Savvy Advisors, Inc.
Sector Allocation
- Other63.0%$2.9B
- Technology15.1%$706.3M
- Financials8.6%$401.1M
- Healthcare2.7%$124.6M
- Consumer Discretionary2.6%$120.1M
- Industrials2.3%$107.8M
- Consumer Staples1.9%$88.2M
- Energy1.1%$48.9M
- Communication Services1.0%$47.8M
- Utilities0.7%$32.7M
AUM History
13fpro.ai/research/fund/savvy-advisors-inc-2003633
Conviction and streaks
Diversifying · top 10 = 27.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$297.5M
- ISHARES$177.3M
NVDA
$165.2M- ISHARES$109.3M
- SCHWAB$103.6M
AAPL
$98.5M- J$95.0M
- ISHARES$86.2M
- ISHARES$71.2M
- ISHARES$63.1M
- SELECT$58.3M
MSFT
$56.5M- AMERICAN$55.7M
- VANGUARD$55.4M
- SPINNAKER$49.2M
- DIMENSIONAL$47.5M
- ISHARES$46.8M
AMZN
$45.8M- SPDR$45.3M
GOOGL
$40.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/savvy-advisors-inc-2003633
Savvy Advisors, Inc. 13F holdings — Q2 2026
$4.7B portfolio (+25.8% QoQ) · 1,261 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
Includes $35.3M of put/call options ($8.8M puts, $26.4M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $4.7B. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$297.5M
6.4% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE UNIVRSL USD
$177.3M
3.8% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— $165.2M
3.5% of stocks
+7%This quarter+4.5%Since filed7+ qtrsHeld- 4
ISHARES TR - MSCI INTL VLU FT
$109.3M
2.3% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US LCAP GR ETF
$103.6M
2.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $98.5M
2.1% of stocks
+11%This quarter+13.3%Since filed7+ qtrsHeld- 7
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
$95.0M
2.0% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P500 ETF
$86.2M
1.8% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE US AGGBD ET
$71.2M
1.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - EAFE GRWTH ETF
$63.1M
1.4% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $297.5M | 6.4% | +9% | — | — | — | — | |
| 2 | ISHARES TR - CORE UNIVRSL USD | $177.3M | 3.8% | +15% | — | — | — | — | |
| 3 | $165.2M | 3.5% | +7% | +4.5% | 7+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - MSCI INTL VLU FT | $109.3M | 2.3% | +17% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $103.6M | 2.2% | +7% | — | — | — | — | |
| 6 | $98.5M | 2.1% | +11% | +13.3% | 7+ qtrsAdded 6 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $95.0M | 2.0% | -0.7% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P500 ETF | $86.2M | 1.8% | -7% | — | — | — | — | |
| 9 | ISHARES TR - CORE US AGGBD ET | $71.2M | 1.5% | +6% | — | — | — | — | |
| 10 | ISHARES TR - EAFE GRWTH ETF | $63.1M | 1.4% | +9% | — | — | — | — |
All holdings — Savvy Advisors, Inc. (Q2 2026)
1,261 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $58.3M | 1.3% | 306K | +11% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $56.5M | 1.2% | 152K | +15% | 7+ qtrsAdded 6 qtrs in a row | 79.8 | 13F | |
| 13 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $55.7M | 1.2% | 446K | +35% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $55.4M | 1.2% | 254K | +3% | — | — | 13F |
| 15 | — | SPINNAKER ETF SERIES - UVA UNCONSTRAINDetf/fund | — | $49.2M | 1.1% | 2.26M | +2% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $47.5M | 1.0% | 1.07M | +12% | — | — | 13F |
| 17 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $46.8M | 1.0% | 435K | +14% | — | — | 13F |
| 18 | AMAZON COM INC | Consumer Discretionary | $45.8M | 1.0% | 192K | +14% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $45.3M | 1.0% | 875K | -16% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $40.6M | 0.9% | 114K | +15% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $39.5M | 0.8% | 554K | +4% | — | — | 13F |
| 22 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $38.8M | 0.8% | 113K | -2% | — | — | 13F |
| 23 | FIRST BUSEY CORP /NV/ | Financials | $38.0M | 0.8% | 1.29M | -0.6% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc.note | Technology | $37.5M | 0.8% | 481K | +9% | 7+ qtrsAdded 6 qtrs in a row | 78.0 | 13F | |
| 25 | Alphabet Inc. | Technology | $36.6M | 0.8% | 104K | +7% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $34.3M | 0.7% | 93K | +7% | |||
| 27 | — | ISHARES TR - CORE INTL AGGR | — | $32.9M | 0.7% | 650K | +19% | |||
| 28 | $MU | MICRON TECHNOLOGY INC | Technology | $31.7M | 0.7% | 27K | -9% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $31.2M | 0.7% | 83K | +19% | |||
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $30.7M | 0.7% | 357K | +552% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $29.8M | 0.6% | 71K | +65% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $28.2M | 0.6% | 192K | +2% | |||
| 33 | — | ISHARES INC - CORE MSCI EMKT | — | $27.1M | 0.6% | 327K | +279% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $26.1M | 0.6% | 22K | +21% | |||
| 35 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $25.3M | 0.5% | 34K | -5% | |||
| 36 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $24.5M | 0.5% | 522K | +13% | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $24.4M | 0.5% | 49K | +11% | |||
| 38 | $IVZ | Invesco Ltd. | Financials | $23.8M | 0.5% | 112K | +27% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $23.7M | 0.5% | 32K | +5% | |||
| 40 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $23.6M | 0.5% | 265K | -2% | |||
| 41 | — | VANGUARD WORLD FD - INF TECH ETF | — | $23.3M | 0.5% | 195K | +640% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $22.3M | 0.5% | 68K | +13% | |||
| 43 | — | ISHARES TR - HIGH YLD SYSTM B | — | $21.7M | 0.5% | 464K | +24% | |||
| 44 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $21.6M | 0.5% | 781K | -4% | |||
| 45 | — | ISHARES TR - MSCI EAFE ETF | — | $21.5M | 0.5% | 207K | +0.5% | |||
| 46 | — | ISHARES TR - 10-20 YR TRS ETF | — | $20.9M | 0.5% | 208K | +3% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $19.2M | 0.4% | 461K | +6% | |||
| 48 | $IAU | ISHARES GOLD TRUST | Financials | $19.0M | 0.4% | 252K | +7% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $17.9M | 0.4% | 32K | +6% | |||
| 50 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $17.7M | 0.4% | 322K | +0.7% | |||
| 51 | — | ISHARES TR - CORE MSCI EAFE | — | $17.7M | 0.4% | 183K | +2% | |||
| 52 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $17.7M | 0.4% | 559K | -4% | |||
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $17.4M | 0.4% | 57K | +2% | |||
| 54 | — | RBB FD INC - F/M US TREASURY | — | $17.3M | 0.4% | 347K | -27% | |||
| 55 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $16.8M | 0.4% | 317K | -6% | |||
| 56 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $16.2M | 0.3% | 551K | +0.0% | |||
| 57 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $16.1M | 0.3% | 270K | +2% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $15.4M | 0.3% | 27K | +9% | |||
| 59 | $ABBV | AbbVie Inc. | Healthcare | $15.2M | 0.3% | 60K | +36% | |||
| 60 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $14.4M | 0.3% | 266K | +9% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $14.2M | 0.3% | 13K | +12% | |||
| 62 | — | ISHARES TR - 0-3 MTH TREASURY | — | $14.2M | 0.3% | 141K | +26% | |||
| 63 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $14.1M | 0.3% | 110K | +25% | |||
| 64 | — | GLOBAL X FDS - U S ELECT ETF | — | $13.9M | 0.3% | 400K | +23% | |||
| 65 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $13.7M | 0.3% | 256K | +19% | |||
| 66 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $13.6M | 0.3% | 271K | +197% | |||
| 67 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $13.5M | 0.3% | 153K | +0.7% | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $13.4M | 0.3% | 98K | +5% | |||
| 69 | $WT | WisdomTree, Inc. | Financials | $13.1M | 0.3% | 141K | New | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $13.1M | 0.3% | 52K | +22% | |||
| 71 | $V | VISA INC. | Financials | $12.9M | 0.3% | 38K | +13% | |||
| 72 | — | ISHARES TR - CORE S&P MCP ETF | — | $12.9M | 0.3% | 167K | +5% | |||
| 73 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $12.6M | 0.3% | 154K | +5% | |||
| 74 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $12.5M | 0.3% | 560K | +50% | |||
| 75 | $WMT | Walmart Inc. | Consumer Staples | $12.4M | 0.3% | 110K | -0.0% | |||
| 76 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $12.4M | 0.3% | 294K | +32% | |||
| 77 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | — | $12.2M | 0.3% | 248K | +7% | |||
| 78 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.1M | 0.3% | 13K | +7% | |||
| 79 | — | ISHARES TR - CORE S&P SCP ETF | — | $12.1M | 0.3% | 81K | +64% | |||
| 80 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $11.8M | 0.3% | 315K | +8% | |||
| 81 | $SGOL | abrdn Gold ETF Trust | Financials | $11.7M | 0.3% | 306K | -12% | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $11.3M | 0.2% | 120K | New | |||
| 83 | $CSCO | CISCO SYSTEMS, INC. | Technology | $10.9M | 0.2% | 92K | +32% | |||
| 84 | $IBIT | iShares Bitcoin Trust ETF | Financials | $10.8M | 0.2% | 324K | +25% | |||
| 85 | $VIR | Vir Biotechnology, Inc. | Healthcare | $10.6M | 0.2% | 1.04M | New | |||
| 86 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $9.9M | 0.2% | 14K | +46% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $9.7M | 0.2% | 83K | +32% | |||
| 88 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $9.7M | 0.2% | 236K | +57% | |||
| 89 | $MA | Mastercard Inc | Financials | $9.7M | 0.2% | 19K | +13% | |||
| 90 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $9.6M | 0.2% | 159K | +14% | |||
| 91 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $9.6M | 0.2% | 105K | +58% | |||
| 92 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | — | $9.6M | 0.2% | 192K | +8% | |||
| 93 | — | ISHARES TR - SHRT NAT MUN ETF | — | $9.5M | 0.2% | 89K | +9% | |||
| 94 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $9.3M | 0.2% | 379K | +9% | |||
| 95 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $9.2M | 0.2% | 126K | +0.3% | |||
| 96 | $CVX | CHEVRON CORP | Energy | $9.2M | 0.2% | 55K | +9% | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $9.1M | 0.2% | 26K | +9% | |||
| 98 | $GE | GENERAL ELECTRIC CO | Industrials | $9.1M | 0.2% | 24K | +27% | |||
| 99 | — | ISHARES TR - RUS 1000 VAL ETF | — | $8.8M | 0.2% | 36K | +3% | |||
| 100 | — | ISHARES TR - CORE MSCI TOTAL | — | $8.7M | 0.2% | 91K | -10% | |||
| 101 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.4M | 0.2% | 30K | +15% | |||
| 102 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $8.3M | 0.2% | 244K | +5% | |||
| 103 | $GLD | SPDR GOLD TRUST | Financials | $8.3M | 0.2% | 23K | -4% | |||
| 104 | $GS | GOLDMAN SACHS GROUP INC | Financials | $8.2M | 0.2% | 8,156 | +6% | |||
| 105 | — | ISHARES TR - MSCI USA QLT FCT | — | $8.1M | 0.2% | 37K | +13% | |||
| 106 | $LRCX | LAM RESEARCH CORP | Technology | $8.1M | 0.2% | 19K | +56% | |||
| 107 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $8.0M | 0.2% | 313K | +38% | |||
| 108 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $7.8M | 0.2% | 130K | +28% | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $7.8M | 0.2% | 86K | -2% | |||
| 110 | $PANW | Palo Alto Networks Inc | Technology | $7.6M | 0.2% | 22K | +2% | |||
| 111 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $7.6M | 0.2% | 22K | +6% | |||
| 112 | — | ISHARES TR - FUTU EXPO TE ETF | — | $7.6M | 0.2% | 91K | +2% | |||
| 113 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $7.5M | 0.2% | 77K | +18% | |||
| 114 | — | ISHARES TR - S&P 100 ETF | — | $7.4M | 0.2% | 20K | -4% | |||
| 115 | $RTX | RTX Corp | Industrials | $7.4M | 0.2% | 39K | +15% | |||
| 116 | $PLTR | Palantir Technologies Inc. | Technology | $7.3M | 0.2% | 63K | +38% | |||
| 117 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $7.2M | — | 9,600 | +43% | |||
| 118 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $7.0M | 0.1% | 59K | +24% | |||
| 119 | — | ISHARES INC - MSCI EMRG CHN | — | $6.9M | 0.1% | 67K | +10% | |||
| 120 | $PM | Philip Morris International Inc. | Consumer Staples | $6.7M | 0.1% | 37K | +12% | |||
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | — | $6.7M | 0.1% | 48K | +17% | |||
| 122 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $6.6M | 0.1% | 191K | -16% | |||
| 123 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $6.6M | 0.1% | 82K | +542% | |||
| 124 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.6M | 0.1% | 115K | +22% | |||
| 125 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.5M | 0.1% | 24K | +6% | |||
| 126 | $INTC | INTEL CORP | Technology | $6.4M | 0.1% | 46K | +16% | |||
| 127 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $6.4M | 0.1% | 221K | -0.7% | |||
| 128 | — | ISHARES TR - LONG TERM MUNI | — | $6.4M | 0.1% | 125K | +16% | |||
| 129 | $KO | COCA COLA CO | Consumer Staples | $6.3M | 0.1% | 78K | +32% | |||
| 130 | $ETN | Eaton Corp plc | Industrials | $6.3M | 0.1% | 15K | +17% | |||
| 131 | $IAUM | iShares Gold Trust Micro | Financials | $6.3M | 0.1% | 157K | +182% | |||
| 132 | — | ISHARES TR - CONV BD ETF | — | $6.3M | 0.1% | 51K | +28% | |||
| 133 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $6.1M | 0.1% | 71K | +24% | |||
| 134 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $6.1M | 0.1% | 207K | +40% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $6.1M | 0.1% | 99K | New | |||
| 136 | $DELL | Dell Technologies Inc. | Technology | $6.0M | 0.1% | 14K | +114% | |||
| 137 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $6.0M | 0.1% | 97K | +514% | |||
| 138 | $MRK | Merck & Co., Inc. | Healthcare | $5.9M | 0.1% | 46K | +54% | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $5.9M | 0.1% | 19K | +74% | |||
| 140 | — | ISHARES TR - RUS 1000 GRW ETF | — | $5.8M | 0.1% | 47K | +292% | |||
| 141 | $NFLX | NETFLIX INC | Communication Services | $5.8M | 0.1% | 81K | +36% | |||
| 142 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $5.8M | 0.1% | 119K | -3% | |||
| 143 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $5.8M | — | 5,000 | New | |||
| 144 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $5.6M | 0.1% | 111K | +16% | |||
| 145 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $5.6M | 0.1% | 112K | +67% | |||
| 146 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $5.5M | 0.1% | 42K | +0.0% | |||
| 147 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $5.5M | 0.1% | 66K | +2% | |||
| 148 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $5.4M | 0.1% | 99K | -2% | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.4M | 0.1% | 127K | +2% | |||
| 150 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $5.2M | 0.1% | 115K | +0.5% |
What changed in Q2 2026
Against the previous quarter's 13F: 197 new, 682 added to, 330 trimmed, 88 sold out. Share-count changes; largest moves by dollar size first.
New positions (197)
$VIRVir Biotechnology, Inc.$10.6M
first bought this quarter
$MUCALLMICRON TECHNOLOGY INC$5.8M
first bought this quarter
- CALLVANECK ETF TRUST - SEMICONDUCTR ETF$4.3M
first bought this quarter
- MORGAN STANLEY ETF TRUST - EATO VANC BD ETF$3.6M
first bought this quarter
- MFS ACTIVE EXCHANGE TRADED F - VALUE ETF$3.5M
first bought this quarter
- VANGUARD NY TAX FREE FDS - TAX EXEMPT BD$3.4M
first bought this quarter
+191 more in the Excel export
Added to (682)
- VANGUARD INDEX FDS - GROWTH ETF+552%
now $30.7M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+9%
now $297.5M
- ISHARES TR - CORE UNIVRSL USD+15%
now $177.3M
- VANGUARD WORLD FD - INF TECH ETF+640%
now $23.3M
- ISHARES INC - CORE MSCI EMKT+279%
now $27.1M
- ISHARES TR - MSCI INTL VLU FT+17%
now $109.3M
+676 more in the Excel export
Trimmed (330)
- SPDR INDEX SHS FDS - ST PORT MARK ETF-16%
now $45.3M
- ISHARES TR - CORE S&P500 ETF-7%
now $86.2M
$SNDKSandisk Corp-71%
now $2.6M · held 4 qtrs, 2 trims in a row
- RBB FD INC - F/M US TREASURY-27%
now $17.3M
- SELECT SECTOR SPDR TR - ST STR CARE ETF-75%
now $2.0M
now $31.7M · held 5 qtrs
+324 more in the Excel export
Sold out (88)
- VANGUARD WELLINGTON FDwas $1.8M
- AGF INVTS TRwas $1.7M
- ISHARES TRwas $685K
- ISHARES TRwas $638K
$MKCMCCORMICK & CO INCwas $612K
- SIMPLIFY EXCHANGE TRADED FUNwas $489K
+82 more in the Excel export
Holdings by quarter
Every 13F Savvy Advisors, Inc. has filed, 10 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Savvy Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Savvy Advisors, Inc. disclosed 1,261 positions worth $4.7B in its Form 13F-HR for Q2 2026 — $4.7B in common stock plus $35.3M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 197 new positions and exited 88 — including a new stake in $VIR. The portfolio is most concentrated in Other (63.0% of disclosed assets). All figures are sourced directly from Savvy Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2003633.
Funds like this
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AI-Powered Hedge Fund Analysis: Savvy Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Savvy Advisors, Inc. (SEC CIK: 2003633), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Savvy Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.