DOSSIER · 13F-HR · Q2 2026

CLUNE & ASSOCIATES, LTD.

$661M in tracked AUM across 170 positions as of Q2 2026.

C&
CIK 0002055816 · last filed Jun 30, 2026
Total AUM
$661M
as of Q2 2026
Holdings
170
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CLUNE & ASSOCIATES, LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUV
DIMENSIONAL ETF TRUST
$52M948K7.9%
02
VOO
VANGUARD INDEX FDS
$40M58K6.0%
03
IJR
ISHARES TR
$30M204K4.6%
04
DFIV
DIMENSIONAL ETF TRUST
$27M500K4.1%
05
BSV
VANGUARD BD INDEX FDS
$25M326K3.8%
06
DFSD
DIMENSIONAL ETF TRUST
$25M521K3.8%
07
DFSV
DIMENSIONAL ETF TRUST
$25M635K3.7%
08
VCSH
VANGUARD SCOTTSDALE FDS
$23M291K3.5%
09
VXUS
VANGUARD STAR FDS
$23M263K3.4%
10
ISTB
ISHARES TR
$20M407K3.0%

Filing history

2026Q2Jun 30
$661M 24.4%
170 positionsView →
2026Q1Mar 31
$532M 14.8%
162 positionsView →
2025Q4Dec 31
$463M 125.8%
166 positionsView →
2025Q3Sep 30
$205M 9.1%
67 positionsView →
2025Q2Jun 30
$188M 11.8%
65 positionsLocked
2025Q1Mar 31
$168M 44.2%
61 positionsLocked
2024Q4Dec 31
$301M
136 positionsLocked