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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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