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CIK: 0002060492
Total reported value
$274.1M
$274.1M
105 檔
27.5%
According to the latest 13F quarterly dataset, Cloud Capital Management, LLC managed an equity portfolio of $274.1M at the end of Q1 2026, spanning 105 distinct U.S. exchange-listed positions.
In Q1 2026, Cloud Capital Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 61 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DFIC) accounted for 27.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCIT
市值: $4.1M
Top Position Liquidated / Trimmed
BSCQ
前期市值: $621.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.01% | +0.57% | +20.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.18% | -0.04% | -16.57% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 4.89% | +0.04% | +38.13% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.90% | -0.13% | +29.37% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.86% | -0.80% | +48.95% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.72% | -0.45% | -10.76% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.68% | -0.29% | -36.72% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.34% | +0.24% | +49.12% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.03% | -0.71% | -15.20% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | +0.15% | +3.72% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.68% | -0.18% | -7.08% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.41% | +1.54% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.27% | +0.16% | +38.99% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.92% | -0.12% | +24.59% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.86% | -0.20% | +44.55% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.86% | -0.34% | -3.37% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.80% | +0.07% | — | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.64% | -0.09% | +35.78% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.53% | -0.10% | -2.22% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | -0.09% | +6.69% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.31% | +26.61% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.52% | +0.10% | +51.88% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.50% | — | +20.60% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.01% | +2.35% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.25% | -0.03% | +3.33% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.04% | -0.10% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | -0.11% | +72.98% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 1.07% | -0.11% | +2.86% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.90% | +0.05% | +50.89% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | -0.02% | +16.14% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.07% | +19.13% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.05% | +0.29% | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.69% | -0.04% | +4.55% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.02% | +2.71% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | -0.02% | +1.71% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.13% | -35.37% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.02% | -12.60% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.48% | -0.07% | +3.04% | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | -0.02% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.03% | +4.33% | |
| 41 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.41% | — | +4.85% | |
| 42 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.41% | -0.03% | — | |
| 43 | IREN | IREN Limited | Stock-Other | 0.40% | +0.04% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.05% | +22.65% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.37% | — | +22.38% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.36% | +0.10% | +140.70% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | — | -2.63% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.36% | -0.06% | +16.37% | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.34% | +0.01% | +1.46% | |
| 50 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.32% | -0.01% | +35.63% |
According to official SEC Form 13F filings, Cloud Capital Management, LLC reported a total U.S. public equity portfolio value of $274.1M across 105 disclosed positions in Q1 2026.
During Q1 2026, Cloud Capital Management, LLC's top holdings by market value included DFAC (15.0%)、AAPL (5.2%)、DFIC (4.9%). The largest single position, DFAC, represented 15.0% of total portfolio value.
In Q1 2026, Cloud Capital Management, LLC made 114 total portfolio adjustments, initiating 15 new buys, adding to 61 positions, trimming 25 holdings, and fully liquidating 13 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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