Cloud Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$229K
Q ending 2026-03-31
Prior quarter
$212K
Q ending 2025-12-31
Change
+8.4% QoQ · +62.9% YoY
Positions
105
reported holdings
Largest positions
Top 100 of 105 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $34K | 886K |
| Apple Inc Com | AAPL | Shares | $12K | 47K |
| Dimensional International Core Equ | DFIC | Shares | $11K | 316K |
| Avantis U.S. Equity Etf | AVUS | Shares | $9K | 80K |
| Schwab Intermediate-Term Us Treasu | SCHR | Shares | $9K | 356K |
| Dimensional World Ex U.S. Core Equ | DFAX | Shares | $9K | 251K |
| Schwab Short-Term Us Treasury Etf | SCHO | Shares | $8K | 348K |
| Avantis U.S. Small Cap Value Etf | AVUV | Shares | $8K | 69K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $7K | 139K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $7K | 24K |
| Dimensional Us Core Equity 1 Etf | DCOR | Shares | $6K | 85K |
| Microsoft Corp Com | MSFT | Shares | $6K | 22K |
| Dimensional Emerging Markets Core | DFEM | Shares | $5K | 151K |
| Ishares Core Msci International De | IDEV | Shares | $4K | 53K |
| Dimensional International Core Equ | DFAI | Shares | $4K | 109K |
| Schwab Us Tips Etf | SCHP | Shares | $4K | 160K |
| Vanguard Intermediate-Term Corpora | VCIT | Shares | $4K | 50K |
| Avantis International Small Cap Va | AVDV | Shares | $4K | 38K |
| Vanguard Ftse All-World Ex-Us Inde | VEU | Shares | $4K | 47K |
| Vanguard Value Etf | VTV | Shares | $3K | 18K |
| Invesco Qqq Trust Series I | QQQ | Shares | $3K | 6K |
| Dimensional Us Marketwide Value Et | DFUV | Shares | $3K | 72K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $3K | 43K |
| Amazon Com Inc Com | AMZN | Shares | $3K | 15K |
| Dimensional U.S. Small Cap Etf | DFAS | Shares | $3K | 40K |
| Vanguard S&P 500 Etf | VOO | Shares | $3K | 5K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $3K | 6K |
| Dimensional International Value Et | DFIV | Shares | $2K | 47K |
| Avantis U.S. Large Cap Value Etf | AVLV | Shares | $2K | 26K |
| Vanguard Total Stock Market Etf | VTI | Shares | $2K | 6K |
| Nvidia Corporation Com | NVDA | Shares | $2K | 10K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $2K | 49K |
| Dimensional Core Fixed Income Etf | DFCF | Shares | $2K | 38K |
| Tesla Inc Com | TSLA | Shares | $1K | 4K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $1K | 46K |
| Meta Platforms Inc Cl A | META | Shares | $1K | 2K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $1K | 4K |
| Schwab International Small-Cap Equ | SCHC | Shares | $1K | 23K |
| Dimensional Us Core Equity Market | DFAU | Shares | $1K | 24K |
| Visa Inc Com Cl A | V | Shares | $984 | 3K |
| Avantis International Small Cap Eq | AVDS | Shares | $949 | 13K |
| Jpmorgan Betabuilders Japan Etf | BBJP | Shares | $945 | 14K |
| Iren Limited Ordinary Shares | Shares | $922 | 27K | |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $912 | 17K |
| Avantis Emerging Markets Equity Et | AVEM | Shares | $848 | 11K |
| Dimensional U.S. Targeted Value Et | DFAT | Shares | $834 | 13K |
| State Street Financial Select Sect | XLF | Shares | $824 | 17K |
| Ishares 1-5 Year Investment Grade | IGSB | Shares | $818 | 16K |
| Dimensional Emerging Core Equity M | DFAE | Shares | $781 | 23K |
| Avantis Emerging Markets Value Etf | AVES | Shares | $726 | 12K |
| Avantis International Equity Etf | AVDE | Shares | $717 | 8K |
| Avantis Emerging Markets Small Cap | AVEE | Shares | $691 | 11K |
| Spdr Gold Shares | GLD | Shares | $675 | 2K |
| Dimensional Us Large Cap Value Etf | DFLV | Shares | $664 | 19K |
| Vanguard Total Bond Market Etf | BND | Shares | $658 | 9K |
| Avantis All International Markets | AVNM | Shares | $615 | 8K |
| Coca Cola Cons Inc Com | COKE | Shares | $580 | 3K |
| Tappalpha S&P 500 Growth & Daily I | TSPY | Shares | $553 | 24K |
| Jpmorgan Limited Duration Bond Etf | JPLD | Shares | $546 | 10K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $525 | 2K |
| Allot Ltd Shs | Shares | $520 | 78K | |
| Dimensional U.S. Equity Market Etf | DFUS | Shares | $510 | 7K |
| Ishares Short-Term National Muni B | SUB | Shares | $494 | 5K |
| Jpmorgan Income Etf | JPIE | Shares | $477 | 10K |
| Vanguard Mega Cap Growth Etf | MGK | Shares | $473 | 1K |
| Broadcom Inc Com | AVGO | Shares | $470 | 2K |
| Jpmorgan Betabuilders Canada Etf | BBCA | Shares | $469 | 5K |
| Ishares Ibonds Dec 2026 Term Corpo | IBDR | Shares | $447 | 18K |
| Costco Wholesale Corporation Com | COST | Shares | $435 | 437 |
| Jpmorgan Chase & Co Com | JPM | Shares | $431 | 1K |
| Walmart Inc Com | WMT | Shares | $421 | 3K |
| Danaher Corp Del Com | DHR | Shares | $414 | 2K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $401 | 838 |
| Caterpillar Inc Com | CAT | Shares | $395 | 559 |
| Avantis U.S Small Cap Equity Etf | AVSC | Shares | $372 | 6K |
| Johnson & Johnson Com | JNJ | Shares | $372 | 2K |
| Philip Morris Intl Inc Com | PM | Shares | $371 | 2K |
| Vanguard Small-Cap Etf | VB | Shares | $345 | 1K |
| Asml Hldg Nv N Y Registry Shs | Shares | $339 | 257 | |
| Vanguard Mega Cap Value Etf | MGV | Shares | $336 | 2K |
| Dimensional World Equity Etf | DFAW | Shares | $316 | 4K |
| Vanguard S&P 500 Growth Etf | VOOG | Shares | $305 | 750 |
| Jpmorgan Betabuilders Developed As | BBAX | Shares | $303 | 5K |
| Dimensional Emerging Markets Value | DFEV | Shares | $302 | 9K |
| Hartford Insurance Group Inc Com | HIG | Shares | $285 | 2K |
| Exxon Mobil Corp Com | XOM | Shares | $281 | 2K |
| Digital Rlty Tr Inc Com | DLR | Shares | $278 | 2K |
| Ares Management Corporation Cl A C | ARES | Shares | $273 | 3K |
| Dimensional Us Vector Equity Etf | DXUV | Shares | $270 | 5K |
| State Street Spdr Portfolio S&P 50 | SPYD | Shares | $263 | 6K |
| Ishares 20 Year Treasury Bond Etf | TLT | Shares | $255 | 3K |
| Enterprise Prods Partners L P Com | EPD | Shares | $237 | 6K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $232 | 4K |
| Dimensional International Small Ca | DISV | Shares | $228 | 6K |
| Vertiv Holdings Co Com Cl A | VRT | Shares | $224 | 895 |
| Seagate Technology Hldngs Plc Ord | Shares | $218 | 556 | |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $218 | 1K |
| Eli Lilly & Co Com | LLY | Shares | $212 | 231 |
| Boeing Co Com | BA | Shares | $211 | 1K |
| The Baldwin Insurance Grp Inc Com | BWIN | Shares | $208 | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.