13F Insight
DOSSIER · 13F-HR · Q1 2026

CLUNE & ASSOCIATES, LTD.

CLUNE & ASSOCIATES's family office based in London, UK — $532M in tracked AUM across 162 positions as of Q1 2026.

C&
CLUNE & ASSOCIATES·London, UK·Family Office
CIK 0002055816 · last filed Mar 31, 2026
Total AUM
$532M
▲ 19.0%
vs prior
Holdings
162
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CLUNE & ASSOCIATES, LTD. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUV
DIMENSIONAL ETF TRUST
$35M718K6.5%
02
DFIV
DIMENSIONAL ETF TRUST
$23M442K4.4%
03
VOO
VANGUARD INDEX FDS
$22M37K4.2%
04
BSV
VANGUARD BD INDEX FDS
$19M240K3.5%
05
DFSD
DIMENSIONAL ETF TRUST
$17M361K3.3%
06
DFAS
DIMENSIONAL ETF TRUST
$17M238K3.2%
07
VXUS
VANGUARD STAR FDS
$16M210K3.0%
08
IJR
ISHARES TR
$16M125K2.9%
09
VCSH
VANGUARD SCOTTSDALE FDS
$15M185K2.8%
10
SPY
STATE STR SPDR S&P 500 ETF T
$14M22K2.7%

Filing history

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