CLUNE & ASSOCIATES, LTD.
13F Portfolio Filings
Most recent 13F Q1 2026Location chicago, ILCIK 0002055816Alternate names Factor Wealth Management LTDAll SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
162 | $531.67M | DFUV, DFIV, VOO, BSV | 13F-HR | Apr 20, 2026 | 000175496026000282 | ||
166 | $463.01M | DFUV, DFIV, DFAS, BSV | 13F-HR | Feb 9, 2026 | 000175496026000164 | ||
159 | $400.09M | DFUV, DFIV, DFAS, SPY | 13F-HR | Oct 17, 2025 | 000175496025000681 | ||
156 | $365.28M | DFUV, DFIV, DFAS, SPY | 13F-HR | Jul 30, 2025 | 000175496025000502 | ||
141 | $325.6M | DFUV, DFAS, DFIV, SPY | 13F-HR | Apr 28, 2025 | 000175496025000250 | ||
136 | $301.17M | DFUV, DFAS, SPY, DFIV | 13F-HR | Feb 11, 2025 | 000175496025000129 |