Clune & Associates, Ltd
$661M 13F equity value
176 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clune & Associates, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 948,209 | $52M | 7.9% |
| VOO | VANGUARD INDEX FDS | 58,181 | $40M | 6.0% |
| IJR | ISHARES TR | 204,066 | $30M | 4.6% |
| DFIV | DIMENSIONAL ETF TRUST | 500,179 | $27M | 4.1% |
| BSV | VANGUARD BD INDEX FDS | 325,862 | $25M | 3.8% |
| DFSD | DIMENSIONAL ETF TRUST | 521,101 | $25M | 3.8% |
| DFSV | DIMENSIONAL ETF TRUST | 634,617 | $25M | 3.7% |
| VCSH | VANGUARD SCOTTSDALE FDS | 291,056 | $23M | 3.5% |
| VXUS | VANGUARD STAR FDS | 263,407 | $23M | 3.4% |
| ISTB | ISHARES TR | 407,283 | $20M | 3.0% |
Track Clune & Associates, Ltd's 13F portfolio: $661M in reported holdings, 176 positions. Top holdings and quarterly changes on SentiSense.
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