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Savvy Advisors, Inc. — 13F Holdings & Portfolio

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

Backtest portfolio

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, exited 86, added to 667, and trimmed 195.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

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

  • WISDOMTREE TR$13.1M
  • INVESCO EXCHANGE TRADED FD T$11.3M
  • VIR BIOTECHNOLOGY INC$10.6M
  • INVESCO EXCHANGE TRADED FD T$6.1M
  • MORGAN STANLEY ETF TRUST$3.6M
Show all 201 →

Exited Positions

  • HONEYWELL INTL INC$2.1M
  • VANGUARD WELLINGTON FD$1.8M
  • AGF INVTS TR$1.7M
  • ISHARES TR$684.6K
  • ISHARES TR$638.2K
Show all 86 →
All Holdings

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 $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