New Capital Management LP

CIK: 0001696731Latest portfolio: $398.1M · Q4 2025

Holdings

55

Total Value

$398.1M

New Positions

2

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
DFACDIMENSIONAL ETF TRUST
2,660,860$105.3M26.46%+9K
2
DFAXDIMENSIONAL ETF TRUST
2,352,036$77.0M19.34%+15K
3
BRK/BBERKSHIRE HATHAWAY INC DEL
107,609$54.1M13.59%-3,772
4
AAPLAPPLE INC
78,114$21.2M5.33%-274
5
EBIRBB FUND TRUST
213,409$12.1M3.03%
6
DFSUDIMENSIONAL ETF TRUST
266,317$11.6M2.91%-7,353
7
BINCBLACKROCK ETF TRUST II
203,231$10.7M2.69%+119K
8
IUSBISHARES TR
185,239$8.6M2.17%+3K
9
DFSIDIMENSIONAL ETF TRUST
181,948$7.8M1.96%-4,693
10
PEPPEPSICO INC
53,033$7.6M1.91%
11
STIPISHARES TR
62,461$6.4M1.61%-1,206
12
GOOGALPHABET INC
17,018$5.3M1.34%+14K
13
NVDANVIDIA CORPORATION
28,293$5.3M1.33%-4,803
14
VGMSVANGUARD MALVERN FDS
101,010$5.2M1.31%NEW
15
JBNDJ P MORGAN EXCHANGE TRADED F
95,816$5.2M1.30%NEW
16
TFLOISHARES TR
101,557$5.1M1.29%-60,870
17
IBITISHARES BITCOIN TRUST ETF
97,732$4.9M1.22%+2K
18
IAGGISHARES TR
96,791$4.8M1.22%-2,756
19
DFGRDIMENSIONAL ETF TRUST
148,535$3.9M0.99%-8,371
20
MSFTMICROSOFT CORP
7,453$3.6M0.91%
21
DFSEDIMENSIONAL ETF TRUST
74,312$3.1M0.77%-568
22
LEMBISHARES INC
63,383$2.6M0.66%+202
23
CEMBISHARES INC
55,789$2.6M0.64%+420
24
GHYGISHARES INC
55,190$2.5M0.64%+678
25
ISHGISHARES TR
33,522$2.5M0.63%+522

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
DFAX2.4M+15K
DFAC2.7M+9K
NFLX7K+7K
IUSB185K+3K
IBIT98K+2K
GHYG55K+678
ISHG34K+522
CEMB56K+420
LEMB63K+202
AOA4K+124

Decreased Positions

NameSharesChange
JPST6K-91110
TFLO102K-60870
DFGR149K-8371
DFSU266K-7353
NVDA28K-4803
DFSI182K-4693
JMST35K-3828
BRK/B108K-3772
IAGG97K-2756
DFCF6K-2711

Sector Breakdown

Financial Services0.0% ($1.0534376982120751e+116T)
Communication Services0.0% ($5340988.9T)
Technology0.0% ($2123652.8T)
Unknown0.0% ($540895.2T)
Consumer Cyclical0.0% ($13.1T)
Consumer Defensive0.0% ($7.6B)
Healthcare0.0% ($741.4M)
Real Estate0.0% ($876K)
Energy0.0% ($395K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$398.1M55
Q3 2025Oct 8, 2025$381.7B54
Q2 2025Jul 7, 2025$358.3B56
Q1 2025Apr 29, 2025$348.5B50

Fund Information

CIK0001696731
Most Recent FilingJan 20, 2026
Number of Filings4

New Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $398.1M across 55 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 26.5% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.