Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cloud Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Cloud Capital Management, LLC (CIK 2060492) reported $229.4M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($34.4M, 15.01%), AAPL ($11.9M, 5.18%), DFIC ($11.2M, 4.89%), AVUS ($8.9M, 3.90%), SCHR ($8.9M, 3.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$34.4M15.01%886,200Added
2AAPLAPPLE INC COM$11.9M5.18%46,835Trimmed
3DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$11.2M4.89%315,978Added
4AVUSAVANTIS U.S. EQUITY ETF$8.9M3.90%80,467Added
5SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF$8.9M3.86%355,677Added
6DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$8.5M3.72%251,277Trimmed
7SCHOSCHWAB SHORT-TERM US TREASURY ETF$8.4M3.68%347,705Trimmed
8AVUVAVANTIS U.S. SMALL CAP VALUE ETF$7.7M3.34%69,287Added
9VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$6.9M3.03%138,963Trimmed
10GOOGALPHABET INC CAP STK CL C$6.8M2.97%23,738Added
11DCORDIMENSIONAL US CORE EQUITY 1 ETF$6.1M2.68%85,246Trimmed
12MSFTMICROSOFT CORP COM$5.7M2.50%21,790Added
13DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$5.2M2.27%150,562Added
14IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$4.4M1.92%52,672Added
15SCHPSCHWAB US TIPS ETF$4.3M1.86%160,022Trimmed
16DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$4.3M1.86%109,443Added
17VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$4.1M1.80%49,955New
18AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF$3.8M1.64%37,607Added
19VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$3.5M1.53%46,745Trimmed
20VTVVANGUARD VALUE ETF$3.5M1.52%17,806Added
21DFUVDIMENSIONAL US MARKETWIDE VALUE ETF$3.5M1.52%71,760Added
22QQQINVESCO QQQ TRUST SERIES I$3.5M1.52%6,034Added
23VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$3.4M1.50%43,441Added
24AMZNAMAZON COM INC COM$3.1M1.36%15,028Added
25VOOVANGUARD S&P 500 ETF$2.9M1.25%4,799Trimmed

Source: SEC Form 13F filings · as of 2026-03-31