§ 13F · FUND PROFILE
New World Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $546M (13F)Positions · 77Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | 2.78M | $444M | 39.0% | — |
| 2 | TJX | TJX COS INC NEW | 2.78M | $444M | 39.0% | +94% |
| 3 | IVV | ISHARES TR | 76K | $50M | 4.4% | +74% |
| 4 | IVV | ISHARES TR | 76K | $50M | 4.4% | — |
| 5 | AAPL | APPLE INC | 33K | $8M | 0.7% | — |
| 6 | AAPL | APPLE INC | 33K | $8M | 0.7% | +85% |
| 7 | NVDA | NVIDIA CORPORATION | 39K | $7M | 0.6% | — |
| 8 | NVDA | NVIDIA CORPORATION | 39K | $7M | 0.6% | +78% |
| 9 | IJR | ISHARES TR | 53K | $7M | 0.6% | +66% |
| 10 | IJR | ISHARES TR | 53K | $7M | 0.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New World Advisors LLC is a Other fund managing $546 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed