Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SCRATCH CAPITAL LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SCRATCH CAPITAL LLC (CIK 2055324) reported $201.5M across 44 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($34.7M, 17.24%), DFIC ($21.8M, 10.80%), DUHP ($20.2M, 10.02%), VGSH ($18.3M, 9.10%), DFSV ($16.8M, 8.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$34.7M17.24%783,242Added
2DFICDIMENSIONAL ETF TRUST$21.8M10.80%584,181Added
3DUHPDIMENSIONAL ETF TRUST$20.2M10.02%483,926Added
4VGSHVANGUARD SCOTTSDALE FDS$18.3M9.10%315,133Trimmed
5DFSVDIMENSIONAL ETF TRUST$16.8M8.34%433,153Added
6DFIPDIMENSIONAL ETF TRUST$14.4M7.17%350,137Added
7SGOVISHARES TR$12.5M6.19%123,808Trimmed
8DFEMDIMENSIONAL ETF TRUST$11.6M5.76%285,363Added
9DFATDIMENSIONAL ETF TRUST$9.2M4.57%131,831Added
10VTIVANGUARD INDEX FDS$8.5M4.24%23,063Added
11VBILVANGUARD INSTL INDEX FD$4.7M2.32%61,721Added
12DFNMDIMENSIONAL ETF TRUST$3.4M1.69%70,456Trimmed
13BROSDUTCH BROS INC$2.5M1.24%34,926Added
14MUMICRON TECHNOLOGY INC$2.4M1.20%2,101Trimmed
15TIPISHARES TR$2.4M1.17%21,504Trimmed
16NVDANVIDIA CORPORATION$1.7M0.84%8,490Added
17SPYSTATE STR SPDR S&P 500 ETF T$1.4M0.70%1,900Hold
18DFAIDIMENSIONAL ETF TRUST$1.3M0.67%32,535Added
19DCORDIMENSIONAL ETF TRUST$1.2M0.61%15,014Added
20CSCOCISCO SYS INC$1.1M0.56%9,561Trimmed
21VONVVANGUARD SCOTTSDALE FDS$1.1M0.55%10,391Hold
22DFCADIMENSIONAL ETF TRUST$1.0M0.51%20,379Added
23DFAXDIMENSIONAL ETF TRUST$928,5520.46%25,205Added
24WFCWELLS FARGO & CO$911,4370.45%11,029Trimmed
25WMTWALMART INC$847,3040.42%7,481Trimmed

Source: SEC Form 13F filings · as of 2026-06-30