New Capital Management LP Q1 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of finance, it's essential to stay on top of the latest trends and movements in the market. One way investors can gain valuable insights into market activity is by examining the 13F filings of major investment firms. These filings provide a snapshot of a firm's holdings, giving investors an idea of where the smart money is being invested.

In this article, we'll take a closer look at the Q1 2023 vs. Q3 2023 13F holdings comparison of New Capital Management LP. By analyzing the changes in the fund's holdings over this period, we can gain valuable insights into the firm's investment strategy and potentially identify investment opportunities for ourselves.

DIMENSIONAL ETF TRUST - A Solid Performer

One notable investment by New Capital Management LP in Q1 2023 was in DIMENSIONAL ETF TRUST. The fund increased its holdings from 2,342,493 shares in Q1 2023 to 2,440,980 shares in Q3 2023, representing a 7.1% change. This increase in holdings shows the fund's confidence in the performance and potential of DIMENSIONAL ETF TRUST.

APPLE INC - Steady Growth

Another notable change in New Capital Management LP's holdings was its investment in APPLE INC. The fund slightly increased its holdings from 72,972 shares in Q1 2023 to 73,013 shares in Q3 2023, representing a 3.9% change. While this change may seem small, it indicates the fund's belief in the long-term growth prospects of APPLE INC.

ISHARES TR - Mixed Fortunes

New Capital Management LP also had mixed fortunes with its investments in the ISHARES TR family of funds. The fund increased its holdings in TFLO by 37.5%, from 175,532 shares in Q1 2023 to 240,617 shares in Q3 2023. However, its holdings in STIP declined by 33.4%, from 153,583 shares in Q1 2023 to 104,796 shares in Q3 2023. These contrasting changes highlight the fund's active management approach and its ability to identify both lucrative and challenging investment opportunities.

VANGUARD BD INDEX FDS - A Significant Increase

One of the most significant changes in New Capital Management LP's holdings was its investment in VANGUARD BD INDEX FDS. The fund's holdings in VUSB increased by a staggering 99.9%, from 49,792 shares in Q1 2023 to 99,654 shares in Q3 2023. This significant increase suggests the fund's optimism regarding the performance of VANGUARD BD INDEX FDS.

DIMENSIONAL ETF TRUST - A Remarkable Surge

Perhaps the most eye-catching change in New Capital Management LP's holdings was its investment in DIMENSIONAL ETF TRUST. The fund's holdings in DFSU skyrocketed by an astounding 366.4%, from 29,536 shares in Q1 2023 to 132,175 shares in Q3 2023. This incredible surge demonstrates the fund's conviction in the potential of DIMENSIONAL ETF TRUST.

Conclusion

Analyzing the changes in a fund's holdings can provide valuable insights into its investment strategy and potentially guide individual investors in making informed investment decisions. In the case of New Capital Management LP's Q1 2023 vs. Q3 2023 13F holdings comparison, we observed a mix of steady growth, significant increases, and remarkable surges in various investments.

It's important to note that these observations are based on historical data and do not guarantee future performance. However, by examining the movement of smart money, investors can gain a better understanding of market trends and potentially uncover new investment opportunities.

Remember, prudent investment decisions should always be based on a thorough analysis of various factors, including market conditions, company fundamentals, and your own personal investment goals. With the right information and a cautious approach, investors can navigate the market and position themselves for long-term success.