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CIK: 0002060492
Total reported value
$274.1M
$274.1M
103 檔
27.4%
As reported in its official Q4 2025 Form 13F filing, Cloud Capital Management, LLC's tracked investment portfolio stood at $274.1M with 103 total positions.
In Q4 2025, Cloud Capital Management, LLC adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 119 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.78% | +0.57% | +9.60% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.21% | -0.04% | +22.38% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 6.33% | -0.29% | -0.11% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.35% | -0.45% | +1.24% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.83% | -0.71% | +2.09% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.41% | +61.70% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.72% | +0.04% | +23.07% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.39% | +0.15% | +2.86% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.28% | -0.13% | +6.37% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.19% | -0.18% | +36.69% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.83% | -0.80% | +44.18% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.24% | +0.24% | +23.00% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.07% | -0.34% | +13.17% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.69% | +0.16% | +19.19% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.66% | -0.10% | +1.95% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.65% | -0.12% | +21.39% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.01% | +8.44% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.51% | -0.09% | +2.66% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.04% | +6.33% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.31% | +4.91% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.36% | -0.20% | +19.91% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.36% | — | +6.33% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.29% | -0.03% | +0.50% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.23% | -0.09% | +22.14% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 1.07% | -0.11% | +2.19% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.04% | +0.10% | +23.66% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.13% | +411.81% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.02% | +25.44% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | -0.11% | +1615.28% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.02% | +79.34% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.76% | -0.05% | +19.87% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.07% | +51.30% | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.72% | -0.04% | +83.99% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | -0.02% | -6.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.02% | +95.43% | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.61% | +0.05% | +17.56% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.03% | +4.59% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.49% | -0.07% | +3.10% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | — | +18.78% | |
| 40 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.43% | -0.03% | — | |
| 41 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.42% | — | +6.79% | |
| 42 | ALLT | Allot Ltd. | Stock-Other | 0.36% | +0.01% | +0.74% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.05% | +24.58% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.35% | +0.01% | +17.80% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.33% | -0.06% | — | |
| 46 | AVDE | Avantis International Equity | ETF-Other | 0.33% | -0.03% | +0.20% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.31% | — | +8.44% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.01% | -19.52% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.08% | — | |
| 50 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.30% | -0.03% | +2.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +22.38% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.8% | +1615.28% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +411.81% | Add |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | +0.6% | +36.69% | Add |
| 5 | SCHR | Schwab Intermediate-term US | +0.6% | +44.18% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +2.86% | Add |
| 7 | DFIC | Dimensional International Co | +0.5% | +23.07% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +95.43% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +79.34% | Add |
| 10 | DFCF | Dimensional Core Fixed Inc | +0.3% | +83.99% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.3% | +23.00% | Add |
| 12 | JPLD | Jpmorgan LTD Duration ETF | +0.2% | +665.76% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +51.30% | Add |
| 14 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +21.39% | Add |
| 15 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +22.14% | Add |
| 16 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +19.19% | Add |
| 17 | DFAI | Dimensional International Co | +0.2% | +19.91% | Add |
| 18 | DFUV | Dimensional US Marketwide Va | +0.1% | +23.66% | Add |
| 19 | U | Unity Software Inc | +0.1% | +14595.56% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +61.70% | Add |
| 21 | DFAC | Dimensional US Core Equity 2 | +0.1% | +9.60% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +25.44% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +126.99% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +204.50% | Add |
| 25 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +415.06% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +66.15% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +501.94% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | +129.70% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +251.09% | Add |
| 30 | DFSV | Dimensional US Small Cap Val | +0.1% | +19.87% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +49.54% | Add |
| 32 | AVLV | Avantis US Large Cap Value | +0.1% | +17.56% | Add |
| 33 | JNJ | Johnson & Johnson | +0.1% | +43.27% | Add |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +77.21% | Add |
| 35 | NOW | Servicenow Inc | +0.1% | +1127.87% | Add |
| 36 | SHOP | Shopify Inc - Class A | +0.1% | +68.03% | Add |
| 37 | AVSC | Avantis US Small Cap Equity | 0% | +45.90% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | +8.44% | Add |
| 39 | XLF | Ss Financial Select Sector | 0% | +18.78% | Add |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | +24.58% | Add |
| 41 | DFAE | Dimensional Emerging Core Eq | 0% | +17.80% | Add |
| 42 | COKE | Coca-cola Consolidated Inc | 0% | +0.10% | Add |
| 43 | EPD | Enterprise Products Partners | 0% | +44.72% | Add |
| 44 | DHR | Danaher CORP | 0% | +2.77% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +27.75% | Add |
| 46 | ASML | ASML Holding N.V. | 0% | +20.00% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | +11.71% | Add |
| 48 | AVES | Avantis Emerging Markets Val | 0% | +13.67% | Add |
| 49 | CAT | Caterpillar Inc | 0% | +4.40% | Add |
| 50 | PG | Procter & Gamble Co/the | 0% | +31.36% | Add |
According to official SEC Form 13F filings, Cloud Capital Management, LLC reported a total U.S. public equity portfolio value of $274.1M across 103 disclosed positions in Q4 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, AAPL, SCHO) accounted for 27.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGSB
市值: $708.0K
Top Position Liquidated / Trimmed
SPOT
前期市值: $266.0K
During Q4 2025, Cloud Capital Management, LLC's top holdings by market value included DFAC (13.8%)、AAPL (7.2%)、SCHO (6.3%). The largest single position, DFAC, represented 13.8% of total portfolio value.
In Q4 2025, Cloud Capital Management, LLC made 199 total portfolio adjustments, initiating 8 new buys, adding to 67 positions, trimming 5 holdings, and fully liquidating 119 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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