Cloud Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Cloud Capital Management, LLC held in its portfolio 103 assets valued at $211,694 (i.e. $211.69K).

The most valuable assets in the portfolio included: DIMENSIONAL U.S. CORE EQUITY 2 ETF ($29.18K), APPLE INC COM ($15.26K), and SCHWAB SHORT-TERM US TREASURY ETF ($13.39K).

The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Cloud Capital Management, LLC Portfolio

DIMENSIONAL U.S. CORE EQUITY 2 ETF

APPLE INC COM

SCHWAB SHORT-TERM US TREASURY ETF

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

MICROSOFT CORP COM

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

ALPHABET INC CAP STK CL C

AVANTIS U.S. EQUITY ETF

DIMENSIONAL US CORE EQUITY 1 ETF

Cloud Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL U.S. CORE EQUITY 2 ETF	737116	29182	ETF
APPLE INC COM	56134	15260	Stock
SCHWAB SHORT-TERM US TREASURY ETF	549467	13390	ETF
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	281581	9216	ETF
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	163869	8104	ETF
MICROSOFT CORP COM	21459	7931	Stock
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	228750	7882	ETF
ALPHABET INC CAP STK CL C	22887	7180	Stock
AVANTIS U.S. EQUITY ETF	62198	6952	ETF
DIMENSIONAL US CORE EQUITY 1 ETF	91742	6754	ETF
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	238791	5988	ETF
AVANTIS U.S. SMALL CAP VALUE ETF	46465	4738	ETF
SCHWAB US TIPS ETF	165602	4386	ETF
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	108328	3582	ETF
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	47804	3516	ETF
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	42277	3486	ETF
AMAZON COM INC COM	14683	3389	Stock
VANGUARD VALUE ETF	16690	3187	ETF
VANGUARD S&P 500 ETF	4804	3013	ETF
INVESCO QQQ TRUST SERIES I	4766	2928	ETF
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	75715	2885	ETF
VANGUARD SHORT-TERM CORPORATE BOND ETF	36020	2871	ETF
DIMENSIONAL U.S. SMALL CAP ETF	39174	2729	ETF
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	27697	2602	ETF
DIMENSIONAL INTERNATIONAL VALUE ETF	45497	2270	ETF
DIMENSIONAL US MARKETWIDE VALUE ETF	47249	2201	ETF
META PLATFORMS INC CL A	3076	2030	Stock
VANGUARD TOTAL STOCK MARKET ETF	5242	1756	ETF
ISHARES RUSSELL 1000 GROWTH ETF	3705	1753	ETF
TESLA INC COM	3723	1674	Stock
DIMENSIONAL US SMALL CAP VALUE ETF	49116	1614	ETF
NVIDIA CORPORATION COM	8485	1582	Stock
DIMENSIONAL CORE FIXED INCOME ETF	36080	1534	ETF
SCHWAB U.S. LARGE-CAP GROWTH ETF	45588	1487	ETF
ALPHABET INC CAP STK CL A	4493	1406	Stock
AVANTIS U.S. LARGE CAP VALUE ETF	17002	1288	ETF
VISA INC COM CL A	3121	1094	Stock
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	22784	1037	ETF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	17150	939	ETF
JPMORGAN BETABUILDERS JAPAN ETF	13723	904	ETF
AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF	12613	880	ETF
ALLOT LTD SHS	76553	752	Stock
VANGUARD FTSE EMERGING MARKETS ETF	13784	741	ETF
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	22747	740	ETF
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	13402	708	ETF
AVANTIS INTERNATIONAL EQUITY ETF	8400	691	ETF
AVANTIS EMERGING MARKETS EQUITY ETF	8609	663	ETF
VANGUARD TOTAL BOND MARKET ETF	8903	658	ETF
SPDR GOLD SHARES	1659	657	ETF
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF	8566	629	ETF
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	31770	621	ETF
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	26496	618	ETF
JPMORGAN CHASE & CO COM	1713	552	Stock
JPMORGAN LIMITED DURATION BOND ETF	10376	545	ETF
GLOBAL X 1-3 MONTH T-BILL ETF	5234	525	ETF
AVANTIS EMERGING MARKETS VALUE ETF	8933	520	ETF
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	22466	508	ETF
BROADCOM INC COM	1461	505	Stock
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	4628	492	ETF
AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF	7791	486	ETF
TAPPALPHA SPY GROWTH & DAILY INCOME ETF	19033	485	ETF
DANAHER CORPORATION COM	2112	484	Stock
VANGUARD MEGA CAP GROWTH ETF	1159	478	ETF
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	1555	473	ADR
JPMORGAN BETABUILDERS CANADA ETF	4990	464	ETF
COCA COLA CONS INC COM	3016	461	Stock
WALMART INC COM	3734	416	Stock
ARES MANAGEMENT CORPORATION CL A COM STK	2512	406	Stock
DIMENSIONAL US LARGE CAP VALUE ETF	11751	402	ETF
JOHNSON & JOHNSON COM	1778	368	Stock
BERKSHIRE HATHAWAY INC DEL CL B NEW	686	345	Stock
PHILIP MORRIS INTL INC COM	2116	342	Stock
DIMENSIONAL U.S. TARGETED VALUE ETF	5555	330	ETF
VANGUARD SMALL-CAP ETF	1273	328	ETF
CATERPILLAR INC COM	570	326	Stock
LAM RESEARCH CORP COM NEW	1894	324	Stock
HARTFORD INSURANCE GROUP INC COM	2311	319	Stock
VANGUARD S&P 500 GROWTH ETF	709	315	ETF
AVANTIS U.S SMALL CAP EQUITY ETF	5261	309	ETF
VANGUARD MEGA CAP VALUE ETF	2196	309	ETF
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	12660	306	ETF
UNITY SOFTWARE INC COM	6613	292	Stock
ALIBABA GROUP HLDG LTD SPONSORED ADS	1983	290	ADR
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF	5109	287	ETF
COSTCO WHOLESALE CORPORATION COM	317	273	Stock
ISHARES 20 YEAR TREASURY BOND ETF	3054	266	ETF
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	12974	256	ETF
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	12472	256	ETF
DIMENSIONAL EMERGING MARKETS VALUE ETF	7598	256	ETF
SEA LTD SPONSORD ADS	2005	255	ADR
SHOPIFY INC CL A SUB VTG SHS	1566	252	Stock
ASML HLDG NV N Y REGISTRY SHS	234	250	ADR
ELI LILLY & CO COM	232	250	Stock
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	5783	250	ETF
ENTERPRISE PRODS PARTNERS L P COM	7751	248	Stock
DIGITAL RLTY TR INC COM	1538	239	Stock
EXXON MOBIL CORP COM	1938	233	Stock
VANGUARD FTSE DEVELOPED MARKETS ETF	3720	232	ETF
SERVICENOW INC COM	1498	229	Stock
ORACLE CORP COM	1175	229	Stock
BOEING CO COM	1016	220	Stock
VANGUARD DIVIDEND APPRECIATION ETF	990	217	ETF
PROCTER & GAMBLE CO COM	1487	213	Stock