Scratch Capital LLC 13F Holdings · Q2 2026
Scratch Capital LLC reported 44 securities worth $201.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (17.24%), DFIC (10.80%), DUHP (10.02%). Among its top 25 positions this quarter: 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $34.7M | 17.24% | 783,242 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $21.8M | 10.80% | 584,181 | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $20.2M | 10.02% | 483,926 | Added |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $18.3M | 9.10% | 315,133 | Trimmed |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $16.8M | 8.34% | 433,153 | Added |
| 6 | DFIP | DIMENSIONAL ETF TRUST | $14.4M | 7.17% | 350,137 | Added |
| 7 | SGOV | ISHARES TR | $12.5M | 6.19% | 123,808 | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $11.6M | 5.76% | 285,363 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.2M | 4.57% | 131,831 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $8.5M | 4.24% | 23,063 | Added |
| 11 | VBIL | VANGUARD INSTL INDEX FD | $4.7M | 2.32% | 61,721 | Added |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $3.4M | 1.69% | 70,456 | Trimmed |
| 13 | BROS | DUTCH BROS INC | $2.5M | 1.24% | 34,926 | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $2.4M | 1.20% | 2,101 | Trimmed |
| 15 | TIP | ISHARES TR | $2.4M | 1.17% | 21,504 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $1.7M | 0.84% | 8,490 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.70% | 1,900 | Hold |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $1.3M | 0.67% | 32,535 | Added |
| 19 | DCOR | DIMENSIONAL ETF TRUST | $1.2M | 0.61% | 15,014 | Added |
| 20 | CSCO | CISCO SYS INC | $1.1M | 0.56% | 9,561 | Trimmed |
| 21 | VONV | VANGUARD SCOTTSDALE FDS | $1.1M | 0.55% | 10,391 | Hold |
| 22 | DFCA | DIMENSIONAL ETF TRUST | $1.0M | 0.51% | 20,379 | Added |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $928,552 | 0.46% | 25,205 | Added |
| 24 | WFC | WELLS FARGO & CO | $911,437 | 0.45% | 11,029 | Trimmed |
| 25 | WMT | WALMART INC | $847,304 | 0.42% | 7,481 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR