Institutional filer · SEC 13F · Q4 2025
Financially in Tune, LLC
The reported 13F portfolio of Financially in Tune, LLC (CIK 2113970) - top holdings, how concentrated the book is, and what changed last quarter.
- $107.1M
- Reported book
- 71
- Positions
- #294
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Financially in Tune, LLC ranks #294 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $107.1M across 71 positions, a moderately concentrated portfolio.
- $107.1M
- reported 13F value
- 71
- disclosed positions
- 19.4%
- in DIMENSIONAL ETF TRUST
- #294
- of 360 filers
Top-5 share 46.9% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Financially in Tune, LLC ranks #294 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Financially in Tune, LLC sits by disclosed position count
Financially in Tune, LLC reports 71 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Financially in Tune, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
71 225th of 360 higher than 135 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Financially in Tune, LLC reports $0.11B across 71 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2113970 · Q4 2025 $107M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #294/360
- POS-FOCUS 71 names
- CONC-HEAVY 47% top-5
- LEAD-DOM 19.4% DIMENSIONAL ETF TRUST
- PHOTO-FINISH Gibson Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Gibson Wealth Advisors LLC
Read with: Ownership concentration guide - Financially in Tune, LLC's top-five positions weigh 47% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Financially in Tune, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$107.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $20.8M | 19.4% |
| 2 | J P MORGAN EXCHANGE TRADED F | $9.5M | 8.8% |
| 3 | VANGUARD WHITEHALL FDS | $8.0M | 7.5% |
| 4 | J P MORGAN EXCHANGE TRADED F | $7.1M | 6.6% |
| 5 | J P MORGAN EXCHANGE TRADED F | $4.9M | 4.5% |
| 6 | DIMENSIONAL ETF TRUST | $4.5M | 4.2% |
| 7 | ISHARES TR | $3.2M | 3.0% |
| 8 | WISDOMTREE TR | $3.2M | 3.0% |
| 9 | DIMENSIONAL ETF TRUST | $2.3M | 2.2% |
| 10 | VANGUARD INTL EQUITY INDEX F | $2.2M | 2.1% |
| 11 | VANGUARD SPECIALIZED FUNDS | $2.2M | 2.0% |
| 12 | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.9% |
| 13 | VANGUARD INDEX FDS | $1.9M | 1.8% |
| 14 | ISHARES TR | $1.9M | 1.8% |
| 15 | APPLE INC | $1.7M | 1.6% |
| 16 | COHEN & STEERS ETF TRUST | $1.6M | 1.5% |
| 17 | T ROWE PRICE ETF INC | $1.4M | 1.4% |
| 18 | SCHWAB STRATEGIC TR | $1.4M | 1.3% |
| 19 | DIMENSIONAL ETF TRUST | $1.4M | 1.3% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.3% |
| 21 | ISHARES TR | $1.3M | 1.2% |
| 22 | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.2% |
| 23 | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.2% |
| 24 | ISHARES TR | $1.2M | 1.1% |
| 25 | JOHN HANCOCK EXCHANGE TRADED | $1.2M | 1.1% |
Latest Quarter Trades · Q4 2025
New positions (71)
Frequently Asked Questions
- How big is Financially in Tune, LLC's 13F portfolio?
- Financially in Tune, LLC reports $107.1M of long US-equity positions across 71 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Financially in Tune, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Financially in Tune, LLC ranks #294 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Financially in Tune, LLC's largest position?
- Financially in Tune, LLC's largest reported position is DIMENSIONAL ETF TRUST at $20.8M, about 19.4% of its reported book as of Q4 2025.
- What did Financially in Tune, LLC trade last quarter?
- In its Q4 2025 filing, Financially in Tune, LLC opened 71 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Financially in Tune, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($107.1M here).
Similar holding count
Nearest filers by number of disclosed positions (71 here).
Using this filing
- The rankings sort every tracked filer the same way Financially in Tune, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Gibson Wealth Advisors LLC reported the nearest book value ($106.8M) this quarter, a useful scale comparison for Financially in Tune, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.