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New World Advisors LLC

Q1 2026 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    83

  • Value ($000)

    $568,789

  • Date Filed
    04/27/2026
  • Form type
    restatement
  • CIK
    0001767724
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TJX COS INC NEW

COM
872540109
$443.77M
78 %

2,778,753

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$49.67M
9 %

76,033

A
AAPL

APPLE INC

COM
037833100
$8.33M
2 %

32,838

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.76M
1 %

38,765

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.58M
1 %

52,916

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$5.19M
1 %

69,861

M
MSFT

MICROSOFT CORP

COM
594918104
$3.89M
1 %

10,516

A
AMZN

AMAZON COM INC

COM
023135106
$3.68M
1 %

17,649

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$2.64M
1 %

9,195

X
XOM

EXXON MOBIL CORP

COM
30231G102
$2.41M
0 %

14,212

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