Savvy Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Savvy Advisors, Inc. reported 222 stock positions worth $173.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by Amgen (AMGN, 6.5%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.7%). Compared with Q4 2023, it opened 70 new positions, sold out of 5, added to 95 and reduced 42. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +125%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $173.5M (Q1 2024)
- SEC Filing
- 0002003633-24-000002 ↗ filed May 13, 2024
Holdings Value
Holdings 222 stocks · $173.5M
| VOO Vanguard S&P 500 ETF | 7.33% | 26,444 | $12.7M | Add +124.8% |
| AMGN Amgen Inc. | 6.46% | 39,400 | $11.2M | Add +0.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.72% | 141,395 | $6.4M | Add +138.3% |
| SCHX Schwab US Large-Cap ETF | 2.55% | 71,268 | $4.4M | Reduce -3.3% |
| MSFT Microsoft Corp. | 2.55% | 10,499 | $4.4M | Add +24.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.01% | 7,868 | $3.5M | Add +25.0% |
| JQUA JPMorgan US Quality Factor | 1.95% | 64,087 | $3.4M | Add +53.9% |
| NVDA Nvidia Corp. | 1.85% | 3,556 | $3.2M | Add +41.3% |
| AAPL Apple Inc. | 1.41% | 14,258 | $2.4M | Add +55.6% |
| IVLU iShares MSCI International V | 1.38% | 84,601 | $2.4M | Add +76.8% |
| SUB iShares Short-Term National | 1.28% | 21,272 | $2.2M | Add +175.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.16% | 19,469 | $2.0M | Add +75.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.16% | 12,396 | $2.0M | New |
| TFLO iShares Treasury Floating Ra | 1.15% | 39,320 | $2.0M | Add +109.7% |
| SCHF Schwab Intl Equity ETF | 1.14% | 50,668 | $2.0M | Add +58.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.09% | 41,447 | $1.9M | Add +82.9% |
| XLK SS Technology Select Sector | 1.09% | 9,063 | $1.9M | Add +272.4% |
| MUB iShares National Muni Bond E | 0.96% | 15,482 | $1.7M | Add +445.9% |
| AGG iShares Core U.S. Aggregate | 0.92% | 16,346 | $1.6M | Add +30.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.91% | 21,533 | $1.6M | Add +228.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.89% | 22,794 | $1.5M | Add +194.5% |
| IVV iShares Core S&P 500 ETF | 0.88% | 2,910 | $1.5M | New |
| FVD First Trust Value Line DVD | 0.84% | 34,510 | $1.5M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.83% | 7,178 | $1.4M | Add +84.7% |
| VEA Vanguard Ftse Developed ETF | 0.80% | 27,513 | $1.4M | Add +57.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.79% | 13,721 | $1.4M | Reduce -27.0% |
| AMZN Amazon.com Inc. | 0.77% | 7,422 | $1.3M | Add +21.0% |
| SCHA Schwab US Small-Cap ETF | 0.76% | 26,790 | $1.3M | Add +20.0% |
| XMMO Invesco S&P Midcap Momentum | 0.74% | 11,247 | $1.3M | Add +35.5% |
| WMT Walmart Inc. | 0.66% | 19,165 | $1.2M | Add +342.7% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.66% | 24,549 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 2,611 | $1.1M | Add +38.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.62% | 38,501 | $1.1M | Add +71.1% |
| SGOL Abrdn Physical Gold Shares | 0.62% | 50,512 | $1.1M | Add +113.0% |
| BYLD iShares Yield Optimized Bond | 0.61% | 47,573 | $1.1M | Add +235.6% |
| IWM iShares Russell 2000 ETF | 0.60% | 4,971 | $1.0M | Add +38.9% |
| XOM Exxon Mobil Corp. | 0.60% | 8,912 | $1.0M | Add +27.1% |
| SPEM State Street SP PTF Em ETF | 0.59% | 28,436 | $1.0M | Add +68.7% |
| FTCS First Trust Capital Strength | 0.58% | 11,722 | $1.0M | Add +2.1% |
| SCHO Schwab Short-Term US Treas | 0.58% | 20,770 | $1.0M | Add +91.8% |
| META Meta Platforms Inc. Class A | 0.58% | 2,061 | $1.0M | Add +49.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.57% | 19,421 | $983K | New |
| SCHD Schwab US DVD Equity ETF | 0.57% | 12,163 | $981K | Add +61.7% |
| VZ Verizon Communications Inc. | 0.56% | 23,363 | $980K | Reduce -2.4% |
| INDA iShares MSCI India ETF | 0.56% | 18,933 | $977K | New |
| IWF iShares Russell 1000 Growth | 0.56% | 2,896 | $976K | Add +7.9% |
| AVGO Broadcom Inc. | 0.55% | 724 | $960K | Add +205.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.50% | 14,163 | $871K | Reduce -8.8% |
| V Visa Inc. Class A | 0.48% | 2,972 | $829K | Add +30.9% |
| HD Home Depot Inc. | 0.47% | 2,128 | $816K | Add +49.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.47% | 13,961 | $811K | Add +11.8% |
| CSCO Cisco Systems Inc. | 0.46% | 16,048 | $801K | Add +36.0% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 6,367 | $770K | New |
| GLD SPDR Gold Shares | 0.44% | 3,733 | $768K | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,434 | $750K | Add +88.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 14,504 | $744K | Add +133.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 2,968 | $742K | Add +125.2% |
| SCHP Schwab U.S. Tips ETF | 0.43% | 14,157 | $738K | Reduce -17.3% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 12,065 | $733K | Add +214.2% |
| RDVY First Trust Rising Dividend | 0.42% | 13,015 | $731K | Reduce -4.4% |
| INMU iShares Intermediate Muni Inc. | 0.41% | 30,211 | $718K | New |
| GOOG Alphabet Inc. Class C | 0.41% | 4,694 | $715K | Add +88.3% |
| EFA iShares MSCI Eafe ETF | 0.41% | 8,885 | $710K | Add +7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 3,633 | $694K | Add +16.3% |
| DOW Dow Inc. | 0.40% | 11,915 | $690K | Reduce -11.3% |
| TSLA Tesla Inc. | 0.40% | 3,901 | $686K | Add +13.6% |
| IAU iShares Gold Trust | 0.39% | 16,305 | $685K | Add +124.5% |
| ESGU iShares ESG Aware MSCI USA | 0.38% | 5,778 | $664K | Add +20.4% |
| ABBV Abbvie Inc. | 0.38% | 3,641 | $663K | Add +58.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.38% | 15,364 | $661K | Add +78.3% |
| CAT Caterpillar Inc. | 0.37% | 1,775 | $650K | Add +9.5% |
| MA Mastercard Inc. Class A | 0.37% | 1,322 | $637K | Add +31.0% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 7,812 | $636K | Reduce -23.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.37% | 19,423 | $635K | New |
| LLY Eli Lilly & Co. | 0.35% | 773 | $602K | Add +53.4% |
| JNJ Johnson & Johnson | 0.35% | 3,799 | $601K | Add +75.1% |
| RTX RTX Corp. | 0.34% | 6,045 | $590K | New |
| ORCL Oracle Corp. | 0.33% | 4,598 | $578K | Add +86.8% |
| SCHB Schwab US Broad Market ETF | 0.33% | 9,441 | $576K | No change |
| SMCI Super Micro Computer Inc. | 0.32% | 548 | $553K | New |
| PG The Procter & Gamble Co. | 0.31% | 3,331 | $540K | Add +62.7% |
| PFE Pfizer Inc. | 0.31% | 19,443 | $540K | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.31% | 6,205 | $537K | Reduce -6.9% |
| COP Conocophillips | 0.31% | 4,214 | $536K | Reduce -2.2% |
| INTC Intel Corp. | 0.31% | 12,037 | $532K | Add +2.4% |
| IWB iShares Russell 1000 ETF | 0.31% | 1,840 | $530K | Add +14.7% |
| DPZ Domino's Pizza Inc. | 0.30% | 1,043 | $518K | New |
| FFEB FT Vest US Equity Buffer ETF | 0.30% | 11,408 | $516K | New |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 6,714 | $515K | Add +6.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.30% | 3,292 | $513K | New |
| BKLN Invesco Senior Loan ETF | 0.29% | 23,607 | $499K | Reduce -30.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,905 | $495K | Reduce -3.3% |
| BND Vanguard Total Bond Market | 0.28% | 6,764 | $491K | Add +69.8% |
| FIXD First Trust Smith Opportunis | 0.28% | 11,188 | $488K | Reduce -2.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.28% | 4,707 | $484K | Reduce -11.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 6,159 | $476K | Add +1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 3,888 | $476K | Reduce -10.3% |
| MAR Marriott International Class A | 0.27% | 1,882 | $475K | Reduce -10.7% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 4,290 | $474K | Add +5.4% |
| UAN CVR Partners LP | 0.27% | 5,917 | $465K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 16,995 | $2K | New |
Total filed on the 13F, all lines: $173.5M.
Portfolio Sells Q4 2023 → Q1 2024
| SCHX Schwab US Large-Cap ETF | Reduce -3.3% | 2.55% | −1.48 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -27.0% | 0.79% | −1.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -17.3% | 0.43% | −0.44 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -65.6% | 0.12% | −0.43 |
| BKLN Invesco Senior Loan ETF | Reduce -30.6% | 0.29% | −0.41 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -36.2% | 0.25% | −0.41 |
| SCHG Schwab US Large-Cap Growth | Reduce -47.9% | 0.21% | −0.41 |
| SCHM Schwab US Mid Cap ETF | Reduce -23.0% | 0.37% | −0.38 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.8% | 0.50% | −0.34 |
| DOW Dow Inc. | Reduce -11.3% | 0.40% | −0.32 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.56% | −0.31 |
| USFR Wisdomtree Floating Rate Tre | Reduce -32.1% | 0.20% | −0.29 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −0.27 |
| VNQ Vanguard Real Estate ETF | Reduce -6.9% | 0.31% | −0.26 |
| RDVY First Trust Rising Dividend | Reduce -4.4% | 0.42% | −0.26 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -11.0% | 0.28% | −0.25 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -26.2% | 0.19% | −0.24 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.23 |
| FIXD First Trust Smith Opportunis | Reduce -2.7% | 0.28% | −0.22 |
| FOCT FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.20 |
| KMLM Kraneshares MT LC MN FT Id S | Reduce -22.8% | 0.18% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -30.4% | 0.16% | −0.20 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.20 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.20 |
| MAR Marriott International Class A | Reduce -10.7% | 0.27% | −0.19 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -25.2% | 0.16% | −0.18 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -11.3% | 0.19% | −0.18 |
| COP Conocophillips | Reduce -2.2% | 0.31% | −0.18 |
| VONV Vanguard Russell 1000 Value | Reduce -15.2% | 0.21% | −0.17 |
| BEN Franklin Templeton Inc. | Reduce -12.2% | 0.16% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 0.29% | −0.17 |
| SCHH Schwab US REIT ETF | Reduce -17.4% | 0.15% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.3% | 0.24% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.7% | 0.22% | −0.15 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.0% | 0.20% | −0.15 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -24.1% | 0.15% | −0.15 |
| WGO Winnebago Industries | Reduce -18.1% | 0.14% | −0.14 |
| GUNR NT Mstar GLBL NR ETF | Reduce -13.0% | 0.14% | −0.13 |
| AOS Smith (a.o.) Corp. | Reduce -4.9% | 0.20% | −0.13 |
| WM Waste Management Inc. | Reduce -14.0% | 0.19% | −0.12 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.3% | 0.19% | −0.12 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.19% | −0.11 |
| C Citigroup Inc. | Reduce -2.0% | 0.27% | −0.11 |
| DIS The Walt Disney Co. | Reduce -10.3% | 0.27% | −0.11 |
| AFL Aflac Inc. | Reduce -0.8% | 0.12% | −0.08 |
| GE General Electric | Reduce -2.2% | 0.16% | −0.04 |
| CEG Constellation Energy | Reduce -1.7% | 0.24% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +124.8% | 7.33% | +2.34 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 1.16% | +1.16 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +138.3% | 3.72% | +1.06 |
| IVV iShares Core S&P 500 ETF | New | 0.88% | +0.88 |
| MUB iShares National Muni Bond E | Add +445.9% | 0.96% | +0.66 |
| NVDA Nvidia Corp. | Add +41.3% | 1.85% | +0.64 |
| XLK SS Technology Select Sector | Add +272.4% | 1.09% | +0.63 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.57% | +0.57 |
| INDA iShares MSCI India ETF | New | 0.56% | +0.56 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +228.5% | 0.91% | +0.49 |
| SUB iShares Short-Term National | Add +175.5% | 1.28% | +0.49 |
| VYM Vanguard High DVD Yield ETF | New | 0.44% | +0.44 |
| WMT Walmart Inc. | Add +342.7% | 0.66% | +0.44 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +194.5% | 0.89% | +0.42 |
| INMU iShares Intermediate Muni Inc. | New | 0.41% | +0.41 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.37% | +0.37 |
| RTX RTX Corp. | New | 0.34% | +0.34 |
| SMCI Super Micro Computer Inc. | New | 0.32% | +0.32 |
| BYLD iShares Yield Optimized Bond | Add +235.6% | 0.61% | +0.30 |
| DPZ Domino's Pizza Inc. | New | 0.30% | +0.30 |
| FFEB FT Vest US Equity Buffer ETF | New | 0.30% | +0.30 |
| AVGO Broadcom Inc. | Add +205.5% | 0.55% | +0.30 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.30% | +0.30 |
| UAN CVR Partners LP | New | 0.27% | +0.27 |
| XCEM Columbia Em Core Ex-China | New | 0.27% | +0.27 |
| XLE SS Energy Select Sector | New | 0.25% | +0.25 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.25% | +0.25 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.24% | +0.24 |
| VIG Vanguard Dividend Apprec ETF | New | 0.24% | +0.24 |
| XLV SS Health Care Select Sector | New | 0.24% | +0.24 |
| FDVV Fidelity High Dividend ETF | New | 0.24% | +0.24 |
| DFAC Dimensional US Core Equity 2 | New | 0.23% | +0.23 |
| TFLO iShares Treasury Floating Ra | Add +109.7% | 1.15% | +0.23 |
| VTWO Vanguard Russell 2000 ETF | New | 0.23% | +0.23 |
| VCIT Vanguard Int-Term Corporate | New | 0.22% | +0.22 |
| NEE Nextera Energy Inc. | New | 0.22% | +0.22 |
| MRK Merck & Co. Inc. | New | 0.22% | +0.22 |
| IJH iShares Core S&P Midcap ETF | Add +214.2% | 0.42% | +0.22 |
| IFRA iShares US Infrastructure | New | 0.21% | +0.21 |
| HYDB iShares High Yield Systemati | New | 0.21% | +0.21 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.21% | +0.21 |
| TAGG T Rowe Price QM US Bond ETF | New | 0.21% | +0.21 |
| ARM Arm Holdings PLC-ADR | New | 0.20% | +0.20 |
| EFV iShares MSCI Eafe Value ETF | New | 0.20% | +0.20 |
| TXN Texas Instruments Inc. | New | 0.20% | +0.20 |
| KO The Coca-Cola Co. | New | 0.20% | +0.20 |
| IEMG iShares Core MSCI Emerging | New | 0.20% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +84.7% | 0.83% | +0.19 |
| MCD McDonald's Corp. | New | 0.19% | +0.19 |
| VGSH Vanguard Short-Term Treasury | New | 0.19% | +0.19 |
Notes & Other Activity Q4 2023 → Q1 2024
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | New | 16,995 | $2K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,232 | $4.7B | VOO, IUSB, NVDA, IVLU, SCHG |
| Q1 2026 | 1,116 | $3.7B | VOO, IUSB, NVDA, IVLU, SCHG |
| Q4 2025 | 1,003 | $3.1B | VOO, IUSB, NVDA, IVV, JQUA |
| Q3 2025 | 820 | $2.2B | VOO, NVDA, IUSB, IVV, AAPL |
| Q2 2025 | 648 | $1.5B | NVDA, VOO, IUSB, IVV, FFIU |
| Q1 2025 | 517 | $994.4M | NVDA, VOO, IUSB, FFIU, AAPL |
| Q4 2024 | 449 | $831.5M | NVDA, VOO, FFIU, IUSB, AAPL |
| Q3 2024 | 350 | $492.5M | VOO, IUSB, JQUA, AMGN, VTI |
| Q2 2024 | 299 | $306.8M | VOO, AMGN, IUSB, MSFT, IVV |
| Q1 2024 | 222 | $173.5M | VOO, AMGN, IUSB, SCHX, MSFT |