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Cloud Capital Management, LLC

An institutional investment manager in SEATTLE, WA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 2060492.

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Holdings: 126 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$kWeightSharesPut or callChange on the quarter before
DIM U.S. Core Eqy 2Exchange Traded Fund25434V70842.715.6%962,620Added+76,420
Apple Inc ComAAPLCommon Stock03783310014.15.1%48,696Added+1,861
DIM International Core Eqy 2Exchange Traded Fund25434V79913.54.9%362,790Added+46,812
Avantis U.S. EqyExchange Traded Fund02507288510.33.8%80,757Added+290
Avantis U.S. Small Cap ValueExchange Traded Fund0250728779.83.6%78,710Added+9,423
SCH Short-Term US TrsyExchange Traded Fund8085248629.33.4%384,908Added+37,203
DIM World Ex U.S. Core Eqy 2Exchange Traded Fund25434V8809.03.3%243,478Reduced−7,799
Alphabet Inc Cap STK CL CGOOGLCommon Stock02079K1078.53.1%24,172Added+434
SCH Int-Term US TrsyExchange Traded Fund8085248548.43.1%340,018Reduced−15,659
DIM US Core Eqy 1Exchange Traded Fund25434V6256.82.5%83,536Reduced−1,710
DIM Emrgng MKTS Core Eqy 2Exchange Traded Fund25434V7326.72.4%163,825Added+13,263
VNGRD Short-Term Inf-Prot SecExchange Traded Fund9220208056.42.3%126,725Reduced−12,238
Microsoft Corp ComMSFTCommon Stock5949181045.72.1%15,337Reduced−6,453
VNGRD Int-Term Corp BNDExchange Traded Fund92206C8705.11.9%62,027Added+12,072
Invesco QQQ Trust Series IExchange Traded Fund46090E1035.01.8%6,812Added+778
Ishares Core Msci International Dev MKTSExchange Traded Fund46435G3264.91.8%55,518Added+2,846
DIM International Core Eqy MKTExchange Traded Fund25434V2034.61.7%110,423Added+980
DIM US Mktwide ValueExchange Traded Fund25434V7244.41.6%80,843Added+9,083
Avantis International Small Cap ValueExchange Traded Fund0250728024.21.5%41,189Added+3,582
SCH US TipsExchange Traded Fund8085248704.21.5%157,416Reduced−2,606
VNGRD Short-Term Corp BNDExchange Traded Fund92206C4094.11.5%52,093Added+8,652
VNGRD Ftse All-World Ex-Us IdxExchange Traded Fund9220427753.91.4%46,757Added+12
VNGRD Morn ValueExchange Traded Fund9229087443.91.4%17,945Added+139
Amazon Com Inc ComAMZNCommon Stock0231351063.81.4%15,758Added+730
Jpmorgan California Tax Free BNDExchange Traded Fund46654Q4843.41.2%66,643New+66,643
DIM U.S. Small CapExchange Traded Fund25434V5003.31.2%40,587Added+110
VNGRD S&P 500Exchange Traded Fund9229083633.31.2%4,833Added+34
Ishares Russell 1000 GrowthExchange Traded Fund4642876143.01.1%23,840Added+17,431
DIM International ValueExchange Traded Fund25434V8072.61.0%48,515Added+1,717
Avantis U.S. Large Cap ValueExchange Traded Fund0250723492.60.9%28,461Added+2,806
Nvidia Corporation ComNVDACommon Stock67066G1042.30.8%11,583Added+1,475
VNGRD Morn Total Stock MKTExchange Traded Fund9229087692.30.8%6,161Added+73
DIM US Small Cap ValueExchange Traded Fund25434V8151.90.7%49,391Added+134
DIM Core Fixed IncExchange Traded Fund25434V8721.80.7%42,426Added+4,706
Tesla Inc ComTSLACommon Stock88160R1011.80.6%4,190Added+366
SCH U.S. Large-Cap GrowthExchange Traded Fund8085243001.60.6%46,020Reduced−348
Alphabet Inc Cap STK CL aGOOGLCommon Stock02079K3051.30.5%3,577Reduced−350
DIM U.S. Targeted ValueExchange Traded Fund25434V6091.30.5%17,915Added+4,544
DIM US Core Eqy MKTExchange Traded Fund25434V1041.20.5%24,037Added+56
Iren Limited Ordinary SharesCommon StockQ4982L1091.20.4%26,480Reduced−440
SCH International Small-Cap EqyExchange Traded Fund8085248881.10.4%23,550Added+73
Avantis International Small Cap EqyExchange Traded Fund0250721901.10.4%14,998Added+1,773
Visa Inc Com CL aVCommon Stock92826C8391.10.4%3,204Reduced−52
Jpmorgan Beta JapanExchange Traded Fund46641Q2171.00.4%13,723Unchanged
T-Mobile US Inc ComTMUSCommon Stock8725901041.00.4%6,137New+6,137
Avantis Emrgng MKTS EqyExchange Traded Fund0250726041.00.4%10,567Added+31
Meta Platforms Inc CL aMETACommon Stock30303M1021.00.4%1,788Reduced−200
State ST Financial Sel Sectr SPDRExchange Traded Fund81369Y6051.00.4%18,394Added+1,695
VNGRD Ftse Emrgng MKTSExchange Traded Fund9220428581.00.4%16,214Reduced−692
DIM Emrgng Core Eqy MKTExchange Traded Fund25434V3021.00.3%23,658Added+580
Avantis Emrgng MKTS ValueExchange Traded Fund0250723720.90.3%13,018Added+902
Ishares 1-5 Year Invst Grade Corp BNDExchange Traded Fund4642886460.80.3%15,776Added+180
Avantis Emrgng MKTS Small Cap EqyExchange Traded Fund0250721410.80.3%11,791Added+883
VNGRD Total BND MKTExchange Traded Fund9219378350.80.3%10,439Added+1,485
Avantis International EqyExchange Traded Fund0250727030.80.3%8,482Added+20
Taiwan Semi Cond Manufact SPNSD AdsTSMAmerican Depository Receipt8740391000.70.3%1,552Added+2
DIM US Large Cap ValueExchange Traded Fund25434V6660.70.3%18,681Added+52
Avantis All International MKTS EqyExchange Traded Fund0250721740.70.2%8,132Added+49
Allot Ltd SHSCommon StockM0854Q1050.70.2%74,687Reduced−3,444
Tappalpha S&P 500 Growth & Daily IncExchange Traded Fund26923N5530.60.2%24,453Added+787
Avantis U.S Small Cap EqyExchange Traded Fund0250723230.60.2%8,326Added+2,327
Caterpillar Inc ComCATCommon Stock1491231010.60.2%563Added+4
DIM U.S. Eqy MKTExchange Traded Fund25434V4010.60.2%7,394Added+2
Coca Cola Cons Inc ComCOKECommon Stock1910981020.60.2%2,972Reduced−60
VNGRD Morn Mega Cap GrowthExchange Traded Fund9219108160.60.2%6,445Added+5,156
SPDR Gold SharesGLDExchange Traded Fund78463V1070.60.2%1,531Reduced−38
Jpmorgan Limited Duration BNDExchange Traded Fund46654Q7730.50.2%10,454Reduced−20
Asml HLDG NV N Y Registry SHSAmerican Depository ReceiptN070592100.50.2%272Added+15
Berkshire Hathaway Inc Del CL B NewBRK-BCommon Stock0846707020.50.2%1,064Added+226
Broadcom Inc ComAVGOCommon Stock11135F1010.50.2%1,355Reduced−164
Ishares Short-Term National Muni BNDExchange Traded Fund4642881580.50.2%4,676Added+28
Jpmorgan Beta CanadaExchange Traded Fund46641Q2250.50.2%4,990Unchanged
Seagate Tech HLDNGS plc Ord SHSCommon StockG7997R1030.50.2%490Reduced−66
Jpmorgan Chase & Co ComJPMCommon Stock46625H1000.50.2%1,400Reduced−67
Jpmorgan IncExchange Traded Fund46641Q1590.50.2%9,873Reduced−492
Ishares Core S&P Mid-CapExchange Traded Fund4642875070.50.2%5,862New+5,862
Micron Tech Inc ComMUCommon Stock5951121030.40.2%368New+368
Ishares Core Div GrowthExchange Traded Fund46434V6210.40.2%5,569New+5,569
Danaher Corp Del ComDHRCommon Stock2358511020.40.2%2,198Added+16
Costco Wholesale Corporation ComCOSTCommon Stock22160K1050.40.1%435Reduced−2
VNGRD Morn Small-CapExchange Traded Fund9229087510.40.1%1,320Unchanged
VNGRD S&P 500 GrowthExchange Traded Fund9219325050.40.1%1,738Added+988
DIM World EqyExchange Traded Fund25434V6170.40.1%4,650Added+359
Walmart Inc ComWMTCommon Stock9311421030.40.1%3,372Reduced−13
Cipher Digital Inc ComCIFRCommon Stock17253J1060.40.1%15,530Added+30
VNGRD Morn Mega Cap ValueExchange Traded Fund9219108400.40.1%2,322Unchanged
DIM Emrgng MKTS ValueExchange Traded Fund25434V7400.40.1%8,545Added+43
Philip Morris International Inc ComPMCommon Stock7181721090.40.1%1,956Reduced−272
Advanced Micro Devices Inc ComAMDCommon Stock0079031070.40.1%608New+608
LAM Research Corp Com NewLRCXCommon Stock5128073060.30.1%786New+786
Johnson & Johnson ComJNJCommon Stock4781601040.30.1%1,299Reduced−223
Ishares Ibnds Dec 2026 Term CorpExchange Traded Fund46435GAA00.30.1%12,978Reduced−5,499
Intel Corp ComINTCCommon Stock4581401000.30.1%2,202New+2,202
Vertiv Holdings Co Com CL aVRTCommon Stock92537N1080.30.1%919Added+24
Jpmorgan Beta Dev Asia Pacific Ex-JapanExchange Traded Fund46641Q2330.30.1%5,109Unchanged
DIM US Vector EqyExchange Traded Fund25434V5590.30.1%4,576Added+12
Ares MGMT Corporation CL a Com STKARESCommon Stock03990B1010.30.1%2,516Added+12
Hartford Insurance Group Inc ComHIGCommon Stock4165151040.30.1%2,106Added+3
Digital Rlty TR Inc ComDLRReal Estate Investment Trust2538681030.30.1%1,555Added+9
State ST SPDR Port S&P 500 High DivExchange Traded Fund78468R7880.30.1%5,783Unchanged
Ishares Sel DivExchange Traded Fund4642871680.3<0.1%1,694New+1,694
United Rentals Inc ComURICommon Stock9113631090.3<0.1%233New+233
Ark InnovationExchange Traded Fund00214Q1040.3<0.1%3,190New+3,190
DIM International Small Cap ValueExchange Traded Fund25434V7810.3<0.1%6,304Added+507
The Baldwin Insurance GRP Inc Com CL aBWINCommon Stock05589G1020.3<0.1%9,508Added+10
FRST TST Smith Opportunistic Fixed IncExchange Traded Fund33740F8050.2<0.1%5,696New+5,696
VNGRD Ftse Dev MKTSExchange Traded Fund9219438580.2<0.1%3,468Reduced−164
Ishares 20 Year Trsy BNDExchange Traded Fund4642874320.2<0.1%2,815Reduced−130
VNGRD Div AppExchange Traded Fund9219088440.2<0.1%990Reduced−24
Sea Ltd Sponsord AdsSEAmerican Depository Receipt81141R1000.2<0.1%2,434Added+1
Enterprise Prods Partners L P ComEPDCommon Stock2937921070.2<0.1%6,275Added+9
Boeing Co ComBACommon Stock0970231050.2<0.1%1,052Reduced−12
VNGRD Information TechExchange Traded Fund92204A7020.2<0.1%1,461New+1,461
ELI Lilly & Co ComLLYCommon Stock5324571080.2<0.1%182Reduced−49
Applied Matls Inc ComAMATCommon Stock0382221050.2<0.1%297New+297
Servicenow Inc ComNOWCommon Stock81762P1020.2<0.1%2,154New+2,154
SCH International EqyExchange Traded Fund8085248050.2<0.1%7,585New+7,585
Vert Global Sustainable Real EstateExchange Traded Fund56170L6950.2<0.1%18,344Added+150
DIM US High ProfitabilityExchange Traded Fund25434V8310.2<0.1%4,922New+4,922
Schamental U.S. Large CompanyExchange Traded Fund8085247710.2<0.1%6,562New+6,562
Starbucks Corp ComSBUXCommon Stock8552441090.2<0.1%1,998New+1,998
Blackrock Muniholdings FD Inc ComMHDClosed End Fund09253N1040.2<0.1%16,002New+16,002
Opendoor Technologies Inc ComOPENCommon Stock6837121030.1<0.1%31,389New+31,389
Lloyds Banking Group plc SPNSD AdrLYGAmerican Depository Receipt5394391090.1<0.1%14,988Added+386
Surf Air Mobility Inc Com NewCommon Stock8689271040.0<0.1%10,000Unchanged
SRX Global Inc Com SHSSRXHCommon Stock08771Y5010.00.0%20,000New+20,000

Sold out: 1 position

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Exxon Mobil Corp ComCommon Stock30231G1020.00.0%0Sold out−1,658

Source: SEC EDGAR, Form 13F-HR, accession 0002060492-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.