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Manager record

New World Advisors LLC

Hingham, MA · CIK 1767724 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$588.36MReported 13F valueQ2 2026 · as filed
125Holdings listed
+3.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $470.2M$470.2MQ2 202570 holdingsQ3 2025: $546.4M$546.4MQ3 202577 holdingsQ4 2025: $584.5M$584.5MQ4 202583 holdingsQ1 2026: $568.8M$568.8MQ1 202683 holdingsQ2 2026: $588.4M$588.4MQ2 2026125 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$588.36M · 125 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR/A · period Q1 2026

$568.79M · 83 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$568.79M · 83 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$584.51M · 83 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$546.37M · 77 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$470.18M · 70 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology