Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 20, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 1,003
- +183 vs. Q3 2025
- Portfolio value
- $3.10B
- +$919.6M (+42.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 326,075 | $204.5M | 6.6% | +96,367+42.0% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,839,695 | $132.2M | 4.3% | +1,065,133+60.0% | Added | – |
| NVDANVIDIA Corp | Stock | 708,150 | $132.1M | 4.3% | −3,901−0.5% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 128,636 | $88.1M | 2.8% | +28,195+28.1% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,358,559 | $85.8M | 2.8% | +532,063+64.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,371,128 | $77.3M | 2.5% | +734,008+44.8% | Added | – |
| AAPLApple Inc. | Stock | 245,595 | $66.8M | 2.2% | +31,937+14.9% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 577,483 | $57.7M | 1.9% | +107,820+23.0% | Added | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 1,448,020 | $55.1M | 1.8% | +617,396+74.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 282,432 | $53.9M | 1.7% | +97,899+53.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 111,477 | $53.9M | 1.7% | +21,190+23.5% | Added | History |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 2,184,260 | $48.6M | 1.6% | +140,863+6.9% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 772,689 | $36.2M | 1.2% | +456,616+144.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 568,020 | $35.5M | 1.1% | +116,621+25.8% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 232,103 | $33.4M | 1.1% | +84,283+57.0% | AddedConverted for a 2-for-1 split | – |
| AMZNAmazon Com Inc | Stock | 138,494 | $32.0M | 1.0% | +28,850+26.3% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 396,445 | $31.2M | 1.0% | +4,451+1.1% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 272,482 | $29.2M | 0.9% | +73,519+37.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 84,802 | $26.5M | 0.9% | +13,959+19.7% | Added | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 260,937 | $26.5M | 0.9% | +99,058+61.2% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 669,772 | $26.5M | 0.9% | +54,614+8.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 84,092 | $26.4M | 0.9% | +26,369+45.7% | Added | History |
| IAUiShares Gold Trust | ETF | 320,709 | $26.0M | 0.8% | +125,132+64.0% | Added | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 99,237 | $24.8M | 0.8% | +5,192+5.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 50,408 | $24.6M | 0.8% | +39,128+346.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,666 | $22.5M | 0.7% | +10,207+38.6% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 470,520 | $22.2M | 0.7% | +144,640+44.4% | Added | – |
| PGProcter & Gamble Co | Stock | 153,050 | $21.9M | 0.7% | +59,010+62.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,767 | $21.7M | 0.7% | +4,951+18.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 62,259 | $21.5M | 0.7% | +18,156+41.2% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 178,301 | $20.3M | 0.7% | +41,637+30.5% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 405,556 | $19.5M | 0.6% | +96,244+31.1% | Added | – |
| SGOLabrdn Gold ETF Trust | ETF | 460,111 | $18.9M | 0.6% | −19,502−4.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 37,124 | $18.7M | 0.6% | +13,962+60.3% | Added | History |
| iShares S&P 100 ETF464287101 | ETF | 51,740 | $17.7M | 0.6% | +21,942+73.6% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 23,049 | $17.4M | 0.6% | +1,148+5.2% | Added | – |
| LLYEli Lilly & Co | Stock | 16,052 | $17.3M | 0.6% | +6,404+66.4% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 47,798 | $16.0M | 0.5% | +8,830+22.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 24,237 | $16.0M | 0.5% | +5,574+29.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 49,156 | $15.8M | 0.5% | +14,149+40.4% | Added | History |
| TSLATesla, Inc. | Stock | 33,751 | $15.2M | 0.5% | +5,203+18.2% | Added | History |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 391,355 | $15.0M | 0.5% | +97,456+33.2% | Added | – |
| iShares Tr46435G672 | CORE INTL AGGR | 297,912 | $14.9M | 0.5% | +74,716+33.5% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 270,274 | $14.5M | 0.5% | +73,396+37.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 518,836 | $14.0M | 0.5% | +24,328+4.9% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 296,739 | $13.8M | 0.4% | +4,017+1.4% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 358,073 | $13.6M | 0.4% | +11,186+3.2% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 52,610 | $13.6M | 0.4% | +6,926+15.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 142,804 | $12.8M | 0.4% | +60,965+74.5% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 246,867 | $12.3M | 0.4% | +84,951+52.5% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 147,748 | $11.9M | 0.4% | +122,398+482.8% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 210,525 | $11.4M | 0.4% | −10.0% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 410,392 | $11.3M | 0.4% | +103,193+33.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 87,021 | $10.5M | 0.3% | +21,662+33.1% | Added | History |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 210,463 | $10.5M | 0.3% | +22,643+12.1% | Added | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 218,282 | $10.3M | 0.3% | +72,969+50.2% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 297,275 | $10.2M | 0.3% | +6,073+2.1% | Added | – |
| VVisa Inc. | Stock | 28,922 | $10.1M | 0.3% | +6,688+30.1% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 152,392 | $10.1M | 0.3% | +86,020+129.6% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 114,376 | $9.68M | 0.3% | +100,818+743.6% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 192,203 | $9.54M | 0.3% | +40,545+26.7% | Added | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 217,209 | $9.49M | 0.3% | +217,209 | New | – |
| WMTWalmart Inc. | Stock | 84,672 | $9.43M | 0.3% | +23,234+37.8% | Added | History |
| Global X FDS37960A370 | U S ELECT ETF | 299,931 | $8.72M | 0.3% | +233,286+350.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 36,568 | $8.36M | 0.3% | +6,646+22.2% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 53,515 | $8.28M | 0.3% | +51,513+2,573.1% | Added | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 165,328 | $8.28M | 0.3% | +1,288+0.8% | Added | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 68,823 | $8.22M | 0.3% | +68,823 | New | – |
| COSTCostco Wholesale Corp | Stock | 9,329 | $8.05M | 0.3% | +538+6.1% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 74,150 | $7.91M | 0.3% | −114−0.2% | Reduced | – |
| MAMastercard Inc | Stock | 13,492 | $7.70M | 0.2% | +2,045+17.9% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 135,085 | $7.67M | 0.2% | +113,103+514.5% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,248 | $7.62M | 0.2% | +34,890+2,569.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 18,395 | $7.29M | 0.2% | +2,679+17.0% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 244,641 | $7.24M | 0.2% | +35,864+17.2% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 94,878 | $7.04M | 0.2% | +2,830+3.1% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 90,619 | $6.80M | 0.2% | +85,174+1,564.3% | Added | – |
| JNJJohnson & Johnson | Stock | 32,588 | $6.74M | 0.2% | +9,873+43.5% | Added | History |
| HDHome Depot, Inc. | Stock | 19,478 | $6.70M | 0.2% | +5,152+36.0% | Added | History |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 113,758 | $6.68M | 0.2% | +3,356+3.0% | Added | – |
| MUMicron Technology Inc | Stock | 22,814 | $6.51M | 0.2% | +5,131+29.0% | Added | History |
| CVXChevron Corp | Stock | 42,302 | $6.45M | 0.2% | +11,497+37.3% | Added | History |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 91,922 | $6.41M | 0.2% | +91,922 | New | – |
| IBMInternational Business Machines Corp | Stock | 21,296 | $6.31M | 0.2% | +3,728+21.2% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,520 | $6.23M | 0.2% | +28,700+751.3% | Added | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 195,774 | $6.20M | 0.2% | +6,383+3.4% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 90,144 | $6.06M | 0.2% | +41,980+87.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 50,366 | $6.05M | 0.2% | +9,049+21.9% | Added | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 161,148 | $5.97M | 0.2% | +161,148 | New | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 227,410 | $5.96M | 0.2% | −6,281−2.7% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 62,496 | $5.71M | 0.2% | +1,979+3.3% | Added | – |
| MCDMcDonalds Corp | Stock | 18,578 | $5.68M | 0.2% | +3,253+21.2% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,381 | $5.44M | 0.2% | +2,684+10.9% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 30,591 | $5.44M | 0.2% | +8,030+35.6% | Added | History |
| CATCaterpillar Inc | Stock | 8,975 | $5.14M | 0.2% | +2,961+49.2% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 212,967 | $5.12M | 0.2% | +28,029+15.2% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 108,017 | $5.00M | 0.2% | +3,226+3.1% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 51,488 | $4.96M | 0.2% | +19,334+60.1% | Added | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 172,440 | $4.91M | 0.2% | +172,440 | New | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,581 | $4.87M | 0.2% | −117−0.9% | Reduced | – |
Options (25)
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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $178.9K | $364.6K |
| SPOTSpotify Technology S.A. | Stock | $106.9K | – |
| AMDAdvanced Micro Devices Inc | Stock | $5.37K | $79.0K |
| UNHUnitedHealth Group Inc | Stock | – | $44.9K |
| LODEComstock Inc. | COM SHS | – | $33.6K |
| BRK.BBerkshire Hathaway Inc | Stock | $11.6K | – |
| LLYEli Lilly & Co | Stock | $11.0K | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $1.46K | – |
| AMZNAmazon Com Inc | Stock | – | $1.25K |
| MSFTMicrosoft Corp | Stock | – | $810 |
| GLDSPDR Gold Trust | ETF | – | $755 |
| RCLRoyal Caribbean Cruises Ltd | COM | – | $483 |
| GSGoldman Sachs Group Inc | Stock | – | $430 |
| METAMeta Platforms, Inc. | Stock | – | $250 |
| AXPAmerican Express Co | Stock | – | $215 |
| HOODRobinhood Markets, Inc. | Stock | – | $182 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | – | $99 |
| INTCIntel Corp | Stock | – | $75 |
| FCXFreeport-McMoran Inc | Stock | – | $64 |
| GOOGLAlphabet Inc. | Stock | $25 | – |
| RGTIRigetti Computing, Inc. | COMMON STOCK | – | $23 |
| OPENOpendoor Technologies Inc. | COM | – | $4 |
| POWIPower Integrations Inc | COM | – | $4 |
| ACHRArcher Aviation Inc. | Stock | – | $1 |
| PANWPalo Alto Networks Inc | Stock | – | $1 |
Sold out since Q3 2025 (64)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Advisors Inner Circle FD II00791R830 | 3EDGE FIXED ETF | 39,195 | $974.0K | <0.1% | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 5,188 | $730.4K | <0.1% | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 28,334 | $662.0K | <0.1% | – |
| RBLXRoblox Corp | Stock | 4,667 | $646.4K | <0.1% | History |
| Advisors Inner Circle FD II00791R822 | 3EDGE HARD ETF | 19,827 | $571.6K | <0.1% | – |
| AGIOAgios Pharmaceuticals, Inc. | COM | 11,993 | $481.4K | <0.1% | History |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 72,059 | $426.6K | <0.1% | History |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 11,020 | $401.3K | <0.1% | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 6,240 | $393.2K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 17,919 | $370.8K | <0.1% | – |
| Direxion Shs ETF Tr25460G781 | DLY GOLD INDX 2X | 2,400 | $370.7K | <0.1% | – |
| Advisors Inner Circle FD II00791R814 | 3EDGE INTL ETF | 13,365 | $370.5K | <0.1% | – |
| EGEverest Group, Ltd. | COM | 1,045 | $366.0K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 1,108 | $330.1K | <0.1% | History |
| ACMRACM Research, Inc. | Stock | 7,943 | $310.8K | <0.1% | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 5,846 | $305.3K | <0.1% | – |
| CHWYChewy, Inc. | CL A | 7,345 | $297.1K | <0.1% | History |
| ZSZscaler, Inc. | Stock | 990 | $296.6K | <0.1% | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,226 | $288.0K | <0.1% | History |
| GWREGuidewire Software, Inc. | COM | 1,227 | $282.0K | <0.1% | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 3,891 | $280.9K | <0.1% | History |
| BROBrown & Brown, Inc. | Stock | 2,983 | $279.7K | <0.1% | History |
| MGMMGM Resorts International | Stock | 8,059 | $279.3K | <0.1% | History |
| SSBSouthState Bank Corp | COM | 2,749 | $271.8K | <0.1% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,731 | $270.5K | <0.1% | – |
| WSMWilliams Sonoma Inc | COM | 1,379 | $269.5K | <0.1% | History |
| TFXTeleflex Inc | COM | 2,172 | $265.8K | <0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 6,733 | $263.9K | <0.1% | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,569 | $260.7K | <0.1% | History |
| INODInnodata Inc | COM NEW | 3,324 | $256.2K | <0.1% | History |
| RHIRobert Half Inc. | COM | 7,391 | $251.1K | <0.1% | History |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 3,508 | $247.4K | <0.1% | – |
| PSIXPower Solutions International, Inc. | Stock | 2,466 | $242.2K | <0.1% | History |
| MOHMolina Healthcare, Inc. | COM | 1,241 | $237.5K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,669 | $235.2K | <0.1% | History |
| OXYOccidental Petroleum Corp | Stock | 4,920 | $232.5K | <0.1% | History |
| OVVOvintiv Inc. | COM | 5,663 | $228.7K | <0.1% | History |
| Goldman Sachs ETF Tr381430123 | MARKETBETA US EQ | 2,461 | $227.4K | <0.1% | – |
| CSGSCSG Systems International Inc | COM | 3,504 | $225.6K | <0.1% | History |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 7,201 | $223.3K | <0.1% | – |
| SMRNuscale Power Corp | CL A COM | 6,151 | $221.4K | <0.1% | History |
| HIMSHims & Hers Health, Inc. | Stock | 3,777 | $214.2K | <0.1% | History |
| Global X FDS37954Y657 | US PFD ETF | 10,996 | $213.7K | <0.1% | – |
| DOCUDocuSign, Inc. | Stock | 2,963 | $213.6K | <0.1% | History |
| WBWEIBO Corp | SPONSORED ADR | 17,191 | $213.2K | <0.1% | History |
| DPZDominos Pizza Inc | COM | 492 | $212.4K | <0.1% | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 2,778 | $212.1K | <0.1% | – |
| MANHManhattan Associates Inc | Stock | 1,021 | $209.3K | <0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 3,159 | $208.3K | <0.1% | History |
| PKGPackaging Corp of America | Stock | 945 | $205.9K | <0.1% | History |
| TLNTalen Energy Corp | COM | 483 | $205.5K | <0.1% | History |
| Global X Uranium ETF37954Y871 | ETF | 4,227 | $201.5K | <0.1% | – |
| DUOLDuolingo, Inc. | CL A COM | 624 | $200.8K | <0.1% | History |
| PATHUiPath, Inc. | Stock | 15,000 | $200.7K | <0.1% | History |
| BPOPPopular, Inc. | COM NEW | 1,576 | $200.2K | <0.1% | History |
| HSTHost Hotels & Resorts, Inc. | COM | 10,606 | $180.5K | <0.1% | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 13,117 | $172.4K | <0.1% | History |
| OBDCBlue Owl Capital Corp | COM | 12,670 | $161.8K | <0.1% | History |
| RITMRithm Capital Corp. | REIT | 13,666 | $155.7K | <0.1% | History |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 12,900 | $132.9K | <0.1% | History |
| AIFFFirefly Neuroscience, Inc. | COM | 21,500 | $62.6K | <0.1% | History |
| SOPHSOPHiA GENETICS SA | ORDINARY SHARES | 10,000 | $47.6K | <0.1% | History |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 124,750 | $41.1K | <0.1% | History |
| PSNYPolestar Automotive Holding UK PLC | ADS A | 15,334 | $14.4K | <0.1% | History |