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Clune & Associates, LTD.
Clune & Associates, Ltd. is a Chicago-based investment adviser founded in 1987. The firm provides financial planning and wealth management services to individuals, families, and small institutions across the United States and Canada. Their clients include physicians, lawyers, corporate executives, business owners, retirees, and independently wealthy individuals seeking comprehensive, personalized financial advisory. The firm operates with fewer than 25 employees and emphasizes individualized strategy and strong client relationships.
Investment Strategy
Clune & Associates, Ltd. takes a highly personalized and independent approach to wealth management, focusing on comprehensive financial planning designed to preserve and grow clients’ assets while facilitating generational wealth transfer. Their investment approach involves diversified portfolio allocations across equities and fixed income securities, with significant holdings in ETFs covering US and international markets, value strategies, and bonds. The firm stresses long-term planning, fiduciary standards, and ongoing client service to help clients meet their evolving financial objectives.
Latest 13F Filing Activity
Clune & Associates, LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 159 equity positions with a total 13F market value of $400M. The fund increased holdings in Dimensional Etf Trust, SPDR S&P 500 Etf TR, Apple Inc. among other positions. Clune & Associates, LTD. reduced exposure to Dimensional Etf Trust, Invesco Exch Traded FD TR II, Vanguard World FD among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUV | DIMENSIONAL ETF TRUST | 5.09% | $20.4M | 455,670 | $41.00 | $44.69 | +$349.3K |
D DFIV | DIMENSIONAL ETF TRUST | 4.22% | $16.9M | 365,708 | $36.59 | $46.12 | +$1.7M |
D DFAS | DIMENSIONAL ETF TRUST | 3.98% | $15.9M | 232,682 | $64.91 | $68.46 | +$1.0M |
S SPY | SPDR S&P 500 ETF TR | 3.89% | $15.6M | 23,357 | $587.44 | $666.18 | +$1.5M |
B BSV | VANGUARD BD INDEX FDS | 3.62% | $14.5M | 183,322 | $77.62 | $78.91 | +$1.3M |
Industry Allocation
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