Savvy Advisors, Inc. — 13F Holdings & Portfolio

CIK 2003633 · latest 13F-HR filed 2026-08-03

Savvy Advisors, Inc. manages $4.71B in 13F-reported U.S. long-equity assets across 1,261 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (6.32%), IUSB (3.77%), NVDA (3.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 201 new positions and exited 86; 667 existing positions rose in reported value and 195 fell.

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.

AUM

$4.71B

Long-equity book

Holdings

1,261

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+201 / −86 / ↑667 / ↓195

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

VOO6.4% · +9%IUSB3.8% · +15%NVDA3.5% · +7%IVLU2.3% · +17%SCHG2.2% · +7%AAPL2.1% · +10%JQUA2.0% · -1%IVV1.8% · -7%AGG1.5% · +6%EFG1.4% · +9%XLK1.2% · +11%MSFT1.2% · +15%AVUV1.2% · +35%VTV1.2% · +3%FFIU1.1% · +2%DFAC1.0% · +12%MUB1.0% · +14%AMZN1.0% · +14%SPEM1.0% · -16%GOOGL0.9% · +15%VEA0.8% · +4%MTUM0.8% · -2%BUSE0.8% · -1%BSV0.8% · +9%GOOG0.8% · +7%VTI0.7% · +7%IAGG0.7% · +19%MU0.7% · -9%AVGO0.7% · +19%VUG0.7% · +552%TSLA0.6% · +65%PG0.6% · +2%IEMG0.6% · +279%LLY0.6% · +21%QQQ0.5% · -5%VMBS0.5% · +13%BRK.B0.5% · +11%RSP0.5% · +27%SPY0.5% · +5%ASTS0.5% · -2%VGT0.5% · +640%JPM0.5% · +13%HYDB0.5% · +24%SCHF0.5% · -4%EFA0.5% · +0%TLH0.4% · +3%DUHP0.4% · +6%IAU0.4% · +8%META0.4% · +6%DFUV0.4% · +1%IEFA0.4% · +2%SCHD0.4% · -4%VB0.4% · +2%TBIL0.4% · -27%XCEM0.4% · -6%SCHX0.3% · 0%VWO0.3% · +2%AMD0.3% · +9%ABBV0.3% · +36%DFIV0.3% · +9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$5.00B

Discretionary

$4.97B

Employees

170

Accounts

14,645

Address

111 WEST 33RD STREET
UNIT 1410
NEW YORK, NY 10001

Phone

(833) 745-6789

Website

www.savvywealth.com
www.instagram.com/savvywealth
www.linkedin.com/company/savvywealth

This firm reports 2 disclosure items on its registration.

Name	Title / Status	Ownership	Type
MALHOTRA, RITIK, (NMN) Control	CHIEF EXECUTIVE OFFICER	Less than 5%	Individual
SAVVY WEALTH, INC. Control	SHAREHOLDER	75% or more	Domestic Entity
HAR-EL, AMIR, HANNAN OVADIA	CHIEF OPERATING OFFICER	Less than 5%	Individual
WILMOTT, LISANDRA, EVELYN	CHIEF COMPLIANCE OFFICER	Less than 5%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

VANGUARD INDEX FDS$59.6M +25.0%
NVIDIA CORPORATION$30.6M +22.7%
ISHARES TR$22.9M +14.8%
SELECT SECTOR SPDR TR$21.7M +59.5%
MICRON TECHNOLOGY INC$21.5M +209.5%

Show all 667 →

Top Trims

RBB FD INC-$6.3M -26.6%
SELECT SECTOR SPDR TR-$5.4M -73.1%
ETFS GOLD TR-$3.9M -24.8%
SPDR INDEX SHS FDS-$3.7M -7.5%
EXXON MOBIL CORP-$2.5M -15.5%

Show all 195 →

New Positions

Show all 201 →

Exited Positions

Show all 86 →

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#	Issuer	Symbol	CUSIP	Value	Δ

Savvy Advisors, Inc. Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	VANGUARD INDEX FDS	VOO	922908363	$297.5M	6.32%	433,099	SH
2	ISHARES TR	IUSB	46434V613	$177.3M	3.77%	3,842,612	SH
3	NVIDIA CORPORATION	NVDA	67066G104	$165.2M	3.51%	825,605	SH
4	ISHARES TR	IVLU	46435G409	$109.3M	2.32%	2,612,696	SH
5	SCHWAB STRATEGIC TR	SCHG	808524300	$103.6M	2.20%	3,061,326	SH
6	APPLE INC	AAPL	037833100	$98.5M	2.09%	340,422	SH
7	J P MORGAN EXCHANGE TRADED F	JQUA	46641Q761	$95.0M	2.02%	1,314,796	SH
8	ISHARES TR	IVV	464287200	$86.2M	1.83%	115,160	SH
9	ISHARES TR	AGG	464287226	$71.2M	1.51%	719,535	SH
10	ISHARES TR	EFG	464288885	$63.1M	1.34%	507,288	SH
11	SELECT SECTOR SPDR TR	XLK	81369Y803	$58.3M	1.24%	305,785	SH
12	MICROSOFT CORP	MSFT	594918104	$56.5M	1.20%	151,539	SH
13	AMERICAN CENTY ETF TR	AVUV	025072877	$55.7M	1.18%	446,377	SH
14	VANGUARD INDEX FDS	VTV	922908744	$55.4M	1.18%	254,013	SH
15	SPINNAKER ETF SERIES	FFIU	84858T202	$49.2M	1.04%	2,256,299	SH
16	DIMENSIONAL ETF TRUST	DFAC	25434V708	$47.5M	1.01%	1,069,808	SH
17	ISHARES TR	MUB	464288414	$46.8M	0.99%	434,940	SH
18	AMAZON COM INC	AMZN	023135106	$45.8M	0.97%	192,007	SH
19	SPDR INDEX SHS FDS	SPEM	78463X509	$45.3M	0.96%	874,783	SH
20	ALPHABET INC	GOOGL	02079K305	$40.6M	0.86%	113,526	SH
21	VANGUARD TAX-MANAGED FDS	VEA	921943858	$39.5M	0.84%	553,981	SH
22	ISHARES TR	MTUM	46432F396	$38.8M	0.82%	113,097	SH
23	FIRST BUSEY CORP	BUSE	319383204	$38.0M	0.81%	1,286,665	SH
24	VANGUARD BD INDEX FDS	BSV	921937827	$37.5M	0.80%	480,920	SH
25	ALPHABET INC	GOOG	02079K107	$36.6M	0.78%	103,613	SH
26	VANGUARD INDEX FDS	VTI	922908769	$34.3M	0.73%	92,755	SH
27	ISHARES TR	IAGG	46435G672	$32.9M	0.70%	649,771	SH
28	MICRON TECHNOLOGY INC	MU	595112103	$31.7M	0.67%	27,476	SH
29	BROADCOM INC	AVGO	11135F101	$31.2M	0.66%	82,707	SH
30	VANGUARD INDEX FDS	VUG	922908736	$30.7M	0.65%	356,638	SH
31	TESLA INC	TSLA	88160R101	$29.8M	0.63%	70,839	SH
32	PROCTER & GAMBLE CO	PG	742718109	$28.2M	0.60%	192,221	SH
33	ISHARES INC	IEMG	46434G103	$27.1M	0.58%	327,116	SH
34	ELI LILLY & CO	LLY	532457108	$26.1M	0.55%	21,784	SH
35	INVESCO QQQ TR	QQQ	46090E103	$25.3M	0.54%	34,350	SH
36	VANGUARD SCOTTSDALE FDS	VMBS	92206C771	$24.5M	0.52%	522,340	SH
37	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$24.4M	0.52%	48,793	SH
38	INVESCO EXCHANGE TRADED FD T	RSP	46137V357	$23.8M	0.51%	111,855	SH
39	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$23.7M	0.50%	31,694	SH
40	AST SPACEMOBILE INC	ASTS	00217D100	$23.6M	0.50%	265,349	SH
41	VANGUARD WORLD FD	VGT	92204A702	$23.3M	0.49%	194,680	SH
42	JPMORGAN CHASE & CO	JPM	46625H100	$22.3M	0.47%	68,127	SH
43	ISHARES TR	HYDB	46435G250	$21.7M	0.46%	463,561	SH
44	SCHWAB STRATEGIC TR	SCHF	808524805	$21.6M	0.46%	781,121	SH
45	ISHARES TR	EFA	464287465	$21.5M	0.46%	207,040	SH
46	ISHARES TR	TLH	464288653	$20.9M	0.44%	207,915	SH
47	DIMENSIONAL ETF TRUST	DUHP	25434V831	$19.2M	0.41%	460,604	SH
48	ISHARES GOLD TR	IAU	464285204	$19.0M	0.40%	251,889	SH
49	META PLATFORMS INC	META	30303M102	$17.9M	0.38%	31,841	SH
50	DIMENSIONAL ETF TRUST	DFUV	25434V724	$17.7M	0.38%	322,267	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-03	$4.71B	1,261	0002003633-26-000004
2026-03-31	2026-05-11	$3.75B	1,142	0002003633-26-000003
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

Filer Information

Address

111 WEST 33RD STREET
UNIT 1410
NEW YORK, NY 10001

Phone

(516) 748-7863

Filing Manager

Savvy Advisors, Inc.

NEW YORK, NY

Signatory

David Kaplan

Advisory Operations Manager