Savvy Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Savvy Advisors, Inc. reported 299 stock positions worth $306.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.2% of the portfolio, followed by Amgen (AMGN, 4.2%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.5%). Compared with Q1 2024, it opened 89 new positions, sold out of 12, added to 159 and reduced 38. The biggest buy was Procter & Gamble (PG, shares +1159%) and the biggest sale iShares Short-Term National (SUB, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $306.8M (Q2 2024)
- SEC Filing
- 0002003633-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 299 stocks · $306.8M
| VOO Vanguard S&P 500 ETF | 6.16% | 37,775 | $18.9M | Add +42.9% |
| AMGN Amgen Inc. | 4.21% | 41,302 | $12.9M | Add +4.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.52% | 238,873 | $10.8M | Add +68.9% |
| MSFT Microsoft Corp. | 2.66% | 18,264 | $8.2M | Add +74.0% |
| IVV iShares Core S&P 500 ETF | 2.53% | 14,196 | $7.8M | Add +387.8% |
| NVDA Nvidia Corp. | 2.42% | 60,154 | $7.4M | Add +69.2% |
| PG The Procter & Gamble Co. | 2.25% | 41,951 | $6.9M | Add +1159.4% |
| VEA Vanguard Ftse Developed ETF | 2.02% | 125,671 | $6.2M | Add +356.8% |
| AAPL Apple Inc. | 1.96% | 28,562 | $6.0M | Add +100.3% |
| JQUA JPMorgan US Quality Factor | 1.90% | 110,110 | $5.8M | Add +71.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.86% | 35,585 | $5.7M | Add +187.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.54% | 9,880 | $4.7M | Add +25.6% |
| SCHX Schwab US Large-Cap ETF | 1.53% | 73,092 | $4.7M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.47% | 23,260 | $4.5M | Add +213.4% |
| AGG iShares Core U.S. Aggregate | 1.23% | 38,869 | $3.8M | Add +137.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.10% | 33,042 | $3.4M | Add +69.7% |
| IEMG iShares Core MSCI Emerging | 1.08% | 61,925 | $3.3M | Add +821.8% |
| IVLU iShares MSCI International V | 1.06% | 118,424 | $3.2M | Add +40.0% |
| XLK SS Technology Select Sector | 1.02% | 13,877 | $3.1M | Add +53.1% |
| SCHG Schwab US Large-Cap Growth | 0.84% | 25,470 | $2.6M | Add +533.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.83% | 11,616 | $2.5M | Add +597.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.79% | 53,622 | $2.4M | Add +29.4% |
| FYLD Cambria Foreign Shareholder | 0.79% | 91,929 | $2.4M | New |
| AVGO Broadcom Inc. | 0.79% | 1,512 | $2.4M | Add +108.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.78% | 33,072 | $2.4M | Add +777.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.72% | 5,906 | $2.2M | New |
| META Meta Platforms Inc. Class A | 0.71% | 4,306 | $2.2M | Add +108.9% |
| JPM JPMorgan Chase & Co. | 0.71% | 10,729 | $2.2M | Add +49.5% |
| TFLO iShares Treasury Floating Ra | 0.67% | 40,570 | $2.1M | Add +3.2% |
| MUB iShares National Muni Bond E | 0.67% | 19,201 | $2.0M | Add +24.0% |
| SCHF Schwab Intl Equity ETF | 0.67% | 53,114 | $2.0M | Add +4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 4,818 | $2.0M | Add +84.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.64% | 29,233 | $2.0M | Add +28.3% |
| INTC Intel Corp. | 0.64% | 63,212 | $2.0M | Add +425.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 23,578 | $1.9M | Add +9.5% |
| GOOGL Alphabet Inc. Class A | 0.58% | 9,760 | $1.8M | Add +237.4% |
| WMT Walmart Inc. | 0.57% | 25,881 | $1.8M | Add +35.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 3,133 | $1.7M | Add +118.5% |
| BSV Vanguard Short-Term Bond ETF | 0.55% | 22,064 | $1.7M | Add +228.6% |
| SPEM State Street SP PTF Em ETF | 0.54% | 44,160 | $1.7M | Add +55.3% |
| GOOG Alphabet Inc. Class C | 0.53% | 8,934 | $1.6M | Add +90.3% |
| LLY Eli Lilly & Co. | 0.53% | 1,804 | $1.6M | Add +133.4% |
| BLV Vanguard Long-Term Bond ETF | 0.51% | 22,233 | $1.6M | New |
| IWF iShares Russell 1000 Growth | 0.48% | 4,059 | $1.5M | Add +40.2% |
| PLD Prologis Inc. | 0.47% | 12,932 | $1.5M | New |
| SCHP Schwab U.S. Tips ETF | 0.46% | 27,413 | $1.4M | Add +93.6% |
| HD Home Depot Inc. | 0.46% | 4,084 | $1.4M | Add +91.9% |
| SUB iShares Short-Term National | 0.46% | 13,440 | $1.4M | Reduce -36.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.44% | 50,100 | $1.4M | Add +30.1% |
| XOM Exxon Mobil Corp. | 0.44% | 11,824 | $1.4M | Add +32.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 5,594 | $1.4M | Add +88.5% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 17,347 | $1.3M | Add +42.6% |
| XMMO Invesco S&P Midcap Momentum | 0.43% | 11,579 | $1.3M | Add +3.0% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 27,108 | $1.3M | Add +1.2% |
| BIV Vanguard Intermediate-Term B | 0.41% | 16,709 | $1.3M | New |
| EMR Emerson Electric Co. | 0.40% | 11,275 | $1.2M | New |
| IJH iShares Core S&P Midcap ETF | 0.40% | 21,037 | $1.2M | Add +74.4% |
| TSLA Tesla Inc. | 0.39% | 6,060 | $1.2M | Add +55.3% |
| AOR iShares Core 60/40 Balanced | 0.39% | 21,218 | $1.2M | New |
| SGOL Abrdn Physical Gold Shares | 0.37% | 51,741 | $1.1M | Add +2.4% |
| BYLD iShares Yield Optimized Bond | 0.37% | 51,615 | $1.1M | Add +8.5% |
| IWM iShares Russell 2000 ETF | 0.36% | 5,513 | $1.1M | Add +10.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.36% | 24,349 | $1.1M | Reduce -0.8% |
| V Visa Inc. Class A | 0.36% | 4,183 | $1.1M | Add +40.8% |
| SCHO Schwab Short-Term US Treas | 0.36% | 22,708 | $1.1M | Add +9.3% |
| EYLD Cambria Emerg Shrhldr Yield | 0.35% | 31,532 | $1.1M | New |
| MA Mastercard Inc. Class A | 0.35% | 2,445 | $1.1M | Add +85.0% |
| INDA iShares MSCI India ETF | 0.34% | 18,610 | $1.0M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.34% | 5,993 | $1.0M | Add +64.6% |
| VZ Verizon Communications Inc. | 0.33% | 24,868 | $1.0M | Add +6.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 20,121 | $1.0M | New |
| VYM Vanguard High DVD Yield ETF | 0.33% | 8,549 | $1.0M | Add +34.3% |
| FVD First Trust Value Line DVD | 0.33% | 24,840 | $1.0M | Reduce -28.0% |
| FTCS First Trust Capital Strength | 0.33% | 11,971 | $1.0M | Add +2.1% |
| GLD SPDR Gold Shares | 0.31% | 4,481 | $963K | Add +20.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.31% | 19,763 | $962K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.31% | 17,359 | $946K | Add +24.3% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 1,705 | $943K | New |
| ORCL Oracle Corp. | 0.31% | 6,660 | $940K | Add +44.9% |
| IAU iShares Gold Trust | 0.30% | 21,167 | $930K | Add +29.8% |
| CSCO Cisco Systems Inc. | 0.30% | 19,326 | $918K | Add +20.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.29% | 8,892 | $890K | New |
| PICK iShares MSCI Global Metals & | 0.29% | 21,793 | $890K | New |
| AMD Advanced Micro Devices | 0.29% | 5,443 | $883K | New |
| SCMB Schwab Municipal Bond ETF | 0.29% | 17,134 | $881K | New |
| XCEM Columbia Em Core Ex-China | 0.27% | 26,398 | $843K | Add +78.0% |
| EFA iShares MSCI Eafe ETF | 0.27% | 10,724 | $840K | Add +20.7% |
| AVB Avalonbay Communities Inc. | 0.27% | 4,011 | $830K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 12,670 | $811K | Reduce -10.5% |
| RTX RTX Corp. | 0.26% | 8,077 | $811K | Add +33.6% |
| UNH Unitedhealth Group Inc. | 0.26% | 1,588 | $809K | Add +72.8% |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 6,662 | $795K | Add +15.3% |
| INMU iShares Intermediate Muni Inc. | 0.26% | 33,689 | $793K | Add +11.5% |
| ADBE Adobe Inc. | 0.25% | 1,406 | $781K | Add +146.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 4,489 | $770K | Add +36.4% |
| MRK Merck & Co. Inc. | 0.25% | 6,135 | $760K | Add +115.3% |
| RDVY First Trust Rising Dividend | 0.24% | 13,555 | $742K | Add +4.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.24% | 14,214 | $728K | Reduce -2.0% |
| IWB iShares Russell 1000 ETF | 0.23% | 2,391 | $712K | Add +29.9% |
| NEE Nextera Energy Inc. | 0.23% | 9,930 | $703K | Add +65.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $947 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 16,995 | $947 | No change |
Total filed on the 13F, all lines: $306.8M.
Portfolio Sells Q1 2024 → Q2 2024
| SUB iShares Short-Term National | Reduce -36.8% | 0.46% | −0.83 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -59.7% | 0.18% | −0.61 |
| FVD First Trust Value Line DVD | Reduce -28.0% | 0.33% | −0.51 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -36.0% | 0.20% | −0.36 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.8% | 0.36% | −0.29 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -10.5% | 0.26% | −0.24 |
| INDA iShares MSCI India ETF | Reduce -1.7% | 0.34% | −0.22 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.20 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.20 |
| BKLN Invesco Senior Loan ETF | Reduce -43.1% | 0.09% | −0.20 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -16.9% | 0.17% | −0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -9.8% | 0.19% | −0.19 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.0% | 0.24% | −0.19 |
| SMCI Super Micro Computer Inc. | Reduce -8.8% | 0.13% | −0.19 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.19 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.4% | 0.20% | −0.17 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.16 |
| VNQ Vanguard Real Estate ETF | Reduce -11.3% | 0.15% | −0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.15 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.14 |
| WGO Winnebago Industries | Sold out | 0.00% | −0.14 |
| SCHB Schwab US Broad Market ETF | Reduce -0.2% | 0.19% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.2% | 0.12% | −0.14 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.2% | 0.14% | −0.13 |
| VONV Vanguard Russell 1000 Value | Reduce -30.8% | 0.08% | −0.13 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -2.1% | 0.17% | −0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.4% | 0.15% | −0.13 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -14.6% | 0.12% | −0.12 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -6.5% | 0.13% | −0.12 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.12 |
| EFV iShares MSCI Eafe Value ETF | Reduce -23.8% | 0.08% | −0.12 |
| KMLM Kraneshares MT LC MN FT Id S | Reduce -31.7% | 0.07% | −0.11 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -17.4% | 0.09% | −0.11 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.5% | 0.12% | −0.10 |
| VGLT Vanguard Long-Term Treasury | Reduce -8.7% | 0.10% | −0.10 |
| EXC Exelon Corp. | Reduce -1.1% | 0.10% | −0.09 |
| F Ford Motor Co. | Reduce -2.1% | 0.09% | −0.08 |
| AVDV Avantis Intl S/C Value ETF | Reduce -0.7% | 0.10% | −0.08 |
| USIG iShares Broad Usd Investment | Reduce -7.7% | 0.08% | −0.08 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -15.2% | 0.07% | −0.08 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.6% | 0.08% | −0.07 |
| SCHH Schwab US REIT ETF | Reduce -7.0% | 0.08% | −0.07 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -4.5% | 0.08% | −0.06 |
| ARM Arm Holdings PLC-ADR | Reduce -1.4% | 0.15% | −0.05 |
| ESGG NT Stoxx GLBL ESG ETF | Reduce -1.0% | 0.07% | −0.05 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -0.8% | 0.07% | −0.05 |
| BBD Banco Bradesco-ADR | Sold out | 0.00% | −0.02 |
| NVX Novonix Limited | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| PG The Procter & Gamble Co. | Add +1159.4% | 2.25% | +1.94 |
| IVV iShares Core S&P 500 ETF | Add +387.8% | 2.53% | +1.65 |
| VEA Vanguard Ftse Developed ETF | Add +356.8% | 2.02% | +1.23 |
| IEMG iShares Core MSCI Emerging | Add +821.8% | 1.08% | +0.88 |
| FYLD Cambria Foreign Shareholder | New | 0.79% | +0.79 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.72% | +0.72 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +187.1% | 1.86% | +0.70 |
| AMZN Amazon.com Inc. | Add +213.4% | 1.47% | +0.69 |
| SCHG Schwab US Large-Cap Growth | Add +533.1% | 0.84% | +0.62 |
| IEFA iShares Core MSCI Eafe ETF | Add +777.5% | 0.78% | +0.62 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +597.7% | 0.83% | +0.61 |
| NVDA Nvidia Corp. | Add +69.2% | 2.42% | +0.57 |
| AAPL Apple Inc. | Add +100.3% | 1.96% | +0.55 |
| BLV Vanguard Long-Term Bond ETF | New | 0.51% | +0.51 |
| PLD Prologis Inc. | New | 0.47% | +0.47 |
| BIV Vanguard Intermediate-Term B | New | 0.41% | +0.41 |
| EMR Emerson Electric Co. | New | 0.40% | +0.40 |
| AOR iShares Core 60/40 Balanced | New | 0.39% | +0.39 |
| EYLD Cambria Emerg Shrhldr Yield | New | 0.35% | +0.35 |
| JMST JPM Ultra-Short Muni Income | New | 0.33% | +0.33 |
| INTC Intel Corp. | Add +425.1% | 0.64% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +237.4% | 0.58% | +0.33 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.31% | +0.31 |
| TMO Thermo Fisher Scientific Inc. | New | 0.31% | +0.31 |
| AGG iShares Core U.S. Aggregate | Add +137.8% | 1.23% | +0.31 |
| PICK iShares MSCI Global Metals & | New | 0.29% | +0.29 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.29% | +0.29 |
| AMD Advanced Micro Devices | New | 0.29% | +0.29 |
| SCMB Schwab Municipal Bond ETF | New | 0.29% | +0.29 |
| AVB Avalonbay Communities Inc. | New | 0.27% | +0.27 |
| BSV Vanguard Short-Term Bond ETF | Add +228.6% | 0.55% | +0.25 |
| AVGO Broadcom Inc. | Add +108.8% | 0.79% | +0.24 |
| BSCO Invesco Bulletshares 2024 CB | New | 0.22% | +0.22 |
| VTC Vanguard Total Corporate BND | New | 0.20% | +0.20 |
| LLY Eli Lilly & Co. | Add +133.4% | 0.53% | +0.19 |
| AGNC AGNC Investment Corp. | New | 0.18% | +0.18 |
| NLY Annaly Capital Management Inc. | New | 0.18% | +0.18 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.17% | +0.17 |
| LCTU iShares U.S. Carbon Transiti | New | 0.16% | +0.16 |
| NOW ServiceNow Inc. | New | 0.15% | +0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.15% | +0.15 |
| SCHV Schwab US Large-Cap Value | New | 0.15% | +0.15 |
| IYW iShares Ustechnology ETF | New | 0.15% | +0.15 |
| META Meta Platforms Inc. Class A | Add +108.9% | 0.71% | +0.13 |
| BIBL Inspire 100 ETF | New | 0.13% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +118.5% | 0.56% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +90.3% | 0.53% | +0.12 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | New | 0.12% | +0.12 |
| VST Vistra Corp. | New | 0.12% | +0.12 |
| INTU Intuit Inc. | New | 0.12% | +0.12 |
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 |