# EDGAR Filing Document

**Accession Number:** 0001905665
**File Stem:** 0001905665-25-000005
**Filing Date:** 2025-7
**Character Count:** 8851
**Document Hash:** 71253920b7e267baedfb0784db371107
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001905665-25-000005.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001905665-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shearwater Capital LLC
- **CENTRAL INDEX KEY:** 0001905665

**ORGANIZATION NAME:**
- **EIN:** 431856252
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21490
- **FILM NUMBER:** 251120267

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 S. COLORADO BLVD. TOWER 1
- **STREET 2:** SUITE 2000-1148
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80222
- **BUSINESS PHONE:** 314-434-4750

**MAIL ADDRESS:**
- **STREET 1:** 2000 S. COLORADO BLVD. TOWER 1
- **STREET 2:** SUITE 2000-1148
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80222

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shearwater Capital LLC<br>**Address:** 2000 S. COLORADO BLVD. TOWER 1<br>SUITE 2000-1148<br>DENVER, CO 80222

**Form 13F File Number:** 028-21490

**CRD Number (if applicable):** 000115399

**SEC File Number (if applicable):** 801-77787

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric Malden<br>**Title:** Principal<br>**Phone:** 3144344750

**Signature, Place, and Date of Signing:**

Eric Malden  Denver, CO  06-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $159005328

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 |  | 742810 | 1920 | SH |  | SOLE |  | 0 | 0 | 1920 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 483980 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 539278 | 3040 | SH |  | SOLE |  | 0 | 0 | 3040 |
| AMAZON COM INC | COM | 023135106 |  | 3141445 | 14319 | SH |  | SOLE |  | 0 | 0 | 14319 |
| APPLE INC | COM | 037833100 |  | 505744 | 2465 | SH |  | SOLE |  | 0 | 0 | 2465 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 231227 | 476 | SH |  | SOLE |  | 0 | 0 | 476 |
| BROADCOM INC | COM | 11135F101 |  | 234303 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| C3 AI INC | CL A | 12468P104 |  | 1652971 | 67276 | SH |  | SOLE |  | 0 | 0 | 67276 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 203663 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| DEERE  CO | COM | 244199105 |  | 351709 | 692 | SH |  | SOLE |  | 0 | 0 | 692 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 61080722 | 1704261 | SH |  | SOLE |  | 0 | 0 | 1704261 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 989830 | 34191 | SH |  | SOLE |  | 0 | 0 | 34191 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 2844437 | 82281 | SH |  | SOLE |  | 0 | 0 | 82281 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1501995 | 23576 | SH |  | SOLE |  | 0 | 0 | 23576 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 4476660 | 82963 | SH |  | SOLE |  | 0 | 0 | 82963 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 400090 | 9445 | SH |  | SOLE |  | 0 | 0 | 9445 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 24769641 | 843365 | SH |  | SOLE |  | 0 | 0 | 843365 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1453829 | 34402 | SH |  | SOLE |  | 0 | 0 | 34402 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 2318306 | 78110 | SH |  | SOLE |  | 0 | 0 | 78110 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 534142 | 19908 | SH |  | SOLE |  | 0 | 0 | 19908 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 1662895 | 39773 | SH |  | SOLE |  | 0 | 0 | 39773 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 15138383 | 353453 | SH |  | SOLE |  | 0 | 0 | 353453 |
| DIMENSIONAL ETF TRUST | NATIONAL MUNICIP | 25434V849 |  | 1899610 | 40051 | SH |  | SOLE |  | 0 | 0 | 40051 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 411446 | 8570 | SH |  | SOLE |  | 0 | 0 | 8570 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 589071 | 20016 | SH |  | SOLE |  | 0 | 0 | 20016 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 2394222 | 35724 | SH |  | SOLE |  | 0 | 0 | 35724 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 6114241 | 144613 | SH |  | SOLE |  | 0 | 0 | 144613 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 861487 | 26177 | SH |  | SOLE |  | 0 | 0 | 26177 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 208940 | 6967 | SH |  | SOLE |  | 0 | 0 | 6967 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 786400 | 14432 | SH |  | SOLE |  | 0 | 0 | 14432 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 205781 | 6978 | SH |  | SOLE |  | 0 | 0 | 6978 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 589371 | 16574 | SH |  | SOLE |  | 0 | 0 | 16574 |
| DOCUSIGN INC | COM | 256163106 |  | 8912797 | 114428 | SH |  | SOLE |  | 0 | 0 | 114428 |
| HUMANA INC | COM | 444859102 |  | 388093 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 278578 | 505 | SH |  | SOLE |  | 0 | 0 | 505 |
| ISHARES TR | CORE S ETF | 464287200 |  | 879194 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 421683 | 3830 | SH |  | SOLE |  | 0 | 0 | 3830 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 301077 | 1102 | SH |  | SOLE |  | 0 | 0 | 1102 |
| MOODYS CORP | COM | 615369105 |  | 483631 | 964 | SH |  | SOLE |  | 0 | 0 | 964 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1021407 | 6465 | SH |  | SOLE |  | 0 | 0 | 6465 |
| ORACLE CORP | COM | 68389X105 |  | 565143 | 2585 | SH |  | SOLE |  | 0 | 0 | 2585 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 294539 | 13328 | SH |  | SOLE |  | 0 | 0 | 13328 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 568012 | 21290 | SH |  | SOLE |  | 0 | 0 | 21290 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 276479 | 9992 | SH |  | SOLE |  | 0 | 0 | 9992 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 971167 | 41789 | SH |  | SOLE |  | 0 | 0 | 41789 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1321438 | 4335 | SH |  | SOLE |  | 0 | 0 | 4335 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 933291 | 7291 | SH |  | SOLE |  | 0 | 0 | 7291 |
| STERIS PLC | SHS USD | G8473T100 |  | 406993 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| TESLA INC | COM | 88160R101 |  | 1436141 | 4521 | SH |  | SOLE |  | 0 | 0 | 4521 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 227036 | 747 | SH |  | SOLE |  | 0 | 0 | 747 |

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