | 0.06% |
+10,531
| New | +$73.7K |
|
|
78
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
| – | – |
-3,753
| Closed | -$314K |
|
Similar funds
Financially in Tune's Q1 2026 Portfolio in Review
As of Q1 2026, Financially in Tune held 78 positions worth $116M, up 8.6% from $107M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Financially in Tune deployed $8.22M of net new capital in Q1 2026, opening 7 new positions and adding to 32 existing holdings. Its largest new stake was JPMorgan Ultra-Short Municipal Income ETF: 8,355 shares worth $426K.
By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.4% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $595K trimmed.
- Financially in Tune's largest Q1 2026 buy was JPMorgan Ultra-Short Municipal Income ETF: 8,355 shares worth $426K.
- Financially in Tune added most to JPMorgan Core Plus Bond ETF in Q1 2026, an estimated $1.57M increase.
- Financially in Tune's biggest Q1 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $595K.
- Financially in Tune fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026, selling an estimated $314K.
- Financially in Tune's ten largest holdings make up 63% of its $116M portfolio in Q1 2026.
- Financially in Tune opened 7 new positions and closed 1 in Q1 2026.
- Financially in Tune's portfolio value rose 8.6% quarter-over-quarter to $116M.
Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.