DOSSIER · 13F-HR · Q1 2026

Cloud Capital Management, LLC

$229M in tracked AUM across 105 positions as of Q1 2026.

CC
CIK 0002060492 · last filed Mar 31, 2026
Total AUM
$229M
as of Q1 2026
Holdings
105
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cloud Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
$34M886K15.0%
02
AAPL
APPLE INC COM
$12M47K5.2%
03
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
$11M316K4.9%
04
AVUS
AVANTIS U.S. EQUITY ETF
$9M80K3.9%
05
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
$9M356K3.9%
06
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$9M251K3.7%
07
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
$8M348K3.7%
08
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
$8M69K3.3%
09
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$7M139K3.0%
10
GOOG
ALPHABET INC CAP STK CL C
$7M24K3.0%

Filing history

2026Q1Mar 31
$229M 8.4%
105 positionsView →
2025Q4Dec 31
$212M 133.7%
129 positionsView →
2025Q3Sep 30
$91M 43.5%
760 positionsView →
2025Q2Jun 30
$160M 132.4%
90 positionsLocked
2025Q1Mar 31
$69M
153 positionsLocked