Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New World Advisors LLC (CIK 1767724) reported $568.8M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TJX ($443.8M, 78.02%), IVV ($49.7M, 8.73%), AAPL ($8.3M, 1.47%), NVDA ($6.8M, 1.19%), IJR ($6.6M, 1.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $443.8M | 78.02% | 2.8M | Trimmed |
| 2 | IVV | ISHARES TR | $49.7M | 8.73% | 76,033 | Trimmed |
| 3 | AAPL | APPLE INC | $8.3M | 1.47% | 32,838 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $6.8M | 1.19% | 38,765 | Trimmed |
| 5 | IJR | ISHARES TR | $6.6M | 1.16% | 52,916 | Trimmed |
| 6 | EFV | ISHARES TR | $5.2M | 0.91% | 69,861 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.9M | 0.68% | 10,516 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $3.7M | 0.65% | 17,649 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $2.6M | 0.46% | 9,195 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $2.4M | 0.42% | 14,212 | Trimmed |
| 11 | ARKK | ARK ETF TR | $1.8M | 0.32% | 26,780 | Added |
| 12 | GOOG | ALPHABET INC | $1.6M | 0.29% | 5,667 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.27% | 5,305 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.23% | 2,691 | Trimmed |
| 15 | META | META PLATFORMS INC | $1.2M | 0.22% | 2,166 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $1.2M | 0.21% | 3,753 | Trimmed |
| 17 | AVGO | BROADCOM INC | $1.2M | 0.20% | 3,718 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $953,316 | 0.17% | 3,900 | Trimmed |
| 19 | V | VISA INC | $892,515 | 0.16% | 2,953 | Trimmed |
| 20 | TSLA | TESLA INC | $920,825 | 0.16% | 2,477 | Trimmed |
| 21 | HD | HOME DEPOT INC | $902,475 | 0.16% | 2,744 | Added |
| 22 | DGRW | WISDOMTREE TR | $833,660 | 0.15% | 9,491 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $810,561 | 0.14% | 3,769 | Added |
| 24 | LLY | ELI LILLY & CO | $719,260 | 0.13% | 782 | Trimmed |
| 25 | MMM | 3M CO | $666,460 | 0.12% | 4,589 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31