Institutional Fund
Cloud Capital Management, LLC
Seattle, WACIK 20604925 filings on record
Portfolio Value
$229.4K
Q1 2026
Holdings
105
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+8.4%
from $211.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.0%
- Apple Inc5.2%
- Dimensional ETF Trust4.9%
- American Centy ETF Tr3.9%
- Schwab Strategic Tr3.9%
- Dimensional ETF Trust3.7%
- Other63.4%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 886.2K | $34.4K | 15.0% | +149.1K | Added |
| 2 | Apple Inc | 46.8K | $11.9K | 5.2% | −9.3K | Reduced |
| 3 | Dimensional ETF Trust | 316.0K | $11.2K | 4.9% | +87.2K | Added |
| 4 | American Centy ETF Tr | 80.5K | $8.9K | 3.9% | +18.3K | Added |
| 5 | Schwab Strategic Tr | 355.7K | $8.9K | 3.9% | +116.9K | Added |
| 6 | Dimensional ETF Trust | 251.3K | $8.5K | 3.7% | −30.3K | Reduced |
| 7 | Schwab Strategic Tr | 347.7K | $8.4K | 3.7% | −201.8K | Reduced |
| 8 | American Centy ETF Tr | 69.3K | $7.7K | 3.3% | +22.8K | Added |
| 9 | Vanguard Malvern Fds | 139.0K | $6.9K | 3.0% | −24.9K | Reduced |
| 10 | Alphabet Inc | 23.7K | $6.8K | 3.0% | +851 | Added |
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