CLUNE & ASSOCIATES, LTD.
CIK: 0002055816SEC EDGAR →
Portfolio Value
$463.0B
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 540,018 | $25.2B | 5.43% |
| 2 | DIMENSIONAL ETF TRUST | 392,659 | $19.6B | 4.23% |
| 3 | DIMENSIONAL ETF TRUST | 254,358 | $17.7B | 3.83% |
| 4 | VANGUARD BD INDEX FDS | 217,669 | $17.2B | 3.70% |
| 5 | SPDR S&P 500 ETF TR | 24,028 | $16.4B | 3.54% |
| 6 | DIMENSIONAL ETF TRUST | 312,465 | $15.0B | 3.24% |
| 7 | VANGUARD INDEX FDS | 22,686 | $14.2B | 3.07% |
| 8 | VANGUARD SCOTTSDALE FDS | 155,797 | $12.4B | 2.68% |
| 9 | VANGUARD STAR FDS | 153,131 | $11.6B | 2.49% |
| 10 | ISHARES TR | 201,395 | $9.8B | 2.12% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (166)
$25.2B · 540K shares
$19.6B · 393K shares
$17.7B · 254K shares
$17.2B · 218K shares
$16.4B · 24K shares
$15.0B · 312K shares
$14.2B · 23K shares
$12.4B · 156K shares
$11.6B · 153K shares
$9.8B · 201K shares
$9.5B · 239K shares
$9.1B · 33K shares
$9.0B · 272K shares
$8.6B · 114K shares
$7.7B · 40K shares
$7.5B · 62K shares
$7.0B · 210K shares
$6.9B · 72K shares
$6.8B · 9 shares
$6.8B · 152K shares
$6.7B · 23K shares
$6.5B · 91K shares
$5.8B · 40K shares
$5.4B · 108K shares
$5.3B · 89K shares
$5.2B · 108K shares
$5.1B · 20K shares
$4.8B · 8K shares
$4.7B · 63K shares
$4.7B · 109K shares
$4.5B · 90K shares
$4.5B · 58K shares
$4.5B · 24K shares
$4.4B · 41K shares
$4.2B · 48K shares
$4.2B · 18K shares
$4.1B · 61K shares
$3.9B · 52K shares
$3.9B · 38K shares
$3.7B · 114K shares
$3.5B · 106K shares
$3.5B · 105K shares
$3.3B · 70K shares
$3.3B · 77K shares
$3.2B · 58K shares
$3.0B · 56K shares
$2.9B · 27K shares
$2.7B · 32K shares
$2.7B · 40K shares
$2.7B · 70K shares
$2.6B · 62K shares
$2.6B · 28K shares
$2.5B · 74K shares
$2.5B · 17K shares
$2.4B · 11K shares
$2.4B · 23K shares
$2.3B · 5K shares
$2.1B · 9K shares
$2.0B · 79K shares
$1.9B · 38K shares
$1.9B · 6K shares
$1.9B · 22K shares
$1.9B · 40K shares
$1.8B · 15K shares
$1.8B · 79K shares
$1.8B · 3K shares
$1.7B · 14K shares
$1.7B · 17K shares
$1.7B · 3K shares
$1.7B · 17K shares
$1.5B · 33K shares
$1.5B · 4K shares
$1.5B · 5K shares
$1.5B · 3K shares
$1.4B · 11K shares
$1.4B · 22K shares
$1.3B · 18K shares
$1.3B · 17K shares
$1.2B · 11K shares
$1.2B · 47K shares
$1.2B · 24K shares
$1.2B · 24K shares
$1.2B · 43K shares
$1.1B · 30K shares
$1.1B · 21K shares
$1.1B · 2K shares
$1.1B · 22K shares
$1.1B · 3K shares
$1.1B · 3K shares
$1.0B · 3K shares
$1.0B · 62K shares
$1.0B · 22K shares
$904.0M · 15K shares
$897.0M · 18K shares
$871.0M · 11K shares
$864.0M · 10K shares
$823.0M · 127K shares
$766.0M · 17K shares
$764.0M · 12K shares
$735.0M · 14K shares
$720.0M · 16K shares
$690.0M · 12K shares
$680.0M · 18K shares
$673.0M · 9K shares
$663.0M · 6K shares
$596.0M · 3K shares
$594.0M · 25K shares
$588.0M · 11K shares
$584.0M · 2K shares
$573.0M · 7K shares
$558.0M · 7K shares
$546.0M · 2K shares
$540.0M · 2K shares
$539.0M · 1K shares
$531.0M · 2K shares
$487.0M · 1K shares
$450.0M · 2K shares
$445.0M · 7K shares
$429.0M · 3K shares
$427.0M · 13K shares
$427.0M · 4K shares
$423.0M · 4K shares
$397.0M · 3K shares
$388.0M · 1K shares
$376.0M · 2K shares
$350.0M · 8K shares
$345.0M · 5K shares
$335.0M · 2K shares
$327.0M · 1K shares
$326.0M · 10K shares
$323.0M · 4K shares
$319.0M · 7K shares
$319.0M · 3K shares
$308.0M · 2K shares
$305.0M · 536 shares
$305.0M · 5K shares
$295.0M · 10K shares
$285.0M · 13K shares
$285.0M · 1K shares
$279.0M · 3K shares
$273.0M · 1K shares
$268.0M · 7K shares
$268.0M · 6K shares
$267.0M · 2K shares
$263.0M · 436 shares
$261.0M · 4K shares
$259.0M · 3K shares
$256.0M · 5K shares
$244.0M · 7K shares
$231.0M · 3K shares
$225.0M · 2K shares
$223.0M · 4K shares
$221.0M · 335 shares
$221.0M · 959 shares
$219.0M · 2K shares
$216.0M · 6K shares
$215.0M · 4K shares
$213.0M · 199 shares
$209.0M · 491 shares
$208.0M · 157 shares
$207.0M · 8K shares
$206.0M · 2K shares
$203.0M · 827 shares
$203.0M · 4K shares
$200.0M · 581 shares
$34.0M · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $407.8B | 88.1% |
| Technology | 8 | $17.9B | 3.9% |
| Unknown | 6 | $10.3B | 2.2% |
| Industrials | 8 | $8.7B | 1.9% |
| Healthcare | 5 | $6.5B | 1.4% |
| Consumer Cyclical | 6 | $4.4B | 1.0% |
| Communication Services | 5 | $4.2B | 0.9% |
| Energy | 2 | $2.1B | 0.5% |
| Consumer Defensive | 1 | $764.0M | 0.2% |
| Basic Materials | 1 | $209.0M | 0.0% |