Savvy Advisors, Inc. — 13F Holdings & Portfolio
CIK 2003633 · latest 13F-HR filed 2026-01-20
Savvy Advisors, Inc. manages $3.10B in 13F-reported U.S. long-equity assets across 1,033 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are VOO (6.61%), IUSB (4.27%), NVDA (4.27%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 247 new positions, exited 64, added to 500, and trimmed 123.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.10B
Long-equity book
1,033
Distinct positions
2025-12-31
Filed 2026-01-20
+247 / −64 / ↑500 / ↓123
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$63.8M +45.4%
- ISHARES TR$49.3M +59.4%
- J P MORGAN EXCHANGE TRADED F$33.8M +65.1%
- ISHARES TR$25.6M +87.0%
- SCHWAB STRATEGIC TR$25.1M +48.1%
Top Trims
- ISHARES TR-$3.2M -51.1%
- ALPS ETF TR-$2.3M -64.1%
- NOVO-NORDISK A S-$1.0M -37.4%
- JANUS DETROIT STR TR-$907.2K -49.6%
- ORACLE CORP-$623.9K -16.5%
New Positions
- ETF SER SOLUTIONS$9.5M
- SELECT SECTOR SPDR TR$8.2M
- ISHARES TR$6.4M
- ETF SER SOLUTIONS$6.0M
- ETF SER SOLUTIONS$4.9M
Exited Positions
- ADVISORS INNER CIRCLE FD II$974.0K
- OLD DOMINION FREIGHT LINE IN$730.4K
- ISHARES TR$662.0K
- ROBLOX CORP$646.4K
- ADVISORS INNER CIRCLE FD II$571.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $204.5M | 6.61% | 326,075 | SH |
| 2 | ISHARES TR | IUSB | 46434V613 | $132.2M | 4.27% | 2,839,695 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $132.1M | 4.27% | 708,150 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $88.1M | 2.85% | 128,636 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $85.8M | 2.77% | 1,358,559 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $77.3M | 2.50% | 2,371,128 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $66.8M | 2.16% | 245,595 | SH |
| 8 | ISHARES TR | AGG | 464287226 | $57.7M | 1.86% | 577,483 | SH |
| 9 | ISHARES TR | IVLU | 46435G409 | $55.1M | 1.78% | 1,448,020 | SH |
| 10 | VANGUARD INDEX FDS | VTV | 922908744 | $53.9M | 1.74% | 282,432 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $53.9M | 1.74% | 111,477 | SH |
| 12 | SPINNAKER ETF SERIES | FFIU | 84858T202 | $48.6M | 1.57% | 2,184,260 | SH |
| 13 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $36.2M | 1.17% | 772,689 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $35.5M | 1.15% | 568,020 | SH |
| 15 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $33.4M | 1.08% | 232,103 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $32.0M | 1.03% | 138,494 | SH |
| 17 | VANGUARD BD INDEX FDS | BSV | 921937827 | $31.2M | 1.01% | 396,445 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $29.2M | 0.94% | 272,482 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $26.5M | 0.86% | 84,802 | SH |
| 20 | ISHARES TR | TLH | 464288653 | $26.5M | 0.86% | 260,937 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $26.5M | 0.86% | 669,772 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $26.4M | 0.85% | 84,092 | SH |
| 23 | ISHARES GOLD TR | IAU | 464285204 | $26.0M | 0.84% | 320,709 | SH |
| 24 | ISHARES TR | MTUM | 46432F396 | $24.8M | 0.80% | 99,237 | SH |
| 25 | VANGUARD INDEX FDS | VUG | 922908736 | $24.6M | 0.79% | 50,408 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $22.5M | 0.73% | 36,666 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $22.2M | 0.72% | 470,520 | SH |
| 28 | PROCTER AND GAMBLE CO | PG | 742718109 | $21.9M | 0.71% | 153,050 | SH |
| 29 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $21.7M | 0.70% | 31,767 | SH |
| 30 | BROADCOM INC | AVGO | 11135F101 | $21.5M | 0.70% | 62,259 | SH |
| 31 | ISHARES TR | EFG | 464288885 | $20.3M | 0.66% | 178,301 | SH |
| 32 | DBX ETF TR | DBEF | 233051200 | $19.5M | 0.63% | 405,556 | SH |
| 33 | ETFS GOLD TR | SGOL | 00326A104 | $18.9M | 0.61% | 460,111 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $18.7M | 0.60% | 37,124 | SH |
| 35 | ISHARES TR | OEF | 464287101 | $17.7M | 0.57% | 51,740 | SH |
| 36 | VANGUARD WORLD FD | VGT | 92204A702 | $17.4M | 0.56% | 23,049 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $17.3M | 0.56% | 16,052 | SH |
| 38 | VANGUARD INDEX FDS | VTI | 922908769 | $16.0M | 0.52% | 47,798 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $16.0M | 0.52% | 24,237 | SH |
| 40 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $15.8M | 0.51% | 49,156 | SH |
| 41 | TESLA INC | TSLA | 88160R101 | $15.2M | 0.49% | 33,751 | SH |
| 42 | COLUMBIA ETF TR II | XCEM | 19762B202 | $15.0M | 0.48% | 391,355 | SH |
| 43 | ISHARES TR | IAGG | 46435G672 | $14.9M | 0.48% | 297,912 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $14.5M | 0.47% | 270,274 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $14.0M | 0.45% | 518,836 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $13.8M | 0.45% | 296,739 | SH |
| 47 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $13.6M | 0.44% | 358,073 | SH |
| 48 | VANGUARD INDEX FDS | VB | 922908751 | $13.6M | 0.44% | 52,610 | SH |
| 49 | ISHARES TR | IEFA | 46432F842 | $12.8M | 0.41% | 142,804 | SH |
| 50 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $12.3M | 0.40% | 246,867 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-20 | $3.10B | 1,033 | 0002003633-26-000001 |
| 2025-09-30 | 2025-11-06 | $2.18B | 820 | 0002003633-25-000008 |