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Cloud Capital Management, LLC Top Holdings and 13F Report (2026)

About Cloud Capital Management, LLC

Investment Activity

  • Cloud Capital Management, LLC has $211.69 thousand in total holdings as of December 31, 2025.
  • Cloud Capital Management, LLC owns shares of 103 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 16.16% of the portfolio was purchased this quarter.
  • About 7.45% of the portfolio was sold this quarter.
  • This quarter, Cloud Capital Management, LLC has purchased 1,591 new stocks and bought additional shares in 79 stocks.
  • Cloud Capital Management, LLC sold shares of 11 stocks and completely divested from 1,496 stocks this quarter.

Largest New Holdings this Quarter

37960A438 - GLOBAL X 1-3 MONTH T-BILL ETF
$525 Holding

Largest Purchases this Quarter

Microsoft
8,188 shares (about $3.03K)
Apple
10,265 shares (about $2.79K)
Dimensional U.S. Core Equity 2 ETF
64,560 shares (about $2.56K)
Schwab Intermediate-Term U.S. Treasury ETF
73,174 shares (about $1.83K)
DIMENSIONAL US CORE EQUITY 1 ETF
24,625 shares (about $1.81K)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
2,160 shares (about $159.64)
Costco Wholesale
175 shares (about $150.71)
Schwab U.S. Large-Cap Growth ETF
3,056 shares (about $99.68)
Vanguard S&P 500 Growth ETF
177 shares (about $78.64)
Oracle
241 shares (about $46.97)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCloud Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$29,182$2,556 9.6%737,11613.8%ETF
Apple Inc. stock logo
AAPL
Apple
$15,260$2,791 22.4%56,1347.2%Computer and Technology
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$13,390$14 -0.1%549,4676.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$9,216$113 1.2%281,5814.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$8,104$166 2.1%163,8693.8%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$7,931$3,026 61.7%21,4593.7%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$7,882$1,477 23.1%228,7503.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,180$200 2.9%22,8873.4%Computer and Technology
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$6,952$416 6.4%62,1983.3%ETF
DIMENSIONAL US CORE EQUITY 1 ETF
$6,754$1,813 36.7%91,7423.2%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$5,988$1,835 44.2%238,7912.8%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$4,738$886 23.0%46,4652.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$4,386$511 13.2%165,6022.1%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,582$577 19.2%108,3281.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$3,516$67 1.9%47,8041.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$3,486$614 21.4%42,2771.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,389$264 8.4%14,6831.6%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,187$83 2.7%16,6901.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,013$179 6.3%4,8041.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,928$137 4.9%4,7661.4%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,885$479 19.9%75,7151.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,871$171 6.3%36,0201.4%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$2,729$13 0.5%39,1741.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,602$472 22.1%27,6971.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,270$49 2.2%45,4971.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,201$421 23.7%47,2491.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,030$1,633 411.8%3,0761.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,756$356 25.4%5,2420.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,753$1,651 1,615.3%3,7050.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,674$741 79.3%3,7230.8%Auto/Tires/Trucks
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,614$268 19.9%49,1160.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,582$536 51.3%8,4850.7%Computer and Technology
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,534$700 84.0%36,0800.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,487$100 -6.3%45,5880.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,406$687 95.4%4,4930.7%Computer and Technology
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$1,288$192 17.6%17,0020.6%ETF
Visa Inc. stock logo
V
Visa
$1,094$48 4.6%3,1210.5%Business Services
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$1,037$31 3.1%22,7840.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$939$148 18.8%17,1500.4%ETF
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$9040.0%13,7230.4%ETF
AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF
$880$56 6.8%12,6130.4%ETF
Allot Ltd. stock logo
ALLT
Allot
$752$6 0.7%76,5530.4%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$741$146 24.6%13,7840.4%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$740$112 17.8%22,7470.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$708$708 New Holding13,4020.3%Manufacturing
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$691$1 0.2%8,4000.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$663$52 8.4%8,6090.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$658$160 -19.5%8,9030.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6570.0%1,6590.3%Finance
AVNM
Avantis All International Markets Equity ETF
$629$17 2.8%8,5660.3%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$621$621 New Holding31,7700.3%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$618$618 New Holding26,4960.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$552$220 66.1%1,7130.3%Finance
JPMORGAN LIMITED DURATION BOND ETF
$545$474 665.8%10,3760.3%ETF
GLOBAL X 1-3 MONTH T-BILL ETF
$525$525 New Holding5,2340.2%ETF
AVES
Avantis Emerging Markets Value ETF
$520$63 13.7%8,9330.2%ETF
Invesco BulletShares 2027 High Yield Corporate Bond ETF stock logo
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$508$508 New Holding22,4660.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$505$167 49.5%1,4610.2%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$492$492 New Holding4,6280.2%ETF
AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF
$486$62 14.5%7,7910.2%ETF
TAPPALPHA SPY GROWTH & DAILY INCOME ETF
$485$22 4.7%19,0330.2%ETF
Danaher Corporation stock logo
DHR
Danaher
$484$13 2.8%2,1120.2%Medical
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$478$11 -2.3%1,1590.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$473$50 11.7%1,5550.2%Computer and Technology
JPMorgan BetaBuilders Canada ETF stock logo
BBCA
JPMorgan BetaBuilders Canada ETF
$4640.0%4,9900.2%ETF
Coca-Cola Consolidated, Inc. stock logo
COKE
Coca-Cola Consolidated
$461$0 0.1%3,0160.2%Consumer Staples
WALMART INC COM
$416$233 127.0%3,7340.2%Stock
Ares Management Corporation stock logo
ARES
Ares Management
$406$6 -1.4%2,5120.2%Finance
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$402$1 0.3%11,7510.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$368$111 43.3%1,7780.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$345$75 27.7%6860.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$342$24 7.6%2,1160.2%Consumer Staples
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$330$13 4.0%5,5550.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$328$3 1.0%1,2730.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$326$14 4.4%5700.2%Industrials
LAM RESEARCH CORP COM NEW
$324$218 204.5%1,8940.2%Stock
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$319$3 0.8%2,3110.2%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$315$79 -20.0%7090.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$309$1 -0.3%2,1960.1%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$309$97 45.9%5,2610.1%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$306$133 77.2%12,6600.1%ETF
Unity Software Inc. stock logo
U
Unity Software
$292$290 14,595.6%6,6130.1%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$290$234 415.1%1,9830.1%Retail/Wholesale
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF stock logo
BBAX
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
$2870.0%5,1090.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$273$151 -35.6%3170.1%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$266$1 0.3%3,0540.1%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$256$256 New Holding12,4720.1%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$256$256 New Holding12,9740.1%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$256$1 0.5%7,5980.1%ETF
Sea Limited Sponsored ADR stock logo
SE
SEA
$255$19 8.0%2,0050.1%Computer and Technology
SHOPIFY INC CL A SUB VTG SHS
$252$102 68.0%1,5660.1%Stock
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$2500.0%5,7830.1%ETF
ASML Holding N.V. stock logo
ASML
ASML
$250$42 20.0%2340.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$250$141 129.7%2320.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$248$77 44.7%7,7510.1%Energy
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$239$4 1.6%1,5380.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$233$167 251.1%1,9380.1%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$232$193 501.9%3,7200.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$229$210 1,127.9%1,4980.1%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$229$47 -17.0%1,1750.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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