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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

New World Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

New World Advisors LLC (CIK 1767724) reported $588.4M across 125 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TJX ($418.0M, 71.04%), IVV ($58.2M, 9.90%), BGCG ($10.1M, 1.71%), AAPL ($9.8M, 1.67%), NVDA ($8.3M, 1.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TJXTJX COS INC NEW$418.0M71.04%2.8MTrimmed
2IVVISHARES TR$58.2M9.90%77,752Added
3BGCGBAILLIE GIFFORD ETF TR$10.1M1.71%384,300New
4AAPLAPPLE INC$9.8M1.67%33,952Added
5NVDANVIDIA CORPORATION$8.3M1.42%41,643Added
6IJRISHARES TR$8.0M1.35%53,684Added
7EFVISHARES TR$6.5M1.11%85,132Added
8MSFTMICROSOFT CORP$4.7M0.79%12,521Added
9AMZNAMAZON COM INC$4.6M0.78%19,338Added
10GOOGLALPHABET INC$3.4M0.57%9,432Added
11ARKKARK ETF TR$2.2M0.37%26,913Added
12GOOGALPHABET INC$2.0M0.35%5,793Added
13JPMJPMORGAN CHASE & CO$2.0M0.34%6,080Added
14XOMXXXXEXXON MOBIL CORP$2.0M0.34%14,430Added
15MUMICRON TECHNOLOGY INC$1.8M0.31%1,593Added
16AVGOBROADCOM INC$1.6M0.28%4,294Added
17BRKBBERKSHIRE HATHAWAY INC DEL$1.4M0.24%2,842Added
18VTIVANGUARD INDEX FDS$1.4M0.23%3,700Trimmed
19JNJJOHNSON & JOHNSON$1.2M0.20%4,712Added
20DGRWWISDOMTREE TR$1.1M0.19%11,403Added
21TSLATESLA INC$1.1M0.18%2,579Added
22VVISA INC$1.0M0.18%3,005Added
23VIGVANGUARD SPECIALIZED FUNDS$1.1M0.18%4,544Added
24LLYELI LILLY & CO$1.0M0.17%851Added
25AMDADVANCED MICRO DEVICES INC$869,6210.15%1,497Added

Source: SEC Form 13F filings · as of 2026-06-30