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Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,232
+115 vs. Q1 2026
Portfolio value
$4.67B
+$946.6M (+25.4%) vs. Q1 2026
Filed
Aug 3, 2026
SEC
Holdings of Savvy Advisors, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF433,099$297.5M6.4%+34,969+8.8%Added–
iShares Tr46434V613CORE UNIVRSL USD3,842,612$177.3M3.8%+499,298+14.9%Added–
NVDANVIDIA CorpStock825,605$165.2M3.5%+53,694+7.0%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT2,612,696$109.3M2.3%+373,016+16.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,061,326$103.6M2.2%+198,144+6.9%Added–
AAPLApple Inc.Stock340,422$98.5M2.1%+32,471+10.5%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,314,796$95.0M2.0%−9,078−0.7%Reduced–
iShares Core S&P 500 ETF464287200ETF115,160$86.2M1.8%−9,138−7.4%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF719,535$71.2M1.5%+43,832+6.5%Added–
iShares Tr464288885EAFE GRWTH ETF507,288$63.1M1.4%+42,988+9.3%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF305,785$58.3M1.2%+30,908+11.2%Added–
MSFTMicrosoft CorpStock151,539$56.5M1.2%+19,987+15.2%AddedHistory
American Centy ETF Tr025072877US SML CP VALU446,377$55.7M1.2%+115,553+34.9%Added–
Vanguard Morningstar Value ETF922908744ETF254,013$55.4M1.2%+7,139+2.9%Added–
Spinnaker ETF Series84858T202UVA UNCONSTRAIND2,256,299$49.2M1.1%+36,343+1.6%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,069,808$47.5M1.0%+111,962+11.7%Added–
iShares Tr464288414NATIONAL MUN ETF434,940$46.8M1.0%+54,031+14.2%Added–
AMZNAmazon Com IncStock192,007$45.8M1.0%+22,946+13.6%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF874,783$45.3M1.0%−169,177−16.2%Reduced–
GOOGLAlphabet Inc.Stock113,526$40.6M0.9%+14,885+15.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF553,981$39.5M0.8%+21,756+4.1%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF113,097$38.8M0.8%−2,886−2.5%Reduced–
BUSEFirst Busey CorpCOM NEW1,286,665$38.0M0.8%−7,713−0.6%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF480,920$37.5M0.8%+40,119+9.1%Added–
GOOGAlphabet Inc.Stock103,613$36.6M0.8%+6,518+6.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF92,755$34.3M0.7%+6,204+7.2%Added–
iShares Tr46435G672CORE INTL AGGR649,771$32.9M0.7%+104,016+19.1%Added–
MUMicron Technology IncStock27,476$31.7M0.7%−2,853−9.4%ReducedHistory
AVGOBroadcom Inc.Stock82,707$31.2M0.7%+12,965+18.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF356,638$30.7M0.7%+28,378+8.6%AddedConverted for a 6-for-1 split–
TSLATesla, Inc.Stock70,839$29.8M0.6%+27,903+65.0%AddedHistory
PGProcter & Gamble CoStock192,221$28.2M0.6%+4,223+2.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF327,116$27.1M0.6%+240,888+279.4%Added–
LLYEli Lilly & CoStock21,784$26.1M0.6%+3,722+20.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF34,350$25.3M0.5%−1,641−4.6%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF522,340$24.5M0.5%+61,500+13.3%Added–
BRK.BBerkshire Hathaway IncStock48,793$24.4M0.5%+4,805+10.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT111,855$23.8M0.5%+23,881+27.1%Added–
SPYSPDR S&P 500 ETF TrustETF31,694$23.7M0.5%+1,460+4.8%AddedHistory
ASTSAST SpaceMobile, Inc.COM CL A265,349$23.6M0.5%−5,503−2.0%ReducedHistory
Vanguard Information Technology ETF92204A702ETF194,680$23.3M0.5%−15,672−7.5%ReducedConverted for a 8-for-1 split–
JPMJPMorgan Chase & CoStock68,127$22.3M0.5%+7,982+13.3%AddedHistory
iShares Tr46435G250HIGH YLD SYSTM B463,561$21.7M0.5%+89,721+24.0%Added–
Schwab International Equity ETF808524805ETF781,121$21.6M0.5%−29,338−3.6%Reduced–
iShares MSCI Eafe ETF464287465ETF207,040$21.5M0.5%+940+0.5%Added–
iShares Tr46428865310-20 YR TRS ETF207,915$20.9M0.4%+5,345+2.6%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF460,604$19.2M0.4%+24,894+5.7%Added–
IAUiShares Gold TrustETF251,889$19.0M0.4%+17,551+7.5%AddedHistory
METAMeta Platforms, Inc.Stock31,841$17.9M0.4%+1,713+5.7%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE322,267$17.7M0.4%+2,094+0.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF183,407$17.7M0.4%+3,093+1.7%Added–
Schwab US Dividend Equity ETF808524797ETF558,571$17.7M0.4%−23,483−4.0%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF57,241$17.4M0.4%+935+1.7%Added–
RBB FD Inc74933W452F/M US TREASURY347,022$17.3M0.4%−125,736−26.6%Reduced–
Columbia ETF Tr II19762B202EM CORE EX ETF317,166$16.8M0.4%−21,952−6.5%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF551,255$16.2M0.3%+450.0%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF270,263$16.1M0.3%+5,722+2.2%Added–
AMDAdvanced Micro Devices IncStock26,563$15.4M0.3%+2,148+8.8%AddedHistory
ABBVAbbVie Inc.Stock60,465$15.2M0.3%+15,907+35.7%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL265,857$14.4M0.3%+22,151+9.1%Added–
CATCaterpillar IncStock13,373$14.2M0.3%+1,429+12.0%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY140,738$14.2M0.3%+28,800+25.7%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW110,114$14.1M0.3%+21,854+24.8%Added–
Global X FDS37960A370U S ELECT ETF400,321$13.9M0.3%+75,227+23.1%Added–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF256,492$13.7M0.3%+40,946+19.0%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX270,802$13.6M0.3%+179,517+196.7%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF153,247$13.5M0.3%+1,032+0.7%Added–
XOMExxonMobil Holdings CorpCOM98,108$13.4M0.3%+4,586+4.9%AddedHistory
WisdomTree Tr97717W109US TOTAL DIVIDND141,011$13.1M0.3%+141,011New–
JNJJohnson & JohnsonStock51,624$13.1M0.3%+9,178+21.6%AddedHistory
VVisa Inc.Stock37,620$12.9M0.3%+4,457+13.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF167,203$12.9M0.3%+8,422+5.3%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF153,965$12.6M0.3%+6,960+4.7%Added–
Abrdn ETFs003261104BBRG ALL COMD K1559,713$12.5M0.3%+187,625+50.4%Added–
WMTWalmart Inc.Stock109,728$12.4M0.3%−160.0%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF293,641$12.4M0.3%+70,485+31.6%Added–
Doubleline ETF Trust25861R402MORTGAGE ETF248,073$12.2M0.3%+16,254+7.0%Added–
COSTCostco Wholesale CorpStock12,984$12.1M0.3%+828+6.8%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF81,327$12.1M0.3%+31,708+63.9%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY315,415$11.8M0.3%+22,478+7.7%Added–
SGOLabrdn Gold ETF TrustETF305,941$11.7M0.3%−42,863−12.3%ReducedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT120,231$11.3M0.2%+120,231New–
CSCOCisco Systems, Inc.Stock92,402$10.9M0.2%+22,649+32.5%AddedHistory
IBITiShares Bitcoin Trust ETFETF324,370$10.8M0.2%+64,583+24.9%AddedHistory
VIRVir Biotechnology, Inc.COM1,040,665$10.6M0.2%+1,040,665NewHistory
AMATApplied Materials IncStock13,630$9.85M0.2%+4,326+46.5%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF83,058$9.74M0.2%+20,237+32.2%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK235,881$9.73M0.2%+85,980+57.4%Added–
MAMastercard IncStock18,892$9.70M0.2%+2,116+12.6%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF158,589$9.64M0.2%+20,073+14.5%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF104,879$9.61M0.2%+38,472+57.9%Added–
Dimensional ETF Trust25434V633CALIF MUN BD ETF191,505$9.61M0.2%+14,175+8.0%Added–
iShares Tr464288158SHRT NAT MUN ETF89,241$9.50M0.2%+7,609+9.3%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF379,058$9.35M0.2%+30,452+8.7%Added–
American Centy ETF Tr025072323AVAN US SMAL ETF125,769$9.22M0.2%+414+0.3%Added–
CVXChevron CorpStock55,364$9.18M0.2%+4,593+9.0%AddedHistory
HDHome Depot, Inc.Stock25,858$9.12M0.2%+2,138+9.0%AddedHistory
GEGeneral Electric CoStock24,237$9.06M0.2%+5,080+26.5%AddedHistory
iShares Russell 1000 Value ETF464287598ETF36,204$8.78M0.2%+943+2.7%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF90,674$8.65M0.2%−9,580−9.6%Reduced–

Options (28)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Savvy Advisors, Inc. in Q2 2026
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$7.17M$4.48M
MUMicron Technology IncStock–$5.77M
VanEck Semiconductor ETF92189F676ETF–$4.26M
EEFTEuronet Worldwide, Inc.COM–$1.87M
ASTSAST SpaceMobile, Inc.COM CL A–$1.79M
PAYCPaycom Software, Inc.Stock–$1.60M
PYPLPayPal Holdings, Inc.Stock–$1.58M
BRBRBellring Brands, Inc.Stock–$1.28M
SPOTSpotify Technology S.A.Stock$964.2K–
FISVFiserv IncStock–$725.9K
VODVodafone Group Public Ltd CoADR–$661.0K
LLYEli Lilly & CoStock$599.7K–
QSQuantumScape CorpCOM CL A–$529.2K
ADBEAdobe Inc.Stock–$410.0K
INTUIntuit Inc.Stock–$339.3K
AMDAdvanced Micro Devices IncStock–$290.5K
UNHUnitedHealth Group IncStock–$207.8K
FORMFormfactor IncCOM–$191.9K
LODEComstock Inc.COM SHS–$145.6K
GOOGAlphabet Inc.Stock–$141.3K
SHOPShopify Inc.Stock$79.9K–
MSFTMicrosoft CorpStock–$74.6K
CRMSalesforce, Inc.Stock–$31.3K
PINSPinterest, Inc.CL A–$25.2K
NVDANVIDIA CorpStock–$20.0K
CBRLCracker Barrel Old Country Store, IncCOM–$16.0K
RGTIRigetti Computing, Inc.COMMON STOCK–$1.93K
ACHRArcher Aviation Inc.Stock–$946

Sold out since Q1 2026 (84)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Savvy Advisors, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM9,475$2.14M0.1%History
Vanguard Wellington FD921935409US MINIMUM13,829$1.84M<0.1%–
Agf Invts Tr00110G408US MARKET NETRL118,666$1.66M<0.1%–
iShares Tr464289859CORE 80 20 ETF7,737$684.6K<0.1%–
iShares Tr464287341GLOBAL ENERG ETF11,078$638.2K<0.1%–
MKCMcCormick & Co IncStock12,126$611.6K<0.1%History
Simplify Exchange Traded Fun82889N699MANAGED FUTURES16,190$489.3K<0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF4,045$469.0K<0.1%–
CPRTCopart IncCOM14,020$465.5K<0.1%History
OMCOmnicom Group Inc.COM5,695$428.9K<0.1%History
EQTEQT CorpStock5,933$377.6K<0.1%History
RMBSRambus IncCOM4,308$370.6K<0.1%History
Vanguard Consumer Discretionary ETF92204A108ETF1,019$365.9K<0.1%–
ITGartner IncCOM2,263$358.3K<0.1%History
CRHCRH Public Ltd CoORD3,295$346.4K<0.1%History
First Tr Exchng Traded FD VI33740U208FT VEST US EQT6,312$345.4K<0.1%–
ROLRollins IncCOM6,382$340.9K<0.1%History
SPDR Series Trust78464A755ST STR SP METAL3,147$339.9K<0.1%–
NTRANatera, Inc.COM1,635$327.0K<0.1%History
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS4,192$316.4K<0.1%History
JKHYJack Henry & Associates IncStock1,922$303.8K<0.1%History
Neos ETF Trust78433H501NEOS ENH INC 1-36,099$303.6K<0.1%–
CHDChurch & Dwight Co IncCOM3,191$297.8K<0.1%History
ZMZoom Communications, Inc.Stock3,660$294.2K<0.1%History
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR11,310$287.4K<0.1%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF16,015$284.3K<0.1%–
BRBroadridge Financial Solutions, Inc.Stock1,715$278.6K<0.1%History
ESTCElastic N.V.ORD SHS5,517$275.8K<0.1%History
COOCooper Companies, Inc.COM3,761$268.9K<0.1%History
RMDResmed IncCOM1,175$263.8K<0.1%History
EXPEExpedia Group, Inc.Stock1,138$262.8K<0.1%History
MTDMettler Toledo International IncCOM204$257.3K<0.1%History
Global X Lithium & Battery Tech ETF37954Y855ETF3,427$254.8K<0.1%–
PODDInsulet CorpStock1,213$254.5K<0.1%History
FIVEFive Below, IncCOM1,108$253.2K<0.1%History
CASYCaseys General Stores IncCOM342$248.9K<0.1%History
SCIService Corp InternationalCOM2,994$247.0K<0.1%History
MEDPMedpace Holdings, Inc.COM506$243.0K<0.1%History
CTRACoterra Energy Inc.Stock6,783$238.4K<0.1%History
MDBMongoDB, Inc.CL A972$237.9K<0.1%History
DOVDOVER CorpCOM1,136$236.8K<0.1%History
AAgilent Technologies, Inc.COM2,075$236.5K<0.1%History
ALBAlbemarle CorpStock1,311$235.4K<0.1%History
Harbor ETF Trust41151J406LONG TERM GROWER8,337$231.2K<0.1%–
Janus Detroit STR Tr47103U852HENDERSON MTG5,087$229.8K<0.1%–
EXELExelixis, Inc.COM5,308$227.7K<0.1%History
HASHasbro, Inc.COM2,416$226.1K<0.1%History
Fidelity Covington Trust316092527SML MID MLTFCT5,035$225.2K<0.1%–
Dimensional ETF Trust25434V575INTL COR FIX ETF4,256$223.2K<0.1%–
MANHManhattan Associates IncStock1,641$218.4K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM2,511$216.3K<0.1%History
VMCVulcan Materials COCOM792$215.7K<0.1%History
CNQCanadian Natural Resources LtdCOM4,335$211.3K<0.1%History
BLDQXO Insulation, LLCStock597$209.7K<0.1%History
NWGNatWest Group plcSPONS ADR14,065$209.6K<0.1%History
GBUGBarclays Bank PLCACTIVE GOLD & SI4,610$209.5K<0.1%History
ATOAtmos Energy CorpCOM1,131$208.9K<0.1%History
RBB FD Inc74933W460US TRSRY 6 MNTH4,166$208.4K<0.1%–
WCNWaste Connections, Inc.COM1,271$206.5K<0.1%History
RTORentokil Initial PLCSPONSORED ADR6,544$206.0K<0.1%History
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF4,843$205.5K<0.1%–
DXCMDexcom IncCOM3,233$203.0K<0.1%History
EQNREquinor ASASPONSORED ADR4,774$201.5K<0.1%History
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,230$201.1K<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS10,581$197.9K<0.1%History
FSSLFS Specialty Lending FundCOM SH BEN INT15,508$194.0K<0.1%History
IBRXImmunityBio, Inc.COM24,175$185.4K<0.1%History
OWLBlue Owl Capital Inc.COM CL A15,446$141.0K<0.1%History
HYIWestern Asset High Yield Opportunity Fund Inc.COM10,463$111.7K<0.1%History
HPHelmerich & Payne, Inc.COM3,015$108.6K<0.1%History
VELOVelo3D, Inc.Stock11,539$108.4K<0.1%History
Putnam ETF Trust746729730FRANKLIN SHT TRM10,789$106.9K<0.1%–
OPENOpendoor Technologies Inc.COM22,176$103.8K<0.1%History
DJTTrump Media & Technology Group Corp.Stock10,832$100.5K<0.1%History
STKLSunOpta Inc.COM15,333$99.4K<0.1%History
WENWendy's CoStock12,752$88.6K<0.1%History
ADTADT Inc.COM12,546$82.4K<0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS14,440$70.3K<0.1%History
SOUNSoundhound AI, Inc.CLASS A COM10,185$70.0K<0.1%History
TMCTMC the metals Co Inc.COM14,407$67.3K<0.1%History
AURAurora Innovation, Inc.CLASS A COM15,243$62.8K<0.1%History
Bitfarms Ltd Com09173B107Stock20,300$39.6K<0.1%–
TET1 Energy Inc.COM NEW1,200$5.27K<0.1%History
Gabelli Equity Tr Inc362397226RIGHT 04/14/202624,780$173<0.1%–