Cloud Capital Management

SEATTLE, WAfiles as Cloud Capital Management, LLC

$274m in 126 US stocks at the end of 30 June 2026. The top 10 are 48.3% of the money. It changed about 5.8% of the portfolio this quarter.

Value

$274m

Stocks

126

Top 10 share

48.3%

Turnover

5.8%

What changed this quarter

New

Bought for the first time this quarter.

J P Morgan Exchange Traded FJCAL
1.2% of the fund
T-Mobile USTMUS
0.4% of the fund
Ishares TRIJH
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
Ishares TRDGRO
0.2% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
IntelINTC
0.1% of the fund
Ishares TRDVY
<0.1% of the fund
United RentalsURI
<0.1% of the fund
ARK ETF TRARKK
<0.1% of the fund
First TR Exchng Traded FD VIFIXD
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
ServiceNowNOW
<0.1% of the fund
Schwab Strategic TRSCHF
<0.1% of the fund
Dimensional ETF TrustDUHP
<0.1% of the fund
Schwab Strategic TRFNDX
<0.1% of the fund
StarbucksSBUX
<0.1% of the fund
Blackrock Muniholdings FundMHD
<0.1% of the fund
Opendoor TechnologiesOPEN
<0.1% of the fund
SRX GlobalSRXH
0.0% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
15.6% of the fund
+9%
AppleAAPL
5.1% of the fund
+4%
Dimensional ETF TrustDFIC
4.9% of the fund
+15%
American Centy ETF TRAVUV
3.6% of the fund
+14%
Schwab Strategic TRSCHO
3.4% of the fund
+11%
Dimensional ETF TrustDFEM
2.4% of the fund
+9%
Vanguard Scottsdale FDSVCIT
1.9% of the fund
+24%
Invesco QQQ TRQQQ
1.8% of the fund
+13%
Ishares TRIDEV
1.8% of the fund
+5%
Dimensional ETF TrustDFUV
1.6% of the fund
+13%
American Centy ETF TRAVDV
1.5% of the fund
+10%
Vanguard Scottsdale FDSVCSH
1.5% of the fund
+20%
Amazon.comAMZN
1.4% of the fund
+5%
Dimensional ETF TrustDFIV
1.0% of the fund
+4%
American Centy ETF TRAVLV
0.9% of the fund
+11%
NvidiaNVDA
0.8% of the fund
+15%
Dimensional ETF TrustDFCF
0.7% of the fund
+12%
TeslaTSLA
0.6% of the fund
+10%
Dimensional ETF TrustDFAT
0.5% of the fund
+34%
American Centy ETF TRAVDS
0.4% of the fund
+13%
Select Sector Spdr TRXLF
0.4% of the fund
+10%
Dimensional ETF TrustDFAE
0.3% of the fund
+3%
American Centy ETF TRAVES
0.3% of the fund
+7%
American Centy ETF TRAVEE
0.3% of the fund
+8%
Vanguard BD Index FDSBND
0.3% of the fund
+17%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAX
3.3% of the fund
-3%
Schwab Strategic TRSCHR
3.1% of the fund
-4%
Dimensional ETF TrustDCOR
2.5% of the fund
-2%
Vanguard Malvern FDSVTIP
2.3% of the fund
-9%
MicrosoftMSFT
2.1% of the fund
-30%
Ishares TRIWF
1.1% of the fund
-7%
AlphabetGOOGL
0.5% of the fund
-9%
Meta PlatformsMETA
0.4% of the fund
-10%
Vanguard Intl Equity Index FVWO
0.4% of the fund
-4%
AllotALLT
0.2% of the fund
-4%
Spdr Gold TRGLD
0.2% of the fund
-2%
BroadcomAVGO
0.2% of the fund
-11%
Seagate Technology HoldingsSTX
0.2% of the fund
-12%
JPMorgan ChaseJPM
0.2% of the fund
-5%
J P Morgan Exchange Traded FJPIE
0.2% of the fund
-5%
Philip Morris InternationalPM
0.1% of the fund
-12%
Johnson & JohnsonJNJ
0.1% of the fund
-15%
Ishares TRIBDR
0.1% of the fund
-30%
Vanguard Tax-Managed FDSVEA
<0.1% of the fund
-5%
Ishares TRTLT
<0.1% of the fund
-4%
Vanguard Specialized FundsVIG
<0.1% of the fund
-2%
Eli LillyLLY
<0.1% of the fund
-21%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%

Holdings

Dimensional ETF TrustDFAC
Share
15.6%
Value
$43m
Shares
962,620
+9%
AppleAAPL
Share
5.1%
Value
$14m
Shares
48,696
+4%
Dimensional ETF TrustDFIC
Share
4.9%
Value
$14m
Shares
362,790
+15%
American Centy ETF TRAVUS
Share
3.8%
Value
$10m
Shares
80,757
Held
American Centy ETF TRAVUV
Share
3.6%
Value
$10m
Shares
78,710
+14%
Schwab Strategic TRSCHO
Share
3.4%
Value
$9m
Shares
384,908
+11%
Dimensional ETF TrustDFAX
Share
3.3%
Value
$9m
Shares
243,478
-3%
AlphabetGOOG
Share
3.1%
Value
$9m
Shares
24,172
Held
Schwab Strategic TRSCHR
Share
3.1%
Value
$8m
Shares
340,018
-4%
Dimensional ETF TrustDCOR
Share
2.5%
Value
$7m
Shares
83,536
-2%
Dimensional ETF TrustDFEM
Share
2.4%
Value
$7m
Shares
163,825
+9%
Vanguard Malvern FDSVTIP
Share
2.3%
Value
$6m
Shares
126,725
-9%
MicrosoftMSFT
Share
2.1%
Value
$6m
Shares
15,337
-30%
Vanguard Scottsdale FDSVCIT
Share
1.9%
Value
$5m
Shares
62,027
+24%
Invesco QQQ TRQQQ
Share
1.8%
Value
$5m
Shares
6,812
+13%
Ishares TRIDEV
Share
1.8%
Value
$5m
Shares
55,518
+5%
Dimensional ETF TrustDFAI
Share
1.7%
Value
$5m
Shares
110,423
Held
Dimensional ETF TrustDFUV
Share
1.6%
Value
$4m
Shares
80,843
+13%
American Centy ETF TRAVDV
Share
1.5%
Value
$4m
Shares
41,189
+10%
Schwab Strategic TRSCHP
Share
1.5%
Value
$4m
Shares
157,416
Held
Vanguard Scottsdale FDSVCSH
Share
1.5%
Value
$4m
Shares
52,093
+20%
Vanguard Intl Equity Index FVEU
Share
1.4%
Value
$4m
Shares
46,757
Held
Vanguard Index FDSVTV
Share
1.4%
Value
$4m
Shares
17,945
Held
Amazon.comAMZN
Share
1.4%
Value
$4m
Shares
15,758
+5%
J P Morgan Exchange Traded FJCAL
Share
1.2%
Value
$3m
Shares
66,643
New
Dimensional ETF TrustDFAS
Share
1.2%
Value
$3m
Shares
40,587
Held
Vanguard Index FDSVOO
Share
1.2%
Value
$3m
Shares
4,833
Held
Ishares TRIWF
Share
1.1%
Value
$3m
Shares
23,840
-7%
Dimensional ETF TrustDFIV
Share
1.0%
Value
$3m
Shares
48,515
+4%
American Centy ETF TRAVLV
Share
0.9%
Value
$3m
Shares
28,461
+11%
NvidiaNVDA
Share
0.8%
Value
$2m
Shares
11,583
+15%
Vanguard Index FDSVTI
Share
0.8%
Value
$2m
Shares
6,161
Held
Dimensional ETF TrustDFSV
Share
0.7%
Value
$2m
Shares
49,391
Held
Dimensional ETF TrustDFCF
Share
0.7%
Value
$2m
Shares
42,426
+12%
TeslaTSLA
Share
0.6%
Value
$2m
Shares
4,190
+10%
Schwab Strategic TRSCHG
Share
0.6%
Value
$2m
Shares
46,020
Held
AlphabetGOOGL
Share
0.5%
Value
$1m
Shares
3,577
-9%
Dimensional ETF TrustDFAT
Share
0.5%
Value
$1m
Shares
17,915
+34%
Dimensional ETF TrustDFAU
Share
0.5%
Value
$1m
Shares
24,037
Held
IrenIREN
Share
0.4%
Value
$1m
Shares
26,480
Held
Schwab Strategic TRSCHC
Share
0.4%
Value
$1m
Shares
23,550
Held
American Centy ETF TRAVDS
Share
0.4%
Value
$1m
Shares
14,998
+13%
VisaV
Share
0.4%
Value
$1m
Shares
3,204
Held
J P Morgan Exchange Traded FBBJP
Share
0.4%
Value
$1m
Shares
13,723
Held
T-Mobile USTMUS
Share
0.4%
Value
$1m
Shares
6,137
New
American Centy ETF TRAVEM
Share
0.4%
Value
$1m
Shares
10,567
Held
Meta PlatformsMETA
Share
0.4%
Value
$1m
Shares
1,788
-10%
Select Sector Spdr TRXLF
Share
0.4%
Value
$986,000
Shares
18,394
+10%
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$966,000
Shares
16,214
-4%
Dimensional ETF TrustDFAE
Share
0.3%
Value
$951,000
Shares
23,658
+3%
American Centy ETF TRAVES
Share
0.3%
Value
$853,000
Shares
13,018
+7%
Ishares TRIGSB
Share
0.3%
Value
$826,000
Shares
15,776
Held
American Centy ETF TRAVEE
Share
0.3%
Value
$817,000
Shares
11,791
+8%
Vanguard BD Index FDSBND
Share
0.3%
Value
$766,000
Shares
10,439
+17%
American Centy ETF TRAVDE
Share
0.3%
Value
$756,000
Shares
8,482
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$742,000
Shares
1,552
Held
Dimensional ETF TrustDFLV
Share
0.3%
Value
$738,000
Shares
18,681
Held
American Centy ETF TRAVNM
Share
0.2%
Value
$669,000
Shares
8,132
Held
AllotALLT
Share
0.2%
Value
$660,000
Shares
74,687
-4%
ETF Opportunities TrustTSPY
Share
0.2%
Value
$625,000
Shares
24,453
+3%
American Centy ETF TRAVSC
Share
0.2%
Value
$610,000
Shares
8,326
+39%
CaterpillarCAT
Share
0.2%
Value
$598,000
Shares
563
Held
Dimensional ETF TrustDFUS
Share
0.2%
Value
$593,000
Shares
7,394
Held
Coca-Cola ConsolidatedCOKE
Share
0.2%
Value
$566,000
Shares
2,972
Held
Vanguard World FDMGK
Share
0.2%
Value
$566,000
Shares
6,445
Held
Spdr Gold TRGLD
Share
0.2%
Value
$563,000
Shares
1,531
-2%
J P Morgan Exchange Traded FJPLD
Share
0.2%
Value
$545,000
Shares
10,454
Held
ASML Holding NVASML
Share
0.2%
Value
$541,000
Shares
272
+6%
Berkshire HathawayBRK-B
Share
0.2%
Value
$531,000
Shares
1,064
+27%
BroadcomAVGO
Share
0.2%
Value
$511,000
Shares
1,355
-11%
Ishares TRSUB
Share
0.2%
Value
$498,000
Shares
4,676
Held
J P Morgan Exchange Traded FBBCA
Share
0.2%
Value
$496,000
Shares
4,990
Held
Seagate Technology HoldingsSTX
Share
0.2%
Value
$473,000
Shares
490
-12%
JPMorgan ChaseJPM
Share
0.2%
Value
$458,000
Shares
1,400
-5%
J P Morgan Exchange Traded FJPIE
Share
0.2%
Value
$454,000
Shares
9,873
-5%
Ishares TRIJH
Share
0.2%
Value
$451,000
Shares
5,862
New
Micron TechnologyMU
Share
0.2%
Value
$425,000
Shares
368
New
Ishares TRDGRO
Share
0.2%
Value
$422,000
Shares
5,569
New
DanaherDHR
Share
0.2%
Value
$419,000
Shares
2,198
Held
Costco WholesaleCOST
Share
0.1%
Value
$406,000
Shares
435
Held
Vanguard Index FDSVB
Share
0.1%
Value
$399,000
Shares
1,320
Held
Vanguard Admiral FDSVOOG
Share
0.1%
Value
$396,000
Shares
1,738
+132%
Dimensional World EquityDFAW
Share
0.1%
Value
$384,000
Shares
4,650
+8%
WalmartWMT
Share
0.1%
Value
$382,000
Shares
3,372
Held
Cipher DigitalCIFR
Share
0.1%
Value
$380,000
Shares
15,530
Held
Vanguard World FDMGV
Share
0.1%
Value
$379,000
Shares
2,322
Held
Dimensional ETF TrustDFEV
Share
0.1%
Value
$363,000
Shares
8,545
Held
Philip Morris InternationalPM
Share
0.1%
Value
$356,000
Shares
1,956
-12%
Advanced Micro DevicesAMD
Share
0.1%
Value
$353,000
Shares
608
New
Lam ResearchLRCX
Share
0.1%
Value
$340,000
Shares
786
New
Johnson & JohnsonJNJ
Share
0.1%
Value
$330,000
Shares
1,299
-15%
Ishares TRIBDR
Share
0.1%
Value
$314,000
Shares
12,978
-30%
IntelINTC
Share
0.1%
Value
$307,000
Shares
2,202
New
Vertiv HoldingsVRT
Share
0.1%
Value
$307,000
Shares
919
+3%
J P Morgan Exchange Traded FBBAX
Share
0.1%
Value
$305,000
Shares
5,109
Held
Dimensional ETF TrustDXUV
Share
0.1%
Value
$304,000
Shares
4,576
Held
Ares ManagementARES
Share
0.1%
Value
$280,000
Shares
2,516
Held
Hartford Insurance GroupHIG
Share
0.1%
Value
$280,000
Shares
2,106
Held
Digital Realty TrustDLR
Share
0.1%
Value
$279,000
Shares
1,555
Held
Spdr Series TrustSPYD
Share
0.1%
Value
$275,000
Shares
5,783
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	15.6%	$43m	962,620	+9%
AppleAAPL	5.1%	$14m	48,696	+4%
Dimensional ETF TrustDFIC	4.9%	$14m	362,790	+15%
American Centy ETF TRAVUS	3.8%	$10m	80,757	Held
American Centy ETF TRAVUV	3.6%	$10m	78,710	+14%
Schwab Strategic TRSCHO	3.4%	$9m	384,908	+11%
Dimensional ETF TrustDFAX	3.3%	$9m	243,478	-3%
AlphabetGOOG	3.1%	$9m	24,172	Held
Schwab Strategic TRSCHR	3.1%	$8m	340,018	-4%
Dimensional ETF TrustDCOR	2.5%	$7m	83,536	-2%
Dimensional ETF TrustDFEM	2.4%	$7m	163,825	+9%
Vanguard Malvern FDSVTIP	2.3%	$6m	126,725	-9%
MicrosoftMSFT	2.1%	$6m	15,337	-30%
Vanguard Scottsdale FDSVCIT	1.9%	$5m	62,027	+24%
Invesco QQQ TRQQQ	1.8%	$5m	6,812	+13%
Ishares TRIDEV	1.8%	$5m	55,518	+5%
Dimensional ETF TrustDFAI	1.7%	$5m	110,423	Held
Dimensional ETF TrustDFUV	1.6%	$4m	80,843	+13%
American Centy ETF TRAVDV	1.5%	$4m	41,189	+10%
Schwab Strategic TRSCHP	1.5%	$4m	157,416	Held
Vanguard Scottsdale FDSVCSH	1.5%	$4m	52,093	+20%
Vanguard Intl Equity Index FVEU	1.4%	$4m	46,757	Held
Vanguard Index FDSVTV	1.4%	$4m	17,945	Held
Amazon.comAMZN	1.4%	$4m	15,758	+5%
J P Morgan Exchange Traded FJCAL	1.2%	$3m	66,643	New
Dimensional ETF TrustDFAS	1.2%	$3m	40,587	Held
Vanguard Index FDSVOO	1.2%	$3m	4,833	Held
Ishares TRIWF	1.1%	$3m	23,840	-7%
Dimensional ETF TrustDFIV	1.0%	$3m	48,515	+4%
American Centy ETF TRAVLV	0.9%	$3m	28,461	+11%
NvidiaNVDA	0.8%	$2m	11,583	+15%
Vanguard Index FDSVTI	0.8%	$2m	6,161	Held
Dimensional ETF TrustDFSV	0.7%	$2m	49,391	Held
Dimensional ETF TrustDFCF	0.7%	$2m	42,426	+12%
TeslaTSLA	0.6%	$2m	4,190	+10%
Schwab Strategic TRSCHG	0.6%	$2m	46,020	Held
AlphabetGOOGL	0.5%	$1m	3,577	-9%
Dimensional ETF TrustDFAT	0.5%	$1m	17,915	+34%
Dimensional ETF TrustDFAU	0.5%	$1m	24,037	Held
IrenIREN	0.4%	$1m	26,480	Held
Schwab Strategic TRSCHC	0.4%	$1m	23,550	Held
American Centy ETF TRAVDS	0.4%	$1m	14,998	+13%
VisaV	0.4%	$1m	3,204	Held
J P Morgan Exchange Traded FBBJP	0.4%	$1m	13,723	Held
T-Mobile USTMUS	0.4%	$1m	6,137	New
American Centy ETF TRAVEM	0.4%	$1m	10,567	Held
Meta PlatformsMETA	0.4%	$1m	1,788	-10%
Select Sector Spdr TRXLF	0.4%	$986,000	18,394	+10%
Vanguard Intl Equity Index FVWO	0.4%	$966,000	16,214	-4%
Dimensional ETF TrustDFAE	0.3%	$951,000	23,658	+3%
American Centy ETF TRAVES	0.3%	$853,000	13,018	+7%
Ishares TRIGSB	0.3%	$826,000	15,776	Held
American Centy ETF TRAVEE	0.3%	$817,000	11,791	+8%
Vanguard BD Index FDSBND	0.3%	$766,000	10,439	+17%
American Centy ETF TRAVDE	0.3%	$756,000	8,482	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$742,000	1,552	Held
Dimensional ETF TrustDFLV	0.3%	$738,000	18,681	Held
American Centy ETF TRAVNM	0.2%	$669,000	8,132	Held
AllotALLT	0.2%	$660,000	74,687	-4%
ETF Opportunities TrustTSPY	0.2%	$625,000	24,453	+3%
American Centy ETF TRAVSC	0.2%	$610,000	8,326	+39%
CaterpillarCAT	0.2%	$598,000	563	Held
Dimensional ETF TrustDFUS	0.2%	$593,000	7,394	Held
Coca-Cola ConsolidatedCOKE	0.2%	$566,000	2,972	Held
Vanguard World FDMGK	0.2%	$566,000	6,445	Held
Spdr Gold TRGLD	0.2%	$563,000	1,531	-2%
J P Morgan Exchange Traded FJPLD	0.2%	$545,000	10,454	Held
ASML Holding NVASML	0.2%	$541,000	272	+6%
Berkshire HathawayBRK-B	0.2%	$531,000	1,064	+27%
BroadcomAVGO	0.2%	$511,000	1,355	-11%
Ishares TRSUB	0.2%	$498,000	4,676	Held
J P Morgan Exchange Traded FBBCA	0.2%	$496,000	4,990	Held
Seagate Technology HoldingsSTX	0.2%	$473,000	490	-12%
JPMorgan ChaseJPM	0.2%	$458,000	1,400	-5%
J P Morgan Exchange Traded FJPIE	0.2%	$454,000	9,873	-5%
Ishares TRIJH	0.2%	$451,000	5,862	New
Micron TechnologyMU	0.2%	$425,000	368	New
Ishares TRDGRO	0.2%	$422,000	5,569	New
DanaherDHR	0.2%	$419,000	2,198	Held
Costco WholesaleCOST	0.1%	$406,000	435	Held
Vanguard Index FDSVB	0.1%	$399,000	1,320	Held
Vanguard Admiral FDSVOOG	0.1%	$396,000	1,738	+132%
Dimensional World EquityDFAW	0.1%	$384,000	4,650	+8%
WalmartWMT	0.1%	$382,000	3,372	Held
Cipher DigitalCIFR	0.1%	$380,000	15,530	Held
Vanguard World FDMGV	0.1%	$379,000	2,322	Held
Dimensional ETF TrustDFEV	0.1%	$363,000	8,545	Held
Philip Morris InternationalPM	0.1%	$356,000	1,956	-12%
Advanced Micro DevicesAMD	0.1%	$353,000	608	New
Lam ResearchLRCX	0.1%	$340,000	786	New
Johnson & JohnsonJNJ	0.1%	$330,000	1,299	-15%
Ishares TRIBDR	0.1%	$314,000	12,978	-30%
IntelINTC	0.1%	$307,000	2,202	New
Vertiv HoldingsVRT	0.1%	$307,000	919	+3%
J P Morgan Exchange Traded FBBAX	0.1%	$305,000	5,109	Held
Dimensional ETF TrustDXUV	0.1%	$304,000	4,576	Held
Ares ManagementARES	0.1%	$280,000	2,516	Held
Hartford Insurance GroupHIG	0.1%	$280,000	2,106	Held
Digital Realty TrustDLR	0.1%	$279,000	1,555	Held
Spdr Series TrustSPYD	0.1%	$275,000	5,783	Held

Showing the largest 100 of 126.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 71.0% since 30 June 2025.

Where the money is

Technology9.6%

Media & telecom4.3%

Retail & consumer2.1%

Financial services1.6%

Industrials0.7%

Everyday goods0.6%

Health care0.4%

Real estate0.2%

Utilities0.1%

Other80.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.