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CIK: 0002060492
Total reported value
$274.1M
$274.1M
78 檔
23.3%
As reported in its official Q2 2025 Form 13F filing, Cloud Capital Management, LLC's tracked investment portfolio stood at $274.1M with 78 total positions.
During Q2 2025, Cloud Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.67% | +0.57% | -6.59% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 8.39% | -0.29% | -3.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.54% | -0.04% | +230.32% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.25% | -0.45% | -8.09% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.04% | -0.71% | -0.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.42% | -0.41% | +57.27% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.69% | -0.13% | +292.46% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.17% | +0.04% | +25.05% | |
| 9 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.05% | -0.18% | -4.05% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.77% | -0.80% | -1.66% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.76% | -0.34% | -1.90% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | +0.15% | +1.40% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.17% | -0.10% | -0.46% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | +0.24% | -2.24% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.01% | +7.42% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | -0.09% | +10.98% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.68% | — | +4.95% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.56% | -0.03% | +32.30% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.54% | -0.12% | +8.16% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.31% | -16.79% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | -0.04% | +4.30% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.43% | +0.16% | +16.35% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.29% | -0.20% | +124.06% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 1.20% | -0.11% | +1.38% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.96% | -0.09% | +24.49% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.90% | +0.10% | -12.49% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.89% | -0.02% | +101.93% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.02% | +1.87% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.69% | -0.05% | +275.84% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.03% | +7.77% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.59% | -0.07% | +0.20% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | +0.05% | -14.32% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.07% | +104.67% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.53% | -0.03% | — | |
| 35 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.04% | +10.41% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | — | -3.25% | |
| 37 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.46% | — | -6.57% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.02% | +23.67% | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.39% | -0.03% | +280.35% | |
| 40 | ALLT | Allot Ltd. | Stock-Other | 0.36% | +0.01% | -4.17% | |
| 41 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.34% | -0.03% | +83.69% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.08% | +16.14% | |
| 43 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.33% | — | +138.04% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.05% | +5.95% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.01% | — | |
| 46 | ARES | Ares Management CORP - A | Stock-Financials | 0.30% | -0.02% | +0.12% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.04% | +3.05% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.28% | — | — | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | — | +88.86% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.02% | +26.10% |
According to official SEC Form 13F filings, Cloud Capital Management, LLC reported a total U.S. public equity portfolio value of $274.1M across 78 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, SCHO, AAPL) accounted for 23.3% of total reported equity market value during Q2 2025.
During Q2 2025, Cloud Capital Management, LLC's top holdings by market value included DFAC (14.7%)、SCHO (8.4%)、AAPL (6.5%). The largest single position, DFAC, represented 14.7% of total portfolio value.
In Q2 2025, Cloud Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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