Savvy Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Savvy Advisors, Inc. reported 648 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.8%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.5%). Compared with Q1 2025, it opened 159 new positions, sold out of 28, added to 357 and reduced 118. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +478%) and the biggest sale Abrdn Physical Gold Shares (SGOL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0002003633-25-000005 ↗ filed Aug 4, 2025
Holdings Value
Holdings 648 stocks · $1.5B
| NVDA Nvidia Corp. | 7.47% | 708,182 | $111.9M | Add +7.6% |
| VOO Vanguard S&P 500 ETF | 6.76% | 178,254 | $101.3M | Add +52.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.48% | 1,129,771 | $52.2M | Add +20.5% |
| IVV iShares Core S&P 500 ETF | 3.26% | 78,572 | $48.8M | Add +478.2% |
| FFIU Uva Unconstrained Medium-Ter | 2.98% | 2,053,969 | $44.7M | Add +12.5% |
| MSFT Microsoft Corp. | 2.88% | 86,829 | $43.2M | Add +50.5% |
| AAPL Apple Inc. | 2.68% | 195,748 | $40.2M | Add +38.5% |
| JQUA JPMorgan US Quality Factor | 2.45% | 610,579 | $36.7M | Add +23.8% |
| SCHG Schwab US Large-Cap Growth | 2.35% | 1,208,229 | $35.3M | Add +34.4% |
| AGG iShares Core U.S. Aggregate | 2.06% | 311,642 | $30.9M | Add +523.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.51% | 128,067 | $22.6M | Add +18.9% |
| AMZN Amazon.com Inc. | 1.48% | 100,839 | $22.1M | Add +47.4% |
| IVLU iShares MSCI International V | 1.48% | 672,133 | $22.1M | Add +29.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 25,339 | $15.7M | Add +66.7% |
| XLK SS Technology Select Sector | 1.04% | 61,625 | $15.6M | Add +18.3% |
| SGOL Abrdn Physical Gold Shares | 1.02% | 485,460 | $15.3M | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.96% | 128,037 | $14.3M | Add +10.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 24,347 | $13.4M | Add +46.2% |
| PG The Procter & Gamble Co. | 0.89% | 84,051 | $13.4M | Add +0.8% |
| AMGN Amgen Inc. | 0.86% | 45,950 | $12.8M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.86% | 17,363 | $12.8M | Add +64.8% |
| MUB iShares National Muni Bond E | 0.81% | 116,166 | $12.1M | Add +49.1% |
| GOOGL Alphabet Inc. Class A | 0.80% | 68,387 | $12.1M | Add +58.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.77% | 263,123 | $11.5M | Add +4933.9% |
| SPEM State Street SP PTF Em ETF | 0.75% | 264,670 | $11.3M | Add +34.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 36,225 | $11.0M | Reduce -0.2% |
| JBND JPMorgan Active Bond ETF | 0.73% | 205,026 | $11.0M | New |
| TLH iShares 10-20 Year Treasury | 0.72% | 105,751 | $10.7M | Add +38.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 20,941 | $10.2M | Add +41.1% |
| AVGO Broadcom Inc. | 0.68% | 36,879 | $10.2M | Add +59.5% |
| SCHX Schwab US Large-Cap ETF | 0.66% | 404,893 | $9.9M | Add +2.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.62% | 200,321 | $9.3M | Add +37.3% |
| JPM JPMorgan Chase & Co. | 0.61% | 31,318 | $9.1M | Add +43.9% |
| GOOG Alphabet Inc. Class C | 0.58% | 48,670 | $8.6M | Add +32.2% |
| VEA Vanguard Ftse Developed ETF | 0.57% | 149,243 | $8.5M | Add +16.6% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 314,912 | $8.3M | Add +50.1% |
| IAU iShares Gold Trust | 0.55% | 132,461 | $8.3M | Add +19.5% |
| XCEM Columbia Em Core Ex-China | 0.54% | 236,697 | $8.1M | Reduce -2.0% |
| OEF iShares S&P 100 ETF | 0.50% | 24,428 | $7.4M | Add +39.8% |
| JPIE JPMorgan Income ETF | 0.49% | 157,552 | $7.3M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.48% | 30,041 | $7.2M | Add +21.6% |
| TSLA Tesla Inc. | 0.48% | 22,597 | $7.2M | Add +60.8% |
| V Visa Inc. Class A | 0.45% | 18,983 | $6.7M | Add +42.3% |
| SCHV Schwab US Large-Cap Value | 0.44% | 238,046 | $6.6M | New |
| DMBS Doubleline Mortgage ETF | 0.44% | 134,091 | $6.6M | Add +8.1% |
| MA Mastercard Inc. Class A | 0.40% | 10,772 | $6.1M | Add +51.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 68,478 | $5.7M | Add +37.0% |
| XOM Exxon Mobil Corp. | 0.38% | 52,497 | $5.7M | Add +46.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 22,695 | $5.4M | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 0.36% | 225,410 | $5.4M | Add +910.2% |
| LLY Eli Lilly & Co. | 0.36% | 6,889 | $5.4M | Add +44.8% |
| WMT Walmart Inc. | 0.34% | 52,490 | $5.1M | Add +31.9% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 76,445 | $5.1M | Add +57.4% |
| COST Costco Wholesale Corp. | 0.34% | 5,126 | $5.1M | Add +25.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 16,843 | $5.0M | Add +12.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 11,091 | $4.9M | Add +5.4% |
| GLD SPDR Gold Shares | 0.31% | 15,416 | $4.7M | Add +2.6% |
| ABBV Abbvie Inc. | 0.31% | 24,686 | $4.6M | Add +22.0% |
| PB Prosperity Bancshares Inc. | 0.30% | 63,262 | $4.4M | Reduce -0.0% |
| HD Home Depot Inc. | 0.29% | 12,033 | $4.4M | Add +46.9% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 38,276 | $4.2M | Add +12.3% |
| MCD McDonald's Corp. | 0.27% | 13,745 | $4.0M | Add +13.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 39,826 | $3.8M | Add +11.2% |
| HYDB iShares High Yield Systemati | 0.25% | 79,087 | $3.8M | Add +32.6% |
| IWF iShares Russell 1000 Growth | 0.24% | 8,630 | $3.7M | Add +27.6% |
| CVX Chevron Corp. | 0.24% | 25,474 | $3.6M | Add +34.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 70,147 | $3.6M | Add +312.1% |
| FBND Fidelity Total Bond ETF | 0.24% | 77,899 | $3.6M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 30,844 | $3.4M | Add +67.2% |
| JNJ Johnson & Johnson | 0.23% | 22,214 | $3.4M | Add +12.8% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 42,803 | $3.4M | Add +29.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 53,345 | $3.4M | Add +21.9% |
| PM Philip Morris International | 0.21% | 17,093 | $3.1M | Add +23.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.20% | 124,189 | $3.0M | Add +10.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 10,496 | $3.0M | Add +51.4% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 48,222 | $3.0M | Add +65.5% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 16,327 | $3.0M | Add +38.1% |
| SCHF Schwab Intl Equity ETF | 0.20% | 134,880 | $3.0M | Add +16.0% |
| ABT Abbott Laboratories | 0.19% | 21,305 | $2.9M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 56,707 | $2.8M | Add +68.9% |
| NFLX Netflix Inc. | 0.19% | 2,093 | $2.8M | Add +35.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 55,674 | $2.7M | Reduce -12.1% |
| PANW Palo Alto Networks Inc. | 0.18% | 13,195 | $2.7M | Add +8.4% |
| FYLD Cambria Foreign Shareholder | 0.18% | 91,786 | $2.7M | Reduce -5.3% |
| INTU Intuit Inc. | 0.18% | 3,406 | $2.7M | Add +7.2% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.18% | 59,323 | $2.6M | Add +146.2% |
| T AT&T Inc. | 0.18% | 91,488 | $2.6M | Add +69.5% |
| SUB iShares Short-Term National | 0.17% | 24,377 | $2.6M | Add +27.2% |
| KO The Coca-Cola Co. | 0.17% | 36,473 | $2.6M | Add +13.6% |
| ORCL Oracle Corp. | 0.17% | 11,632 | $2.5M | Add +11.7% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 18,547 | $2.5M | Add +24.9% |
| CSCO Cisco Systems Inc. | 0.16% | 34,454 | $2.4M | Add +17.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.16% | 12,096 | $2.4M | Add +73.0% |
| SCHW Schwab (charles) Corp. | 0.16% | 26,068 | $2.4M | Add +25.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 29,528 | $2.3M | Add +78.3% |
| GS Goldman Sachs Group Inc. | 0.16% | 3,309 | $2.3M | Add +11.1% |
| URNM Sprott Uranium Miners ETF | 0.16% | 48,549 | $2.3M | Add +0.7% |
| VZ Verizon Communications Inc. | 0.16% | 53,719 | $2.3M | Add +37.0% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 8,962 | $2.3M | Add +12.6% |
| SPOT Spotify Technology SA | 0.15% | 3,000 | $2.3M | Add +17.2% |
Portfolio Sells Q1 2025 → Q2 2025
| SGOL Abrdn Physical Gold Shares | Reduce -0.5% | 1.02% | −0.44 |
| RWM Proshares Short RUSSELL2000 | Sold out | 0.00% | −0.28 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 0.73% | −0.27 |
| BIV Vanguard Intermediate-Term B | Reduce -38.5% | 0.14% | −0.20 |
| XCEM Columbia Em Core Ex-China | Reduce -2.0% | 0.54% | −0.18 |
| PB Prosperity Bancshares Inc. | Reduce -0.0% | 0.30% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.36% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.1% | 0.18% | −0.13 |
| FBND Fidelity Total Bond ETF | Reduce -1.9% | 0.24% | −0.13 |
| VCIT Vanguard Int-Term Corporate | Reduce -46.9% | 0.06% | −0.10 |
| DFEM Dimensional Emrg MRKT Core | Reduce -33.8% | 0.09% | −0.09 |
| DFAC Dimensional US Core Equity 2 | Reduce -15.8% | 0.14% | −0.09 |
| SCMB Schwab Municipal Bond ETF | Sold out | 0.00% | −0.09 |
| FYLD Cambria Foreign Shareholder | Reduce -5.3% | 0.18% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -31.3% | 0.07% | −0.08 |
| INMU iShares Intermediate Muni Inc. | Sold out | 0.00% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.2% | 0.13% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Reduce -6.3% | 0.15% | −0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -25.4% | 0.07% | −0.07 |
| BLV Vanguard Long-Term Bond ETF | Reduce -1.7% | 0.13% | −0.07 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.4% | 0.14% | −0.07 |
| SCHR Schwab Intermediate-Term US | Reduce -7.2% | 0.11% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -35.1% | 0.05% | −0.07 |
| IQLT iShares MSCI International Q | Reduce -4.2% | 0.15% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -28.0% | 0.07% | −0.06 |
| RIGS Alps Strategic Income Fund | Reduce -0.6% | 0.12% | −0.06 |
| GBAB Guggenheim Taxable Municipal | Reduce -3.1% | 0.09% | −0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -5.9% | 0.08% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -12.3% | 0.07% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -26.9% | 0.06% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -11.0% | 0.07% | −0.05 |
| ELS Equity Lifestyle Properties | Reduce -0.4% | 0.07% | −0.05 |
| IWS iShares Russell Mid-Cap Valu | Reduce -58.3% | 0.02% | −0.05 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -0.9% | 0.07% | −0.04 |
| AVUV Avantis US Small Cap Value | Reduce -4.4% | 0.09% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.4% | 0.07% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 0.05% | −0.04 |
| PYLD PIMCO Multisector Bond Actv | Reduce -2.8% | 0.08% | −0.04 |
| MBB iShares MBS ETF | Reduce -31.3% | 0.04% | −0.04 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.04 |
| BYLD iShares Yield Optimized Bond | Reduce -0.4% | 0.08% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -8.3% | 0.08% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -4.5% | 0.07% | −0.04 |
| BBN BlackRock Taxable Muni BND | Reduce -1.1% | 0.07% | −0.04 |
| PICK iShares MSCI Global Metals & | Reduce -2.5% | 0.08% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -1.2% | 0.12% | −0.04 |
| AVDV Avantis Intl S/C Value ETF | Reduce -5.7% | 0.09% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +478.2% | 3.26% | +2.49 |
| AGG iShares Core U.S. Aggregate | Add +523.5% | 2.06% | +1.57 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +4933.9% | 0.77% | +0.75 |
| JBND JPMorgan Active Bond ETF | New | 0.73% | +0.73 |
| MSFT Microsoft Corp. | Add +50.5% | 2.88% | +0.70 |
| VOO Vanguard S&P 500 ETF | Add +52.0% | 6.76% | +0.69 |
| JPIE JPMorgan Income ETF | New | 0.49% | +0.49 |
| SCHV Schwab US Large-Cap Value | New | 0.44% | +0.44 |
| SCHB Schwab US Broad Market ETF | Add +910.2% | 0.36% | +0.31 |
| NVDA Nvidia Corp. | Add +7.6% | 7.47% | +0.29 |
| AVGO Broadcom Inc. | Add +59.5% | 0.68% | +0.29 |
| META Meta Platforms Inc. Class A | Add +64.8% | 0.86% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +66.7% | 1.04% | +0.19 |
| AMZN Amazon.com Inc. | Add +47.4% | 1.48% | +0.17 |
| JMST JPM Ultra-Short Muni Income | Add +312.1% | 0.24% | +0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +58.5% | 0.80% | +0.13 |
| VCRB Vanguard Core Bond ETF | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +60.8% | 0.48% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +46.2% | 0.90% | +0.11 |
| DFCF Dimensional Core Fixed Inc. | New | 0.10% | +0.10 |
| IAGG iShares Intl Aggregate Bond | New | 0.09% | +0.09 |
| DNLI Denali Therapeutics Inc. | New | 0.09% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +34.4% | 2.35% | +0.09 |
| ITOT iShares Core S&P Total U.S. | New | 0.09% | +0.09 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | New | 0.08% | +0.08 |
| EFIV SS SPDR S&P 500 ESG ETF | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | Add +196.7% | 0.14% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +43.9% | 0.61% | +0.07 |
| LDOS Leidos Holdings Inc. | New | 0.07% | +0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +146.2% | 0.18% | +0.07 |
| HMOP Hartford Municipal Opp ETF | New | 0.06% | +0.06 |
| KMT Kennametal Inc. | New | 0.06% | +0.06 |
| XEL Xcel Energy Inc. | New | 0.06% | +0.06 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| TAXF American Century Diver Muni | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +67.2% | 0.23% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | New | 0.05% | +0.05 |
| AGIO Agios Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +103.2% | 0.15% | +0.05 |
| DFUS Dimensional US Eq MKT ETF | Add +57.4% | 0.34% | +0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Add +73.0% | 0.16% | +0.05 |
| VGSH Vanguard Short-Term Treasury | New | 0.04% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | Add +132.0% | 0.10% | +0.04 |
| NFLX Netflix Inc. | Add +35.0% | 0.19% | +0.04 |
| IDXX Idexx Laboratories Inc. | New | 0.04% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +214.6% | 0.08% | +0.04 |
| DFIV Dimensional International Va | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +138.4% | 0.09% | +0.04 |
Notes & Other Activity Q1 2025 → Q2 2025
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | Sold out | 16,995 | $255before exit |
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 |