13F Insight
DOSSIER · 13F-HR · Q2 2026

New World Advisors LLC

$588M in tracked AUM across 125 positions as of Q2 2026.

NW
CIK 0001767724 · last filed Jun 30, 2026
Total AUM
$588M
as of Q2 2026
Holdings
125
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

New World Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TJX
TJX COS INC NEW
$418M2.8M71.0%02
IVV
ISHARES TR
$58M78K9.9%03
BGCG
BAILLIE GIFFORD ETF TR
$10M384K1.7%04
AAPL
APPLE INC
$10M34K1.7%05
NVDA
NVIDIA CORPORATION
$8M42K1.4%06
IJR
ISHARES TR
$8M54K1.4%07
EFV
ISHARES TR
$7M85K1.1%08
MSFT
MICROSOFT CORP
$5M13K0.8%09
AMZN
AMAZON COM INC
$5M19K0.8%10
GOOGL
ALPHABET INC
$3M9K0.6%

Filing history

2026Q2Jun 30
$588M▲ 3.4%
125 positionsView →2026Q1Mar 31
$569M▼ 2.7%
83 positionsView →2025Q4Dec 31
$585M▲ 7.0%
83 positionsView →2025Q3Sep 30
$546M▲ 16.2%
77 positionsView →2025Q2Jun 30
$470M▲ 6.5%
70 positionsLocked2025Q1Mar 31
$442M▲ 6.5%
79 positionsLocked2024Q4Dec 31
$415M▲ 8.3%
74 positionsLocked2024Q3Sep 30
$383M▲ 6.6%
78 positionsLocked2024Q2Jun 30
$359M▲ 5.0%
73 positionsLocked2024Q1Mar 31
$342M▲ 4.8%
69 positionsLocked2023Q4Dec 31
$326M▲ 13.8%
66 positionsLocked2023Q3Sep 30
$287M▲ 1.1%
61 positionsLocked
Showing 12 of 31