Savvy Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Savvy Advisors, Inc. reported 350 stock positions worth $492.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.3% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 4.5%) and JPMorgan US Quality Factor (JQUA, 3.1%). Compared with Q2 2024, it opened 74 new positions, sold out of 23, added to 203 and reduced 56. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +154%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $492.5M (Q3 2024)
- SEC Filing
- 0002003633-24-000005 ↗ filed Nov 5, 2024
Holdings Value
Holdings 350 stocks · $492.5M
| VOO Vanguard S&P 500 ETF | 10.28% | 95,901 | $50.6M | Add +153.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.51% | 471,144 | $22.2M | Add +97.2% |
| JQUA JPMorgan US Quality Factor | 3.10% | 270,083 | $15.3M | Add +145.3% |
| AMGN Amgen Inc. | 2.67% | 40,853 | $13.2M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.36% | 41,067 | $11.6M | Add +2050.1% |
| IVLU iShares MSCI International V | 2.31% | 386,079 | $11.4M | Add +226.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.12% | 59,784 | $10.4M | Add +68.0% |
| PG The Procter & Gamble Co. | 2.08% | 59,178 | $10.2M | Add +41.1% |
| EFG iShares MSCI Eafe Growth ETF | 2.07% | 94,664 | $10.2M | Add +186.5% |
| MSFT Microsoft Corp. | 2.02% | 23,117 | $9.9M | Add +26.6% |
| AAPL Apple Inc. | 1.98% | 41,934 | $9.8M | Add +46.8% |
| NVDA Nvidia Corp. | 1.87% | 75,970 | $9.2M | Add +26.3% |
| XLK SS Technology Select Sector | 1.65% | 36,089 | $8.1M | Add +160.1% |
| SCHX Schwab US Large-Cap ETF | 1.44% | 104,721 | $7.1M | Add +43.3% |
| VEA Vanguard Ftse Developed ETF | 1.22% | 113,805 | $6.0M | Reduce -9.4% |
| AMZN Amazon.com Inc. | 1.16% | 30,746 | $5.7M | Add +32.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.04% | 10,521 | $5.1M | Add +6.5% |
| VMBS Vanguard Mortgage-Backed Sec | 1.04% | 108,434 | $5.1M | Add +102.2% |
| TFLO iShares Treasury Floating Ra | 1.00% | 96,983 | $4.9M | Add +139.1% |
| SPEM State Street SP PTF Em ETF | 0.95% | 112,965 | $4.7M | Add +155.8% |
| SCHG Schwab US Large-Cap Growth | 0.88% | 41,433 | $4.3M | Add +62.7% |
| META Meta Platforms Inc. Class A | 0.84% | 7,245 | $4.1M | Add +68.3% |
| MUB iShares National Muni Bond E | 0.78% | 35,496 | $3.9M | Add +84.9% |
| DFEM Dimensional Emrg MRKT Core | 0.71% | 124,422 | $3.5M | New |
| AGG iShares Core U.S. Aggregate | 0.71% | 34,443 | $3.5M | Reduce -11.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.69% | 8,850 | $3.4M | Add +49.9% |
| XOM Exxon Mobil Corp. | 0.68% | 28,581 | $3.4M | Add +141.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.63% | 14,036 | $3.1M | Add +261.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.63% | 106,197 | $3.1M | Add +112.0% |
| XCEM Columbia Em Core Ex-China | 0.62% | 93,796 | $3.1M | Add +255.3% |
| IVV iShares Core S&P 500 ETF | 0.62% | 5,299 | $3.1M | Reduce -62.7% |
| FYLD Cambria Foreign Shareholder | 0.58% | 103,107 | $2.9M | Add +12.2% |
| VCIT Vanguard Int-Term Corporate | 0.58% | 34,136 | $2.9M | Add +451.8% |
| JPM JPMorgan Chase & Co. | 0.58% | 13,446 | $2.8M | Add +25.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 6,052 | $2.8M | Add +25.6% |
| AVGO Broadcom Inc. | 0.56% | 15,936 | $2.7M | Add +5.4% |
| DFAC Dimensional US Core Equity 2 | 0.52% | 75,323 | $2.6M | Add +358.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 4,231 | $2.4M | Add +35.0% |
| PLD Prologis Inc. | 0.47% | 18,404 | $2.3M | Add +42.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.46% | 31,280 | $2.2M | Add +7.0% |
| WMT Walmart Inc. | 0.45% | 27,479 | $2.2M | Add +6.2% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 18,303 | $2.1M | Add +221.3% |
| IWF iShares Russell 1000 Growth | 0.43% | 5,609 | $2.1M | Add +38.2% |
| SCHR Schwab Intermediate-Term US | 0.43% | 41,537 | $2.1M | Add +387.0% |
| HD Home Depot Inc. | 0.42% | 5,143 | $2.1M | Add +25.9% |
| BLV Vanguard Long-Term Bond ETF | 0.42% | 27,661 | $2.1M | Add +24.4% |
| GOOGL Alphabet Inc. Class A | 0.42% | 12,445 | $2.1M | Add +27.5% |
| GOOG Alphabet Inc. Class C | 0.42% | 12,256 | $2.0M | Add +37.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.40% | 23,866 | $2.0M | Add +1.2% |
| TSLA Tesla Inc. | 0.40% | 7,527 | $2.0M | Add +24.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 8,253 | $2.0M | Reduce -28.9% |
| SCHF Schwab Intl Equity ETF | 0.40% | 47,509 | $2.0M | Reduce -10.6% |
| UNH Unitedhealth Group Inc. | 0.39% | 3,312 | $1.9M | Add +108.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 24,372 | $1.9M | Add +313.9% |
| BIV Vanguard Intermediate-Term B | 0.39% | 24,461 | $1.9M | Add +46.4% |
| KO The Coca-Cola Co. | 0.38% | 26,368 | $1.9M | Add +248.3% |
| ABBV Abbvie Inc. | 0.38% | 9,588 | $1.9M | Add +60.0% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 23,220 | $1.8M | Add +5.2% |
| IFRA iShares US Infrastructure | 0.37% | 38,406 | $1.8M | Add +194.6% |
| GLD SPDR Gold Shares | 0.34% | 6,991 | $1.7M | Add +56.0% |
| LLY Eli Lilly & Co. | 0.34% | 1,892 | $1.7M | Add +4.9% |
| XMMO Invesco S&P Midcap Momentum | 0.33% | 13,657 | $1.6M | Add +17.9% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 19,359 | $1.6M | Add +11.6% |
| CAT Caterpillar Inc. | 0.33% | 4,104 | $1.6M | Add +104.9% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 30,888 | $1.6M | Add +13.9% |
| SUB iShares Short-Term National | 0.32% | 14,915 | $1.6M | Add +11.0% |
| JNJ Johnson & Johnson | 0.30% | 9,014 | $1.5M | Add +107.0% |
| SGOL Abrdn Physical Gold Shares | 0.29% | 57,593 | $1.4M | Add +11.3% |
| INTC Intel Corp. | 0.29% | 61,641 | $1.4M | Reduce -2.5% |
| V Visa Inc. Class A | 0.29% | 5,237 | $1.4M | Add +25.2% |
| XLE SS Energy Select Sector | 0.29% | 16,091 | $1.4M | Add +142.5% |
| AVUV Avantis US Small Cap Value | 0.28% | 14,535 | $1.4M | New |
| VIOO Vanguard S&P Small-Cap 600 E | 0.28% | 12,779 | $1.4M | New |
| PICK iShares MSCI Global Metals & | 0.27% | 30,749 | $1.3M | Add +41.1% |
| COP Conocophillips | 0.26% | 12,138 | $1.3M | Add +108.5% |
| ETN Eaton Corp. PLC | 0.26% | 3,840 | $1.3M | Add +249.7% |
| EMR Emerson Electric Co. | 0.26% | 11,541 | $1.3M | Add +2.4% |
| ORCL Oracle Corp. | 0.25% | 7,347 | $1.3M | Add +10.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 7,167 | $1.3M | Add +59.7% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 9,682 | $1.2M | Add +13.3% |
| BYLD iShares Yield Optimized Bond | 0.25% | 52,938 | $1.2M | Add +2.6% |
| DHR Danaher Corp. | 0.25% | 4,349 | $1.2M | Add +402.8% |
| FTCS First Trust Capital Strength | 0.24% | 12,764 | $1.2M | Add +6.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.23% | 24,349 | $1.1M | No change |
| RZG Invesco S&P Smallcap 600 Pur | 0.23% | 22,098 | $1.1M | New |
| SCHO Schwab Short-Term US Treas | 0.23% | 23,138 | $1.1M | Add +1.9% |
| FVD First Trust Value Line DVD | 0.23% | 24,903 | $1.1M | Add +0.3% |
| EYLD Cambria Emerg Shrhldr Yield | 0.23% | 32,393 | $1.1M | Add +2.7% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 15,852 | $1.1M | Add +225.2% |
| IWM iShares Russell 2000 ETF | 0.22% | 4,925 | $1.1M | Reduce -10.7% |
| RTX RTX Corp. | 0.22% | 8,973 | $1.1M | Add +11.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 18,790 | $1.1M | Add +8.2% |
| AVB Avalonbay Communities Inc. | 0.22% | 4,718 | $1.1M | Add +17.6% |
| MA Mastercard Inc. Class A | 0.21% | 2,141 | $1.1M | Reduce -12.4% |
| IAU iShares Gold Trust | 0.21% | 21,213 | $1.1M | Add +0.2% |
| VZ Verizon Communications Inc. | 0.21% | 23,420 | $1.1M | Reduce -5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,700 | $1.1M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.21% | 6,406 | $1.1M | Add +17.7% |
| TXN Texas Instruments Inc. | 0.21% | 5,071 | $1.0M | Add +105.6% |
| AMT American Tower Corp. | 0.21% | 4,463 | $1.0M | Add +268.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 16,995 | $1K | No change |
Total filed on the 13F, all lines: $492.5M.
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -62.7% | 0.62% | −1.91 |
| AMGN Amgen Inc. | Reduce -1.1% | 2.67% | −1.53 |
| IEMG iShares Core MSCI Emerging | Reduce -80.1% | 0.14% | −0.94 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.4% | 1.22% | −0.80 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -70.1% | 0.16% | −0.63 |
| AGG iShares Core U.S. Aggregate | Reduce -11.4% | 0.71% | −0.52 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -28.9% | 0.40% | −0.43 |
| AOR iShares Core 60/40 Balanced | Sold out | 0.00% | −0.39 |
| SCHP Schwab U.S. Tips ETF | Reduce -64.9% | 0.10% | −0.36 |
| INTC Intel Corp. | Reduce -2.5% | 0.29% | −0.34 |
| SCHF Schwab Intl Equity ETF | Reduce -10.6% | 0.40% | −0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -33.3% | 0.20% | −0.24 |
| IJH iShares Core S&P Midcap ETF | Reduce -25.5% | 0.20% | −0.20 |
| INDA iShares MSCI India ETF | Reduce -31.0% | 0.15% | −0.19 |
| JMST JPM Ultra-Short Muni Income | Reduce -15.5% | 0.18% | −0.16 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.15 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -10.7% | 0.22% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -12.4% | 0.21% | −0.14 |
| DPZ Domino's Pizza Inc. | Reduce -38.0% | 0.06% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -5.8% | 0.19% | −0.12 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -5.8% | 0.21% | −0.12 |
| AOA iShares Core 80/20 Aggressiv | Sold out | 0.00% | −0.11 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.11 |
| PSX Phillips 66 | Reduce -24.9% | 0.08% | −0.10 |
| IYW iShares Ustechnology ETF | Reduce -45.6% | 0.05% | −0.10 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -27.4% | 0.09% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.21% | −0.09 |
| GNR State Street SPDR S&P Global | Sold out | 0.00% | −0.09 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.09 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.09 |
| SMCI Super Micro Computer Inc. | Reduce -0.4% | 0.04% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.1% | 0.17% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.21% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -10.3% | 0.12% | −0.09 |
| DOW Dow Inc. | Reduce -4.9% | 0.13% | −0.09 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.08 |
| NOW ServiceNow Inc. | Reduce -31.7% | 0.07% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.08 |
| VST Vistra Corp. | Reduce -60.0% | 0.04% | −0.08 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.08 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.08 |
| EIX Edison International | Sold out | 0.00% | −0.08 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −0.08 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -29.7% | 0.08% | −0.07 |
| BIBL Inspire 100 ETF | Reduce -35.7% | 0.06% | −0.07 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Add +153.9% | 10.28% | +4.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +2050.1% | 2.36% | +2.19 |
| IVLU iShares MSCI International V | Add +226.0% | 2.31% | +1.26 |
| JQUA JPMorgan US Quality Factor | Add +145.3% | 3.10% | +1.20 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +97.2% | 4.51% | +0.99 |
| EFG iShares MSCI Eafe Growth ETF | Add +186.5% | 2.07% | +0.97 |
| DFEM Dimensional Emrg MRKT Core | New | 0.71% | +0.71 |
| XLK SS Technology Select Sector | Add +160.1% | 1.65% | +0.63 |
| VCIT Vanguard Int-Term Corporate | Add +451.8% | 0.58% | +0.42 |
| IBM Intl Business Machines Corp. | Add +261.4% | 0.63% | +0.41 |
| SPEM State Street SP PTF Em ETF | Add +155.8% | 0.95% | +0.40 |
| DFAC Dimensional US Core Equity 2 | Add +358.3% | 0.52% | +0.35 |
| XCEM Columbia Em Core Ex-China | Add +255.3% | 0.62% | +0.35 |
| TFLO iShares Treasury Floating Ra | Add +139.1% | 1.00% | +0.33 |
| SCHR Schwab Intermediate-Term US | Add +387.0% | 0.43% | +0.29 |
| AVUV Avantis US Small Cap Value | New | 0.28% | +0.28 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.28% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +68.0% | 2.12% | +0.26 |
| VMBS Vanguard Mortgage-Backed Sec | Add +102.2% | 1.04% | +0.25 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +313.9% | 0.39% | +0.24 |
| XOM Exxon Mobil Corp. | Add +141.7% | 0.68% | +0.24 |
| IJR iShares Core S&P Small-Cap E | Add +221.3% | 0.43% | +0.24 |
| RZG Invesco S&P Smallcap 600 Pur | New | 0.23% | +0.23 |
| KO The Coca-Cola Co. | Add +248.3% | 0.38% | +0.23 |
| DFIC Dimensional International Co. | New | 0.20% | +0.20 |
| IFRA iShares US Infrastructure | Add +194.6% | 0.37% | +0.19 |
| COIN Coinbase Global Inc. Class A | New | 0.19% | +0.19 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +112.0% | 0.63% | +0.18 |
| DHR Danaher Corp. | Add +402.8% | 0.25% | +0.17 |
| GMAY FT Vest U.S. Equity Moderate | New | 0.16% | +0.16 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.15% | +0.15 |
| CMG Chipotle Mexican Grill Inc. | New | 0.15% | +0.15 |
| CB Chubb Ltd. | New | 0.15% | +0.15 |
| ETN Eaton Corp. PLC | Add +249.7% | 0.26% | +0.15 |
| META Meta Platforms Inc. Class A | Add +68.3% | 0.84% | +0.13 |
| AMT American Tower Corp. | Add +268.2% | 0.21% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +108.6% | 0.39% | +0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +225.2% | 0.23% | +0.12 |
| PGR Progressive Corp. | New | 0.12% | +0.12 |
| WFC Wells Fargo & Co. | New | 0.12% | +0.12 |
| MUB iShares National Muni Bond E | Add +84.9% | 0.78% | +0.12 |
| LOW Lowe's Cos Inc. | New | 0.11% | +0.11 |
| TLH iShares 10-20 Year Treasury | Add +242.3% | 0.20% | +0.11 |
| CAT Caterpillar Inc. | Add +104.9% | 0.33% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +264.9% | 0.20% | +0.10 |
| ISRG Intuitive Surgical Inc. | New | 0.10% | +0.10 |
| XLE SS Energy Select Sector | Add +142.5% | 0.29% | +0.09 |
| JNJ Johnson & Johnson | Add +107.0% | 0.30% | +0.09 |
| MDT Medtronic PLC | New | 0.08% | +0.08 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.08% | +0.08 |
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 |