Savvy Advisors, Inc.
CIK: 0002003633Latest portfolio: $3.1B · Q4 2025
Holdings
1,003
Total Value
$3.1B
New Positions
999
Closed Positions
0
Top Holdings
View All 1,003 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 326,075 | $204.5M | 6.61% | NEW | |
| 2 | IUSBISHARES TR | 2,839,695 | $132.2M | 4.27% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 708,150 | $132.1M | 4.27% | NEW | |
| 4 | IVVISHARES TR | 128,636 | $88.1M | 2.85% | NEW | |
| 5 | JQUAJ P MORGAN EXCHANGE TRADED F | 1,358,559 | $85.8M | 2.77% | NEW | |
| 6 | SCHGSCHWAB STRATEGIC TR | 2,371,128 | $77.3M | 2.50% | NEW | |
| 7 | AAPLAPPLE INC | 245,595 | $66.8M | 2.16% | NEW | |
| 8 | AGGISHARES TR | 577,483 | $57.7M | 1.86% | NEW | |
| 9 | IVLUISHARES TR | 1,448,020 | $55.1M | 1.78% | NEW | |
| 10 | VTVVANGUARD INDEX FDS | 282,432 | $53.9M | 1.74% | NEW | |
| 11 | MSFTMICROSOFT CORP | 111,977 | $53.9M | 1.74% | NEW | Call |
| 12 | FFIUSPINNAKER ETF SERIES | 2,184,260 | $48.6M | 1.57% | NEW | |
| 13 | SPEMSPDR INDEX SHS FDS | 772,689 | $36.2M | 1.17% | NEW | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 568,020 | $35.5M | 1.15% | NEW | |
| 15 | XLKSELECT SECTOR SPDR TR | 232,103 | $33.4M | 1.08% | NEW | |
| 16 | AMZNAMAZON COM INC | 138,594 | $32.0M | 1.03% | NEW | Call |
| 17 | BSVVANGUARD BD INDEX FDS | 396,445 | $31.2M | 1.01% | NEW | |
| 18 | MUBISHARES TR | 272,482 | $29.2M | 0.94% | NEW | |
| 19 | GOOGLALPHABET INC | 85,002 | $26.5M | 0.86% | NEW | Put |
| 20 | TLHISHARES TR | 260,937 | $26.5M | 0.86% | NEW | |
| 21 | DFACDIMENSIONAL ETF TRUST | 669,772 | $26.5M | 0.86% | NEW | |
| 22 | GOOGALPHABET INC | 84,092 | $26.4M | 0.85% | NEW | |
| 23 | IAU*ISHARES GOLD TR | 320,709 | $26.0M | 0.84% | NEW | |
| 24 | MTUMISHARES TR | 99,237 | $24.8M | 0.80% | NEW | |
| 25 | VUGVANGUARD INDEX FDS | 50,408 | $24.6M | 0.79% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($5.141468545613778e+248T)
Unknown0.0% ($2.6031225251867114e+183T)
Healthcare0.0% ($1.7261835567443772e+183T)
Consumer Cyclical0.0% ($3.1968151786702565e+142T)
Energy0.0% ($1.0472644722711435e+78T)
Consumer Defensive0.0% ($2.1933943380454016e+61T)
Utilities0.0% ($2.9992331194817764e+57T)
Basic Materials0.0% ($2.3792134195918867e+56T)
Real Estate0.0% ($2.864179116101424e+55T)
Communication Services0.0% ($2.6543263871599837e+54T)
Filing History
Fund Information
Savvy Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.1B across 1,003 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 6.6% of the portfolio. Compared to the previous quarter, the fund opened 1,003 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.