13F Filings History of Financially in Tune, LLC

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$107,143,671
Signature - Title
Philip Lee - Chief Compliance Officer
Location
Stoneham, MA
Summary
This page shows a list of all the recent 13F filings made by Financially in Tune, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financially in Tune, LLC reported 71 stock holdings with total value $107,143,671 as of Q4 2025. Top holdings included DFIV, JCPB, VYM, JEPI, and JPUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $107,143,671 $0 $0 $0 DFIV, JCPB, VYM, JEPI, JPUS 13F-HR 27 Feb 2026, 12:20