Savvy Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Savvy Advisors, Inc. reported 517 stock positions worth $994.4 million. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.1%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 4.3%). Compared with Q4 2024, it opened 90 new positions, sold out of 22, added to 315 and reduced 92. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +158%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $994.4M (Q1 2025)
- SEC Filing
- 0002003633-25-000004 ↗ filed May 12, 2025
Holdings Value
Holdings 517 stocks · $994.4M
| NVDA Nvidia Corp. | 7.17% | 657,991 | $71.3M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 6.06% | 117,290 | $60.3M | Reduce -1.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.34% | 937,531 | $43.2M | Add +46.5% |
| FFIU Uva Unconstrained Medium-Ter | 4.04% | 1,826,172 | $40.2M | Add +14.8% |
| AAPL Apple Inc. | 3.16% | 141,322 | $31.4M | Add +24.9% |
| JQUA JPMorgan US Quality Factor | 2.80% | 493,335 | $27.9M | Add +48.3% |
| SCHG Schwab US Large-Cap Growth | 2.26% | 899,049 | $22.5M | Add +158.4% |
| MSFT Microsoft Corp. | 2.18% | 57,688 | $21.7M | Add +25.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 107,732 | $18.6M | Add +55.8% |
| IVLU iShares MSCI International V | 1.59% | 520,448 | $15.8M | Add +1.4% |
| SGOL Abrdn Physical Gold Shares | 1.46% | 487,868 | $14.5M | Add +13.5% |
| PG The Procter & Gamble Co. | 1.43% | 83,364 | $14.2M | Add +14.5% |
| AMGN Amgen Inc. | 1.42% | 45,408 | $14.1M | Add +5.8% |
| AMZN Amazon.com Inc. | 1.31% | 68,433 | $13.0M | Add +24.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.16% | 115,758 | $11.6M | Reduce -8.3% |
| XLK SS Technology Select Sector | 1.08% | 52,108 | $10.8M | Add +13.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.00% | 36,313 | $10.0M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 0.88% | 394,266 | $8.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 15,204 | $8.5M | Add +124.2% |
| MUB iShares National Muni Bond E | 0.83% | 77,891 | $8.2M | Add +12.9% |
| TLH iShares 10-20 Year Treasury | 0.80% | 76,498 | $7.9M | Add +324.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 14,844 | $7.9M | Add +39.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 16,654 | $7.8M | Add +44.4% |
| SPEM State Street SP PTF Em ETF | 0.78% | 196,649 | $7.7M | Add +33.5% |
| IVV iShares Core S&P 500 ETF | 0.77% | 13,589 | $7.6M | Add +100.3% |
| XCEM Columbia Em Core Ex-China | 0.72% | 241,616 | $7.1M | Add +93.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 145,863 | $6.8M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 0.67% | 43,137 | $6.7M | Add +23.1% |
| IAU iShares Gold Trust | 0.66% | 110,805 | $6.5M | Add +258.3% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 128,044 | $6.5M | Add +14.5% |
| DMBS Doubleline Mortgage ETF | 0.61% | 124,101 | $6.1M | Add +13.6% |
| META Meta Platforms Inc. Class A | 0.61% | 10,536 | $6.1M | Add +30.5% |
| SCHD Schwab US DVD Equity ETF | 0.59% | 209,767 | $5.9M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.58% | 36,822 | $5.8M | Add +23.4% |
| JPM JPMorgan Chase & Co. | 0.54% | 21,759 | $5.3M | Add +11.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.51% | 23,019 | $5.1M | Add +7.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.50% | 24,704 | $5.0M | Add +441.8% |
| AGG iShares Core U.S. Aggregate | 0.50% | 49,980 | $4.9M | Add +17.6% |
| OEF iShares S&P 100 ETF | 0.48% | 17,469 | $4.7M | New |
| V Visa Inc. Class A | 0.47% | 13,341 | $4.7M | Add +22.0% |
| PB Prosperity Bancshares Inc. | 0.45% | 63,271 | $4.5M | New |
| GLD SPDR Gold Shares | 0.44% | 15,021 | $4.3M | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 0.43% | 35,903 | $4.3M | Add +18.2% |
| ABBV Abbvie Inc. | 0.43% | 20,236 | $4.2M | Add +14.2% |
| LLY Eli Lilly & Co. | 0.40% | 4,757 | $3.9M | Add +26.3% |
| MA Mastercard Inc. Class A | 0.39% | 7,136 | $3.9M | Add +20.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 10,522 | $3.9M | Add +11.9% |
| COST Costco Wholesale Corp. | 0.39% | 4,100 | $3.9M | Add +19.1% |
| AVGO Broadcom Inc. | 0.39% | 23,127 | $3.9M | Add +24.8% |
| MCD McDonald's Corp. | 0.38% | 12,138 | $3.8M | Add +9.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 49,966 | $3.8M | Add +427.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 14,969 | $3.7M | Add +6.0% |
| TSLA Tesla Inc. | 0.37% | 14,053 | $3.6M | Add +55.9% |
| FBND Fidelity Total Bond ETF | 0.36% | 79,430 | $3.6M | Add +34.4% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 34,079 | $3.6M | Add +46.6% |
| WMT Walmart Inc. | 0.35% | 39,798 | $3.5M | Add +17.4% |
| BIV Vanguard Intermediate-Term B | 0.35% | 45,208 | $3.5M | Add +71.2% |
| JNJ Johnson & Johnson | 0.33% | 19,692 | $3.3M | Add +16.9% |
| CVX Chevron Corp. | 0.32% | 19,001 | $3.2M | Add +34.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 63,323 | $3.1M | Add +18.0% |
| HD Home Depot Inc. | 0.30% | 8,190 | $3.0M | Add +14.0% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 48,561 | $2.9M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 35,816 | $2.9M | Add +6.4% |
| RWM Proshares Short RUSSELL2000 | 0.28% | 136,263 | $2.8M | Add +15.4% |
| HYDB iShares High Yield Systemati | 0.28% | 59,626 | $2.8M | Add +118.7% |
| ABT Abbott Laboratories | 0.28% | 20,668 | $2.7M | Add +2.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.27% | 112,795 | $2.7M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.26% | 4,991 | $2.6M | Add +14.7% |
| FYLD Cambria Foreign Shareholder | 0.26% | 96,923 | $2.6M | Reduce -7.9% |
| BSV Vanguard Short-Term Bond ETF | 0.26% | 33,047 | $2.6M | Add +42.8% |
| IWF iShares Russell 1000 Growth | 0.25% | 6,762 | $2.4M | Add +17.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 43,768 | $2.4M | Add +58.8% |
| SCHF Schwab Intl Equity ETF | 0.23% | 116,260 | $2.3M | Add +14.7% |
| KO The Coca-Cola Co. | 0.23% | 32,094 | $2.3M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.23% | 68,644 | $2.3M | Add +11.9% |
| PLD Prologis Inc. | 0.23% | 20,016 | $2.2M | Reduce -10.9% |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 26,881 | $2.2M | Reduce -4.2% |
| PM Philip Morris International | 0.22% | 13,821 | $2.2M | Add +34.9% |
| IQLT iShares MSCI International Q | 0.21% | 53,660 | $2.1M | Add +7.0% |
| PANW Palo Alto Networks Inc. | 0.21% | 12,176 | $2.1M | Add +22.5% |
| ANGL Vaneck Fallen Angel High YLD | 0.21% | 71,631 | $2.1M | Add +10.4% |
| SUB iShares Short-Term National | 0.20% | 19,170 | $2.0M | Add +13.7% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 11,823 | $2.0M | Add +137.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.20% | 36,851 | $2.0M | Add +74.8% |
| BLV Vanguard Long-Term Bond ETF | 0.20% | 27,966 | $2.0M | Reduce -3.8% |
| INTU Intuit Inc. | 0.20% | 3,177 | $2.0M | Add +4.5% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 14,856 | $1.9M | Add +6.8% |
| DFEM Dimensional Emrg MRKT Core | 0.18% | 68,271 | $1.8M | Reduce -28.8% |
| CSCO Cisco Systems Inc. | 0.18% | 29,260 | $1.8M | Add +6.3% |
| RIGS Alps Strategic Income Fund | 0.18% | 77,944 | $1.8M | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 6,934 | $1.8M | Add +106.7% |
| VZ Verizon Communications Inc. | 0.18% | 39,219 | $1.8M | Add +0.8% |
| SCHR Schwab Intermediate-Term US | 0.18% | 70,855 | $1.8M | Add +14.8% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 18,445 | $1.7M | Add +269.6% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 29,136 | $1.7M | Add +62.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 17,221 | $1.7M | Add +12.1% |
| PEP Pepsico Inc. | 0.17% | 11,257 | $1.7M | Add +81.4% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 27,575 | $1.7M | Add +6.3% |
| XMMO Invesco S&P Midcap Momentum | 0.17% | 14,650 | $1.7M | Add +4.8% |
| GS Goldman Sachs Group Inc. | 0.16% | 2,979 | $1.6M | Add +4.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $255 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 16,995 | $255 | No change |
Total filed on the 13F, all lines: $994.4M.
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 6.06% | −1.69 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.69 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -93.6% | 0.02% | −0.41 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -8.3% | 1.16% | −0.31 |
| IFRA iShares US Infrastructure | Reduce -90.1% | 0.02% | −0.26 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.4% | 0.88% | −0.23 |
| XLE SS Energy Select Sector | Reduce -80.7% | 0.04% | −0.17 |
| RZG Invesco S&P Smallcap 600 Pur | Sold out | 0.00% | −0.13 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.12 |
| DFEM Dimensional Emrg MRKT Core | Reduce -28.8% | 0.18% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 0.59% | −0.12 |
| VCIT Vanguard Int-Term Corporate | Reduce -30.4% | 0.15% | −0.11 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -53.9% | 0.05% | −0.10 |
| SOXX iShares Semiconductor ETF | Reduce -67.9% | 0.03% | −0.08 |
| AMT American Tower Corp. | Reduce -54.0% | 0.07% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -39.0% | 0.07% | −0.08 |
| PLD Prologis Inc. | Reduce -10.9% | 0.23% | −0.06 |
| IWY iShares Russell Top 200 Grow | Reduce -2.7% | 0.16% | −0.06 |
| FYLD Cambria Foreign Shareholder | Reduce -7.9% | 0.26% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -19.0% | 0.10% | −0.06 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -7.5% | 0.11% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Reduce -8.6% | 0.13% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -14.1% | 0.13% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -51.6% | 0.04% | −0.05 |
| DHR Danaher Corp. | Reduce -19.0% | 0.07% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -4.2% | 0.22% | −0.05 |
| BYLD iShares Yield Optimized Bond | Reduce -13.0% | 0.13% | −0.05 |
| GLD SPDR Gold Shares | Reduce -8.2% | 0.44% | −0.04 |
| BLV Vanguard Long-Term Bond ETF | Reduce -3.8% | 0.20% | −0.04 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.04 |
| CZA Invesco Zacks Mid-Cap ETF | Sold out | 0.00% | −0.04 |
| VGLT Vanguard Long-Term Treasury | Reduce -18.8% | 0.09% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -30.1% | 0.06% | −0.04 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.04 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| ELS Equity Lifestyle Properties | Reduce -6.4% | 0.12% | −0.03 |
| RPV Invesco S&P 500 Pure Value E | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -22.3% | 0.09% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -15.3% | 0.08% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -27.0% | 0.05% | −0.03 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -3.1% | 0.08% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -6.7% | 0.11% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -36.6% | 0.04% | −0.03 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -29.4% | 0.07% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Add +158.4% | 2.26% | +1.10 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +46.5% | 4.34% | +0.86 |
| TLH iShares 10-20 Year Treasury | Add +324.3% | 0.80% | +0.58 |
| JQUA JPMorgan US Quality Factor | Add +48.3% | 2.80% | +0.51 |
| OEF iShares S&P 100 ETF | New | 0.48% | +0.48 |
| IAU iShares Gold Trust | Add +258.3% | 0.66% | +0.47 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +55.8% | 1.87% | +0.46 |
| PB Prosperity Bancshares Inc. | New | 0.45% | +0.45 |
| MTUM iShares MSCI USA Momentum Fa | Add +441.8% | 0.50% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +124.2% | 0.86% | +0.38 |
| IEFA iShares Core MSCI Eafe ETF | Add +427.0% | 0.38% | +0.30 |
| DFUS Dimensional US Eq MKT ETF | New | 0.30% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +100.3% | 0.77% | +0.29 |
| XCEM Columbia Em Core Ex-China | Add +93.3% | 0.72% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +39.1% | 0.80% | +0.21 |
| SGOL Abrdn Physical Gold Shares | Add +13.5% | 1.46% | +0.17 |
| URNM Sprott Uranium Miners ETF | New | 0.16% | +0.16 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.14% | +0.14 |
| HYDB iShares High Yield Systemati | Add +118.7% | 0.28% | +0.13 |
| VGIT Vanguard Intermediate-Term T | New | 0.12% | +0.12 |
| GBIL Goldman Sachs Access Treasur | New | 0.12% | +0.12 |
| IEO iShares U.S. Oil & Gas Explo | New | 0.12% | +0.12 |
| SPOT Spotify Technology SA | Add +407.7% | 0.14% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +269.6% | 0.17% | +0.11 |
| BIV Vanguard Intermediate-Term B | Add +71.2% | 0.35% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.11% | +0.11 |
| DFAS Dimensional US Small Cap ETF | New | 0.11% | +0.11 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.10% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +33.5% | 0.78% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +137.4% | 0.20% | +0.10 |
| EFV iShares MSCI Eafe Value ETF | Add +267.4% | 0.13% | +0.09 |
| DFAX Dimensional World Ex US Core | New | 0.08% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +134.0% | 0.15% | +0.08 |
| AMGN Amgen Inc. | Add +5.8% | 1.42% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +44.4% | 0.79% | +0.08 |
| EMB iShares JP Morgan Usd Emergi | Add +138.8% | 0.15% | +0.07 |
| CVX Chevron Corp. | Add +34.2% | 0.32% | +0.07 |
| PM Philip Morris International | Add +34.9% | 0.22% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +197.6% | 0.12% | +0.07 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +106.7% | 0.18% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.07% | +0.07 |
| ICVT iShares Convertible Bond ETF | New | 0.07% | +0.07 |
| UPS United Parcel Service Class B | Add +264.9% | 0.10% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | New | 0.07% | +0.07 |
| POWI Power Integrations Inc. | New | 0.06% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +74.8% | 0.20% | +0.06 |
| TMUS T-Mobile US Inc. | Add +64.6% | 0.15% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +58.8% | 0.24% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +85.5% | 0.15% | +0.06 |
| PEP Pepsico Inc. | Add +81.4% | 0.17% | +0.06 |
Options Activity Q4 2024 → Q1 2025
| LODE Comstock Inc. | call | Sold out | 9,540 | $41Kbefore exit |
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 |