Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLUNE & ASSOCIATES, LTD. (CIK 2055816) reported $661.5M across 170 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUV ($52.2M, 7.89%), VOO ($40.0M, 6.04%), IJR ($30.3M, 4.58%), DFIV ($27.0M, 4.08%), BSV ($25.4M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $52.2M | 7.89% | 948,209 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $40.0M | 6.04% | 58,181 | Added |
| 3 | IJR | ISHARES TR | $30.3M | 4.58% | 204,066 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $27.0M | 4.08% | 500,179 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $25.4M | 3.84% | 325,862 | Added |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $24.9M | 3.76% | 521,101 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $24.6M | 3.72% | 634,617 | Added |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $23.0M | 3.48% | 291,056 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $22.5M | 3.40% | 263,407 | Added |
| 10 | ISTB | ISHARES TR | $19.7M | 2.97% | 407,283 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $18.7M | 2.82% | 226,612 | Trimmed |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $18.1M | 2.73% | 515,377 | Added |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $17.7M | 2.67% | 434,609 | Added |
| 14 | EMB | ISHARES TR | $16.2M | 2.44% | 167,648 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $15.6M | 2.35% | 321,391 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $14.1M | 2.14% | 18,920 | Trimmed |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $10.9M | 1.64% | 245,177 | Trimmed |
| 18 | VTIP | VANGUARD MALVERN FDS | $10.3M | 1.56% | 205,131 | Added |
| 19 | AAPL | APPLE INC | $10.2M | 1.54% | 35,111 | Added |
| 20 | AVDV | AMERICAN CENTY ETF TR | $10.1M | 1.53% | 98,148 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $8.9M | 1.35% | 40,987 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $8.9M | 1.35% | 8,373 | Trimmed |
| 23 | AVLV | AMERICAN CENTY ETF TR | $7.4M | 1.12% | 81,585 | Trimmed |
| 24 | VNQ | VANGUARD INDEX FDS | $6.6M | 0.99% | 68,134 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.0M | 0.91% | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30