StockDriftsStockDriftsTop 44 Scratch Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.24% | 783.2K | $34.7M | +8.64%(+62.30K) | $35.77(+28.58%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.8% | 584.2K | $21.8M | +11.09%(+58.31K) | $29.72(+31.96%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 10.02% | 483.9K | $20.2M | +9.44%(+41.75K) | $35.06(+21.62%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 9.1% | 315.1K | $18.3M | -0.10%(-310) | $58.61(-0.97%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.34% | 433.2K | $16.8M | +7.23%(+29.20K) | $30.35(+33.22%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 7.17% | 350.1K | $14.4M | +0.32%(+1.12K) | $41.59(-2.53%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.19% | 123.8K | $12.5M | -0.35%(-436) | $100.52(-0.02%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.76% | 285.4K | $11.6M | +8.26%(+21.77K) | $29.49(+33.65%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.57% | 131.8K | $9.2M | +0.01%(+11) | $55.65(+29.71%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.24% | 23.1K | $8.5M | +0.39%(+89) | $288.71(+32.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.33% |
Scratch Capital LLC reports $201.49M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (17.2%), DFIC (10.8%) and DUHP (10.0%). The top 20 holdings account for 94.43% of reported assets. Its disclosed equity book has returned +20.00% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scratch Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055324). View Scratch Capital LLC’s 13F filings on SEC