Investor
Cloud Capital Management, LLC
CIK 0002060492 · filed 2026-05-12 · SEC filing
13F book
$229.4K
Positions
105
15 new · 13 sold
Largest name
15.0%
Dimensional Etf Trust
Est. mark
−$4.32K
Price effect on 90 names still held. Flow $22K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 886.2K | $34.4K | 15.0% | −$548 | Added$5.24K |
| Apple Inc. | AAPL | 46.8K | $11.9K | 5.2% | −$846 | Cut−$3.37K |
| Dimensional Etf Trust | — | 316K | $11.2K | 4.9% | $245 | Added$3.34K |
| American Centy Etf Tr | — | 80.5K | $8.95K | 3.9% | −$38 | Added$1.99K |
| Schwab Strategic Tr | — | 355.7K | $8.86K | 3.9% | −$40 | Added$2.87K |
| Dimensional Etf Trust | — | 251.3K | $8.54K | 3.7% | $311 | Cut−$681 |
| Schwab Strategic Tr | — | 347.7K | $8.44K | 3.7% | −$36 | Cut−$4.95K |
| American Centy Etf Tr | — | 69.3K | $7.65K | 3.3% | $394 | Added$2.92K |
| Vanguard Malvern Fds | — | 139K | $6.94K | 3.0% | $69 | Cut−$1.16K |
| Alphabet Inc | — | 23.7K | $6.82K | 3.0% | −$601 | Added−$356 |
| Dimensional Etf Trust | — | 85.2K | $6.14K | 2.7% | −$132 | Cut−$610 |
| Microsoft Corp | MSFT | 21.8K | $5.73K | 2.5% | −$2.29K | Added−$2.21K |
| Dimensional Etf Trust | — | 150.6K | $5.2K | 2.3% | $159 | Added$1.62K |
| Ishares Tr | — | 52.7K | $4.4K | 1.9% | $44 | Added$912 |
| Dimensional Etf Trust | — | 109.4K | $4.26K | 1.9% | $64 | Added$1.38K |
| Schwab Us Tips Etf | — | 160K | $4.26K | 1.9% | $19 | Cut−$129 |
| Vanguard Scottsdale Fds | — | 50K | $4.13K | 1.8% | — | New |
| American Centy Etf Tr | — | 37.6K | $3.75K | 1.6% | $163 | Added$1.15K |
| Vanguard Intl Equity Index F | — | 46.7K | $3.51K | 1.5% | $72 | Cut−$6 |
| Vanguard Index Fds | — | 17.8K | $3.49K | 1.5% | $83 | Added$302 |
| Invesco Qqq Tr | — | 6.03K | $3.48K | 1.5% | −$178 | Added$554 |
| Dimensional Etf Trust | — | 71.8K | $3.48K | 1.5% | $88 | Added$1.27K |
| Vanguard Scottsdale Fds | — | 43.4K | $3.44K | 1.5% | −$17 | Added$571 |
| Amazon Com Inc | AMZN | 15K | $3.13K | 1.4% | −$332 | Added−$260 |
| Dimensional Etf Trust | — | 40.5K | $2.87K | 1.3% | $51 | Added$143 |
| Vanguard Index Fds | — | 4.8K | $2.87K | 1.3% | −$143 | Cut−$146 |
| Ishares Tr | — | 6.41K | $2.73K | 1.2% | −$173 | Added$980 |
| Dimensional Etf Trust | — | 46.8K | $2.47K | 1.1% | $127 | Added$196 |
| American Centy Etf Tr | — | 25.7K | $2.07K | 0.9% | $82 | Added$779 |
| Vanguard Index Fds | — | 6.09K | $1.95K | 0.8% | −$80 | Added$190 |
| Nvidia Corp | NVDA | 10.1K | $1.76K | 0.8% | −$107 | Added$175 |
| Dimensional Etf Trust | — | 49.3K | $1.73K | 0.8% | $106 | Added$111 |
| Dimensional Etf Trust | — | 37.7K | $1.59K | 0.7% | −$11 | Added$58 |
| Tesla, Inc. | TSLA | 3.82K | $1.42K | 0.6% | −$292 | Added−$254 |
| Schwab Strategic Tr | — | 46.4K | $1.35K | 0.6% | −$160 | Added−$137 |
| Meta Platforms, Inc. | META | 1.99K | $1.14K | 0.5% | −$175 | Cut−$893 |
| Alphabet Inc | — | 3.93K | $1.13K | 0.5% | −$101 | Cut−$278 |
| Schwab Strategic Tr | — | 23.5K | $1.09K | 0.5% | $24 | Added$56 |
| Dimensional Etf Trust | — | 24K | $1.08K | 0.5% | — | New |
| Visa Inc. | V | 3.26K | $984 | 0.4% | −$151 | Added−$110 |
| American Centy Etf Tr | — | 13.2K | $949 | 0.4% | $25 | Added$69 |
| J P Morgan Exchange Traded F | — | 13.7K | $945 | 0.4% | $41 | Held |
| Iren Limited | — | 26.9K | $922 | 0.4% | — | New |
| Vanguard Intl Equity Index F | — | 16.9K | $912 | 0.4% | $3 | Added$171 |
| American Centy Etf Tr | — | 10.5K | $848 | 0.4% | $30 | Added$185 |
| Dimensional Etf Trust | — | 13.4K | $834 | 0.4% | $16 | Added$504 |
| Select Sector Spdr Tr | — | 16.7K | $824 | 0.4% | −$90 | Cut−$115 |
| Ishares Tr | — | 15.6K | $818 | 0.4% | −$5 | Added$110 |
| Dimensional Etf Trust | — | 23.1K | $781 | 0.3% | $30 | Added$41 |
| American Centy Etf Tr | — | 12.1K | $726 | 0.3% | $15 | Added$206 |
| American Centy Etf Tr | — | 8.46K | $717 | 0.3% | $21 | Added$26 |
| American Centy Etf Tr | — | 10.9K | $691 | 0.3% | $8 | Added$205 |
| Spdr Gold Tr | — | 1.57K | $675 | 0.3% | $54 | Cut$18 |
| Dimensional Etf Trust | — | 18.6K | $664 | 0.3% | $17 | Added$262 |
| Vanguard Bd Index Fds | — | 8.95K | $658 | 0.3% | −$4 | Added$0 |
| American Centy Etf Tr | — | 8.08K | $615 | 0.3% | $21 | Cut−$14 |
| Coca Cola Cons Inc | — | 3.03K | $580 | 0.3% | $116 | Added$119 |
| Etf Opportunities Trust | — | 23.7K | $553 | 0.2% | −$40 | Added$68 |
| J P Morgan Exchange Traded F | — | 10.5K | $546 | 0.2% | −$4 | Added$1 |
| Taiwan Semiconductor Mfg Ltd | — | 1.55K | $525 | 0.2% | $54 | Cut$52 |
| Allot Ltd. | ALLT | 78.1K | $520 | 0.2% | −$243 | Added−$232 |
| Dimensional Etf Trust | — | 7.39K | $510 | 0.2% | — | New |
| Ishares Tr | — | 4.65K | $494 | 0.2% | −$0 | Added$2 |
| J P Morgan Exchange Traded F | — | 10.4K | $477 | 0.2% | — | New |
| Vanguard World Fd | — | 1.29K | $473 | 0.2% | −$53 | Added−$5 |
| Broadcom Inc. | AVGO | 1.52K | $470 | 0.2% | −$53 | Added−$35 |
| J P Morgan Exchange Traded F | — | 4.99K | $469 | 0.2% | $5 | Held |
| Ishares Tr | — | 18.5K | $447 | 0.2% | $0 | Added$141 |
| Costco Whsl Corp New | — | 437 | $435 | 0.2% | $43 | Added$162 |
| Jpmorgan Chase & Co. | — | 1.47K | $431 | 0.2% | −$42 | Cut−$121 |
| Walmart Inc. | WMT | 3.38K | $421 | 0.2% | $44 | Cut$5 |
| Danaher Corporation | — | 2.18K | $414 | 0.2% | −$83 | Added−$70 |
| Berkshire Hathaway Inc Del | — | 838 | $401 | 0.2% | −$17 | Added$56 |
| Caterpillar Inc | CAT | 559 | $395 | 0.2% | $75 | Cut$69 |
| Johnson & Johnson | JNJ | 1.52K | $372 | 0.2% | $57 | Cut$4 |
| American Centy Etf Tr | — | 6K | $372 | 0.2% | $17 | Added$63 |
| Philip Morris Intl Inc | — | 2.23K | $371 | 0.2% | $10 | Added$29 |
| Vanguard Index Fds | — | 1.32K | $345 | 0.1% | $5 | Added$17 |
| Asml Holding N V | — | 257 | $339 | 0.1% | $59 | Added$89 |
| Vanguard World Fd | — | 2.32K | $336 | 0.1% | $9 | Added$27 |
| Dimensional World Equity | — | 4.29K | $316 | 0.1% | — | New |
| Vanguard Admiral Fds Inc | — | 750 | $305 | 0.1% | −$27 | Added−$10 |
| J P Morgan Exchange Traded F | — | 5.11K | $303 | 0.1% | $16 | Held |
| Dimensional Etf Trust | — | 8.5K | $302 | 0.1% | $14 | Added$46 |
| Hartford Insurance Group Inc | — | 2.1K | $285 | 0.1% | −$5 | Cut−$34 |
| Exxon Mobil Corp | — | 1.66K | $281 | 0.1% | $82 | Cut$48 |
| Digital Rlty Tr Inc | — | 1.55K | $278 | 0.1% | $38 | Added$39 |
| Ares Management Corporation | — | 2.5K | $273 | 0.1% | −$132 | Cut−$133 |
| Dimensional Etf Trust | — | 4.56K | $270 | 0.1% | — | New |
| Spdr Series Trust | — | 5.78K | $263 | 0.1% | $13 | Held |
| Ishares Tr | — | 2.94K | $255 | 0.1% | −$2 | Cut−$11 |
| Enterprise Prods Partners L | — | 6.27K | $237 | 0.1% | $37 | Cut−$11 |
| Vanguard Tax-Managed Fds | — | 3.63K | $232 | 0.1% | $5 | Cut$0 |
| Dimensional Etf Trust | — | 5.8K | $228 | 0.1% | — | New |
| Vertiv Holdings Co | VRT | 895 | $224 | 0.1% | — | New |
| Seagate Technology Hldngs Pl | — | 556 | $218 | 0.1% | — | New |
| Vanguard Specialized Funds | — | 1.01K | $218 | 0.1% | −$4 | Added$1 |
| Eli Lilly & Co | LLY | 231 | $212 | 0.1% | −$37 | Cut−$38 |
| Boeing Co | — | 1.06K | $211 | 0.1% | −$19 | Added−$9 |
| The Baldwin Insurance Grp In | — | 9.5K | $208 | 0.1% | — | New |
| Sea Ltd | SE | 2.43K | $201 | 0.1% | −$89 | Added−$54 |
| Cipher Mining Inc | CIFR | 15.5K | $198 | 0.1% | — | New |
| Manager Directed Portfolios | — | 18.2K | $186 | 0.1% | — | New |
| Lloyds Banking Group Plc | — | 14.6K | $73 | 0.0% | — | New |
| Surf Air Mobility Inc Com New | — | 10K | $11 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.