New Capital Management LP Q2 2025 Filing

Filed July 7, 2025

Portfolio Value

$358.3B

Holdings

56

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (56 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
2,645,303$94.8B26.46%
2
DFAXDIMENSIONAL ETF TRUST
2,331,006$68.5B19.11%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
112,108$54.5B15.20%
4
AAPLAPPLE INC
78,408$16.1B4.49%
5
EBIRBB FUND TRUST
213,409$10.9B3.03%
6
DFSUDIMENSIONAL ETF TRUST
272,556$10.7B2.99%
7
TFLOISHARES TR
200,338$10.1B2.83%
8
DFSIDIMENSIONAL ETF TRUST
185,790$7.3B2.04%
9
PEPPEPSICO INC
52,961$7.0B1.95%
10
IUSBISHARES TR
149,289$6.9B1.93%
11
STIPISHARES TR
65,136$6.7B1.87%
12
IBITISHARES BITCOIN TRUST ETF
94,526$5.8B1.61%
13
IAGGISHARES TR
103,434$5.3B1.47%
14
JPSTJ P MORGAN EXCHANGE TRADED F
98,293$5.0B1.39%
15
DFGRDIMENSIONAL ETF TRUST
174,110$4.7B1.30%
16
BINCBLACKROCK ETF TRUST II
87,637$4.6B1.29%
17
MSFTMICROSOFT CORP
7,393$3.7B1.03%
18
DFSEDIMENSIONAL ETF TRUST
74,936$2.9B0.80%
19
NVDANVIDIA CORPORATION
14,214$2.2B0.63%
20
LEMBISHARES INC
51,915$2.1B0.59%
21
ISHGISHARES TR
27,097$2.1B0.58%
22
CEMBISHARES INC
45,624$2.1B0.58%
23
GHYGISHARES INC
44,541$2.1B0.58%
24
JMSTJ P MORGAN EXCHANGE TRADED F
40,237$2.0B0.57%
25
AGGISHARES TR
20,289$2.0B0.56%
26
VTVANGUARD INTL EQUITY INDEX F
10,662$1.4B0.38%
27
DFCFDIMENSIONAL ETF TRUST
31,872$1.3B0.38%
28
YUMYUM BRANDS INC
8,747$1.3B0.36%
29
METAMETA PLATFORMS INC
1,498$1.1B0.31%
30
MAMASTERCARD INCORPORATED
1,950$1.1B0.31%
31
AMZNAMAZON COM INC
4,525$992.8M0.28%
32
NFLXNETFLIX INC
738$988.3M0.28%
33
KIMKIMCO RLTY CORP
43,254$909.2M0.25%
34
COSTCOSTCO WHSL CORP NEW
884$875.4M0.24%
35
ACWIISHARES TR
4,638$596.4M0.17%
36
ABBVABBVIE INC
3,074$570.6M0.16%
37
AORISHARES TR
8,608$530.0M0.15%
38
VUSBVANGUARD BD INDEX FDS
10,499$523.5M0.15%
39
MLB1MERCADOLIBRE INC
200$522.7M0.15%
40
ICSHISHARES TR
9,995$506.8M0.14%
41
GOOGLALPHABET INC
2,832$499.1M0.14%
42
GOOGALPHABET INC
2,717$482.0M0.13%
43
AVGOBROADCOM INC
1,474$406.3M0.11%
44
SGOVISHARES TR
3,980$400.8M0.11%
45
YUMCYUM CHINA HLDGS INC
8,853$395.8M0.11%
46
BSVVANGUARD BD INDEX FDS
4,516$355.4M0.10%
47
XOMEXXON MOBIL CORP
3,286$354.2M0.10%
48
SPYSPDR S&P 500 ETF TR
556$343.5M0.10%
49
SHYISHARES TR
4,000$331.4M0.09%
50
AOAISHARES TR
3,483$290.5M0.08%
51
AONAON PLC
741$264.4M0.07%
52
NEARISHARES U S ETF TR
4,816$246.1M0.07%
53
LLYELI LILLY & CO
286$222.9M0.06%
54
IAU*ISHARES GOLD TR
3,250$202.7M0.06%
55
SHVISHARES TR
1,815$200.4M0.06%
56
WBDWARNER BROS DISCOVERY INC
12,700$145.5M0.04%