SCRATCH CAPITAL LLC portfolio

Latest available portfolio: Q2 2026 · Holdings as of 30 Jun 2026 · Filed 30 Jul 2026 · $201,489,792 in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	44	$201,489,792	+$12,721,066	-$1,342,163	+$11,378,903	DFAC, DFIC, DUHP, VGSH, DFSV	13F-HR	30 Jul 2026, 15:55
Q1 2026	45	$174,627,227	+$24,903,273	-$2,549,091	+$22,354,182	DFAC, DFIC, VGSH, DUHP, DFIP	13F-HR	11 May 2026, 16:32
Q4 2025	47	$152,815,322	+$11,339,230	-$13,057,817	-$1,718,587	DFAC, VGSH, DFIC, DUHP, DFIP	13F-HR	12 Jan 2026, 21:02
Q3 2025	63	$151,602,164	+$25,027,471	-$2,244,821	+$22,782,650	DFAC, VGSH, DFIC, DUHP, DFSV	13F-HR	14 Oct 2025, 21:03
Q2 2025	37	$122,911,974	+$22,218,244	-$2,985,466	+$19,232,778	DFAC, VGSH, DFIC, DUHP, DFIP	13F-HR	11 Jul 2025, 15:53
Q1 2025	33	$96,864,369	+$23,785,854	-$7,583,589	+$16,202,265	DFAC, VGSH, DFIC, DFAT, DFIP	13F-HR	16 Apr 2025, 21:03
Q4 2024	33	$81,880,300	$0	$0	$0	DFAC, DFAT, VGSH, DFIC, VTI	13F-HR	06 Feb 2025, 10:19

Showing 1-7 of 7 filings.

Manager details and filing context

Latest 13F filing: Q2 2026 - 30 Jul 2026
Latest reported 13F value: $201,489,792
Largest 13F holdings: DFAC DFIC DUHP VGSH DFSV DFIP SGOV DFEM DFAT VTI VBIL DFNM
+8 more
BROS MU TIP NVDA SPY DFAI DCOR CSCO
Form 13F summary: SCRATCH CAPITAL LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
SCRATCH CAPITAL LLC reported 44 equity holdings with a total reported market value of $201,489,792 for Q2 2026. Top reported holdings included DFAC, DFIC, DUHP, VGSH, and DFSV.
Manager signature: Andrew Michael Lunt - Principal and Advisor
Manager location: Boise, ID

Holdings Value