Clune & Associates, Ltd. Portfolio Holdings

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025

Clune & Associates, Ltd. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $400 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $20.4B, Dimensional ETF Tr with a value of $16.9B, Dimensional ETF Tr U S Small C with a value of $15.9B, Spdr S&P 500 ETF Trust with a value of $15.6B, and Vanguard Bd Index Fd Inc Short with a value of $14.5B.

Examining the 13F form we can see an increase of $34.8B in the current position value, from $365B to 400B.

Clune & Associates, Ltd. is based out at Chicago, IL

Below you can find more details about Clune & Associates, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $400 Billion
ETFs: $324 Billion
Technology: $16.1 Billion
Financial Services: $12.3 Billion
Healthcare: $6.17 Billion
Industrials: $5.37 Billion
Consumer Cyclical: $4.32 Billion
Communication Services: $3.48 Billion
Energy: $1.78 Billion
Other: $1.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 5.09% of portfolio
455,670
Q3 2025 Reduced 3.74%
$0
$16.9 Billion 4.22% of portfolio
365,708
Q3 2025 Added 3.11%
$0
$15.9 Billion 3.98% of portfolio
232,682
Q3 2025 Reduced 0.64%
$0
$15.6 Billion 3.89% of portfolio
23,357
Q3 2025 Added 2.72%
$0
$14.5 Billion 3.62% of portfolio
183,322
Q3 2025 Added 9.93%
$0
$13.5 Billion 3.36% of portfolio
279,232
Q3 2025 Added 4.12%
$0
$11.1 Billion 2.78% of portfolio
139,148
Q3 2025 Added 3.52%
$0
$11 Billion 2.75% of portfolio
17,947
Q3 2025 Added 4.71%
$0
$9.12 Billion 2.28% of portfolio
124,106
Q3 2025 Reduced 2.24%
$0
$8.74 Billion 2.18% of portfolio
226,556
Q3 2025 Reduced 1.49%
$0
$8.38 Billion 2.1% of portfolio
171,658
Q3 2025 Added 14.65%
$0
$8.26 Billion 2.06% of portfolio
261,155
Q3 2025 Added 2.54%
$0
$7.08 Billion 1.77% of portfolio
37,985
Q3 2025 Added 7.35%
$4.31T
$7.02 Billion 1.76% of portfolio
27,583
Q3 2025 Reduced 0.18%
$0
$6.94 Billion 1.73% of portfolio
96,023
Q3 2025 Added 5.08%
$449B
$6.79 Billion 1.7% of portfolio
9
Q1 2025 New
$0
$6.45 Billion 1.61% of portfolio
21,968
Q3 2025 Added 1.39%
$0
$6.04 Billion 1.51% of portfolio
50,805
Q3 2025 Added 1.38%
$0
$5.6 Billion 1.4% of portfolio
174,532
Q3 2025 Added 2.46%
$0
$5.37 Billion 1.34% of portfolio
120,569
Q3 2025 Added 0.04%
$0
$5 Billion 1.25% of portfolio
35,091
Q3 2025 Added 8.43%
Dimensional ETF Trust
-
$4.92 Billion 1.23% of portfolio
-
Q3 2025 Added 10.21%
$0
$4.85 Billion 1.21% of portfolio
97,990
Q3 2025 Added 8.19%
$0
$4.69 Billion 1.17% of portfolio
69,584
Q3 2025 Added 10.27%
$469B
$4.42 Billion 1.1% of portfolio
23,672
Q3 2025 Reduced 1.97%
$0
$4.4 Billion 1.1% of portfolio
101,622
Q3 2025 Reduced 0.84%
$0
$4.27 Billion 1.07% of portfolio
73,369
Q3 2025 Reduced 3.42%
$0
$4.23 Billion 1.06% of portfolio
16,625
Q3 2025 Added 11.75%
$387B
$4.17 Billion 1.04% of portfolio
18,017
Q3 2025 Reduced 0.47%
$297B
$4.04 Billion 1.01% of portfolio
8,476
Q3 2025 Reduced 0.46%
$0
$4.01 Billion 1.0% of portfolio
43,852
Q3 2025 Added 3.01%
$0
$3.75 Billion 0.94% of portfolio
37,231
Q3 2025 Added 10.77%
$0
$3.75 Billion 0.94% of portfolio
76,539
Q3 2025 Reduced 3.62%
$0
$3.73 Billion 0.93% of portfolio
34,945
Q3 2025 Added 3.92%
$0
$3.58 Billion 0.89% of portfolio
49,377
Q3 2025 Added 19.93%
$0
$3.53 Billion 0.88% of portfolio
47,015
Q3 2025 Added 8.23%
$0
$3.38 Billion 0.85% of portfolio
107,353
Q3 2025 Added 14.38%
$0
$3.36 Billion 0.84% of portfolio
47,101
Q3 2025 Added 2.89%
$0
$3.22 Billion 0.8% of portfolio
101,123
Q3 2025 Added 12.42%
$0
$3.14 Billion 0.78% of portfolio
46,907
Q3 2025 Added 13.02%
$0
$3.03 Billion 0.76% of portfolio
56,690
Q3 2025 Added 2.35%
$0
$3.06 Billion 0.76% of portfolio
57,706
Q3 2025 Added 32.49%
$0
$2.97 Billion 0.74% of portfolio
69,528
Q3 2025 Added 4.36%
$0
$2.81 Billion 0.7% of portfolio
61,516
Q3 2025 Reduced 17.14%
$0
$2.69 Billion 0.67% of portfolio
85,881
Q3 2025 Reduced 6.9%
$3.7T
$2.69 Billion 0.67% of portfolio
5,185
Q3 2025 Added 4.03%
$0
$2.65 Billion 0.66% of portfolio
72,830
Q3 2025 Added 0.14%
Dimensional ETF Trust
-
$2.45 Billion 0.61% of portfolio
-
Q3 2025 Added 17.16%
$0
$2.39 Billion 0.6% of portfolio
16,965
Q3 2025 Reduced 0.92%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $400 Billion
  • Prior Value $365 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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