Cloud Capital Management, LLC

CIK 0002060492 • 6 13F filings • Apr 29, 2025 – Aug 13, 2026

Import this data to Google Sheets with:

=jivedata("cloud-capital-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Cloud Capital Management, LLC, Consultant
Address: 450 ALASKAN WAY S., SUITE 200, SEATTLE, WA, 98104
Phone: 4253727517
AUM: $212K

AUM over time

$273K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $212K103 positionsView on SEC.gov

			% of Portfolio
ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$290	0.1%	1,983 SH	New
ALLOT LTD SHS	Stock	$752	0.4%	76,553 SH	New
ALPHABET INC CAP STK CL A	Stock	$1K	0.7%	4,493 SH	New
ALPHABET INC CAP STK CL C	Stock	$7K	3.4%	22,887 SH	New
AMAZON COM INC COM	Stock	$3K	1.6%	14,683 SH	New
APPLE INC COM	Stock	$15K	7.2%	56,134 SH	New
ARES MANAGEMENT CORPORATION CL A COM STK	Stock	$406	0.2%	2,512 SH	New
ASML HLDG NV N Y REGISTRY SHS	ADR	$250	0.1%	234 SH	New
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF	ETF	$629	0.3%	8,566 SH	New
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$663	0.3%	8,609 SH	New
AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF	ETF	$486	0.2%	7,791 SH	New
AVANTIS EMERGING MARKETS VALUE ETF	ETF	$520	0.2%	8,933 SH	New
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$691	0.3%	8,400 SH	New
AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF	ETF	$880	0.4%	12,613 SH	New
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	ETF	$3K	1.2%	27,697 SH	New
AVANTIS U.S SMALL CAP EQUITY ETF	ETF	$309	0.1%	5,261 SH	New
AVANTIS U.S. EQUITY ETF	ETF	$7K	3.3%	62,198 SH	New
AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$1K	0.6%	17,002 SH	New
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$5K	2.2%	46,465 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$345	0.2%	686 SH	New
BOEING CO COM	Stock	$220	0.1%	1,016 SH	New
BROADCOM INC COM	Stock	$505	0.2%	1,461 SH	New
CATERPILLAR INC COM	Stock	$326	0.2%	570 SH	New
COCA COLA CONS INC COM	Stock	$461	0.2%	3,016 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$273	0.1%	317 SH	New
DANAHER CORPORATION COM	Stock	$484	0.2%	2,112 SH	New
DIGITAL RLTY TR INC COM	Stock	$239	0.1%	1,538 SH	New
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$2K	0.7%	36,080 SH	New
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$740	0.3%	22,747 SH	New
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$4K	1.7%	108,328 SH	New
DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$256	0.1%	7,598 SH	New
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$8K	3.7%	228,750 SH	New
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$3K	1.4%	75,715 SH	New
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$2K	1.1%	45,497 SH	New
DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$29K	13.8%	737,116 SH	New
DIMENSIONAL U.S. SMALL CAP ETF	ETF	$3K	1.3%	39,174 SH	New
DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$330	0.2%	5,555 SH	New
DIMENSIONAL US CORE EQUITY 1 ETF	ETF	$7K	3.2%	91,742 SH	New
DIMENSIONAL US LARGE CAP VALUE ETF	ETF	$402	0.2%	11,751 SH	New
DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$2K	1.0%	47,249 SH	New
DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$2K	0.8%	49,116 SH	New
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$9K	4.4%	281,581 SH	New
ELI LILLY & CO COM	Stock	$250	0.1%	232 SH	New
ENTERPRISE PRODS PARTNERS L P COM	Stock	$248	0.1%	7,751 SH	New
EXXON MOBIL CORP COM	Stock	$233	0.1%	1,938 SH	New
GLOBAL X 1-3 MONTH T-BILL ETF	ETF	$525	0.2%	5,234 SH	New
HARTFORD INSURANCE GROUP INC COM	Stock	$319	0.2%	2,311 SH	New
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	ETF	$621	0.3%	31,770 SH	New
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	ETF	$618	0.3%	26,496 SH	New
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	ETF	$256	0.1%	12,974 SH	New
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	ETF	$508	0.2%	22,466 SH	New
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	ETF	$256	0.1%	12,472 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$3K	1.4%	4,766 SH	New
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$708	0.3%	13,402 SH	New
ISHARES 20 YEAR TREASURY BOND ETF	ETF	$266	0.1%	3,054 SH	New
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	ETF	$3K	1.6%	42,277 SH	New
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	ETF	$306	0.1%	12,660 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$2K	0.8%	3,705 SH	New
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$492	0.2%	4,628 SH	New
JOHNSON & JOHNSON COM	Stock	$368	0.2%	1,778 SH	New
JPMORGAN BETABUILDERS CANADA ETF	ETF	$464	0.2%	4,990 SH	New
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF	ETF	$287	0.1%	5,109 SH	New
JPMORGAN BETABUILDERS JAPAN ETF	ETF	$904	0.4%	13,723 SH	New
JPMORGAN CHASE & CO COM	Stock	$552	0.3%	1,713 SH	New
JPMORGAN LIMITED DURATION BOND ETF	ETF	$545	0.3%	10,376 SH	New
LAM RESEARCH CORP COM NEW	Stock	$324	0.2%	1,894 SH	New
META PLATFORMS INC CL A	Stock	$2K	1.0%	3,076 SH	New
MICROSOFT CORP COM	Stock	$8K	3.7%	21,459 SH	New
NVIDIA CORPORATION COM	Stock	$2K	0.7%	8,485 SH	New
ORACLE CORP COM	Stock	$229	0.1%	1,175 SH	New
PHILIP MORRIS INTL INC COM	Stock	$342	0.2%	2,116 SH	New
PROCTER & GAMBLE CO COM	Stock	$213	0.1%	1,487 SH	New
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	ETF	$6K	2.8%	238,791 SH	New
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	ETF	$1K	0.5%	22,784 SH	New
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$13K	6.3%	549,467 SH	New
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$1K	0.7%	45,588 SH	New
SCHWAB US TIPS ETF	ETF	$4K	2.1%	165,602 SH	New
SEA LTD SPONSORD ADS	ADR	$255	0.1%	2,005 SH	New
SERVICENOW INC COM	Stock	$229	0.1%	1,498 SH	New
SHOPIFY INC CL A SUB VTG SHS	Stock	$252	0.1%	1,566 SH	New
SPDR GOLD SHARES	ETF	$657	0.3%	1,659 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$939	0.4%	17,150 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	ETF	$250	0.1%	5,783 SH	New
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$473	0.2%	1,555 SH	New
TAPPALPHA SPY GROWTH & DAILY INCOME ETF	ETF	$485	0.2%	19,033 SH	New
TESLA INC COM	Stock	$2K	0.8%	3,723 SH	New
UNITY SOFTWARE INC COM	Stock	$292	0.1%	6,613 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$217	0.1%	990 SH	New
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$4K	1.7%	47,804 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$232	0.1%	3,720 SH	New
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$741	0.4%	13,784 SH	New
VANGUARD MEGA CAP GROWTH ETF	ETF	$478	0.2%	1,159 SH	New
VANGUARD MEGA CAP VALUE ETF	ETF	$309	0.1%	2,196 SH	New
VANGUARD S&P 500 ETF	ETF	$3K	1.4%	4,804 SH	New
VANGUARD S&P 500 GROWTH ETF	ETF	$315	0.1%	709 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$3K	1.4%	36,020 SH	New
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$8K	3.8%	163,869 SH	New
VANGUARD SMALL-CAP ETF	ETF	$328	0.2%	1,273 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$658	0.3%	8,903 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$2K	0.8%	5,242 SH	New
VANGUARD VALUE ETF	ETF	$3K	1.5%	16,690 SH	New
VISA INC COM CL A	Stock	$1K	0.5%	3,121 SH	New
WALMART INC COM	Stock	$416	0.2%	3,734 SH	New

Sold (vs prior filing)

3M CO COM — $50
ABBOTT LABS COM — $29
ABBVIE INC COM — $53
ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT — $34
ACCENTURE PLC IRELAND SHS CLASS A — $6
ACUITY INC COM — $3
ADOBE INC COM — $7
ADT INC DEL COM — $1
ADTALEM GLOBAL ED INC COM — $1
ADVANCED DRAIN SYS INC DEL COM — $1
ADVANCED ENERGY INDS COM — $1
ADVANCED MICRO DEVICES INC COM — $90
AECOM COM — $3
AFFILIATED MANAGERS GROUP INC COM — $1
AFFIRM HLDGS INC COM CL A — $1
AFLAC INC COM — $6
AGCO CORP COM — $1
AGILENT TECHNOLOGIES INC COM — $4
AGILYSYS INC COM — $125
AIR LEASE CORP CL A — $1
… and 957 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0002060492-26-000001	$212K	View
Nov 3, 2025	Q3 2025	13F-HR	0002060492-25-000004	$190K	View
Aug 13, 2026	Q2 2026