Savvy Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Savvy Advisors, Inc. reported 820 stock positions worth $2.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.5% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.8%). Compared with Q2 2025, it opened 206 new positions, sold out of 34, added to 433 and reduced 162. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +816%) and the biggest sale Uva Unconstrained Medium-Ter (FFIU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002003633
- Portfolio Value
- $2.2B (Q3 2025)
- SEC Filing
- 0002003633-25-000008 ↗ filed Nov 6, 2025
Holdings Value
Holdings 820 stocks · $2.2B
| VOO Vanguard S&P 500 ETF | 6.47% | 229,708 | $140.7M | Add +28.9% |
| NVDA Nvidia Corp. | 6.11% | 712,051 | $132.9M | Add +0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.81% | 1,774,562 | $82.9M | Add +57.1% |
| IVV iShares Core S&P 500 ETF | 3.09% | 100,441 | $67.2M | Add +27.8% |
| AAPL Apple Inc. | 2.50% | 213,658 | $54.4M | Add +9.2% |
| SCHG Schwab US Large-Cap Growth | 2.40% | 1,637,120 | $52.2M | Add +35.5% |
| JQUA JPMorgan US Quality Factor | 2.39% | 826,496 | $52.0M | Add +35.4% |
| AGG iShares Core U.S. Aggregate | 2.16% | 469,663 | $47.1M | Add +50.7% |
| MSFT Microsoft Corp. | 2.15% | 90,287 | $46.8M | Add +4.0% |
| FFIU Uva Unconstrained Medium-Ter | 2.10% | 2,043,397 | $45.8M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.58% | 184,533 | $34.4M | Add +44.1% |
| BSV Vanguard Short-Term Bond ETF | 1.42% | 391,994 | $30.9M | Add +815.8% |
| IVLU iShares MSCI International V | 1.35% | 830,624 | $29.5M | Add +23.6% |
| VEA Vanguard Ftse Developed ETF | 1.24% | 451,399 | $27.0M | Add +202.5% |
| MTUM iShares MSCI USA Momentum Fa | 1.11% | 94,045 | $24.1M | Add +213.1% |
| AMZN Amazon.com Inc. | 1.11% | 109,644 | $24.1M | Add +8.7% |
| DFAC Dimensional US Core Equity 2 | 1.09% | 615,158 | $23.7M | Add +963.6% |
| MUB iShares National Muni Bond E | 0.97% | 198,963 | $21.2M | Add +71.3% |
| XLK SS Technology Select Sector | 0.96% | 73,910 | $20.8M | Add +19.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 26,816 | $17.9M | Add +5.8% |
| SGOL Abrdn Physical Gold Shares | 0.81% | 479,613 | $17.7M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.79% | 70,843 | $17.2M | Add +3.6% |
| TLH iShares 10-20 Year Treasury | 0.77% | 161,879 | $16.7M | Add +53.1% |
| VGT Vanguard Info Tech ETF | 0.75% | 21,901 | $16.4M | Add +5102.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 26,459 | $15.9M | Add +8.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.72% | 136,664 | $15.6M | Add +6.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.70% | 325,880 | $15.3M | Add +62.7% |
| SPEM State Street SP PTF Em ETF | 0.68% | 316,073 | $14.8M | Add +19.4% |
| AVGO Broadcom Inc. | 0.67% | 44,103 | $14.6M | Add +19.6% |
| PG The Procter & Gamble Co. | 0.66% | 94,040 | $14.4M | Add +11.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.66% | 309,312 | $14.4M | Add +17.6% |
| IAU iShares Gold Trust | 0.65% | 195,577 | $14.2M | Add +47.6% |
| GOOG Alphabet Inc. Class C | 0.65% | 57,723 | $14.1M | Add +18.6% |
| META Meta Platforms Inc. Class A | 0.63% | 18,663 | $13.7M | Add +7.5% |
| DUHP Dimensional US High Profi Et | 0.60% | 346,887 | $13.1M | Add +5763.5% |
| DFUV Dimensional US Marketwide Va | 0.60% | 292,722 | $13.1M | New |
| SCHX Schwab US Large-Cap ETF | 0.60% | 494,508 | $13.0M | Add +22.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 38,968 | $12.8M | Add +7.6% |
| TSLA Tesla Inc. | 0.58% | 28,548 | $12.7M | Add +26.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 23,162 | $11.6M | Add +10.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 45,684 | $11.6M | Add +101.3% |
| IAGG iShares Intl Aggregate Bond | 0.53% | 223,196 | $11.4M | Add +711.5% |
| JBND JPMorgan Active Bond ETF | 0.52% | 210,526 | $11.4M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.51% | 35,007 | $11.0M | Add +11.8% |
| XCEM Columbia Em Core Ex-China | 0.49% | 293,899 | $10.7M | Add +24.2% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 196,878 | $10.7M | Add +247.2% |
| OEF iShares S&P 100 ETF | 0.46% | 29,798 | $9.9M | Add +22.0% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 151,658 | $9.9M | Add +838.3% |
| DFIC Dimensional International Co. | 0.44% | 291,202 | $9.5M | Add +1236.0% |
| DMBS Doubleline Mortgage ETF | 0.43% | 187,820 | $9.3M | Add +40.1% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 307,199 | $8.4M | Reduce -2.5% |
| DFCA Dimensional Calfornia MB ETF | 0.38% | 164,040 | $8.2M | New |
| COST Costco Wholesale Corp. | 0.37% | 8,791 | $8.1M | Add +71.5% |
| SUB iShares Short-Term National | 0.36% | 74,264 | $7.9M | Add +204.7% |
| V Visa Inc. Class A | 0.35% | 22,234 | $7.6M | Add +17.1% |
| DFIV Dimensional International Va | 0.34% | 161,916 | $7.5M | Add +1071.8% |
| XOM Exxon Mobil Corp. | 0.34% | 65,359 | $7.4M | Add +24.5% |
| LLY Eli Lilly & Co. | 0.34% | 9,648 | $7.4M | Add +40.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 81,839 | $7.1M | Add +19.5% |
| HYDB iShares High Yield Systemati | 0.32% | 145,313 | $7.0M | Add +83.7% |
| ABBV Abbvie Inc. | 0.32% | 29,922 | $6.9M | Add +21.2% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 92,048 | $6.7M | Add +20.4% |
| MA Mastercard Inc. Class A | 0.30% | 11,447 | $6.5M | Add +6.3% |
| WMT Walmart Inc. | 0.29% | 61,438 | $6.3M | Add +17.1% |
| AVSC Avantis US Small Cap Equity | 0.29% | 110,402 | $6.3M | New |
| IMTM iShares MSCI Intl Momentum F | 0.29% | 130,949 | $6.3M | New |
| SCHV Schwab US Large-Cap Value | 0.28% | 208,777 | $6.1M | Reduce -12.3% |
| SCHB Schwab US Broad Market ETF | 0.28% | 233,691 | $6.0M | Add +3.7% |
| HD Home Depot Inc. | 0.27% | 14,326 | $5.8M | Add +19.1% |
| DIHP Dimensional International Hi | 0.26% | 189,391 | $5.8M | New |
| GLD SPDR Gold Shares | 0.26% | 15,716 | $5.6M | Add +1.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 60,517 | $5.6M | Add +394.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 11,280 | $5.4M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 17,568 | $5.0M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 41,317 | $4.9M | Add +7.9% |
| JPIE JPMorgan Income ETF | 0.22% | 104,791 | $4.9M | Reduce -33.5% |
| IWV iShares Russell 3000 ETF | 0.22% | 12,698 | $4.8M | New |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 24,697 | $4.8M | Add +51.3% |
| CVX Chevron Corp. | 0.22% | 30,805 | $4.8M | Add +20.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 93,186 | $4.8M | Add +32.8% |
| MCD McDonald's Corp. | 0.21% | 15,325 | $4.7M | Add +11.5% |
| PB Prosperity Bancshares Inc. | 0.21% | 67,899 | $4.5M | Add +7.3% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 66,372 | $4.3M | Add +37.6% |
| SCHF Schwab Intl Equity ETF | 0.20% | 184,938 | $4.3M | Add +37.1% |
| AVEM Avantis Emerging Markets Eq | 0.20% | 57,263 | $4.3M | New |
| JNJ Johnson & Johnson | 0.19% | 22,715 | $4.2M | Add +2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 39,767 | $4.2M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.19% | 8,843 | $4.1M | Add +2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 22,561 | $4.1M | Add +44.4% |
| ETN Eaton Corp. PLC | 0.19% | 10,868 | $4.1M | Add +102.2% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 13,013 | $3.9M | Add +45.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.18% | 57,353 | $3.9M | Add +7.5% |
| ORCL Oracle Corp. | 0.17% | 13,432 | $3.8M | Add +15.5% |
| RIGS Alps Strategic Income Fund | 0.16% | 153,253 | $3.6M | Add +97.8% |
| FBND Fidelity Total Bond ETF | 0.16% | 75,578 | $3.5M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 28,613 | $3.5M | Reduce -7.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 67,875 | $3.4M | Add +21.9% |
| SCHR Schwab Intermediate-Term US | 0.15% | 133,965 | $3.4M | Add +103.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.15% | 72,201 | $3.3M | Add +21.7% |
| PANW Palo Alto Networks Inc. | 0.15% | 16,064 | $3.3M | Add +21.7% |
Portfolio Sells Q2 2025 → Q3 2025
| FFIU Uva Unconstrained Medium-Ter | Reduce -0.5% | 2.10% | −0.88 |
| AMGN Amgen Inc. | Reduce -83.5% | 0.10% | −0.76 |
| JPIE JPMorgan Income ETF | Reduce -33.5% | 0.22% | −0.26 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.2% | 0.81% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 0.39% | −0.17 |
| SCHV Schwab US Large-Cap Value | Reduce -12.3% | 0.28% | −0.16 |
| FBND Fidelity Total Bond ETF | Reduce -3.0% | 0.16% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -33.9% | 0.08% | −0.07 |
| ARCC Ares Capital Corp. | Reduce -26.1% | 0.06% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.2% | 0.16% | −0.07 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.13% | −0.07 |
| T AT&T Inc. | Reduce -5.4% | 0.11% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.1% | 0.19% | −0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -4.3% | 0.14% | −0.06 |
| HON Honeywell International Inc. | Reduce -13.2% | 0.07% | −0.06 |
| SPOT Spotify Technology SA | Reduce -0.3% | 0.10% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -7.0% | 0.10% | −0.06 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.09% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 0.15% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -61.2% | 0.02% | −0.05 |
| FYLD Cambria Foreign Shareholder | Reduce -0.8% | 0.13% | −0.05 |
| MS Morgan Stanley | Reduce -22.2% | 0.07% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -2.6% | 0.10% | −0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -5.9% | 0.12% | −0.04 |
| DE Deere & Co. | Reduce -4.1% | 0.06% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -5.7% | 0.11% | −0.04 |
| DNLI Denali Therapeutics Inc. | Reduce -21.2% | 0.05% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -23.5% | 0.05% | −0.04 |
| VCRB Vanguard Core Bond ETF | Reduce -2.2% | 0.08% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.0% | 0.09% | −0.04 |
| NOW ServiceNow Inc. | Reduce -18.3% | 0.04% | −0.04 |
| FOCT FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Reduce -3.8% | 0.09% | −0.03 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -17.4% | 0.05% | −0.03 |
| ADP Automatic Data Processing | Reduce -2.5% | 0.06% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -38.7% | 0.03% | −0.03 |
| GBAB Guggenheim Taxable Municipal | Reduce -7.1% | 0.06% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -29.5% | 0.03% | −0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -1.9% | 0.09% | −0.03 |
| EAGG iShares ESG Aware US Aggrega | Reduce -6.3% | 0.06% | −0.03 |
| QUBT Quantum Computing Inc. | Sold out | 0.00% | −0.03 |
| BA The Boeing Co. | Reduce -13.8% | 0.05% | −0.03 |
| FBRT Franklin BSP Realty Trust Inc. | Sold out | 0.00% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -16.7% | 0.04% | −0.03 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -33.0% | 0.03% | −0.03 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Reduce -21.6% | 0.02% | −0.03 |
| RWX State Street SPDR Dow Jones | Sold out | 0.00% | −0.03 |
| TFLR T Rowe Price Floating RT ETF | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -45.9% | 0.02% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BSV Vanguard Short-Term Bond ETF | Add +815.8% | 1.42% | +1.20 |
| DFAC Dimensional US Core Equity 2 | Add +963.6% | 1.09% | +0.95 |
| VGT Vanguard Info Tech ETF | Add +5102.1% | 0.75% | +0.73 |
| VEA Vanguard Ftse Developed ETF | Add +202.5% | 1.24% | +0.68 |
| MTUM iShares MSCI USA Momentum Fa | Add +213.1% | 1.11% | +0.63 |
| DFUV Dimensional US Marketwide Va | New | 0.60% | +0.60 |
| DUHP Dimensional US High Profi Et | Add +5763.5% | 0.60% | +0.59 |
| IAGG iShares Intl Aggregate Bond | Add +711.5% | 0.53% | +0.43 |
| DFIC Dimensional International Co. | Add +1236.0% | 0.44% | +0.39 |
| IBIT iShares Bitcoin Trust ETF | Add +838.3% | 0.45% | +0.39 |
| DFCA Dimensional Calfornia MB ETF | New | 0.38% | +0.38 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +57.1% | 3.81% | +0.33 |
| DFIV Dimensional International Va | Add +1071.8% | 0.34% | +0.30 |
| VWO Vanguard Ftse Emerging Marke | Add +247.2% | 0.49% | +0.30 |
| AVSC Avantis US Small Cap Equity | New | 0.29% | +0.29 |
| IMTM iShares MSCI Intl Momentum F | New | 0.29% | +0.29 |
| DIHP Dimensional International Hi | New | 0.26% | +0.26 |
| IWV iShares Russell 3000 ETF | New | 0.22% | +0.22 |
| AVEM Avantis Emerging Markets Eq | New | 0.20% | +0.20 |
| SUB iShares Short-Term National | Add +204.7% | 0.36% | +0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +394.3% | 0.26% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +101.3% | 0.53% | +0.18 |
| MUB iShares National Muni Bond E | Add +71.3% | 0.97% | +0.16 |
| DFAU Dimensional US Core Equity M | Add +673.2% | 0.14% | +0.11 |
| MU Micron Technology Inc. | Add +532.7% | 0.14% | +0.11 |
| TSLA Tesla Inc. | Add +26.3% | 0.58% | +0.10 |
| IAU iShares Gold Trust | Add +47.6% | 0.65% | +0.10 |
| AGG iShares Core U.S. Aggregate | Add +50.7% | 2.16% | +0.10 |
| ZAP GX US Electrification ETF | New | 0.09% | +0.09 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +416.0% | 0.12% | +0.09 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.08% | +0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Add +62.7% | 0.70% | +0.08 |
| CMF iShares California Muni Bond | New | 0.08% | +0.08 |
| PSN Parsons Corp. | New | 0.08% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +44.1% | 1.58% | +0.07 |
| SLV iShares Silver Trust | Add +206.7% | 0.11% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +18.6% | 0.65% | +0.07 |
| HYDB iShares High Yield Systemati | Add +83.7% | 0.32% | +0.07 |
| ETN Eaton Corp. PLC | Add +102.2% | 0.19% | +0.06 |
| GD General Dynamics Corp. | Add +188.6% | 0.10% | +0.06 |
| USMV iShares MSCI USA Min Vol Fac | Add +195.8% | 0.10% | +0.05 |
| TLH iShares 10-20 Year Treasury | Add +53.1% | 0.77% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +44.4% | 0.19% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +35.5% | 2.40% | +0.05 |
| DFSD Dimensional Short Duration | New | 0.05% | +0.05 |
| SCHR Schwab Intermediate-Term US | Add +103.8% | 0.15% | +0.04 |
| EDGF 3EDGE Dynamic Fixed Incm ETF | New | 0.04% | +0.04 |
| RIGS Alps Strategic Income Fund | Add +97.8% | 0.16% | +0.04 |
| DFAI Dimensional International Co. | Add +151.4% | 0.09% | +0.04 |
| GM General Motors Co. | New | 0.04% | +0.04 |
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 |