New Capital Management LP - Portfolio overview

New Capital Management LP has 61 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 24.19%
2. DFAX - DIMENSIONAL ETF TRUST, 19.74%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 12.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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