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New World Advisors LLC
New World Advisors LLC is a boutique private wealth management and registered investment advisory firm based in Hingham, Massachusetts, USA. The firm was founded in March 2018 and is owned by New World Advisors Management, LLC. It is comprised of a deeply experienced team of 5 employees, primarily focused on serving high net worth individuals, providing investment management and family office services by investing in both public and private markets.
Investment Strategy
New World Advisors LLC seeks to deliver growth and impact through tailored portfolio construction, rigorous risk management, and investing across both public and private markets. The firm emphasizes trust, integrity, and transparency, focusing on a client-centric culture and superior private wealth services. Their investment philosophy highlights a disciplined process, diversification, and alignment with client objectives, combining traditional investment management and family office frameworks.
Latest 13F Filing Activity
New World Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $470M. The fund increased holdings in Ishares TR, TJX Cos Inc. New, Nvidia Corporation among other positions. New World Advisors LLC reduced exposure to Zimmer Biomet Holdings Inc., Msci Inc., Zoetis Inc. among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TJX | TJX COS INC NEW | 75.22% | $353.7M | 2,864,061 | $56.33 | $123.49 | +$7.6M |
I IVV | ISHARES TR | 11.02% | $51.8M | 83,437 | $535.00 | $620.90 | +$14.9M |
I IJR | ISHARES TR | 1.41% | $6.6M | 60,560 | $104.81 | $109.29 | +$309.6K |
A AAPL | APPLE INC | 1.34% | $6.3M | 30,605 | $104.16 | $205.17 | +$318.9K |
M MSFT | MICROSOFT CORP | 1.26% | $5.9M | 11,875 | $309.34 | $497.41 | +$2.0M |
Industry Allocation
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