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CIK: 0002060492
Total reported value
$274.1M
$274.1M
1591 檔
24.8%
At the close of Q3 2025, Cloud Capital Management, LLC disclosed equity holdings valued at approximately $274.1M, spread across 1591 reported holdings.
In Q3 2025, Cloud Capital Management, LLC displayed an active expansion posture, initiating 47 new positions and adding to 97 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1591 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.67% | +0.57% | +4.68% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 7.07% | -0.29% | -0.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.16% | -0.04% | -11.05% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.60% | -0.45% | -2.21% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.28% | -0.71% | -0.09% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.41% | -10.98% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.35% | -0.13% | +1.71% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.21% | +0.04% | +13.73% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | +0.15% | -0.10% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.55% | -0.18% | -6.37% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.19% | -0.80% | -6.70% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.08% | -0.34% | -11.67% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.98% | +0.24% | +13.13% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.76% | -0.10% | -9.57% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.60% | -0.09% | +0.89% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.01% | -5.65% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.54% | +0.16% | +18.87% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.47% | -0.12% | +6.58% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.04% | +9.61% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | +0.31% | +5.04% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.43% | — | -0.05% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.41% | -0.03% | +0.25% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.21% | -0.20% | +5.29% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 1.08% | -0.11% | +0.49% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.06% | -0.09% | +20.03% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.90% | +0.10% | +12.51% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | -0.02% | +2.11% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.02% | +1.19% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.69% | -0.05% | +10.31% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.07% | +16.30% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.55% | +0.05% | +10.56% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.03% | +0.03% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.53% | -0.07% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | +1.12% | |
| 35 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.48% | -0.03% | — | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.44% | -0.04% | +0.74% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.01% | +57.82% | |
| 38 | ALLT | Allot Ltd. | Stock-Other | 0.42% | +0.01% | — | |
| 39 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.42% | — | +0.54% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | — | — | |
| 41 | AVDE | Avantis International Equity | ETF-Other | 0.35% | -0.03% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.32% | +0.01% | +49.68% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.05% | +6.33% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.31% | — | +5.21% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.08% | -4.33% | |
| 46 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.31% | -0.03% | -0.17% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | -0.02% | +8.65% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.25% | — | — | |
| 49 | TSPY | Tappalpha S&p 500 Gr & Di-us | ETF-Large Cap & Growth | 0.24% | -0.01% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.04% | +4.02% |
According to official SEC Form 13F filings, Cloud Capital Management, LLC reported a total U.S. public equity portfolio value of $274.1M across 1591 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, SCHO, AAPL) accounted for 24.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BND
市值: $821.0K
Top Position Liquidated / Trimmed
VTEB
前期市值: $41.0K
During Q3 2025, Cloud Capital Management, LLC's top holdings by market value included DFAC (13.7%)、SCHO (7.1%)、AAPL (6.2%). The largest single position, DFAC, represented 13.7% of total portfolio value.
In Q3 2025, Cloud Capital Management, LLC made 190 total portfolio adjustments, initiating 47 new buys, adding to 97 positions, trimming 42 holdings, and fully liquidating 4 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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