Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- Latest filing
- Aug 3, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only.
- Positions
- 157
- No filing for Q3 2023
- Portfolio value
- $103.0M
- No filing for Q3 2023
Savvy Advisors, Inc. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 39,297 | $11.3M | 11.0% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 11,763 | $5.14M | 5.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 73,664 | $4.15M | 4.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,453 | $3.18M | 3.1% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 59,346 | $2.73M | 2.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,294 | $2.58M | 2.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 41,649 | $1.99M | 1.9% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,801 | $1.85M | 1.8% | – | – | – |
| AAPLApple Inc. | Stock | 9,165 | $1.76M | 1.7% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 33,503 | $1.36M | 1.3% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 47,865 | $1.27M | 1.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,517 | $1.25M | 1.2% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,521 | $1.24M | 1.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 31,956 | $1.18M | 1.1% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,549 | $1.15M | 1.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,072 | $1.07M | 1.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 22,325 | $1.05M | 1.0% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 22,657 | $1.05M | 1.0% | – | – | – |
| iShares Tr46434V860 | TRS FLT RT BD | 18,748 | $946.2K | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,136 | $932.3K | 0.9% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,479 | $918.8K | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 23,927 | $902.0K | 0.9% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 17,115 | $893.4K | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 15,525 | $867.9K | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 3,433 | $853.0K | 0.8% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,505 | $838.5K | 0.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,722 | $814.1K | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,685 | $814.0K | 0.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,149 | $764.4K | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 8,300 | $745.4K | 0.7% | – | – | – |
| DOWDow Inc. | Stock | 13,426 | $736.3K | 0.7% | – | – | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 34,018 | $720.5K | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,579 | $718.4K | 0.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,701 | $707.5K | 0.7% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,616 | $703.5K | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,014 | $701.3K | 0.7% | – | – | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 27,120 | $682.1K | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,887 | $673.0K | 0.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,886 | $660.9K | 0.6% | – | – | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 22,499 | $652.9K | 0.6% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,483 | $649.0K | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,716 | $640.1K | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,239 | $620.8K | 0.6% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,854 | $596.8K | 0.6% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,796 | $595.9K | 0.6% | – | – | History |
| VVisa Inc. | Stock | 2,270 | $591.0K | 0.6% | – | – | History |
| INTCIntel Corp | Stock | 11,750 | $590.4K | 0.6% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 6,668 | $589.2K | 0.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,521 | $572.6K | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 11,671 | $568.6K | 0.6% | – | – | – |
| PFEPfizer Inc | Stock | 19,350 | $557.1K | 0.5% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,291 | $545.3K | 0.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,441 | $525.6K | 0.5% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 10,832 | $524.8K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,494 | $512.7K | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,125 | $511.1K | 0.5% | – | – | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,046 | $504.7K | 0.5% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,800 | $503.6K | 0.5% | – | – | – |
| COPConocoPhillips | Stock | 4,307 | $499.9K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,425 | $493.9K | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,378 | $487.8K | 0.5% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,315 | $486.4K | 0.5% | – | – | – |
| CATCaterpillar Inc | Stock | 1,621 | $479.4K | 0.5% | – | – | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 7,740 | $479.4K | 0.5% | – | – | – |
| MARMarriott International Inc | Stock | 2,108 | $475.4K | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,057 | $468.7K | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,434 | $468.5K | 0.5% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 23,712 | $468.1K | 0.5% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,969 | $467.1K | 0.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,207 | $446.1K | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,071 | $440.6K | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 1,009 | $430.3K | 0.4% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,555 | $426.5K | 0.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,604 | $420.7K | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,018 | $411.7K | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,015 | $402.7K | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 4,334 | $391.3K | 0.4% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 5,389 | $390.9K | 0.4% | – | – | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 13,526 | $389.8K | 0.4% | – | – | – |
| CCitigroup Inc | Stock | 7,487 | $385.1K | 0.4% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,803 | $384.6K | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,455 | $382.3K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,168 | $365.9K | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,615 | $363.4K | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,300 | $362.9K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 759 | $360.7K | 0.4% | – | – | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,387 | $356.8K | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,295 | $355.7K | 0.3% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,041 | $354.6K | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,493 | $351.3K | 0.3% | – | – | History |
| PSXPhillips 66 | Stock | 2,618 | $348.6K | 0.3% | – | – | History |
| BENFranklin Templeton Inc | COM | 11,523 | $343.3K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 3,611 | $342.3K | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,170 | $340.1K | 0.3% | – | – | History |
| AOSSmith A O Corp | COM | 4,100 | $338.0K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,242 | $326.8K | 0.3% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 15,645 | $324.0K | 0.3% | – | – | – |
| WMWaste Management Inc | Stock | 1,807 | $323.6K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,309 | $322.5K | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,788 | $321.8K | 0.3% | – | – | – |