New World Advisors LLC
CIK 1767724
13F filing for Q2 2026・No. 3,550
- Holdings
- US$588.36M
- Quarter change
- +US$19.58M
- Entries
- 125
- Net bought (estimate)
- +US$25.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 2
- Cut 20
- Added 58
- Corporate actions 0
- Unchanged 3
Largest holdings
125 stocks worth US$588.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TJXTJX COS INC NEWCOM | Cut | 2,759,008 | US$417.99M | 71.04% |
| IVVISHARES TRCORE S&P500 ETF | Added | 77,752 | US$58.23M | 9.90% |
| BAILLIE GIFFORD ETF TRINTL CONCNTR GRW | New | 384,300 | US$10.08M | 1.71% |
| AAPLAppleCOM | Added | 33,952 | US$9.82M | 1.67% |
| NVDANvidiaCOM | Added | 41,643 | US$8.33M | 1.42% |
| ISHARES TRCORE S&P SCP ETF | Added | 53,684 | US$7.96M | 1.35% |
| ISHARES TREAFE VALUE ETF | Added | 85,132 | US$6.52M | 1.11% |
| MSFTMicrosoftCOM | Added | 12,521 | US$4.67M | 0.79% |
| AMZNAmazonCOM | Added | 19,338 | US$4.61M | 0.78% |
| GOOGLAlphabetCAP STK CL A | Added | 9,432 | US$3.37M | 0.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.