Cloud Capital Management, LLC

SEATTLE, WA · CIK 2060492 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySeattle, WA

$274.1m reported value +19.5% vs Q1 2026

126positions

48.3%in top 10

22 new 64 added 32 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	962,620	$42.7m15.58%	15.58%	Added +76.4k	+76,420 8.6%
2	APPLE INC COM AAPL	AAPL	48,696	$14.1m5.14%	5.14%	Added +1.9k	+1,861 4.0%
3	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	362,790	$13.5m4.93%	4.93%	Added +46.8k	+46,812 14.8%
4	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	80,757	$10.3m3.77%	3.77%	Added +290	+290 0.4%
5	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	78,710	$9.8m3.58%	3.58%	Added +9.4k	+9,423 13.6%
6	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	384,908	$9.3m3.39%	3.39%	Added +37.2k	+37,203 10.7%
7	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	243,478	$9.0m3.27%	3.27%	Reduced -7.8k	-7,799 -3.1%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	24,172	$8.5m3.12%	3.12%	Added +434	+434 1.8%
9	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	340,018	$8.4m3.06%	3.06%	Reduced -15.7k	-15,659 -4.4%
10	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		83,536	$6.8m2.50%	2.50%	Reduced -1.7k	-1,710 -2.0%
11	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	163,825	$6.7m2.43%	2.43%	Added +13.3k	+13,263 8.8%
12	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	126,725	$6.4m2.32%	2.32%	Reduced -12.2k	-12,238 -8.8%
13	MICROSOFT CORP COM MSFT	MSFT	15,337	$5.7m2.09%	2.09%	Reduced -6.5k	-6,453 -29.6%
14	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	62,027	$5.1m1.87%	1.87%	Added +12.1k	+12,072 24.2%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,812	$5.0m1.83%	1.83%	Added +778	+778 12.9%
16	ISHARES TR CORE MSCI INTL IDEV	IDEV	55,518	$4.9m1.80%	1.80%	Added +2.8k	+2,846 5.4%
17	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	110,423	$4.6m1.66%	1.66%	Added +980	+980 0.9%
18	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	80,843	$4.4m1.62%	1.62%	Added +9.1k	+9,083 12.7%
19	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	41,189	$4.2m1.55%	1.55%	Added +3.6k	+3,582 9.5%
20	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	157,416	$4.2m1.52%	1.52%	Reduced -2.6k	-2,606 -1.6%
21	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	52,093	$4.1m1.50%	1.50%	Added +8.7k	+8,652 19.9%
22	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	46,757	$3.9m1.43%	1.43%	Added +12	+12 0.0%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	17,945	$3.9m1.43%	1.43%	Added +139	+139 0.8%
24	AMAZON COM INC COM AMZN	AMZN	15,758	$3.8m1.37%	1.37%	Added +730	+730 4.9%
25	J P MORGAN EXCHANGE TRADED F CALIFORNIA TAX F JCAL	JCAL	66,643	$3.4m1.22%	1.22%	New
26	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	40,587	$3.3m1.22%	1.22%	Added +110	+110 0.3%
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,833	$3.3m1.21%	1.21%	Added +34	+34 0.7%
28	ISHARES TR RUS 1000 GRW ETF IWF	IWF	23,840	$3.0m1.08%	1.08%	Reduced -1.8k	-1,796 -7.0%
29	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	48,515	$2.6m0.96%	0.96%	Added +1.7k	+1,717 3.7%
30	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	28,461	$2.6m0.95%	0.95%	Added +2.8k	+2,806 10.9%
31	NVIDIA CORPORATION COM NVDA	NVDA	11,583	$2.3m0.84%	0.84%	Added +1.5k	+1,475 14.6%
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,161	$2.3m0.83%	0.83%	Added +73	+73 1.2%
33	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		49,391	$1.9m0.70%	0.70%	Added +134	+134 0.3%
34	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	42,426	$1.8m0.65%	0.65%	Added +4.7k	+4,706 12.5%
35	TESLA INC COM TSLA	TSLA	4,190	$1.8m0.64%	0.64%	Added +366	+366 9.6%
36	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	46,020	$1.6m0.57%	0.57%	Reduced -348	-348 -0.8%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,577	$1.3m0.47%	0.47%	Reduced -350	-350 -8.9%
38	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	17,915	$1.3m0.46%	0.46%	Added +4.5k	+4,544 34.0%
39	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	24,037	$1.2m0.45%	0.45%	Added +56	+56 0.2%
40	IREN LIMITED ORDINARY SHARES IREN	IREN	26,480	$1.2m0.44%	0.44%	Reduced -440	-440 -1.6%
41	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	23,550	$1.1m0.41%	0.41%	Added +73	+73 0.3%
42	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	14,998	$1.1m0.41%	0.41%	Added +1.8k	+1,773 13.4%
43	VISA INC COM CL A V	V	3,204	$1.1m0.40%	0.40%	Reduced -52	-52 -1.6%
44	J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN BBJP	BBJP	13,723	$1.0m0.38%	0.38%	Unchanged
45	T-MOBILE US INC COM TMUS	TMUS	6,137	$1.0m0.38%	0.38%	New
46	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	10,567	$1.0m0.37%	0.37%	Added +31	+31 0.3%
47	META PLATFORMS INC CL A META	META	1,788	$1.0m0.37%	0.37%	Reduced -200	-200 -10.1%
48	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	18,394	$986.0k0.36%	0.36%	Added +1.7k	+1,695 10.2%
49	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	16,214	$966.0k0.35%	0.35%	Reduced -692	-692 -4.1%
50	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	23,658	$951.0k0.35%	0.35%	Added +580	+580 2.5%
51	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	13,018	$853.0k0.31%	0.31%	Added +902	+902 7.4%
52	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	15,776	$826.0k0.30%	0.30%	Added +180	+180 1.1%
53	AMERICAN CENTY ETF TR AVANTIS EMERGING AVEE	AVEE	11,791	$817.0k0.30%	0.30%	Added +883	+883 8.1%
54	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	10,439	$766.0k0.28%	0.28%	Added +1.5k	+1,485 16.6%
55	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	8,482	$756.0k0.28%	0.28%	Added +20	+20 0.2%
56	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,552	$742.0k0.27%	0.27%	Added +2	+2 0.1%
57	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	18,681	$738.0k0.27%	0.27%	Added +52	+52 0.3%
58	AMERICAN CENTY ETF TR AVANTIS ALL INT AVNM	AVNM	8,132	$669.0k0.24%	0.24%	Added +49	+49 0.6%
59	ALLOT LTD SHS ALLT	ALLT	74,687	$660.0k0.24%	0.24%	Reduced -3.4k	-3,444 -4.4%
60	ETF OPPORTUNITIES TRUST TAPPALPHA SPY GR TSPY	TSPY	24,453	$625.0k0.23%	0.23%	Added +787	+787 3.3%
61	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	8,326	$610.0k0.22%	0.22%	Added +2.3k	+2,327 38.8%
62	CATERPILLAR INC COM CAT	CAT	563	$598.0k0.22%	0.22%	Added +4	+4 0.7%
63	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	7,394	$593.0k0.22%	0.22%	Added +2	+2 0.0%
64	COCA COLA CONS INC COM COKE	COKE	2,972	$566.0k0.21%	0.21%	Reduced -60	-60 -2.0%
65	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	6,445	$566.0k0.21%	0.21%	Unchanged
66	SPDR GOLD TR GOLD SHS GLD	GLD	1,531	$563.0k0.21%	0.21%	Reduced -38	-38 -2.4%
67	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	10,454	$545.0k0.20%	0.20%	Reduced -20	-20 -0.2%
68	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	272	$541.0k0.20%	0.20%	Added +15	+15 5.8%
69	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,064	$531.0k0.19%	0.19%	Added +226	+226 27.0%
70	BROADCOM INC COM AVGO	AVGO	1,355	$511.0k0.19%	0.19%	Reduced -164	-164 -10.8%
71	ISHARES TR SHRT NAT MUN ETF SUB	SUB	4,676	$498.0k0.18%	0.18%	Added +28	+28 0.6%
72	J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA BBCA	BBCA	4,990	$496.0k0.18%	0.18%	Unchanged
73	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	490	$473.0k0.17%	0.17%	Reduced -66	-66 -11.9%
74	JPMORGAN CHASE & CO COM JPM	JPM	1,400	$458.0k0.17%	0.17%	Reduced -67	-67 -4.6%
75	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	9,873	$454.0k0.17%	0.17%	Reduced -492	-492 -4.8%
76	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,862	$451.0k0.16%	0.16%	New
77	MICRON TECHNOLOGY INC COM MU	MU	368	$425.0k0.16%	0.16%	New
78	ISHARES TR CORE DIV GRWTH DGRO	DGRO	5,569	$422.0k0.15%	0.15%	New
79	DANAHER CORPORATION COM DHR	DHR	2,198	$419.0k0.15%	0.15%	Added +16	+16 0.7%
80	COSTCO WHSL CORP NEW COM COST	COST	435	$406.0k0.15%	0.15%	Reduced -2	-2 -0.5%
81	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,320	$399.0k0.15%	0.15%	Unchanged
82	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	1,738	$396.0k0.14%	0.14%	Reduced -2.8k	-2,762 -61.4%
83	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	4,650	$384.0k0.14%	0.14%	Added +359	+359 8.4%
84	WALMART INC COM WMT	WMT	3,372	$382.0k0.14%	0.14%	Reduced -13	-13 -0.4%
85	CIPHER MINING INC COM CIFR	CIFR	15,530	$380.0k0.14%	0.14%	Added +30	+30 0.2%
86	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	2,322	$379.0k0.14%	0.14%	Unchanged
87	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	8,545	$363.0k0.13%	0.13%	Added +43	+43 0.5%
88	PHILIP MORRIS INTL INC COM PM	PM	1,956	$356.0k0.13%	0.13%	Reduced -272	-272 -12.2%
89	ADVANCED MICRO DEVICES INC COM AMD	AMD	608	$353.0k0.13%	0.13%	New
90	LAM RESEARCH CORP COM NEW LRCX	LRCX	786	$340.0k0.12%	0.12%	New
91	JOHNSON & JOHNSON COM JNJ	JNJ	1,299	$330.0k0.12%	0.12%	Reduced -223	-223 -14.7%
92	ISHARES TR IBONDS DEC2026 IBDR	IBDR	12,978	$314.0k0.11%	0.11%	Reduced -5.5k	-5,499 -29.8%
93	INTEL CORP COM INTC	INTC	2,202	$307.0k0.11%	0.11%	New
94	VERTIV HOLDINGS CO COM CL A VRT	VRT	919	$307.0k0.11%	0.11%	Added +24	+24 2.7%
95	J P MORGAN EXCHANGE TRADED F BETABUILDERS DEV BBAX	BBAX	5,109	$305.0k0.11%	0.11%	Unchanged
96	DIMENSIONAL ETF TRUST DIMENSIONAL US DIMENSIONAL US		4,576	$304.0k0.11%	0.11%	Added +12	+12 0.3%
97	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	2,516	$280.0k0.10%	0.10%	Added +12	+12 0.5%
98	HARTFORD INSURANCE GROUP INC COM HIG	HIG	2,106	$280.0k0.10%	0.10%	Added +3	+3 0.1%
99	DIGITAL RLTY TR INC COM DLR	DLR	1,555	$279.0k0.10%	0.10%	Added +9	+9 0.6%
100	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	5,783	$275.0k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	1,658	$281.0k1.7k shares