Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- Latest filing
- Aug 3, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 1,117
- +114 vs. Q4 2025
- Portfolio value
- $3.73B
- +$632.8M (+20.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 398,130 | $237.9M | 6.4% | +72,055+22.1% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,343,314 | $154.4M | 4.1% | +503,619+17.7% | Added | – |
| NVDANVIDIA Corp | Stock | 771,911 | $134.6M | 3.6% | +63,761+9.0% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 2,239,680 | $88.9M | 2.4% | +791,660+54.7% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,863,182 | $83.4M | 2.2% | +492,054+20.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 124,298 | $81.2M | 2.2% | −4,338−3.4% | Reduced | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,323,874 | $81.2M | 2.2% | −34,685−2.6% | Reduced | – |
| AAPLApple Inc. | Stock | 307,951 | $78.2M | 2.1% | +62,356+25.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 675,703 | $67.1M | 1.8% | +98,220+17.0% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 464,300 | $51.7M | 1.4% | +285,999+160.4% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 1,043,960 | $49.0M | 1.3% | +271,271+35.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 131,552 | $48.7M | 1.3% | +20,075+18.0% | Added | History |
| Spinnaker ETF Series84858T202 | UVA UNCONSTRAIND | 2,219,956 | $48.5M | 1.3% | +35,696+1.6% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 246,874 | $48.4M | 1.3% | −35,558−12.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 380,909 | $40.4M | 1.1% | +108,427+39.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 957,846 | $37.2M | 1.0% | +288,074+43.0% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 330,824 | $36.5M | 1.0% | +312,649+1,720.2% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 274,877 | $36.5M | 1.0% | +42,774+18.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 169,061 | $35.2M | 0.9% | +30,567+22.1% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 440,801 | $34.6M | 0.9% | +44,356+11.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 532,225 | $34.1M | 0.9% | −35,795−6.3% | Reduced | – |
| BUSEFirst Busey Corp | COM NEW | 1,294,378 | $32.7M | 0.9% | +1,172,277+960.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 98,641 | $28.4M | 0.8% | +13,839+16.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 97,095 | $27.9M | 0.7% | +13,003+15.5% | Added | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 115,983 | $27.8M | 0.7% | +16,746+16.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 86,551 | $27.8M | 0.7% | +38,753+81.1% | Added | – |
| iShares Tr46435G672 | CORE INTL AGGR | 545,755 | $27.3M | 0.7% | +247,843+83.2% | Added | – |
| PGProcter & Gamble Co | Stock | 187,998 | $27.2M | 0.7% | +34,948+22.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 54,710 | $23.9M | 0.6% | +4,302+8.5% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 472,758 | $23.6M | 0.6% | +464,092+5,355.3% | Added | – |
| ASTSAST SpaceMobile, Inc. | COM CL A | 270,852 | $22.4M | 0.6% | +270,852 | New | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 460,840 | $21.6M | 0.6% | −9,680−2.1% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 69,742 | $21.6M | 0.6% | +7,483+12.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 43,988 | $21.1M | 0.6% | +6,864+18.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 35,991 | $20.8M | 0.6% | −675−1.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 234,338 | $20.7M | 0.6% | −86,371−26.9% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 202,570 | $20.4M | 0.5% | −58,367−22.4% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 810,459 | $20.1M | 0.5% | +597,492+280.6% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 206,100 | $20.0M | 0.5% | +164,358+393.7% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,234 | $19.7M | 0.5% | −1,533−4.8% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 26,294 | $18.3M | 0.5% | +3,245+14.1% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 582,054 | $17.9M | 0.5% | +171,662+41.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 60,145 | $17.7M | 0.5% | +10,989+22.4% | Added | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 373,840 | $17.4M | 0.5% | +155,558+71.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 30,128 | $17.2M | 0.5% | +5,891+24.3% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 87,974 | $16.9M | 0.5% | +55,454+170.5% | Added | – |
| LLYEli Lilly & Co | Stock | 18,062 | $16.6M | 0.4% | +2,010+12.5% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 180,314 | $16.3M | 0.4% | +37,510+26.3% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 435,710 | $16.0M | 0.4% | +77,637+21.7% | Added | – |
| TSLATesla, Inc. | Stock | 42,936 | $16.0M | 0.4% | +9,185+27.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 93,522 | $15.9M | 0.4% | +6,501+7.5% | Added | History |
| SGOLabrdn Gold ETF Trust | ETF | 348,804 | $15.6M | 0.4% | −111,307−24.2% | Reduced | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 320,173 | $15.5M | 0.4% | +23,434+7.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 56,306 | $14.7M | 0.4% | +3,696+7.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 264,541 | $14.3M | 0.4% | −5,733−2.1% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 551,210 | $14.1M | 0.4% | +32,374+6.2% | Added | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 339,118 | $13.8M | 0.4% | −52,237−13.3% | Reduced | – |
| WMTWalmart Inc. | Stock | 109,744 | $13.6M | 0.4% | +25,072+29.6% | Added | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 243,706 | $12.9M | 0.3% | −3,161−1.3% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 12,156 | $12.1M | 0.3% | +2,827+30.3% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 152,215 | $11.7M | 0.3% | +4,467+3.0% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 215,546 | $11.6M | 0.3% | +5,021+2.4% | Added | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 231,819 | $11.4M | 0.3% | +21,356+10.1% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 111,938 | $11.3M | 0.3% | +94,194+530.8% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,781 | $10.7M | 0.3% | +6,389+4.2% | Added | – |
| CVXChevron Corp | Stock | 50,771 | $10.5M | 0.3% | +8,469+20.0% | Added | History |
| Global X FDS37960A370 | U S ELECT ETF | 325,094 | $10.5M | 0.3% | +25,163+8.4% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 147,005 | $10.4M | 0.3% | +52,127+54.9% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 292,937 | $10.4M | 0.3% | −4,338−1.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 42,446 | $10.4M | 0.3% | +9,858+30.3% | Added | History |
| MUMicron Technology Inc | Stock | 30,329 | $10.2M | 0.3% | +7,515+32.9% | Added | History |
| GLDSPDR Gold Trust | ETF | 23,466 | $10.1M | 0.3% | +5,071+27.6% | Added | History |
| VVisa Inc. | Stock | 33,163 | $10.0M | 0.3% | +4,241+14.7% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 259,787 | $9.98M | 0.3% | +67,584+35.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 44,558 | $9.69M | 0.3% | +7,990+21.8% | Added | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 88,260 | $9.68M | 0.3% | +86,226+4,239.2% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 223,156 | $9.42M | 0.3% | +127,770+134.0% | Added | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 372,088 | $9.04M | 0.2% | +372,088 | New | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 177,330 | $8.84M | 0.2% | +12,002+7.3% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 81,632 | $8.69M | 0.2% | +7,482+10.1% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 100,254 | $8.69M | 0.2% | −14,122−12.3% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 348,606 | $8.68M | 0.2% | +181,654+108.8% | Added | – |
| CATCaterpillar Inc | Stock | 11,944 | $8.46M | 0.2% | +2,969+33.1% | Added | History |
| MAMastercard Inc | Stock | 16,776 | $8.38M | 0.2% | +3,284+24.3% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 138,516 | $7.84M | 0.2% | +3,431+2.5% | Added | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 125,355 | $7.81M | 0.2% | +11,597+10.2% | Added | – |
| HDHome Depot, Inc. | Stock | 23,720 | $7.80M | 0.2% | +4,242+21.8% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,261 | $7.53M | 0.2% | −987−2.7% | Reduced | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 232,295 | $7.48M | 0.2% | +36,521+18.7% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 50,390 | $7.39M | 0.2% | −3,125−5.8% | Reduced | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 101,573 | $7.20M | 0.2% | +101,573 | New | – |
| MCDMcDonalds Corp | Stock | 22,606 | $7.03M | 0.2% | +4,028+21.7% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 228,056 | $6.96M | 0.2% | −16,585−6.8% | Reduced | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 62,821 | $6.85M | 0.2% | −6,002−8.7% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 21,020 | $6.69M | 0.2% | −30,720−59.4% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 45,428 | $6.65M | 0.2% | +14,837+48.5% | Added | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 87,748 | $6.60M | 0.2% | −2,871−3.2% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 7,706 | $6.52M | 0.2% | +2,417+45.7% | Added | History |
| RTXRTX Corp | Stock | 33,611 | $6.48M | 0.2% | +8,061+31.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 26,003 | $6.30M | 0.2% | +4,707+22.1% | Added | History |
Options (22)
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 | $4.36M | $2.34M |
| ASTSAST SpaceMobile, Inc. | COM CL A | – | $1.66M |
| EEFTEuronet Worldwide, Inc. | COM | – | $1.47M |
| PYPLPayPal Holdings, Inc. | Stock | – | $1.37M |
| PAYCPaycom Software, Inc. | Stock | – | $1.23M |
| CBRLCracker Barrel Old Country Store, Inc | COM | – | $761.8K |
| VODVodafone Group Public Ltd Co | ADR | – | $751.0K |
| SPOTSpotify Technology S.A. | Stock | $727.4K | – |
| FISVFiserv Inc | Stock | – | $697.5K |
| QSQuantumScape Corp | COM CL A | – | $446.6K |
| ADBEAdobe Inc. | Stock | – | $437.5K |
| HPHelmerich & Payne, Inc. | COM | – | $270.2K |
| AMDAdvanced Micro Devices Inc | Stock | $81.4K | $142.4K |
| UNHUnitedHealth Group Inc | Stock | – | $189.4K |
| NVDANVIDIA Corp | Stock | $174.4K | – |
| LODEComstock Inc. | COM SHS | – | $118.0K |
| MRVLMarvell Technology, Inc. | COM | – | $99.0K |
| Invesco QQQ Trust Series I46090E103 | ETF | $57.7K | – |
| TET1 Energy Inc. | COM NEW | – | $43.9K |
| AXPAmerican Express Co | Stock | – | $30.2K |
| CRWVCoreWeave, Inc. | Stock | – | $15.5K |
| ACHRArcher Aviation Inc. | Stock | – | $1.03K |
Sold out since Q4 2025 (62)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ETF Ser Solutions26922B444 | APTUS LRG CAP UP | 53,808 | $1.44M | <0.1% | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 20,868 | $1.05M | <0.1% | – |
| DNLIDenali Therapeutics Inc. | COM | 39,030 | $644.4K | <0.1% | History |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 12,604 | $613.6K | <0.1% | – |
| TEAMAtlassian Corp | CL A | 3,747 | $607.5K | <0.1% | History |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 26,361 | $537.0K | <0.1% | – |
| IQVIQVIA Holdings Inc. | Stock | 1,735 | $391.1K | <0.1% | History |
| Fidelity Covington Trust316092725 | INT HG DIV ETF | 14,670 | $380.1K | <0.1% | – |
| GGenpact LTD | SHS | 8,074 | $377.7K | <0.1% | History |
| DKNGDraftKings Inc. | Stock | 10,361 | $357.0K | <0.1% | History |
| TECKTeck Resources Ltd | CL B | 7,318 | $350.5K | <0.1% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 2,374 | $336.7K | <0.1% | History |
| HPQHP Inc | Stock | 14,559 | $324.4K | <0.1% | History |
| CHEChemed Corp | COM | 749 | $320.4K | <0.1% | History |
| OXLCOxford Lane Capital Corp. | COM | 21,858 | $320.0K | <0.1% | History |
| LYFTLyft, Inc. | CL A COM | 16,463 | $318.9K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 6,791 | $315.8K | <0.1% | History |
| VLTOVeralto Corp | Stock | 3,133 | $312.6K | <0.1% | History |
| ANAutonation, Inc. | COM | 1,443 | $298.0K | <0.1% | History |
| AXONAxon Enterprise, Inc. | COM | 524 | $297.6K | <0.1% | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 8,327 | $288.6K | <0.1% | – |
| SNVSynovus Financial Corp | COM NEW | 5,716 | $286.1K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 2,178 | $285.7K | <0.1% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 672 | $267.2K | <0.1% | History |
| GDDYGoDaddy Inc. | CL A | 2,102 | $260.8K | <0.1% | History |
| Capital Group Core Balanced14021D107 | SHS | 7,269 | $256.8K | <0.1% | – |
| EXASExact Sciences Corp | COM | 2,503 | $254.2K | <0.1% | History |
| MKTXMarketaxess Holdings Inc | COM | 1,389 | $251.8K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 6,312 | $250.0K | <0.1% | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,288 | $248.8K | <0.1% | History |
| ROKURoku, Inc | COM CL A | 2,269 | $246.2K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 542 | $241.8K | <0.1% | – |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 4,780 | $239.9K | <0.1% | – |
| FWONALiberty Media Corp | COM LBTY ONE S A | 2,625 | $234.6K | <0.1% | History |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 9,488 | $230.8K | <0.1% | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 3,938 | $227.8K | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 4,799 | $227.6K | <0.1% | – |
| FNFFidelity National Financial, Inc. | COM SHS | 4,140 | $226.0K | <0.1% | History |
| MHKMohawk Industries Inc | COM | 2,064 | $225.6K | <0.1% | History |
| MTGMgic Investment Corp | COM | 7,679 | $224.4K | <0.1% | History |
| SFStifel Financial Corp | COM | 1,790 | $224.2K | <0.1% | History |
| THCTenet Healthcare Corp | COM NEW | 1,125 | $223.6K | <0.1% | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 103 | $221.1K | <0.1% | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 9,207 | $217.9K | <0.1% | – |
| HUMHumana Inc | Stock | 847 | $216.9K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 3,828 | $216.7K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F466 | FT VEST U.S | 8,261 | $214.5K | <0.1% | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 4,359 | $211.7K | <0.1% | – |
| PEverpure, Inc. | CL A | 3,151 | $211.1K | <0.1% | History |
| CINFCincinnati Financial Corp | COM | 1,288 | $210.4K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 9,732 | $208.3K | <0.1% | – |
| DVAXDynavax Technologies Corp | COM NEW | 13,496 | $207.6K | <0.1% | History |
| GTLBGitlab Inc. | CLASS A COM | 5,455 | $204.7K | <0.1% | History |
| OTISOtis Worldwide Corp | Stock | 2,317 | $202.4K | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 6,668 | $201.6K | <0.1% | History |
| MVFBlackRock Munivest Fund, Inc. | COM | 24,263 | $168.1K | <0.1% | History |
| BRSLBrightstar Lottery PLC | SHS USD | 10,761 | $166.6K | <0.1% | History |
| BYMBlackRock Municipal Income Quality Trust | COM | 13,473 | $147.4K | <0.1% | History |
| QUBTQuantum Computing Inc. | COM | 12,766 | $131.0K | <0.1% | History |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 10,284 | $116.2K | <0.1% | History |
| MUEBlackRock Muniholdings Quality Fund II, Inc. | COM | 11,249 | $112.8K | <0.1% | History |
| ALITAlight, Inc. / Delaware | COM CL A | 12,548 | $24.5K | <0.1% | History |