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Livermore
Livermore
ZHEN

Financially in Tune, LLC

SEC CIK
0002113970
Latest filing
Apr 22, 2026

The latest 13F from Financially in Tune, LLC covers Q1 2026 (filed Apr 22, 2026): 77 long positions worth $116.3M. The top 10 holdings make up 62.5% of the portfolio, and the largest is Dimensional ETF Trust at 20.3%. Livermore has 2 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q1 2026

Share counts compared with Q4 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.73M
Added
32
Est. +$8.00M
Reduced
20
Est. −$1.31M
Sold out
1
Est. −$314.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V807
    20.3%$23.6M
  2. J P Morgan Exchange Traded F46641Q670
    9.4%$11.0M
  3. Vanguard High Dividend Yield Index ETF921946406
    7.5%$8.71M
  4. J P Morgan Exchange Traded F46641Q332
    6.9%$8.06M
  5. J P Morgan Exchange-Traded F46641Q407
    4.4%$5.10M

Share of portfolio

Top 5 holdings and the other 72 positions, by share of portfolio value

  1. Dimensional ETF Trust20.3%
  2. J P Morgan Exchange Traded F9.4%
  3. Vanguard High Dividend Yield Index ETF7.5%
  4. J P Morgan Exchange Traded F6.9%
  5. J P Morgan Exchange-Traded F4.4%
  6. Other 72 positions51.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V807
    +$1.56MAdded
  2. J P Morgan Exchange Traded F46641Q670
    +$1.56MAdded
  3. J P Morgan Exchange Traded F46641Q332
    +$1.04MAdded
  4. Invesco Exch TRD SLF Idx FD46138J577
    +$933.5KAdded
  5. J P Morgan Exchange Traded F46641Q654
    +$425.9KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V807
    +0.85 pp19.4% → 20.3%
  2. Invesco Exch TRD SLF Idx FD46138J577
    +0.77 pp0.3% → 1.1%
  3. J P Morgan Exchange Traded F46641Q670
    +0.60 pp8.8% → 9.4%
  4. J P Morgan Exchange Traded F46641Q654
    +0.37 pp0.0% → 0.4%
  5. J P Morgan Exchange Traded F46641Q332
    +0.31 pp6.6% → 6.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BRK.BBerkshire Hathaway Inc
    −$580.8KReducedHistory
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    −$314.3KSold out
  3. John Hancock Exchange Traded47804J842
    −$90.1KReduced
  4. AAPLApple Inc.
    −$85.8KReducedHistory
  5. SPGIS&P Global Inc.
    −$62.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BRK.BBerkshire Hathaway Inc
    −0.65 pp1.3% → 0.6%History
  2. AAPLApple Inc.
    −0.29 pp1.6% → 1.3%History
  3. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    −0.29 pp0.3% → 0.0%
  4. SPGIS&P Global Inc.
    −0.29 pp0.9% → 0.6%History
  5. Vanguard Dividend Appreciation ETF921908844
    −0.25 pp2.0% → 1.8%

Metrics

13F metrics for Q1 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$116.3M
+$9.16M (+8.6%) vs. prior quarter
Positions
77
+6 vs. prior quarter
Top 10 concentration
62.5%
Top 10 as share of value
Turnover
1.4%
Q1 2026, one quarter
Average holding period
2.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

2 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $116.3M (Q1 2026)

Q4 2025: $107.1MQ1 2026: $116.3M
Q4 2025Q1 2026
13F filings of Financially in Tune, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q1 2026Apr 22, 202677$116.3MDimensional ETF TrustJ P Morgan Exchange Traded FVanguard High Dividend Yield Index ETFvs. Q4 2025SEC
Q4 2025Feb 27, 202671$107.1MDimensional ETF TrustJ P Morgan Exchange Traded FVanguard High Dividend Yield Index ETF–SEC