Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- Latest filing
- Aug 3, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 450
- +99 vs. Q3 2024
- Portfolio value
- $831.5M
- +$339.1M (+68.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 642,405 | $86.3M | 10.4% | +566,435+745.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 119,550 | $64.4M | 7.7% | +23,649+24.7% | Added | – |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 1,591,336 | $33.9M | 4.1% | +1,591,336 | New | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 640,148 | $28.9M | 3.5% | +169,004+35.9% | Added | – |
| AAPLApple Inc. | Stock | 113,136 | $28.3M | 3.4% | +71,202+169.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 45,960 | $19.4M | 2.3% | +22,843+98.8% | Added | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 332,630 | $19.0M | 2.3% | +62,547+23.2% | Added | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 513,185 | $13.9M | 1.7% | +127,106+32.9% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 126,267 | $12.2M | 1.5% | +31,603+33.4% | Added | – |
| PGProcter & Gamble Co | Stock | 72,799 | $12.2M | 1.5% | +13,621+23.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 54,793 | $12.0M | 1.4% | +24,047+78.2% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 69,146 | $11.7M | 1.4% | +9,362+15.7% | Added | – |
| AMGNAmgen Inc | Stock | 42,940 | $11.2M | 1.3% | +2,087+5.1% | Added | History |
| SGOLabrdn Gold ETF Trust | ETF | 429,816 | $10.8M | 1.3% | +372,223+646.3% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46,011 | $10.7M | 1.3% | +9,922+27.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,095 | $10.5M | 1.3% | −4,972−12.1% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 347,915 | $9.70M | 1.2% | +182,183+109.9% | AddedConverted for a 4-for-1 split | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 395,770 | $9.17M | 1.1% | +81,607+26.0% | AddedConverted for a 3-for-1 split | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 68,962 | $7.35M | 0.9% | +33,466+94.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 35,041 | $6.63M | 0.8% | +22,596+181.6% | Added | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 140,468 | $6.37M | 0.8% | +32,034+29.5% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,531 | $5.90M | 0.7% | +1,010+9.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 215,101 | $5.88M | 0.7% | +157,024+270.4% | AddedConverted for a 3-for-1 split | – |
| iShares Tr46434V860 | TRS FLT RT BD | 113,487 | $5.73M | 0.7% | +16,504+17.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 29,850 | $5.68M | 0.7% | +17,594+143.6% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 147,246 | $5.65M | 0.7% | +34,281+30.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 111,850 | $5.35M | 0.6% | −1,955−1.7% | Reduced | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 109,228 | $5.25M | 0.6% | +109,228 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,388 | $5.14M | 0.6% | +13,135+159.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,671 | $4.84M | 0.6% | +4,619+76.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 8,072 | $4.73M | 0.6% | +827+11.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 19,566 | $4.69M | 0.6% | +6,120+45.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 18,537 | $4.30M | 0.5% | +2,601+16.3% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 42,488 | $4.12M | 0.5% | +8,045+23.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,783 | $3.99M | 0.5% | +1,484+28.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,781 | $3.97M | 0.5% | +2,550+60.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 16,368 | $3.96M | 0.5% | +9,377+134.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,403 | $3.86M | 0.5% | +553+6.2% | Added | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 124,996 | $3.70M | 0.4% | +31,200+33.3% | Added | – |
| TSLATesla, Inc. | Stock | 9,015 | $3.64M | 0.4% | +1,488+19.8% | Added | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 138,762 | $3.63M | 0.4% | +32,565+30.7% | Added | – |
| VVisa Inc. | Stock | 10,936 | $3.46M | 0.4% | +5,699+108.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 30,378 | $3.27M | 0.4% | +1,797+6.3% | Added | History |
| MCDMcDonalds Corp | Stock | 11,060 | $3.21M | 0.4% | +7,858+245.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,444 | $3.16M | 0.4% | +2,410+233.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 17,728 | $3.15M | 0.4% | +8,140+84.9% | Added | History |
| MAMastercard Inc | Stock | 5,922 | $3.12M | 0.4% | +3,781+176.6% | Added | History |
| IBMInternational Business Machines Corp | Stock | 14,127 | $3.11M | 0.4% | +91+0.6% | Added | History |
| WMTWalmart Inc. | Stock | 33,893 | $3.06M | 0.4% | +6,414+23.3% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 33,654 | $2.96M | 0.4% | +9,788+41.0% | Added | – |
| LLYEli Lilly & Co | Stock | 3,767 | $2.91M | 0.3% | +1,875+99.1% | Added | History |
| HDHome Depot, Inc. | Stock | 7,187 | $2.80M | 0.3% | +2,044+39.7% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 53,644 | $2.69M | 0.3% | +42,488+380.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,246 | $2.68M | 0.3% | +4,943+27.0% | Added | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 105,237 | $2.65M | 0.3% | +2,130+2.1% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 59,092 | $2.65M | 0.3% | +54,769+1,266.9% | Added | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 111,166 | $2.63M | 0.3% | +17,326+18.5% | AddedConverted for a 3-for-1 split | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 95,820 | $2.51M | 0.3% | −28,602−23.0% | Reduced | – |
| JNJJohnson & Johnson | Stock | 16,851 | $2.44M | 0.3% | +7,837+86.9% | Added | History |
| PLDPrologis, Inc. | REIT | 22,477 | $2.38M | 0.3% | +4,073+22.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,770 | $2.32M | 0.3% | +161+2.9% | Added | – |
| iShares Tr46435U713 | US INFRASTRUC | 50,006 | $2.31M | 0.3% | +11,600+30.2% | Added | – |
| ABTAbbott Laboratories | Stock | 20,240 | $2.29M | 0.3% | +11,634+135.2% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 28,056 | $2.24M | 0.3% | +28,056 | New | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 118,069 | $2.21M | 0.3% | +118,069 | New | – |
| UNHUnitedHealth Group Inc | Stock | 4,352 | $2.20M | 0.3% | +1,040+31.4% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,020 | $2.17M | 0.3% | −7,116−20.8% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 61,356 | $2.12M | 0.3% | −13,967−18.5% | Reduced | – |
| CVXChevron Corp | Stock | 14,155 | $2.05M | 0.2% | +8,398+145.9% | Added | History |
| KOCoca Cola Co | Stock | 32,310 | $2.01M | 0.2% | +5,942+22.5% | Added | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 29,075 | $1.99M | 0.2% | +1,414+5.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 26,402 | $1.97M | 0.2% | +1,941+7.9% | Added | – |
| INTUIntuit Inc. | Stock | 3,041 | $1.91M | 0.2% | +1,685+124.3% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 101,337 | $1.87M | 0.2% | +6,319+6.7% | AddedConverted for a 2-for-1 split | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 50,149 | $1.86M | 0.2% | +50,149 | New | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 64,856 | $1.86M | 0.2% | +64,856 | New | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,860 | $1.85M | 0.2% | +7,860 | New | – |
| PANWPalo Alto Networks Inc | Stock | 9,938 | $1.81M | 0.2% | +6,158+162.9% | AddedConverted for a 2-for-1 split | History |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 77,873 | $1.80M | 0.2% | +77,873 | New | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,029 | $1.79M | 0.2% | +9,120+102.4% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,138 | $1.79M | 0.2% | −82−0.4% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,864 | $1.78M | 0.2% | +1,949+13.1% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,907 | $1.77M | 0.2% | +4,225+43.6% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,546 | $1.76M | 0.2% | +4,455+27.7% | Added | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 13,981 | $1.73M | 0.2% | +324+2.4% | Added | – |
| DISWalt Disney Co | Stock | 15,367 | $1.71M | 0.2% | +7,713+100.8% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 63,802 | $1.65M | 0.2% | +2,026+3.3% | AddedConverted for a 2-for-1 split | – |
| LODEComstock Inc. | COM NEW | 2,054,771 | $1.65M | 0.2% | +2,054,771 | New | History |
| GSGoldman Sachs Group Inc | Stock | 2,849 | $1.63M | 0.2% | +1,756+160.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 27,520 | $1.63M | 0.2% | +8,204+42.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 4,797 | $1.60M | 0.2% | +1,614+50.7% | Added | History |
| ORCLOracle Corp | Stock | 9,468 | $1.58M | 0.2% | +2,121+28.9% | Added | History |
| COPConocoPhillips | Stock | 15,792 | $1.57M | 0.2% | +3,654+30.1% | Added | History |
| VZVerizon Communications Inc | Stock | 38,906 | $1.56M | 0.2% | +15,486+66.1% | Added | History |
| IAUiShares Gold Trust | ETF | 30,925 | $1.53M | 0.2% | +9,712+45.8% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 27,566 | $1.53M | 0.2% | +27,566 | New | – |
| HONHoneywell International Inc | COM | 6,756 | $1.53M | 0.2% | +5,143+318.8% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,272 | $1.50M | 0.2% | −5,100−20.9% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 61,712 | $1.50M | 0.2% | −21,362−25.7% | ReducedConverted for a 2-for-1 split | – |
| BMYBristol Myers Squibb Co | Stock | 25,930 | $1.47M | 0.2% | +21,107+437.6% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| LODEComstock Inc. | COM NEW | – | $40.7K |
Sold out since Q3 2024 (32)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares MSCI India ETF46429B598 | ETF | 12,845 | $751.8K | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,723 | $670.0K | 0.1% | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 11,163 | $542.1K | 0.1% | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 16,729 | $426.1K | 0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 10,568 | $403.2K | 0.1% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,312 | $389.4K | 0.1% | – |
| CICigna Group | Stock | 969 | $335.6K | 0.1% | History |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 6,874 | $307.4K | 0.1% | – |
| DPZDominos Pizza Inc | COM | 694 | $298.5K | 0.1% | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 6,558 | $280.9K | 0.1% | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,557 | $277.1K | 0.1% | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 9,673 | $277.0K | 0.1% | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 5,681 | $251.7K | 0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,155 | $245.0K | <0.1% | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 6,535 | $236.4K | <0.1% | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 6,916 | $232.7K | <0.1% | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 9,492 | $228.6K | <0.1% | – |
| KLACKLA Corp | COM NEW | 291 | $225.6K | <0.1% | History |
| MPCMarathon Petroleum Corp | Stock | 1,379 | $224.7K | <0.1% | History |
| iShares Tr46434V464 | LOW CA OP MS ETF | 1,118 | $219.3K | <0.1% | – |
| SHWSherwin Williams Co | COM | 568 | $216.6K | <0.1% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,785 | $215.5K | <0.1% | History |
| Flexshares Tr33939L688 | STOX GLB INDEX | 1,247 | $215.1K | <0.1% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,711 | $211.2K | <0.1% | History |
| WGOWinnebago Industries Inc | COM | 3,624 | $210.6K | <0.1% | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 6,506 | $209.9K | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,128 | $208.8K | <0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 498 | $207.4K | <0.1% | History |
| VSTVistra Corp. | Stock | 1,724 | $204.4K | <0.1% | History |
| ORMPOramed Pharmaceuticals Inc. | COM NEW | 18,810 | $45.9K | <0.1% | History |
| MONDMondee Holdings, Inc. | COMMON STOCK | 10,000 | $13.9K | <0.1% | History |
| KULRKULR Technology Group, Inc. | Common Stock | 11,915 | $3.40K | <0.1% | History |