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Livermore
Livermore
ZHEN

Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

The latest 13F from Savvy Advisors, Inc. covers Q2 2026 (filed Aug 3, 2026): 1,232 long positions worth $4.67B. The top 10 holdings make up 27.1% of the portfolio, and the largest is Vanguard S&P 500 ETF at 6.4%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
199
Est. +$146.1M
Added
669
Est. +$512.7M
Reduced
329
Est. −$91.3M
Sold out
84
Est. −$25.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    6.4%$297.5M
  2. iShares Tr46434V613
    3.8%$177.3M
  3. NVDANVIDIA Corp
    3.5%$165.2MHistory
  4. iShares Tr46435G409
    2.3%$109.3M
  5. Schwab U.S. Large-Cap Growth ETF808524300
    2.2%$103.6M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard S&P 500 ETF922908363
    +$24.0MAdded
  2. iShares Tr46434V613
    +$23.0MAdded
  3. iShares Core MSCI Emerging Markets ETF46434G103
    +$20.0MAdded
  4. iShares Tr46435G409
    +$15.6MAdded
  5. American Centy ETF Tr025072877
    +$14.4MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core MSCI Emerging Markets ETF46434G103
    +0.42 pp0.2% → 0.6%
  2. WisdomTree Tr97717W109
    +0.28 pp0.0% → 0.3%
  3. State Street Technology Select Sector SPDR ETF81369Y803
    +0.27 pp1.0% → 1.2%
  4. Invesco Exchange Traded FD T46137V498
    +0.24 pp0.0% → 0.2%
  5. VIRVir Biotechnology, Inc.
    +0.23 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPDR Index Shs FDS78463X509
    −$8.76MReduced
  2. iShares Core S&P 500 ETF464287200
    −$6.84MReduced
  3. SNDKSandisk Corp
    −$6.49MReducedHistory
  4. RBB FD Inc74933W452
    −$6.27MReduced
  5. State Street Health Care Select Sector SPDR ETF81369Y209
    −$6.01MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPDR Index Shs FDS78463X509
    −0.34 pp1.3% → 1.0%
  2. iShares Core S&P 500 ETF464287200
    −0.33 pp2.2% → 1.8%
  3. RBB FD Inc74933W452
    −0.26 pp0.6% → 0.4%
  4. SGOLabrdn Gold ETF Trust
    −0.17 pp0.4% → 0.3%History
  5. State Street Health Care Select Sector SPDR ETF81369Y209
    −0.16 pp0.2% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$4.67B
+$946.6M (+25.4%) vs. prior quarter
Positions
1,232
+115 vs. prior quarter
Top 10 concentration
27.1%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
8.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.67B (Q2 2026)

Q4 2023: $103.0MQ1 2024: $173.5MQ2 2024: $306.8MQ3 2024: $492.5MQ4 2024: $831.5MQ1 2025: $994.4MQ2 2025: $1.50BQ3 2025: $2.18BQ4 2025: $3.10BQ1 2026: $3.73BQ2 2026: $4.67B
Q4 2023Q2 2026
13F filings of Savvy Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 3, 20261,232$4.67BVanguard S&P 500 ETFiShares TrNVDAvs. Q1 2026SEC
Q1 2026May 11, 20261,117$3.73BVanguard S&P 500 ETFiShares TrNVDAvs. Q4 2025SEC
Q4 2025Jan 20, 20261,003$3.10BVanguard S&P 500 ETFiShares TrNVDAvs. Q3 2025SEC
Q3 2025Nov 6, 2025820$2.18BVanguard S&P 500 ETFNVDAiShares Trvs. Q2 2025SEC
Q2 2025Aug 4, 2025648$1.50BNVDAVanguard S&P 500 ETFiShares Trvs. Q1 2025SEC
Q1 2025May 12, 2025518$994.4MNVDAVanguard S&P 500 ETFiShares Trvs. Q4 2024SEC
Q4 2024Feb 13, 2025450$831.5MNVDAVanguard S&P 500 ETFSpinnaker ETF Seriesvs. Q3 2024SEC
Q3 2024Nov 5, 2024351$492.5MVanguard S&P 500 ETFiShares TrJ P Morgan Exchange Traded Fvs. Q2 2024SEC
Q2 2024Aug 14, 2024300$306.8MVanguard S&P 500 ETFAMGNiShares Trvs. Q1 2024SEC
Q1 2024May 13, 2024223$173.5MVanguard S&P 500 ETFAMGNiShares Trvs. Q4 2023SEC
Q4 2023Feb 8, 2024157$103.0MAMGNVanguard S&P 500 ETFSchwab U.S. Large-Cap ETF–SEC