New World Advisors LLC
All 13F Filings
- Location
- Hingham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 588,364
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 125 | 588,364 | 13F-HR | New World Advisors LLC |
| Q1 2026 | 4/27/2026 | 83 | 568,789 | 13F-HR/A - RESTATEMENT | New World Advisors LLC |
| Q1 2026 | 4/27/2026 | 83 | 568,789 | 13F-HR | New World Advisors LLC |
| Q4 2025 | 2/6/2026 | 83 | 584,513 | 13F-HR | New World Advisors LLC |
| Q3 2025 | 11/6/2025 | 77 | 546,374 | 13F-HR | New World Advisors LLC |
| Q2 2025 | 8/12/2025 | 70 | 470,177 | 13F-HR | New World Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 496.9 K | 84.5% | 0 | 3.43 K | -3.43 K |
| ETFs | 91.47 K | 15.5% | 23.01 K | 0 | 23.01 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
588,364
Holdings
125
QoQ value change ($000)
19,575
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.