§ 13F · FUND PROFILE
CLUNE & ASSOCIATES, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $365.3T (13F)Positions · 156Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$463.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 540K | $25.2T | 5.4% | NEW |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 393K | $19.6T | 4.2% | NEW |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 254K | $17.7T | 3.8% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 218K | $17.2T | 3.7% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 24K | $16.4T | 3.5% | NEW |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 312K | $15.0T | 3.2% | NEW |
| 7 | VOO | VANGUARD INDEX FDS | 23K | $14.2T | 3.1% | NEW |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 156K | $12.4T | 2.7% | NEW |
| 9 | VXUS | VANGUARD STAR FDS | 153K | $11.6T | 2.5% | NEW |
| 10 | ISTB | ISHARES TR | 201K | $9.8T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLUNE SIGNAL
AC read
CLUNE & ASSOCIATES, LTD. is a Other fund managing $365274.2 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed