Financially in Tune, LLC reported 16 positions worth $7.83M for the quarter ended Mar 31, 2026, down 7.3% on the prior quarter. It opened 3 new positions, added to 5, trimmed 6 and exited 0. Its largest holding is Apple Inc. at 19% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +964 | +75.2% | $276.53K | 8.22% |
| NVDA Nvidia Corp | +1,507 | – | $262.82K | 3.35% |
| JNJ Johnson & Johnson | +942 | – | $230.26K | 2.94% |
| COST Costco Wholesale Corp | +216 | – | $215.23K | 2.75% |
| MSFT Microsoft Corp | +141 | +6.1% | $52.19K | 11.61% |
| JPM Jpmorgan Chase & Co | +176 | +18.4% | $51.77K | 4.24% |
| GOOGL Alphabet Inc. | +70 | +8.1% | $20.13K | 3.44% |
| HD Home Depot, Inc. | +10 | +0.7% | $3.29K | 5.72% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -1,212 | -44.6% | $580.79K | 9.19% |
| AAPL Apple Inc. | -338 | -5.5% | $85.78K | 18.97% |
| SPGI S&P Global Inc. | -147 | -7.7% | $62.51K | 9.52% |
| MRK Merck & Co., Inc. | -300 | -13.2% | $36.09K | 3.03% |
| IBM International Business Machines Corp | -136 | -7.6% | $32.97K | 5.13% |
| AMZN Amazon Com Inc | -115 | -5.3% | $23.95K | 5.51% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 5,856 | $1.49M | 18.97% | -338 | -5.5% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 2,457 | $909.40K | 11.61% | +141 | +6.1% | Added | 0% |
| 3 | SPGI S&P Global Inc. | Financial Services | 1,754 | $745.87K | 9.52% | -147 | -7.7% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,503 | $720.24K | 9.19% | -1,212 | -44.6% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 2,246 | $644.29K | 8.22% | +964 | +75.2% | Added | 0% |
| 6 | HD Home Depot, Inc. | Consumer Discretionary | 1,363 | $448.33K | 5.72% | +10 | +0.7% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 2,073 | $431.74K | 5.51% | -115 | -5.3% | Reduced | 0% |
| 8 | IBM International Business Machines Corp | Technology | 1,659 | $402.14K | 5.13% | -136 | -7.6% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 1,130 | $332.40K | 4.24% | +176 | +18.4% | Added | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 937 | $269.44K | 3.44% | +70 | +8.1% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 1,507 | $262.82K | 3.35% | +1,507 | – | New | 0% |
| 12 | RTX RTX Corp | Industrials | 1,326 | $255.79K | 3.26% | 0 | 0.0% | Unchanged | 0% |
| 13 | ORCL Oracle Corp | Technology | 1,652 | $243.03K | 3.1% | 0 | 0.0% | Unchanged | 0% |
| 14 | MRK Merck & Co., Inc. | Healthcare | 1,971 | $237.09K | 3.03% | -300 | -13.2% | Reduced | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 942 | $230.26K | 2.94% | +942 | – | New | 0% |
Tip. Select a row to see that position’s full history at Financially in Tune.
As of its Q1 2026 13F filing, Financially in Tune, LLC’s five largest positions were Apple Inc. (AAPL) at 19.0%, Microsoft Corp (MSFT) at 11.6%, S&P Global Inc. (SPGI) at 9.5%, Berkshire Hathaway Inc (BRK-B) at 9.2%, Alphabet Inc. (GOOG) at 8.2% of the reported portfolio.
Financially in Tune, LLC reported a 13F portfolio worth $7.83M across 16 positions for Q1 2026. That is down 7.3% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($276.53K), Nvidia Corp ($262.82K), Johnson & Johnson ($230.26K). It opened 3 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($580.79K), Apple Inc. ($85.78K), S&P Global Inc. ($62.51K). It exited 0 positions entirely.
From the Form 13F-HR reports Financially in Tune, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.