Cloud Capital Management, LLC

CIK

2060492

Location

SEATTLE, WA

Portfolio Value

Small $262,065,232

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,503 / 8,811 ▲ 24

Top Industry

Consumer Electronics 25.5%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

6 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.0% of the book (60%+)

Turnover

Low turnover

18.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.2%; sector active share 69.6% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.6%

−2.9 pts

Top 5

70.8%

−6.4 pts

Top 10

85.0%

−4.6 pts

HHI

1,911

Moderately concentrated−293

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.9%	$206,840,886	77
Technology	10.4%	$27,292,416	15
Communication Services	4.5%	$11,855,525	4
Consumer Cyclical	2.3%	$5,955,500	4
Financial Services	2.1%	$5,376,635	10
Consumer Defensive	0.7%	$1,711,934	5
Industrials	0.5%	$1,410,526	5
Healthcare	0.4%	$966,878	3
Real Estate	0.2%	$424,263	2
Energy	0.1%	$230,669	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+76,420	962,620	$42,701,823
DFIC	Dimensional International Core Equity 2 ETF	+46,812	362,790	$13,517,555
SCHO	Schwab Short-Term U.S. Treasury ETF	+37,203	384,908	$9,291,679
IWF	iShares Russell 1000 Growth ETF	+17,431	23,840	$0
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+13,263	163,825	$6,657,848
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+12,072	62,027	$5,126,531
AVUV	Avantis U.S. Small Cap Value ETF	+9,423	78,710	$9,819,859
DFUV	Dimensional U.S. Marketwide Value ETF	+9,083	80,843	$4,447,173
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+8,652	52,093	$4,116,909
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+5,156	6,445	$566,579
DFCF	Dimensional Core Fixed Income ETF	+4,706	42,426	$1,790,801
DFAT	Dimensional U.S. Targeted Value ETF	+4,544	17,915	$1,252,258
AVDV	Avantis International Small Cap Value ETF	+3,582	41,189	$4,244,526
IDEV	iShares Core MSCI International Developed Markets ETF	+2,846	55,518	$0
AVLV	Avantis U.S. Large Cap Value ETF	+2,806	28,461	$2,595,927
AVSC	Avantis U.S. Small Cap Equity ETF	+2,327	8,326	$610,628
AAPL	Apple Inc.	+1,861	48,696	$14,090,674
AVDS	Avantis International Small Cap Equity ETF	+1,773	14,998	$1,128,749
DFIV	Dimensional International Value ETF	+1,717	48,515	$2,620,780
XLF	State Street Corp	+1,695	18,394	$986,102
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,485	10,439	$766,326
NVDA	Nvidia Corp	+1,475	11,583	$2,317,642
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+988	1,738	$396
DFAI	Dimensional International Core Equity Market ETF	+980	110,423	$4,554,948
AVES	Avantis Emerging Markets Value ETF	+902	13,018	$853,980
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−15,659	340,018	$8,384,843
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−12,238	126,725	$6,365,396
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−7,799	243,478	$8,969,729
MSFT	Microsoft Corp	−6,453	15,337	$5,721,007
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−5,499	12,978	$0
ALLT	Allot Ltd.	−3,444	74,687	$660,979
SCHP	Schwab U.S. TIPS ETF	−2,606	157,416	$4,171,524
DCOR	Dimensional ETF Trust	−1,710	83,536	$6,848,281
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−692	16,214	$967,813
JPIE	JPMorgan Income ETF	−492	9,873	$454,651
IREN	IREN Ltd	−440	26,480	$1,210,930
GOOGL	Alphabet Inc.	−350	3,577	$1,278,312
SCHG	Schwab U.S. Large-Cap Growth ETF	−348	46,020	$1,557,316
PM	Philip Morris International Inc.	−272	1,956	$353,859
JNJ	Johnson & Johnson	−223	1,299	$329,907
META	Meta Platforms, Inc.	−200	1,788	$1,007,162
AVGO	Broadcom Inc.	−164	1,355	$511,851
VEA	Vanguard FTSE Developed Markets ETF	−164	3,468	$247,095
TLT	iShares 20+ Year Treasury Bond ETF	−130	2,815	$0
JPM	Jpmorgan Chase & Co	−67	1,400	$458,262
STX	Seagate Technology Holdings plc	−66	490	$472,850
COKE	Coca-Cola Consolidated, Inc.	−60	2,972	$567,414
V	Visa Inc.	−52	3,204	$1,099,260
LLY	ELI LILLY & Co	−49	182	$218,296
GLD	Spdr Gold Trust	−38	1,531	$563,989
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
JCAL		66,643	$3,354,142
TMUS	T-Mobile US, Inc.	6,137	$1,029,359
MU	Micron Technology Inc	368	$424,778
AMD	Advanced Micro Devices Inc	608	$353,193
LRCX	Lam Research Corp	786	$340,597
INTC	Intel Corp	2,202	$307,465
URI	United Rentals, Inc.	233	$263,963
—		3,190	$257,815
FIXD	First Trust Smith Opportunistic Fixed Income ETF	5,696	$248,402
AMAT	Applied Materials Inc /De	297	$214,731
NOW	ServiceNow, Inc.	2,154	$213,849
SCHF	Schwab International Equity ETF	7,585	$210,104
DUHP	Dimensional US High Profitability ETF	4,922	$205,395
SBUX	Starbucks Corp	1,998	$204,175
FNDX	Schwab Fundamental U.S. Large Company ETF	6,562	$204,078
MHD	Blackrock Muniholdings Fund, Inc.	16,002	$190,423
OPEN	Opendoor Technologies Inc.	31,389	$145,017
SRXH	SRX Global Inc.	20,000	$1,820
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,461	$222
DVY	iShares Select Dividend ETF	1,694	$0
IJH	iShares Core S&P Mid-Cap ETF	5,862	$0
DGRO	iShares Core Dividend Growth ETF	5,569	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	1,658	$281,296
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $262,065,232 total · filing declares 126 positions · $272,997 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	962,620	+76,420	$42,701,823	+24.0%	6	before history	16.29%
AAPL	Apple Inc. Technology	Added	48,696	+1,861	$14,090,674	+18.5%	6	before history	5.38%
DFIC	Dimensional International Core Equity 2 ETF	Added	362,790	+46,812	$13,517,555	+20.4%	6	before history	5.16%
AVUS	Avantis U.S. Equity ETF	Added	80,757	+290	$10,343,356	+15.6%	6	before history	3.95%
AVUV	Avantis U.S. Small Cap Value ETF	Added	78,710	+9,423	$9,819,859	+28.3%	6	before history	3.75%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	384,908	+37,203	$9,291,679	+10.1%	6	before history	3.55%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	243,478	-7,799	$8,969,729	+5.1%	6	before history	3.42%
GOOG	Alphabet Inc. Communication Services	Added	24,172	+434	$8,540,692	+25.4%	6	before history	3.26%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	340,018	-15,659	$8,384,843	−5.4%	6	before history	3.20%
DCOR	Dimensional ETF Trust	Reduced	83,536	-1,710	$6,848,281	+11.5%	6	before history	2.61%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	163,825	+13,263	$6,657,848	+28.0%	6	before history	2.54%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	126,725	-12,238	$6,365,396	−8.3%	6	before history	2.43%
MSFT	Microsoft Corp Technology	Reduced	15,337	-6,453	$5,721,007	+99812.8%	6	before history	2.18%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	62,027	+12,072	$5,126,531	+24.0%	2	$83.47	1.96%
QQQ	Invesco Qqq Trust, Series 1	Added	6,812	+778	$5,016,356	+44.0%	6	before history	1.91%
DFAI	Dimensional International Core Equity Market ETF	Added	110,423	+980	$4,554,948	+6.8%	6	before history	1.74%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	80,843	+9,083	$4,447,173	+27.9%	6	before history	1.70%
AVDV	Avantis International Small Cap Value ETF	Added	41,189	+3,582	$4,244,526	+13.0%	6	before history	1.62%
SCHP	Schwab U.S. TIPS ETF	Reduced	157,416	-2,606	$4,171,524	−2.0%	6	before history	1.59%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	52,093	+8,652	$4,116,909	+19.6%	6	before history	1.57%
VEU	Vanguard International Equity Index Funds	Added	46,757	+12	$3,915,898	+11.5%	6	before history	1.49%
VTV	VANGUARD VALUE INDEX FUND	Added	17,945	+139	$3,910,753	—	6	before history	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,758	+730	$3,755,761	+20.0%	6	before history	1.43%
JCAL		NEW	66,643	NEW	$3,354,142	NEW	1	unpriced	1.28%
DFAS	Dimensional U.S. Small Cap ETF	Added	40,587	+110	$3,341,933	+16.1%	6	before history	1.28%
VOO	VANGUARD 500 INDEX FUND	Added	4,833	+34	$3,319,352	—	6	before history	1.27%
DFIV	Dimensional International Value ETF	Added	48,515	+1,717	$2,620,780	+6.1%	6	before history	1.00%
AVLV	Avantis U.S. Large Cap Value ETF	Added	28,461	+2,806	$2,595,927	+25.5%	6	before history	0.99%
NVDA	Nvidia Corp Technology	Added	11,583	+1,475	$2,317,642	+31.5%	6	before history	0.88%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	6,161	+73	$2,279,816	—	6	before history	0.87%
DFSV	Dimensional US Small Cap Value ETF	Added	49,391	+134	$1,915,876	+11.0%	6	before history	0.73%
DFCF	Dimensional Core Fixed Income ETF	Added	42,426	+4,706	$1,790,801	+12.4%	6	before history	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,190	+366	$1,762,314	+24.0%	6	before history	0.67%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	46,020	-348	$1,557,316	+15.3%	6	before history	0.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,577	-350	$1,278,312	+13.2%	6	before history	0.49%
DFAT	Dimensional U.S. Targeted Value ETF	Added	17,915	+4,544	$1,252,258	+50.0%	6	before history	0.48%
DFAU	Dimensional US Core Equity Market ETF	Added	24,037	+56	$1,242,472	+14.8%	2	$47.03	0.47%
IREN	IREN Ltd Financial Services	Reduced	26,480	-440	$1,210,930	+31.2%	2	$45.15	0.46%
SCHC	Schwab International Small-Cap Equity ETF	Added	23,550	+73	$1,133,226	+3.3%	6	before history	0.43%
AVDS	Avantis International Small Cap Equity ETF	Added	14,998	+1,773	$1,128,749	+18.8%	6	before history	0.43%
V	Visa Inc. Financial Services	Reduced	3,204	-52	$1,099,260	+11.7%	6	before history	0.42%
BBJP	JPMorgan BetaBuilders Japan ETF	Held	13,723	0	$1,033,479	+9.3%	6	before history	0.39%
TMUS	T-Mobile US, Inc. Communication Services	NEW	6,137	NEW	$1,029,359	NEW	1	$189.35	0.39%
AVEM	Avantis Emerging Markets Equity ETF	Added	10,567	+31	$1,019,609	+20.1%	6	before history	0.39%
META	Meta Platforms, Inc. Communication Services	Reduced	1,788	-200	$1,007,162	−11.5%	6	before history	0.38%
XLF	State Street Corp Financial Services	Added	18,394	+1,695	$986,102	+19.6%	6	before history	0.38%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	16,214	-692	$967,813	+5.9%	6	before history	0.37%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	23,658	+580	$951,288	+21.7%	6	before history	0.36%
AVES	Avantis Emerging Markets Value ETF	Added	13,018	+902	$853,980	+17.5%	6	before history	0.33%
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Added	11,791	+883	$817,411	+18.1%	6	before history	0.31%

Showing the top 50 of 126 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.