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Rod Ehrlich

Cloud Capital Management, Llc

Assets Managed
$229.414M
Holdings
105
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
8.38%(2Q avg: 9.99%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cloud Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Cloud Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 229.414M in assets, with a quarterly growth rate of 8.38% and a 2-quarter average growth rate of 9.99%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 20.23%
15.01%
$34.425M
886,200 shares@ $38.85 avg price
AAPL
Apple Inc
Recent Activity
Decreased -16.56%
5.19%
$11.886M
46,835 shares@ $253.79 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 38.14%
4.9%
$11.226M
315,978 shares@ $35.53 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 29.38%
3.9%
$8.945M
80,467 shares@ $111.17 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 48.95%
3.87%
$8.859M
355,677 shares@ $24.91 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -10.76%
3.73%
$8.535M
251,277 shares@ $33.97 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Decreased -36.71%
3.68%
$8.437M
347,705 shares@ $24.27 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 49.12%
3.34%
$7.653M
69,287 shares@ $110.46 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -15.19%
3.03%
$6.941M
138,963 shares@ $49.95 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.72%
2.98%
$6.824M
23,738 shares@ $287.48 avg price

1-10 of 105