Cloud Capital Management, LLC - Portfolio overview

Cloud Capital Management, LLC has 745 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 15.00%
  2. AAPL - APPLE INC COM, 5.18%
  3. DFIC - DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF, 4.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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