Scratch Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$174.6M
Q ending 2026-03-31
Prior quarter
$152.8M
Q ending 2025-12-31
Change
+14.3% QoQ · +80.3% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $28.0M | 721K |
| Dimensional Etf Trust | DFIC | Shares | $18.7M | 526K |
| Vanguard Scottsdale Fds | VGSH | Shares | $18.5M | 315K |
| Dimensional Etf Trust | DUHP | Shares | $16.3M | 442K |
| Dimensional Etf Trust | DFIP | Shares | $14.6M | 349K |
| Dimensional Etf Trust | DFSV | Shares | $14.2M | 404K |
| Ishares Tr | SGOV | Shares | $12.5M | 124K |
| Dimensional Etf Trust | DFEM | Shares | $9.1M | 264K |
| Dimensional Etf Trust | DFAT | Shares | $8.2M | 132K |
| Vanguard Index Fds | VTI | Shares | $7.4M | 23K |
| Dimensional Etf Trust | DFNM | Shares | $3.5M | 74K |
| Vanguard Instl Index Fd | VBIL | Shares | $3.3M | 44K |
| Ishares Tr | TIP | Shares | $2.4M | 22K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 8K |
| Intuit | INTU | Shares | $1.3M | 3K |
| Dimensional Etf Trust | DFAI | Shares | $1.2M | 32K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Dimensional Etf Trust | DCOR | Shares | $1.0M | 14K |
| Dimensional Etf Trust | DFCA | Shares | $977K | 20K |
| Vanguard Scottsdale Fds | VONV | Shares | $974K | 10K |
| Walmart Inc | WMT | Shares | $955K | 8K |
| Wells Fargo & Co | WFC | Shares | $931K | 12K |
| Micron Technology Inc | MU | Shares | $916K | 3K |
| Dimensional Etf Trust | DFAX | Shares | $852K | 25K |
| Cisco Sys Inc | CSCO | Shares | $761K | 10K |
| Dutch Bros Inc | BROS | Shares | $601K | 12K |
| Apple Inc | AAPL | Shares | $568K | 2K |
| Gamestop Corp | GME | Shares | $564K | 24K |
| Microsoft Corp | MSFT | Shares | $490K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $444K | 7K |
| Meta Platforms Inc | META | Shares | $273K | 476 |
| Ishares Tr | ITOT | Shares | $264K | 2K |
| Dimensional Etf Trust | DFAE | Shares | $263K | 8K |
| Oracle Corp | ORCL | Shares | $262K | 2K |
| Alphabet Inc | GOOGL | Shares | $262K | 910 |
| Amazon Com Inc | AMZN | Shares | $250K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $245K | 4K |
| Chevron Corporation | CVX | Shares | $230K | 1K |
| Home Depot Inc | HD | Shares | $220K | 668 |
| Tesla Inc | TSLA | Shares | $216K | 581 |
| Schwab Strategic Tr | SCHO | Shares | $205K | 8K |
| Northern Dynasty Minerals Lt | NAK | Shares | $45K | 32K |
| Bridger Aerospace Grp Hldgs | BAER | Shares | $27K | 14K |
| Lucid Diagnostics Inc | LUCD | Shares | $24K | 21K |
| Cid Holdco Inc | Shares | $4K | 23K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.