Scratch Capital LLC holds a focused book of 44 stocks worth $201.5M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Schwab US Small-Cap ETF and trimmed Vanguard Short-Term Treasury. Their largest long position is Dimensional US Core Equity 2 at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Scratch Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Allworth Financial LP | 77 / 44 | $6.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76 / 44 | $13.1B |
| OSAIC HOLDINGS, INC. | 76 / 44 | $12.7B |
| IFP Advisors, Inc | 76 / 44 | $967.2M |
| JPMORGAN CHASE & CO | 75 / 44 | $459.6B |
| MORGAN STANLEY | 75 / 44 | $458.5B |
| ROYAL BANK OF CANADA | 75 / 44 | $130.1B |
| LPL Financial LLC | 75 / 44 | $57.1B |
Ranked by how many of Scratch Capital LLC's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $34.7M | 783.2K | 17.2% | ▲+8.6% Added · +62K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $21.8M | 584.2K | 10.8% | ▲+11% Added · +58K sh | |
| 3 | Dimensional ETF Trust US HIGH PROF ETF | $20.2M | 483.9K | 10.0% | ▲+9.4% Added · +42K sh | |
| 4 | Vanguard Scottsdale FDS SHORT TERM TREAS | $18.3M | 315.1K | 9.1% | ▼−0.1% Reduced · −310 sh | |
| 5 | Dimensional ETF Trust US SMALL CAP ETF | $16.8M | 433.2K | 8.3% | ▲+7.2% Added · +29K sh | |
| 6 | Dimensional ETF Trust INFLATION PROTE | $14.4M | 350.1K | 7.2% | ▲+0.3% Added · +1K sh | |
| 7 | Ishares TR 0-3 MTH TREASURY | $12.5M | 123.8K | 6.2% | ▼−0.3% Reduced · −436 sh | |
| 8 | Dimensional ETF Trust EMERGING MKTS CO | $11.6M | 285.4K | 5.8% | ▲+8.3% Added · +22K sh | |
| 9 | Dimensional ETF Trust US TARGETED VLU | $9.2M | 131.8K | 4.6% | ▲~0% Added · +11 sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $8.5M | 23.1K | 4.2% | ▲+0.4% Added · +89 sh | |
| 11 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $4.7M | 61.7K | 2.3% | ▲+42% Added · +18K sh | |
| 12 | Dimensional ETF Trust NATL MUN BD ETF | $3.4M | 70.5K | 1.7% | ▼−4.1% Reduced · −3K sh | |
| 13 | Dutch Bros Inc CL A | $2.5M | 34.9K | 1.2% | ▲+194% Added · +23K sh | |
| 14 | Micron Technology Inc COM | $2.4M | 2.1K | 1.2% | ▼−23% Reduced · −611 sh | |
| 15 | Ishares TR TIPS BD ETF | $2.4M | 21.5K | 1.2% | ▼−0.5% Reduced · −114 sh | |
| 16 | Nvidia Corporation COM | $1.7M | 8.5K | 0.8% | ▲+1.5% Added · +123 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.9K | 0.7% | —Held | |
| 18 | Dimensional ETF Trust INTL CORE EQT MK | $1.3M | 32.5K | 0.7% | ▲+2.2% Added · +692 sh | |
| 19 | Dimensional ETF Trust US COR EQU 1 ETF | $1.2M | 15.0K | 0.6% | ▲+5.5% Added · +777 sh | |
| 20 | Cisco Sys Inc COM | $1.1M | 9.6K | 0.6% | ▼−2.5% Reduced · −242 sh | |
| 21 | Vanguard Scottsdale FDS VNG RUS1000VAL | $1.1M | 10.4K | 0.5% | —Held | |
| 22 | Dimensional ETF Trust CALIF MUN BD ETF | $1.0M | 20.4K | 0.5% | ▲+4.0% Added · +786 sh | |
| 23 | Dimensional ETF Trust WORLD EX US CORE | $929K | 25.2K | 0.5% | ▲+0.5% Added · +136 sh | |
| 24 | Wells Fargo & Co COM | $911K | 11.0K | 0.5% | ▼−5.7% Reduced · −661 sh | |
| 25 | Walmart Inc COM | $847K | 7.5K | 0.4% | ▼−2.6% Reduced · −200 sh | |
| 26 | Gamestop Corp CL A | $779K | 35.3K | 0.4% | ▲+44% Added · +11K sh | |
| 27 | Intuit COM | $754K | 2.9K | 0.4% | ▼−3.2% Reduced · −95 sh | |
| 28 | Apple Inc COM | $722K | 2.5K | 0.4% | ▲+12% Added · +259 sh | |
| 29 | Microsoft Corp COM | $567K | 1.5K | 0.3% | ▲+15% Added · +195 sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $493K | 6.9K | 0.2% | ▼−0.1% Reduced · −11 sh | |
| 31 | Amazon Com Inc COM | $379K | 1.6K | 0.2% | ▲+33% Added · +393 sh | |
| 32 | Alphabet Inc CAP STK CL A | $362K | 1.0K | 0.2% | ▲+11% Added · +104 sh | |
| 33 | Dimensional ETF Trust EMGR CRE EQT MNG | $324K | 8.1K | 0.2% | ▲+3.7% Added · +287 sh | |
| 34 | Ishares TR CORE S&P TTL STK | $277K | 1.7K | 0.1% | ▼−9.2% Reduced · −170 sh | |
| 35 | Meta Platforms Inc CL A | $268K | 476 | 0.1% | —Held | |
| 36 | Oracle Corp COM | $256K | 1.7K | 0.1% | ▼−1.9% Reduced · −33 sh | |
| 37 | Tesla Inc COM | $242K | 576 | 0.1% | ▼−0.9% Reduced · −5 sh | |
| 38 | Schwab Strategic TR US SML CAP ETF | $221K | 6.1K | 0.1% | ▲New New position | |
| 39 | Home Depot Inc COM | $221K | 626 | 0.1% | ▼−6.3% Reduced · −42 sh | |
| 40 | Select Sector SPDR TR ST STR ENERG ETF | $212K | 4.0K | 0.1% | —Held | |
| 41 | Schwab Strategic TR SHT TM US TRES | $207K | 8.6K | 0.1% | ▲+1.6% Added · +138 sh | |
| 42 | Northern Dynasty Minerals LT COM NEW | $62K | 32.4K | 0.0% | —Held | |
| 43 | Bridger Aerospace Grp Hldgs COM | $26K | 13.6K | 0.0% | —Held | |
| 44 | Lucid Diagnostics Inc COM | $22K | 21.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055324/holdings"
Use Arkolith to show SCRATCH CAPITAL LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 44 | $201.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 45 | $174.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 47 | $152.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 63 | $151.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 37 | $122.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 33 | $96.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 33 | $81.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.