# EDGAR Filing Document

**Accession Number:** 0001767724
**File Stem:** 0001951757-25-001064
**Filing Date:** 2025-8
**Character Count:** 10471
**Document Hash:** da966948b2972a08e118c00ab546c8e9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001064.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001951757-25-001064

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** New World Advisors LLC
- **CENTRAL INDEX KEY:** 0001767724

**ORGANIZATION NAME:**
- **EIN:** 824646243
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19407
- **FILM NUMBER:** 251205439

**BUSINESS ADDRESS:**
- **STREET 1:** 350 LINCOLN STREET
- **STREET 2:** SUITE 1100
- **CITY:** HINGHAM
- **STATE:** MA
- **ZIP:** 02043
- **BUSINESS PHONE:** 7817211712

**MAIL ADDRESS:**
- **STREET 1:** 350 LINCOLN STREET
- **STREET 2:** SUITE 1100
- **CITY:** HINGHAM
- **STATE:** MA
- **ZIP:** 02043

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** New World Advisors LLC<br>**Address:** 350 LINCOLN STREET<br>SUITE 1100<br>HINGHAM, MA 02043

**Form 13F File Number:** 028-19407

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher Cabral<br>**Title:** Chief Compliance Officer<br>**Phone:** (781) 749-6922

**Signature, Place, and Date of Signing:**

Christopher Cabral  Hingham, MA  08-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $470177411

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                          | Form 13F File Number   |
|:---|:---|:---|
|  | Polen Capital Management      |  |
|  | Orion Portfolio Solutions LLC |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 502341 | 17358 | SH |  | DFND | 2 | 0 | 0 | 17358 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 2018659 | 28719 | SH |  | SOLE |  | 0 | 0 | 28719 |
| ABBOTT LABS | COM | 002824100 |  | 471139 | 3464 | SH |  | DFND | 1 2 | 0 | 0 | 3464 |
| ABBVIE INC | COM | 00287Y109 |  | 302932 | 1632 | SH |  | DFND | 2 | 0 | 0 | 1632 |
| ADOBE INC | COM | 00724F101 |  | 280488 | 725 | SH |  | DFND | 1 2 | 0 | 0 | 725 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1004405 | 5662 | SH |  | DFND | 1 2 | 0 | 0 | 5662 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1431734 | 8124 | SH |  | DFND | 2 | 0 | 0 | 8124 |
| AMAZON COM INC | COM | 023135106 |  | 3931688 | 17921 | SH |  | DFND | 1 2 | 0 | 0 | 17921 |
| AMGEN INC | COM | 031162100 |  | 323604 | 1159 | SH |  | DFND | 2 | 0 | 0 | 1159 |
| APPLE INC | COM | 037833100 |  | 6279178 | 30605 | SH |  | DFND | 2 | 0 | 0 | 30605 |
| BANK AMERICA CORP | COM | 060505104 |  | 417457 | 8822 | SH |  | DFND | 2 | 0 | 0 | 8822 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1110470 | 2286 | SH |  | DFND | 2 | 0 | 0 | 2286 |
| BROADCOM INC | COM | 11135F101 |  | 683612 | 2480 | SH |  | DFND | 2 | 0 | 0 | 2480 |
| CATERPILLAR INC | COM | 149123101 |  | 257772 | 664 | SH |  | DFND | 2 | 0 | 0 | 664 |
| CHEVRON CORP NEW | COM | 166764100 |  | 271488 | 1896 | SH |  | DFND | 2 | 0 | 0 | 1896 |
| COCA COLA CO | COM | 191216100 |  | 243451 | 3441 | SH |  | DFND | 2 | 0 | 0 | 3441 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 458351 | 463 | SH |  | DFND | 2 | 0 | 0 | 463 |
| DISNEY WALT CO | COM | 254687106 |  | 296880 | 2394 | SH |  | DFND | 2 | 0 | 0 | 2394 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1523648 | 14134 | SH |  | DFND | 2 | 0 | 0 | 14134 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1224491 | 1659 | SH |  | DFND | 2 | 0 | 0 | 1659 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 429449 | 29314 | SH |  | SOLE |  | 0 | 0 | 29314 |
| HOME DEPOT INC | COM | 437076102 |  | 1014493 | 2767 | SH |  | DFND | 2 | 0 | 0 | 2767 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 597225 | 2026 | SH |  | DFND | 2 | 0 | 0 | 2026 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 280233 | 508 | SH |  | SOLE |  | 0 | 0 | 508 |
| ISHARES TR | CORE S ETF | 464287200 |  | 51805938 | 83437 | SH |  | SOLE |  | 0 | 0 | 83437 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 477264 | 4811 | SH |  | SOLE |  | 0 | 0 | 4811 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 492587 | 4474 | SH |  | SOLE |  | 0 | 0 | 4474 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6618594 | 60560 | SH |  | SOLE |  | 0 | 0 | 60560 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1054876 | 9920 | SH |  | SOLE |  | 0 | 0 | 9920 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 389947 | 4835 | SH |  | SOLE |  | 0 | 0 | 4835 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 239554 | 4495 | SH |  | SOLE |  | 0 | 0 | 4495 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 2209457 | 41878 | SH |  | SOLE |  | 0 | 0 | 41878 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 918236 | 14465 | SH |  | SOLE |  | 0 | 0 | 14465 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 489344 | 5213 | SH |  | SOLE |  | 0 | 0 | 5213 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 614047 | 7356 | SH |  | SOLE |  | 0 | 0 | 7356 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1287395 | 4441 | SH |  | DFND | 2 | 0 | 0 | 4441 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 540888 | 3541 | SH |  | DFND | 2 | 0 | 0 | 3541 |
| ELI LILLY  CO | COM | 532457108 |  | 749129 | 961 | SH |  | DFND | 1 2 | 0 | 0 | 961 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 |  | 109867 | 18910 | SH |  | DFND | 2 | 0 | 0 | 18910 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 204708 | 442 | SH |  | DFND | 2 | 0 | 0 | 442 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 687814 | 1224 | SH |  | DFND | 1 2 | 0 | 0 | 1224 |
| MERCK  CO INC | COM | 58933Y105 |  | 236055 | 2982 | SH |  | DFND | 2 | 0 | 0 | 2982 |
| MICROSOFT CORP | COM | 594918104 |  | 5906794 | 11875 | SH |  | DFND | 1 2 | 0 | 0 | 11875 |
| NASDAQ INC | COM | 631103108 |  | 277381 | 3102 | SH |  | DFND | 2 | 0 | 0 | 3102 |
| NETFLIX INC | COM | 64110L106 |  | 666887 | 498 | SH |  | DFND | 1 2 | 0 | 0 | 498 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 348836 | 5025 | SH |  | DFND | 2 | 0 | 0 | 5025 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3551299 | 22478 | SH |  | DFND | 2 | 0 | 0 | 22478 |
| ORACLE CORP | COM | 68389X105 |  | 817458 | 3739 | SH |  | DFND | 1 2 | 0 | 0 | 3739 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 225477 | 1238 | SH |  | DFND | 2 | 0 | 0 | 1238 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 391767 | 2459 | SH |  | DFND | 2 | 0 | 0 | 2459 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 213159 | 345 | SH |  | DFND | 2 | 0 | 0 | 345 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 202280 | 2443 | SH |  | DFND | 2 | 0 | 0 | 2443 |
| SERVICENOW INC | COM | 81762P102 |  | 409176 | 398 | SH |  | DFND | 1 2 | 0 | 0 | 398 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 515153 | 4466 | SH |  | DFND | 1 2 | 0 | 0 | 4466 |
| STARBUCKS CORP | COM | 855244109 |  | 231733 | 2529 | SH |  | DFND | 1 2 | 0 | 0 | 2529 |
| TJX COS INC NEW | COM | 872540109 |  | 353682893 | 2864061 | SH |  | DFND | 2 | 0 | 0 | 2864061 |
| TESLA INC | COM | 88160R101 |  | 710605 | 2237 | SH |  | DFND | 2 | 0 | 0 | 2237 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 283011 | 698 | SH |  | DFND | 1 2 | 0 | 0 | 698 |
| 3M CO | COM | 88579Y101 |  | 688734 | 4524 | SH |  | DFND | 2 | 0 | 0 | 4524 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 296372 | 950 | SH |  | DFND | 2 | 0 | 0 | 950 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 427760 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 338748 | 4903 | SH |  | SOLE |  | 0 | 0 | 4903 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2330839 | 7669 | SH |  | SOLE |  | 0 | 0 | 7669 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 285885 | 6607 | SH |  | DFND | 2 | 0 | 0 | 6607 |
| VISA INC | COM CL A | 92826C839 |  | 1221727 | 3441 | SH |  | DFND | 1 2 | 0 | 0 | 3441 |
| WALMART INC | COM | 931142103 |  | 249339 | 2550 | SH |  | DFND | 2 | 0 | 0 | 2550 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 227701 | 2842 | SH |  | DFND | 2 | 0 | 0 | 2842 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 359375 | 5654 | SH |  | SOLE |  | 0 | 0 | 5654 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 549809 | 6566 | SH |  | SOLE |  | 0 | 0 | 6566 |
| ZOETIS INC | CL A | 98978V103 |  | 286325 | 1836 | SH |  | DFND | 1 2 | 0 | 0 | 1836 |

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