New Capital Management
$439M 13F equity value
61 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2,570,196 | $114M | 26.0% |
| DFAX | DIMENSIONAL ETF TRUST | 2,410,224 | $89M | 20.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 107,130 | $54M | 12.2% |
| AAPL | APPLE INC | 77,278 | $22M | 5.1% |
| EBI | RBB FUND TRUST | 213,409 | $14M | 3.2% |
| DFSU | DIMENSIONAL ETF TRUST | 247,912 | $12M | 2.6% |
| BINC | BLACKROCK ETF TRUST II | 218,332 | $11M | 2.6% |
| IUSB | ISHARES TR | 196,719 | $9M | 2.1% |
| DFSI | DIMENSIONAL ETF TRUST | 179,986 | $8M | 1.8% |
| IAGG | ISHARES TR | 153,832 | $8M | 1.8% |
Track New Capital Management's 13F portfolio: $439M in reported holdings, 61 positions. Top holdings and quarterly changes on SentiSense.
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