Scratch Capital LLC Top Holdings and 13F Report (2025) About Scratch Capital LLCInvestment ActivityScratch Capital LLC has $151.60 million in total holdings as of September 30, 2025.Scratch Capital LLC owns shares of 63 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 16.51% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Scratch Capital LLC has purchased 37 new stocks and bought additional shares in 20 stocks.Scratch Capital LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $23,349,622Vanguard Short-Term Treasury ETF $15,880,908Dimensional International Core Equity 2 ETF $13,875,738Dimensional US High Profitability ETF $13,511,011Dimensional US Small Cap Value ETF $11,174,344 Largest New Holdings this Quarter 032095101 - Amphenol $1,595,880 Holding337738108 - Fiserv $805,813 Holding363576109 - Arthur J. Gallagher & Co. $774,660 Holding92345Y106 - Verisk Analytics $729,379 Holding25434V633 - Dimensional California Municipal Bond ETF $673,634 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 37,013 shares (about $2.80M)Dimensional U.S. Core Equity 2 ETF 54,780 shares (about $2.11M)Dimensional National Municipal Bond ETF 33,845 shares (about $1.62M)Amphenol 12,896 shares (about $1.60M)Dimensional US High Profitability ETF 36,071 shares (about $1.36M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 14,491 shares (about $1.46M)Intuit 378 shares (about $258.14K)Vanguard Russell 1000 Value ETF 1,931 shares (about $172.57K)Microsoft 175 shares (about $90.65K)NVIDIA 485 shares (about $90.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScratch Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$23,349,622$2,112,865 ▲9.9%605,38315.4%ETFVGSHVanguard Short-Term Treasury ETF$15,880,908$531,710 ▲3.5%269,85410.5%ETFDFICDimensional International Core Equity 2 ETF$13,875,738$760,531 ▲5.8%423,1709.2%ETFDUHPDimensional US High Profitability ETF$13,511,011$1,362,402 ▲11.2%357,7188.9%ETFDFSVDimensional US Small Cap Value ETF$11,174,344$808,991 ▲7.8%350,9537.4%ETFDFIPDimensional Inflation-Protected Securities ETF$10,640,440$720,613 ▲7.3%251,9647.0%ETFDFATDimensional U.S. Targeted Value ETF$7,706,073$2,678 ▼0.0%132,3845.1%ETFVTIVanguard Total Stock Market ETF$7,211,536$7,220 ▲0.1%21,9754.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,551,470$418,801 ▲6.8%204,2874.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,449,176$1,459,244 ▼-29.7%34,2522.3%ETFVANGUARD INSTL INDEX FD$3,363,885$2,798,738 ▲495.2%44,4872.2%0-3 MO TREAS BILTIPiShares TIPS Bond ETF$2,808,5270.0%25,2521.9%ETFDFNMDimensional National Municipal Bond ETF$2,573,647$1,623,883 ▲171.0%53,6401.7%ETFINTUIntuit$2,134,094$258,140 ▼-10.8%3,1251.4%Computer and TechnologyAPHAmphenol$1,595,880$1,595,880 ▲New Holding12,8961.1%Computer and TechnologyAAPLApple$1,507,673$1,203,643 ▲395.9%5,9211.0%Computer and TechnologyNVDANVIDIA$1,279,477$90,485 ▼-6.6%6,8580.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,265,7420.0%1,9000.8%FinanceWFCWells Fargo & Company$1,148,837$29,924 ▼-2.5%13,7060.8%FinanceDFAIDimensional International Core Equity Market ETF$1,120,271$8,542 ▲0.8%30,8190.7%ETFVONVVanguard Russell 1000 Value ETF$1,007,557$172,573 ▼-14.6%11,2740.7%ETFDIMENSIONAL ETF TRUST$874,718$45,322 ▲5.5%12,1590.6%US CORE EQUITY 1WMTWalmart$862,775$51,321 ▲6.3%8,3720.6%Retail/WholesaleFIFiserv$805,813$805,813 ▲New Holding6,2500.5%Business ServicesAJGArthur J. Gallagher & Co.$774,660$774,660 ▲New Holding2,5010.5%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$750,0130.0%23,9010.5%ETFVRSKVerisk Analytics$729,379$729,379 ▲New Holding2,9000.5%Business ServicesGMEGameStop$686,174$24,552 ▲3.7%25,1530.5%Consumer DiscretionaryDFCADimensional California Municipal Bond ETF$673,634$673,634 ▲New Holding13,5200.4%ETFMUMicron Technology$669,860$268,078 ▲66.7%4,0030.4%Computer and TechnologyCSCOCisco Systems$665,248$50,494 ▼-7.1%9,7230.4%Computer and TechnologyTMOThermo Fisher Scientific$626,140$626,140 ▲New Holding1,2910.4%MedicalBROSDutch Bros$620,805$52 ▼0.0%11,8610.4%Retail/WholesaleSPGIS&P Global$589,406$589,406 ▲New Holding1,2110.4%FinanceXYLXylem$587,198$587,198 ▲New Holding3,9810.4%Business ServicesORCLOracle$585,542$62,435 ▼-9.6%2,0820.4%Computer and TechnologyDHRDanaher$555,326$555,326 ▲New Holding2,8010.4%MedicalGOOGLAlphabet$550,660$550,660 ▲New Holding2,2650.4%Computer and TechnologyMSFTMicrosoft$506,097$90,652 ▼-15.2%9770.3%Computer and TechnologyVRTVertiv$467,817$467,817 ▲New Holding3,1010.3%Computer and TechnologyGOOGAlphabet$409,895$409,895 ▲New Holding1,6830.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$407,875$1,079 ▲0.3%6,8070.3%ETFATRAptarGroup$401,114$401,114 ▲New Holding3,0010.3%IndustrialsROPER TECHNOLOGIES INC$399,451$399,451 ▲New Holding8010.3%COMCHDChurch & Dwight$385,660$385,660 ▲New Holding4,4010.3%Consumer StaplesWATWaters$359,772$359,772 ▲New Holding1,2000.2%MedicalVVisa$347,866$347,866 ▲New Holding1,0190.2%Business ServicesFISFidelity National Information Services$333,129$333,129 ▲New Holding5,0520.2%Business ServicesSCHOSchwab Short-Term U.S. Treasury ETF$298,924$20,716 ▼-6.5%12,2510.2%ETFENBEnbridge$280,659$280,659 ▲New Holding5,5620.2%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$277,026$7,428 ▼-2.6%1,9020.2%ETFIEXIDEX$260,579$260,579 ▲New Holding1,6010.2%IndustrialsTSLATesla$257,048$257,048 ▲New Holding5780.2%Auto/Tires/TrucksHDHome Depot$239,537$1,216 ▲0.5%5910.2%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$224,115$5,549 ▲2.5%7,1080.1%ETFDVYiShares Select Dividend ETF$222,387$222,387 ▲New Holding1,5650.1%ETFAIZAssurant$211,402$211,402 ▲New Holding9760.1%FinanceGSThe Goldman Sachs Group$206,255$206,255 ▲New Holding2590.1%FinanceUSBU.S. Bancorp$204,774$204,774 ▲New Holding4,2370.1%FinanceNAKNorthern Dynasty Minerals$63,8160.0%53,1800.0%Basic MaterialsCID HOLDCO INC$27,330$27,330 ▲New Holding10,7600.0%COMBAERBridger Aerospace Group$25,1730.0%13,6070.0%AerospaceLUCDLucid Diagnostics$21,204$9,181 ▲76.4%20,9940.0%MedicalShowing largest 100 holdings. 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