Holders — by stockHoldings — by fund
SCRATCH CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055324
$201.5M
disclosed book value
44
positions
17.2%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 783,242 | $34.7M | 17.2% |
| 2 | DFICDIMENSIONAL ETF TRUST | 584,181 | $21.8M | 10.8% |
| 3 | DUHPDIMENSIONAL ETF TRUST | 483,926 | $20.2M | 10% |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 315,133 | $18.3M | 9.1% |
| 5 | DFSVDIMENSIONAL ETF TRUST | 433,153 | $16.8M | 8.3% |
| 6 | DFIPDIMENSIONAL ETF TRUST | 350,137 | $14.4M | 7.2% |
| 7 | SGOVISHARES TR | 123,808 | $12.5M | 6.2% |
| 8 | DFEMDIMENSIONAL ETF TRUST | 285,363 | $11.6M | 5.8% |
| 9 | DFATDIMENSIONAL ETF TRUST | 131,831 | $9.2M | 4.6% |
| 10 | VTIVANGUARD INDEX FDS | 23,063 | $8.5M | 4.2% |
| 11 | VBILVANGUARD INSTL INDEX FD | 61,721 | $4.7M | 2.3% |
| 12 | DFNMDIMENSIONAL ETF TRUST | 70,456 | $3.4M | 1.7% |
| 13 | BROSDUTCH BROS INC | 34,926 | $2.5M | 1.2% |
| 14 | MUMICRON TECHNOLOGY INC | 2,101 | $2.4M | 1.2% |
| 15 | TIPISHARES TR | 21,504 | $2.4M | 1.2% |
| 16 | NVDANVIDIA CORPORATION | 8,490 | $1.7M | 0.8% |
| 17 | SPYSTATE STR SPDR S&P 500 ETF T | 1,900 | $1.4M | 0.7% |
| 18 | DFAIDIMENSIONAL ETF TRUST | 32,535 | $1.3M | 0.7% |
| 19 | DCORDIMENSIONAL ETF TRUST | 15,014 | $1.2M | 0.6% |
| 20 | CSCOCISCO SYS INC | 9,561 | $1.1M | 0.6% |
| 21 | VONVVANGUARD SCOTTSDALE FDS | 10,391 | $1.1M | 0.5% |
| 22 | DFCADIMENSIONAL ETF TRUST | 20,379 | $1.0M | 0.5% |
| 23 | DFAXDIMENSIONAL ETF TRUST | 25,205 | $928,552 | 0.5% |
| 24 | WFCWELLS FARGO & CO | 11,029 | $911,437 | 0.5% |
| 25 | WMTWALMART INC | 7,481 | $847,304 | 0.4% |
| 26 | GMEGAMESTOP CORP | 35,283 | $779,049 | 0.4% |
| 27 | INTUINTUIT | 2,887 | $753,507 | 0.4% |
| 28 | AAPLAPPLE INC | 2,496 | $722,377 | 0.4% |
| 29 | MSFTMICROSOFT CORP | 1,519 | $566,562 | 0.3% |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 6,919 | $492,979 | 0.2% |
| 31 | AMZNAMAZON COM INC | 1,591 | $379,199 | 0.2% |
| 32 | GOOGLALPHABET INC | 1,014 | $362,475 | 0.2% |
| 33 | DFAEDIMENSIONAL ETF TRUST | 8,053 | $323,811 | 0.2% |
| 34 | ITOTISHARES TR | 1,686 | $276,959 | 0.1% |
| 35 | METAMETA PLATFORMS INC | 476 | $268,396 | 0.1% |
| 36 | ORCLORACLE CORP | 1,748 | $256,169 | 0.1% |
| 37 | TSLATESLA INC | 576 | $242,266 | 0.1% |
| 38 | SCHASCHWAB STRATEGIC TR | 6,118 | $221,035 | 0.1% |
| 39 | HDHOME DEPOT INC | 626 | $220,857 | 0.1% |
| 40 | XLESELECT SECTOR SPDR TR | 4,000 | $212,440 | 0.1% |
| 41 | SCHOSCHWAB STRATEGIC TR | 8,571 | $206,904 | 0.1% |
| 42 | NAKNORTHERN DYNASTY MINERALS LT | 32,434 | $62,273 | 0% |
| 43 | BAERBRIDGER AEROSPACE GRP HLDGS | 13,600 | $26,112 | 0% |
| 44 | LUCDLUCID DIAGNOSTICS INC | 20,994 | $22,464 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.