Savvy Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Savvy Advisors, Inc. reported 449 stock positions worth $831.5 million. Its top holding was Nvidia (NVDA) at 10.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.7%) and Uva Unconstrained Medium-Ter (FFIU, 4.1%). Compared with Q3 2024, it opened 130 new positions, sold out of 31, added to 235 and reduced 67. The biggest buy was Nvidia (NVDA, shares +746%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $831.5M (Q4 2024)
- SEC Filing
- 0002003633-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 449 stocks · $831.5M
| NVDA Nvidia Corp. | 10.37% | 642,405 | $86.3M | Add +745.6% |
| VOO Vanguard S&P 500 ETF | 7.75% | 119,550 | $64.4M | Add +24.7% |
| FFIU Uva Unconstrained Medium-Ter | 4.08% | 1,591,336 | $33.9M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.48% | 640,148 | $28.9M | Add +35.9% |
| AAPL Apple Inc. | 3.41% | 113,136 | $28.3M | Add +169.8% |
| MSFT Microsoft Corp. | 2.33% | 45,960 | $19.4M | Add +98.8% |
| JQUA JPMorgan US Quality Factor | 2.29% | 332,630 | $19.0M | Add +23.2% |
| IVLU iShares MSCI International V | 1.67% | 513,185 | $13.9M | Add +32.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.47% | 126,267 | $12.2M | Add +33.4% |
| PG The Procter & Gamble Co. | 1.47% | 72,799 | $12.2M | Add +23.0% |
| AMZN Amazon.com Inc. | 1.45% | 54,793 | $12.0M | Add +78.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.41% | 69,146 | $11.7M | Add +15.7% |
| AMGN Amgen Inc. | 1.35% | 42,940 | $11.2M | Add +5.1% |
| SGOL Abrdn Physical Gold Shares | 1.29% | 429,816 | $10.8M | Add +646.3% |
| XLK SS Technology Select Sector | 1.29% | 46,011 | $10.7M | Add +27.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 36,095 | $10.5M | Reduce -12.1% |
| SCHG Schwab US Large-Cap Growth | 1.17% | 347,915 | $9.7M | Add +109.9% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 395,770 | $9.2M | Add +26.0% |
| MUB iShares National Muni Bond E | 0.88% | 68,962 | $7.3M | Add +94.3% |
| GOOGL Alphabet Inc. Class A | 0.80% | 35,041 | $6.6M | Add +181.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.77% | 140,468 | $6.4M | Add +29.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 11,531 | $5.9M | Add +9.6% |
| SCHD Schwab US DVD Equity ETF | 0.71% | 215,101 | $5.9M | Add +270.4% |
| TFLO iShares Treasury Floating Ra | 0.69% | 113,487 | $5.7M | Add +17.0% |
| GOOG Alphabet Inc. Class C | 0.68% | 29,850 | $5.7M | Add +143.6% |
| SPEM State Street SP PTF Em ETF | 0.68% | 147,246 | $5.6M | Add +30.4% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 111,850 | $5.3M | Reduce -1.7% |
| DMBS Doubleline Mortgage ETF | 0.63% | 109,228 | $5.3M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 21,388 | $5.1M | Add +159.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 10,671 | $4.8M | Add +76.3% |
| META Meta Platforms Inc. Class A | 0.57% | 8,072 | $4.7M | Add +11.4% |
| JPM JPMorgan Chase & Co. | 0.56% | 19,566 | $4.7M | Add +45.5% |
| AVGO Broadcom Inc. | 0.52% | 18,537 | $4.3M | Add +16.3% |
| AGG iShares Core U.S. Aggregate | 0.50% | 42,488 | $4.1M | Add +23.4% |
| IVV iShares Core S&P 500 ETF | 0.48% | 6,783 | $4.0M | Add +28.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 6,781 | $4.0M | Add +60.3% |
| GLD SPDR Gold Shares | 0.48% | 16,368 | $4.0M | Add +134.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 9,403 | $3.9M | Add +6.3% |
| XCEM Columbia Em Core Ex-China | 0.45% | 124,996 | $3.7M | Add +33.3% |
| TSLA Tesla Inc. | 0.44% | 9,015 | $3.6M | Add +19.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.44% | 138,762 | $3.6M | Add +30.7% |
| V Visa Inc. Class A | 0.42% | 10,936 | $3.5M | Add +108.8% |
| XOM Exxon Mobil Corp. | 0.39% | 30,378 | $3.3M | Add +6.3% |
| MCD McDonald's Corp. | 0.39% | 11,060 | $3.2M | Add +245.4% |
| COST Costco Wholesale Corp. | 0.38% | 3,444 | $3.2M | Add +233.1% |
| ABBV Abbvie Inc. | 0.38% | 17,728 | $3.2M | Add +84.9% |
| MA Mastercard Inc. Class A | 0.38% | 5,922 | $3.1M | Add +176.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 14,127 | $3.1M | Add +0.7% |
| WMT Walmart Inc. | 0.37% | 33,893 | $3.1M | Add +23.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 33,654 | $3.0M | Add +41.0% |
| LLY Eli Lilly & Co. | 0.35% | 3,767 | $2.9M | Add +99.1% |
| HD Home Depot Inc. | 0.34% | 7,187 | $2.8M | Add +39.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 53,644 | $2.7M | Add +380.9% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 23,246 | $2.7M | Add +27.0% |
| FYLD Cambria Foreign Shareholder | 0.32% | 105,237 | $2.7M | Add +2.1% |
| FBND Fidelity Total Bond ETF | 0.32% | 59,092 | $2.7M | Add +1266.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.32% | 111,166 | $2.6M | Add +18.5% |
| DFEM Dimensional Emrg MRKT Core | 0.30% | 95,820 | $2.5M | Reduce -23.0% |
| JNJ Johnson & Johnson | 0.29% | 16,851 | $2.4M | Add +86.9% |
| PLD Prologis Inc. | 0.29% | 22,477 | $2.4M | Add +22.1% |
| IWF iShares Russell 1000 Growth | 0.28% | 5,770 | $2.3M | Add +2.9% |
| IFRA iShares US Infrastructure | 0.28% | 50,006 | $2.3M | Add +30.2% |
| ABT Abbott Laboratories | 0.28% | 20,240 | $2.3M | Add +135.2% |
| VIGI Vanguard Int Div App Indx FD | 0.27% | 28,056 | $2.2M | New |
| RWM Proshares Short RUSSELL2000 | 0.27% | 118,069 | $2.2M | New |
| UNH Unitedhealth Group Inc. | 0.26% | 4,352 | $2.2M | Add +31.4% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 27,020 | $2.2M | Reduce -20.9% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 61,356 | $2.1M | Reduce -18.5% |
| CVX Chevron Corp. | 0.25% | 14,155 | $2.1M | Add +145.9% |
| KO The Coca-Cola Co. | 0.24% | 32,310 | $2.0M | Add +22.5% |
| BLV Vanguard Long-Term Bond ETF | 0.24% | 29,075 | $2.0M | Add +5.1% |
| BIV Vanguard Intermediate-Term B | 0.24% | 26,402 | $2.0M | Add +7.9% |
| INTU Intuit Inc. | 0.23% | 3,041 | $1.9M | Add +124.3% |
| SCHF Schwab Intl Equity ETF | 0.23% | 101,337 | $1.9M | Add +6.7% |
| IQLT iShares MSCI International Q | 0.22% | 50,149 | $1.9M | New |
| ANGL Vaneck Fallen Angel High YLD | 0.22% | 64,856 | $1.9M | New |
| IWY iShares Russell Top 200 Grow | 0.22% | 7,860 | $1.8M | New |
| PANW Palo Alto Networks Inc. | 0.22% | 9,938 | $1.8M | Add +162.9% |
| RIGS Alps Strategic Income Fund | 0.22% | 77,873 | $1.8M | New |
| TLH iShares 10-20 Year Treasury | 0.22% | 18,029 | $1.8M | Add +102.4% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 23,138 | $1.8M | Reduce -0.3% |
| SUB iShares Short-Term National | 0.21% | 16,864 | $1.8M | Add +13.1% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 13,907 | $1.8M | Add +43.6% |
| XLE SS Energy Select Sector | 0.21% | 20,546 | $1.8M | Add +27.7% |
| XMMO Invesco S&P Midcap Momentum | 0.21% | 13,981 | $1.7M | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 15,367 | $1.7M | Add +100.8% |
| SCHA Schwab US Small-Cap ETF | 0.20% | 63,802 | $1.6M | Add +3.3% |
| LODE Comstock Inc. | 0.20% | 2,054,771 | $1.6M | New |
| GS Goldman Sachs Group Inc. | 0.20% | 2,849 | $1.6M | Add +160.7% |
| CSCO Cisco Systems Inc. | 0.20% | 27,520 | $1.6M | Add +42.5% |
| CRM Salesforce Inc. | 0.19% | 4,797 | $1.6M | Add +50.7% |
| ORCL Oracle Corp. | 0.19% | 9,468 | $1.6M | Add +28.9% |
| COP Conocophillips | 0.19% | 15,792 | $1.6M | Add +30.1% |
| VZ Verizon Communications Inc. | 0.19% | 38,906 | $1.6M | Add +66.1% |
| IAU iShares Gold Trust | 0.18% | 30,925 | $1.5M | Add +45.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.18% | 27,566 | $1.5M | New |
| HON Honeywell International Inc. | 0.18% | 6,756 | $1.5M | Add +318.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 19,272 | $1.5M | Reduce -20.9% |
| SCHR Schwab Intermediate-Term US | 0.18% | 61,712 | $1.5M | Reduce -25.7% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 25,930 | $1.5M | Add +437.6% |
Options reported separately and not counted above: LODE calls ($41K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $306 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 16,995 | $306 | No change |
Total filed on the 13F, all lines: $831.5M.
Portfolio Sells Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.1% | 1.26% | −1.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.7% | 0.64% | −0.58 |
| DFEM Dimensional Emrg MRKT Core | Reduce -23.0% | 0.30% | −0.41 |
| VCIT Vanguard Int-Term Corporate | Reduce -20.9% | 0.26% | −0.32 |
| DFAC Dimensional US Core Equity 2 | Reduce -18.5% | 0.26% | −0.27 |
| SCHR Schwab Intermediate-Term US | Reduce -25.7% | 0.18% | −0.25 |
| EMR Emerson Electric Co. | Reduce -77.1% | 0.04% | −0.22 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -20.9% | 0.18% | −0.21 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.21% | −0.16 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.15 |
| CAT Caterpillar Inc. | Reduce -1.6% | 0.18% | −0.15 |
| INTC Intel Corp. | Reduce -0.1% | 0.15% | −0.15 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.14 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -9.7% | 0.15% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -72.8% | 0.03% | −0.13 |
| AVUV Avantis US Small Cap Value | Reduce -7.1% | 0.16% | −0.13 |
| DHR Danaher Corp. | Reduce -0.4% | 0.12% | −0.13 |
| ESGU iShares ESG Aware MSCI USA | Reduce -50.3% | 0.05% | −0.12 |
| COIN Coinbase Global Inc. Class A | Reduce -57.2% | 0.07% | −0.12 |
| DFIC Dimensional International Co. | Reduce -24.0% | 0.08% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.2% | 0.10% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -6.2% | 0.14% | −0.11 |
| CB Chubb Ltd. | Reduce -61.2% | 0.03% | −0.11 |
| AVDV Avantis Intl S/C Value ETF | Reduce -6.3% | 0.12% | −0.11 |
| FFEB FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.11 |
| RTX RTX Corp. | Reduce -5.1% | 0.12% | −0.10 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.4% | 0.13% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -47.1% | 0.04% | −0.09 |
| FLTR Vaneck Ig Floating Rate ETF | Sold out | 0.00% | −0.09 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.08 |
| INMU iShares Intermediate Muni Inc. | Reduce -8.6% | 0.09% | −0.08 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.2% | 0.08% | −0.08 |
| DOW Dow Inc. | Reduce -0.0% | 0.06% | −0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.2% | 0.08% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -55.8% | 0.03% | −0.07 |
| VTC Vanguard Total Corporate BND | Reduce -2.7% | 0.09% | −0.07 |
| FIXD First Trust Smith Opportunis | Reduce -10.0% | 0.07% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 0.07% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -16.7% | 0.07% | −0.07 |
| FJAN FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.06 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.06 |
| C Citigroup Inc. | Reduce -13.7% | 0.08% | −0.06 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.06 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.06 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.05 |
| LIN Linde PLC | Reduce -5.0% | 0.05% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -17.5% | 0.04% | −0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +745.6% | 10.37% | +8.50 |
| FFIU Uva Unconstrained Medium-Ter | New | 4.08% | +4.08 |
| AAPL Apple Inc. | Add +169.8% | 3.41% | +1.42 |
| SGOL Abrdn Physical Gold Shares | Add +646.3% | 1.29% | +1.00 |
| DMBS Doubleline Mortgage ETF | New | 0.63% | +0.63 |
| GOOGL Alphabet Inc. Class A | Add +181.6% | 0.80% | +0.38 |
| SCHD Schwab US DVD Equity ETF | Add +270.4% | 0.71% | +0.37 |
| MSFT Microsoft Corp. | Add +98.8% | 2.33% | +0.31 |
| SCHG Schwab US Large-Cap Growth | Add +109.9% | 1.17% | +0.29 |
| AMZN Amazon.com Inc. | Add +78.2% | 1.45% | +0.28 |
| FBND Fidelity Total Bond ETF | Add +1266.9% | 0.32% | +0.28 |
| VIGI Vanguard Int Div App Indx FD | New | 0.27% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +143.6% | 0.68% | +0.27 |
| RWM Proshares Short RUSSELL2000 | New | 0.27% | +0.27 |
| IQLT iShares MSCI International Q | New | 0.22% | +0.22 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.22% | +0.22 |
| IWY iShares Russell Top 200 Grow | New | 0.22% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +159.2% | 0.62% | +0.22 |
| RIGS Alps Strategic Income Fund | New | 0.22% | +0.22 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +380.9% | 0.32% | +0.21 |
| LODE Comstock Inc. | New | 0.20% | +0.20 |
| COST Costco Wholesale Corp. | Add +233.1% | 0.38% | +0.19 |
| MCD McDonald's Corp. | Add +245.4% | 0.39% | +0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.18% | +0.18 |
| MA Mastercard Inc. Class A | Add +176.6% | 0.38% | +0.16 |
| GBAB Guggenheim Taxable Municipal | New | 0.16% | +0.16 |
| ELS Equity Lifestyle Properties | New | 0.16% | +0.16 |
| PYLD PIMCO Multisector Bond Actv | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | Add +134.1% | 0.48% | +0.13 |
| BMY Bristol-Myers Squibb Co. | Add +437.6% | 0.18% | +0.13 |
| IWX iShares Russell Top 200 Valu | New | 0.12% | +0.12 |
| V Visa Inc. Class A | Add +108.8% | 0.42% | +0.12 |
| HON Honeywell International Inc. | Add +318.9% | 0.18% | +0.12 |
| CLX Clorox Company | New | 0.11% | +0.11 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.11% | +0.11 |
| BBN BlackRock Taxable Muni BND | New | 0.11% | +0.11 |
| REGN Regeneron Pharmaceuticals | New | 0.11% | +0.11 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.11% | +0.11 |
| LULU Lululemon Athletica Inc. | New | 0.11% | +0.11 |
| MUB iShares National Muni Bond E | Add +94.3% | 0.88% | +0.10 |
| BAB Invesco Taxable Municipal Bo | New | 0.10% | +0.10 |
| SCHW Schwab (charles) Corp. | Add +251.5% | 0.17% | +0.10 |
| WDAY Workday Inc. Class A | New | 0.10% | +0.10 |
| TLT iShares 20+ Year Treasury BD | New | 0.10% | +0.10 |
| ESGV Vanguard ESG US Stock ETF | New | 0.10% | +0.10 |
| CDNS Cadence Design SYS Inc. | New | 0.10% | +0.10 |
| MS Morgan Stanley | Add +195.7% | 0.17% | +0.09 |
| ARCC Ares Capital Corp. | New | 0.09% | +0.09 |
| TMUS T-Mobile US Inc. | New | 0.09% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.09% | +0.09 |
Options Activity Q3 2024 → Q4 2024
| LODE Comstock Inc. | call | New | 95,400 | $41K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |