Fund Holdings — New Capital Management LP

Total Portfolio Value
$405.65M
Total Bought
$26.29M
Total Sold
$17.70M
Net Transaction
+$8.59M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
2,352,0362,387,805+35,76976,98281,11420.00%+4,132
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
084,106+84,10604,0220.99%+4,022
ISHARES GOLD TR(IAU)3,25044,289+41,0392643,9050.96%+3,641
ISHARES TR025,699+25,69902,8010.69%+2,801
ISHARES TR
CORE INTL AGGR
96,791152,395+55,6044,8417,6261.88%+2,785
ISHARES INC55,78983,987+28,1982,5593,8030.94%+1,244
ISHARES INC55,19083,968+28,7782,5463,7880.93%+1,242
ISHARES TR33,52250,245+16,7232,5223,7270.92%+1,205
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
148,535190,634+42,0993,9245,0671.25%+1,143
ISHARES INC63,38389,764+26,3812,6353,6620.90%+1,028
PEPSICO INC(PEP)53,03352,772-2617,6118,1952.02%+584
BLACKROCK ETF TRUST II203,231215,491+12,26010,72511,1902.76%+466
ISHARES TR
CORE UNIVRSL USD
185,239193,766+8,5278,6218,9502.21%+329
HOME DEPOT INC(HD)0958+95803150.08%+315
RBB FUND TRUST
LONGVIEW ADVANTG
213,409213,409012,07512,3483.04%+273
BRISTOW GROUP INC(VTOL)05,759+5,75902700.07%+270
CUMMINS INC(CMI)0374+37402010.05%+201
EXXON MOBIL CORP3,2893,355+663965690.14%+173
COSTCO WHOLESALE CORPORATION(COST)86286207448590.21%+116
KIMCO REALTY CORP(KIM)43,25443,25408779720.24%+95
YUM BRANDS INC(YUM)8,6628,66201,3101,3470.33%+36
NETFLIX INC.(NFLX)7,3807,38006927100.17%+18
YUM CHINA HLDGS INC(YUMC)8,8538,85304234320.11%+9
ALPHABET INC(GOOG)2,8323,084+2528868870.22%0
ISHARES TR2,1172,11702112100.05%-1
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
5,7545,75402452430.06%-2
ISHARES TR3,2273,175-523243200.08%-4
ISHARES TR8,7108,720+105665610.14%-5
ISHARES TR3,6493,597-523273180.08%-9
ISHARES TR
ULTRA SHORT DUR
8,3468,149-1974224130.10%-10
VANGUARD BD INDEX FDS
VANGUARD ULTRA
8,6488,447-2014314210.10%-10
ISHARES U S ETF TR
SHOR DURA BD ETF
4,3074,117-1902202090.05%-11
ISHARES TR4,5754,57506476330.16%-14
WARNER BROS DISCOVERY INC(WBD)12,70012,70003663490.09%-17
VANGUARD INTL EQUITY INDEX F10,45110,523+721,4741,4560.36%-19
AON PLC(AON)70770702492280.06%-21
STATE STR SPDR S&P 500 ETF T(SPY)80280205475220.13%-25
ISHARES TR
TRS FLT RT BD
101,557100,678-8795,1255,0971.26%-27
META PLATFORMS INC(META)1,4981,674+1769899580.24%-31
ABBVIE INC(ABBV)3,2443,255+117417080.17%-33
ELI LILLY & CO(LLY)32632603503000.07%-50
MERCADOLIBRE INC(MELI)20320304093510.09%-58
BROADCOM INC(AVGO)1,7991,741-586225390.13%-84
AMAZON COM INC(AMZN)4,5254,426-991,0459220.23%-123
DIMENSIONAL ETF TRUST
INTERNATIONAL
181,948180,145-1,8037,7967,6381.88%-157
ISHARES BITCOIN TRUST ETF(IBIT)97,732121,723+23,9914,8524,6771.15%-176
MASTERCARD INCORPORATED(MA)1,9331,855-781,1049270.23%-177
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
74,31268,277-6,0353,0822,8930.71%-190
ALPHABET INC(GOOG)17,01817,933+9155,3405,1441.27%-196
NVIDIA CORPORATION(NVDA)28,29328,447+1545,2774,9611.22%-315
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4560-6,4563270—-327
MICROSOFT CORP(MSFT)7,4538,340+8873,6053,0870.76%-517
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
95,81681,150-14,6665,1814,3631.08%-817
VANGUARD MALVERN FDS101,01084,586-16,4245,2104,3141.06%-896
ISHARES TR
0-5 YR TIPS ETF
62,46151,455-11,0066,3955,3221.31%-1,073
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
266,317247,490-18,82711,56610,1692.51%-1,397
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
34,8155,003-29,8121,7732550.06%-1,518
APPLE INC(AAPL)78,11477,393-72121,23619,6414.84%-1,595
BERKSHIRE HATHAWAY INC DEL107,609107,172-43754,09051,35712.66%-2,733
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
2,660,8602,557,586-103,274105,34399,38824.50%-5,956
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New Capital Management LP — 13F Holdings — Q1 2026 | TickerTrail