Savvy Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Savvy Advisors, Inc. reported 1,003 stock positions worth $3.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.6% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 4.3%) and Nvidia (NVDA, 4.3%). Compared with Q3 2025, it opened 247 new positions, sold out of 64, added to 583 and reduced 153. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +347%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002003633
Portfolio Value
$3.1B (Q4 2025)
SEC Filing
0002003633-26-000001 ↗ filed Jan 20, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $173.5M Q1 2024 Q2 2024: $306.8M Q2 2024 Q3 2024: $492.5M Q3 2024 Q4 2024: $831.5M Q4 2024 Q1 2025: $994.4M Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $3.1B $3.1B Q4 2025 Q1 2026: $3.7B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 1,003 stocks · $3.1B
VOO Vanguard S&P 500 ETF 6.61% 326,075 $204.5M Add +42.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.27% 2,839,695 $132.2M Add +60.0%
NVDA Nvidia Corp. 4.27% 708,150 $132.1M Reduce -0.6%
IVV iShares Core S&P 500 ETF 2.85% 128,636 $88.1M Add +28.1%
JQUA JPMorgan US Quality Factor 2.77% 1,358,559 $85.8M Add +64.4%
SCHG Schwab US Large-Cap Growth 2.50% 2,371,128 $77.3M Add +44.8%
AAPL Apple Inc. 2.16% 245,595 $66.8M Add +14.9%
AGG iShares Core U.S. Aggregate 1.86% 577,483 $57.7M Add +23.0%
IVLU iShares MSCI International V 1.78% 1,448,020 $55.1M Add +74.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.74% 282,432 $53.9M Add +53.0%
MSFT Microsoft Corp. 1.74% 111,477 $53.9M Add +23.5%
FFIU Uva Unconstrained Medium-Ter 1.57% 2,184,260 $48.6M Add +6.9%
SPEM State Street SP PTF Em ETF 1.17% 772,689 $36.2M Add +144.5%
VEA Vanguard Ftse Developed ETF 1.15% 568,020 $35.5M Add +25.8%
XLK SS Technology Select Sector 1.08% 232,103 $33.4M Add +57.0%
AMZN Amazon.com Inc. 1.03% 138,494 $32.0M Add +26.3%
BSV Vanguard Short-Term Bond ETF 1.01% 396,445 $31.2M Add +1.1%
MUB iShares National Muni Bond E 0.94% 272,482 $29.2M Add +37.0%
GOOGL Alphabet Inc. Class A 0.86% 84,802 $26.5M Add +19.7%
TLH iShares 10-20 Year Treasury 0.86% 260,937 $26.5M Add +61.2%
DFAC Dimensional US Core Equity 2 0.86% 669,772 $26.5M Add +8.9%
GOOG Alphabet Inc. Class C 0.85% 84,092 $26.4M Add +45.7%
IAU iShares Gold Trust 0.84% 320,709 $26.0M Add +64.0%
MTUM iShares MSCI USA Momentum Fa 0.80% 99,237 $24.8M Add +5.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.79% 50,408 $24.6M Add +346.9%
QQQ Invesco QQQ Trust Series 1 0.73% 36,666 $22.5M Add +38.6%
VMBS Vanguard Mortgage-Backed Sec 0.72% 470,520 $22.2M Add +44.4%
PG The Procter & Gamble Co. 0.71% 153,050 $21.9M Add +62.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.70% 31,767 $21.7M Add +18.5%
AVGO Broadcom Inc. 0.70% 62,259 $21.5M Add +41.2%
EFG iShares MSCI Eafe Growth ETF 0.66% 178,301 $20.3M Add +30.5%
DBEF Xtrackers MSCI Eafe Hedged E 0.63% 405,556 $19.5M Add +31.1%
SGOL Abrdn Physical Gold Shares 0.61% 460,111 $18.9M Reduce -4.1%
BRK.B Berkshire Hathaway Inc. Class B 0.60% 37,124 $18.7M Add +60.3%
OEF iShares S&P 100 ETF 0.57% 51,740 $17.7M Add +73.6%
VGT Vanguard Info Tech ETF 0.56% 23,049 $17.4M Add +5.2%
LLY Eli Lilly & Co. 0.56% 16,052 $17.3M Add +66.4%
VTI VG Morningstar TS MKT ETF-US 0.52% 47,798 $16.0M Add +22.7%
META Meta Platforms Inc. Class A 0.52% 24,237 $16.0M Add +29.9%
JPM JPMorgan Chase & Co. 0.51% 49,156 $15.8M Add +40.4%
TSLA Tesla Inc. 0.49% 33,751 $15.2M Add +18.2%
XCEM Columbia Em Core Ex-China 0.48% 391,355 $15.0M Add +33.2%
IAGG iShares Intl Aggregate Bond 0.48% 297,912 $14.9M Add +33.5%
VWO Vanguard Ftse Emerging Marke 0.47% 270,274 $14.5M Add +37.3%
SCHX Schwab US Large-Cap ETF 0.45% 518,836 $14.0M Add +4.9%
DFUV Dimensional US Marketwide Va 0.45% 296,739 $13.8M Add +1.4%
DUHP Dimensional US High Profi Et 0.44% 358,073 $13.6M Add +3.2%
VB Vanguard Most SM-Cap ETF-Usd 0.44% 52,610 $13.6M Add +15.2%
IEFA iShares Core MSCI Eafe ETF 0.41% 142,804 $12.8M Add +74.5%
DFIV Dimensional International Va 0.40% 246,867 $12.3M Add +52.5%
SPYM Ste STR SPDR PT S&P 500 ETF 0.38% 147,748 $11.9M Add +482.8%
JBND JPMorgan Active Bond ETF 0.37% 210,525 $11.4M Reduce 0.0%
SCHD Schwab US DVD Equity ETF 0.36% 410,392 $11.3M Add +33.6%
XOM Exxon Mobil Corp. 0.34% 87,021 $10.5M Add +33.1%
DMBS Doubleline Mortgage ETF 0.34% 210,463 $10.5M Add +12.1%
HYDB iShares High Yield Systemati 0.33% 218,282 $10.3M Add +50.2%
DFIC Dimensional International Co. 0.33% 297,275 $10.2M Add +2.1%
V Visa Inc. Class A 0.33% 28,922 $10.1M Add +30.1%
IJH iShares Core S&P Midcap ETF 0.33% 152,392 $10.1M Add +129.6%
IXUS iShares Core Intl Stock ETF 0.31% 114,376 $9.7M Add +743.6%
IBIT iShares Bitcoin Trust ETF 0.31% 192,203 $9.5M Add +26.7%
ACIO Aptus Collared Invest Opp 0.31% 217,209 $9.5M New
WMT Walmart Inc. 0.30% 84,672 $9.4M Add +37.8%
ZAP GX US Electrification ETF 0.28% 299,931 $8.7M Add +350.0%
ABBV Abbvie Inc. 0.27% 36,568 $8.4M Add +22.2%
XLV SS Health Care Select Sector 0.27% 53,515 $8.3M Add +2573.1%
DFCA Dimensional Calfornia MB ETF 0.27% 165,328 $8.3M Add +0.8%
XLY SS Consumer Disc Select Sect 0.27% 68,823 $8.2M New
COST Costco Wholesale Corp. 0.26% 9,329 $8.0M Add +6.1%
SUB iShares Short-Term National 0.26% 74,150 $7.9M Reduce -0.1%
MA Mastercard Inc. Class A 0.25% 13,492 $7.7M Add +17.9%
SPYV SS SPDR P S&P 500 Value ETF 0.25% 135,085 $7.7M Add +514.5%
IWD iShares Russell 1000 Value E 0.25% 36,248 $7.6M Add +2569.2%
GLD SPDR Gold Shares 0.24% 18,395 $7.3M Add +17.1%
SCHV Schwab US Large-Cap Value 0.23% 244,641 $7.2M Add +17.2%
DFUS Dimensional US Eq MKT ETF 0.23% 94,878 $7.0M Add +3.1%
SPHQ Invesco S&P 500 Quality ETF 0.22% 90,619 $6.8M Add +1564.3%
JNJ Johnson & Johnson 0.22% 32,588 $6.7M Add +43.5%
HD Home Depot Inc. 0.22% 19,478 $6.7M Add +36.0%
AVSC Avantis US Small Cap Equity 0.22% 113,758 $6.7M Add +3.0%
MU Micron Technology Inc. 0.21% 22,814 $6.5M Add +29.0%
CVX Chevron Corp. 0.21% 42,302 $6.4M Add +37.3%
XT Ishar Fture Exp Tech ETF-Usd 0.21% 91,922 $6.4M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 21,296 $6.3M Add +21.2%
RSP Invesco S&P 500 Equal Weight 0.20% 32,520 $6.2M Add +751.3%
DIHP Dimensional International Hi 0.20% 195,774 $6.2M Add +3.4%
IEMG iShares Core MSCI Emerging 0.20% 90,144 $6.1M Add +87.2%
IJR iShares Core S&P Small-Cap E 0.20% 50,366 $6.1M Add +21.9%
OSCV Opus Small Cap Value ETF 0.19% 161,148 $6.0M New
SCHB Schwab US Broad Market ETF 0.19% 227,410 $6.0M Reduce -2.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.18% 62,496 $5.7M Add +3.3%
MCD McDonald's Corp. 0.18% 18,578 $5.7M Add +21.2%
QUAL iShares MSCI USA Quality Fac 0.18% 27,381 $5.4M Add +10.9%
PLTR Palantir Technologies Inc. Class A 0.18% 30,591 $5.4M Add +35.6%
CAT Caterpillar Inc. 0.17% 8,975 $5.1M Add +49.2%
SCHF Schwab Intl Equity ETF 0.17% 212,967 $5.1M Add +15.2%
JPIE JPMorgan Income ETF 0.16% 108,017 $5.0M Add +3.1%
EMB iShares JP Morgan Usd Emergi 0.16% 51,488 $5.0M Add +60.1%
DRSK Aptus Defined Risk ETF 0.16% 172,440 $4.9M New
IWV iShares Russell 3000 ETF 0.16% 12,581 $4.9M Reduce -0.9%

Show all 1,003 holdings

Options reported separately and not counted above: SPY calls ($365K), SPY puts ($179K), SPOT puts ($107K), AMD calls ($79K), UNH calls ($45K), LODE calls ($34K), BRK.B puts ($12K), LLY puts ($11K), AMD puts ($5K), QQQ puts ($1K), AMZN calls ($1K), MSFT calls ($810), and 18 more.

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Reduce -0.6% 4.27% −1.84
SGOL Abrdn Physical Gold Shares Reduce -4.1% 0.61% −0.20
IMTM iShares MSCI Intl Momentum F Reduce -51.2% 0.10% −0.19
JBND JPMorgan Active Bond ETF Reduce 0.0% 0.37% −0.16
RIGS Alps Strategic Income Fund Reduce -63.7% 0.04% −0.12
SUB iShares Short-Term National Reduce -0.1% 0.26% −0.11
SCHB Schwab US Broad Market ETF Reduce -2.7% 0.19% −0.08
NVO Novo-Nordisk A/S-Spons ADR Reduce -31.7% 0.05% −0.07
JMST JPM Ultra-Short Muni Income Reduce -0.2% 0.15% −0.07
IWV iShares Russell 3000 ETF Reduce -0.9% 0.16% −0.06
JAAA Janus Henderson Aaa Clo ETF Reduce -49.4% 0.03% −0.05
TFI SS SPDR N Ice Muni Bond ETF Reduce -7.3% 0.10% −0.05
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -9.3% 0.09% −0.05
INTC Intel Corp. Reduce -21.3% 0.08% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.0% 0.11% −0.05
EDGF 3EDGE Dynamic Fixed Incm ETF Sold out 0.00% −0.04
FTEC Fidelity MSCI Info Tech Indx Reduce -8.1% 0.08% −0.04
BNDX Vanguard Total Intl Bond ETF Reduce -11.3% 0.06% −0.04
VBIL Vanguard 0-3M T-Bill ETF Reduce -1.4% 0.08% −0.04
FYLD Cambria Foreign Shareholder Reduce -0.8% 0.09% −0.04
VIGI Vanguard Int Div App Indx FD Reduce -10.7% 0.06% −0.03
ODFL Old Dominion Freight Line Sold out 0.00% −0.03
IDEV iShares Core MSCI Dev MKTS Reduce -11.3% 0.06% −0.03
VGIT Vanguard Intermediate-Term T Reduce -47.3% 0.02% −0.03
DNLI Denali Therapeutics Inc. Reduce -49.4% 0.02% −0.03
IBTF iShares Ibonds Dec 2025 Term Sold out 0.00% −0.03
RBLX Roblox Corp. Class A Sold out 0.00% −0.03
COWG Pacer US LRG Cap Cows GR LD Reduce -3.4% 0.06% −0.03
VGLT Vanguard Long-Term Treasury Reduce -4.7% 0.05% −0.03
JCPB JPMorgan Core Plus Bond ETF Reduce -30.3% 0.03% −0.03
IWY iShares Russell Top 200 Grow Reduce -0.6% 0.07% −0.03
COWZ Pacer US Cash Cows 100 ETF Reduce -3.5% 0.07% −0.03
EDGH 3EDGE Dynamic Hard Asset ETF Sold out 0.00% −0.03
TSPA T Rowe Price US Eqy Research Reduce -63.5% 0.01% −0.03
FVD First Trust Value Line DVD Reduce -2.5% 0.05% −0.02
ESGE iShares Inc. iShares ESG Awar Reduce -30.6% 0.02% −0.02
DFAX Dimensional World Ex US Core Reduce -1.5% 0.06% −0.02
EFIV SS SPDR S&P 500 ESG ETF Reduce -3.4% 0.05% −0.02
AGIO Agios Pharmaceuticals Inc. Sold out 0.00% −0.02
GBAB Guggenheim Taxable Municipal Reduce -1.8% 0.04% −0.02
SCHO Schwab Short-Term US Treas Reduce -5.9% 0.04% −0.02
CSHI Neos Enhanced Income 1-3 Mon Reduce -50.0% 0.01% −0.02
MMM 3M Co. Reduce -14.0% 0.03% −0.02
DSM BNYM Strat Muni BND Sold out 0.00% −0.02
IEO iShares U.S. Oil & Gas Explo Reduce -9.2% 0.03% −0.02
ICOW Pacer Developed Markets Inte Sold out 0.00% −0.02
PVAL Putnam Focused LRG Cap Value Reduce -63.2% 0.01% −0.02
ELS Equity Lifestyle Properties Reduce -8.6% 0.03% −0.02
SECT Main Sector Rotation ETF Sold out 0.00% −0.02
MEAR Ishrs Short Mat Muni Act ETF Reduce -6.2% 0.03% −0.02

Portfolio Buys Q3 2025 → Q4 2025
VUG Vanguard Mrngstar GR ETF-Sui Add +346.9% 0.79% +0.55
SPEM State Street SP PTF Em ETF Add +144.5% 1.17% +0.49
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +60.0% 4.27% +0.46
IVLU iShares MSCI International V Add +74.3% 1.78% +0.43
JQUA JPMorgan US Quality Factor Add +64.4% 2.77% +0.38
ACIO Aptus Collared Invest Opp New 0.31% +0.31
SPYM Ste STR SPDR PT S&P 500 ETF Add +482.8% 0.38% +0.29
XLY SS Consumer Disc Select Sect New 0.27% +0.27
IXUS iShares Core Intl Stock ETF Add +743.6% 0.31% +0.26
XLV SS Health Care Select Sector Add +2573.1% 0.27% +0.25
IWD iShares Russell 1000 Value E Add +2569.2% 0.25% +0.23
LLY Eli Lilly & Co. Add +66.4% 0.56% +0.22
XT Ishar Fture Exp Tech ETF-Usd New 0.21% +0.21
GOOG Alphabet Inc. Class C Add +45.7% 0.85% +0.21
SPHQ Invesco S&P 500 Quality ETF Add +1564.3% 0.22% +0.20
OSCV Opus Small Cap Value ETF New 0.19% +0.19
SPYV SS SPDR P S&P 500 Value ETF Add +514.5% 0.25% +0.19
ZAP GX US Electrification ETF Add +350.0% 0.28% +0.19
IAU iShares Gold Trust Add +64.0% 0.84% +0.19
RSP Invesco S&P 500 Equal Weight Add +751.3% 0.20% +0.17
VTV Vanguard Mrngstr Val ETF-Aui Add +53.0% 1.74% +0.16
DRSK Aptus Defined Risk ETF New 0.16% +0.16
IVOO Vanguard S&P Mid-Cap 400 ETF New 0.15% +0.15
VOO Vanguard S&P 500 ETF Add +42.0% 6.61% +0.14
IJH iShares Core S&P Midcap ETF Add +129.6% 0.33% +0.13
XLK SS Technology Select Sector Add +57.0% 1.08% +0.12
OEF iShares S&P 100 ETF Add +73.6% 0.57% +0.12
XLP SS Consumer Staples Sel Sect New 0.11% +0.11
HYZD Wisdomtree Interest Rate Hed New 0.10% +0.10
IEI iShares 3-7 Year Treasury Bo New 0.10% +0.10
ONEY SS SPDR R1000 Yield Foc ETF New 0.10% +0.10
FELG Fidelity Enh LRG Cap GWTH New 0.10% +0.10
SCHG Schwab US Large-Cap Growth Add +44.8% 2.50% +0.10
FBCG Fidelity Blue Chip Grow ETF New 0.10% +0.10
LQDH iShares Int Hedg Corp. BD ETF New 0.09% +0.09
BUSE First Busey Corp. New 0.09% +0.09
ADME Aptus Drwdwn MGD Eqty ETF New 0.09% +0.09
TLH iShares 10-20 Year Treasury Add +61.2% 0.86% +0.09
GSEW Goldman Sachs Eql WGHT Large New 0.09% +0.09
IEV iShares Europe ETF New 0.09% +0.09
EUAD Select Stoxx Eur Aer DE ETF New 0.09% +0.09
JUCY Aptus Enhanced Yield ETF New 0.09% +0.09
SDY SS SPDR S&P Dividend ETF New 0.09% +0.09
IEFA iShares Core MSCI Eafe ETF Add +74.5% 0.41% +0.08
SCHP Schwab U.S. Tips ETF Add +508.9% 0.11% +0.08
EFA iShares MSCI Eafe ETF Add +257.9% 0.13% +0.08
DIVO Amplify CWP Enhan Divid ETF New 0.08% +0.08
MU Micron Technology Inc. Add +29.0% 0.21% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +60.3% 0.60% +0.07
FBCV Fidelity Blue Chip Value ETF New 0.07% +0.07

Options Activity Q3 2025 → Q4 2025
SPY SS SPDR S&P 500 ETF Trust-US call New 4,300 $365K
SPY SS SPDR S&P 500 ETF Trust-US put New 10,500 $179K
SPOT Spotify Technology SA put New 2,300 $107K
AMD Advanced Micro Devices call New 700 $79K
UNH Unitedhealth Group Inc. call New 600 $45K
LODE Comstock Inc. call New 22,700 $34K
BRK.B Berkshire Hathaway Inc. Class B put New 6,300 $12K
LLY Eli Lilly & Co. put New 500 $11K
AMD Advanced Micro Devices put New 400 $5K
QQQ Invesco QQQ Trust Series 1 put New 100 $1K
AMZN Amazon.com Inc. call New 100 $1K
MSFT Microsoft Corp. call New 500 $810
GLD SPDR Gold Shares call New 100 $755
RCL Royal Caribbean Cruises Ltd. call New 100 $483
GS Goldman Sachs Group Inc. call New 100 $430
META Meta Platforms Inc. Class A call New 400 $250
AXP American Express Co. call New 100 $215
HOOD Robinhood Markets Inc. Class A call New 100 $182
FERG Ferguson Enterprises Inc. call New 400 $99
INTC Intel Corp. call New 400 $75
FCX Freeport-McMoran Inc. call New 100 $64
GOOGL Alphabet Inc. Class A put New 200 $25
RGTI Rigetti Computing Inc. call New 600 $23
OPEN Opendoor Technologies Inc. call New 200 $4
POWI Power Integrations Inc. call New 600 $4
ACHR Archer Aviation Inc. Class A call New 1,500 $1
PANW Palo Alto Networks Inc. call New 400 $1
NLY Annaly Capital Management Inc. call New 2,000 $0
MPT Medical Properties Trust Inc. call New 1,000 $0
NFLX Netflix Inc. call New 2,000 $0

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,232$4.7BVOO, IUSB, NVDA, IVLU, SCHG
Q1 2026 1,116$3.7BVOO, IUSB, NVDA, IVLU, SCHG
Q4 2025 1,003$3.1BVOO, IUSB, NVDA, IVV, JQUA
Q3 2025 820$2.2BVOO, NVDA, IUSB, IVV, AAPL
Q2 2025 648$1.5BNVDA, VOO, IUSB, IVV, FFIU
Q1 2025 517$994.4MNVDA, VOO, IUSB, FFIU, AAPL
Q4 2024 449$831.5MNVDA, VOO, FFIU, IUSB, AAPL
Q3 2024 350$492.5MVOO, IUSB, JQUA, AMGN, VTI
Q2 2024 299$306.8MVOO, AMGN, IUSB, MSFT, IVV
Q1 2024 222$173.5MVOO, AMGN, IUSB, SCHX, MSFT