Savvy Advisors, Inc.
13F Reported Value
ⓘ$4.7B
incl. option notional
Equity Holdings
ⓘ$4.7B
Option Notional
ⓘ$35.3M
$8.8M puts / $26.4M calls
Holdings
1,261
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$NVDA
$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$297.5M433,099 shISHARES TR - CORE UNIVRSL USD
—Quality
$177.3M3,842,612 sh- 85.9#5
Quality
$165.2M825,605 sh ISHARES TR - MSCI INTL VLU FT
—Quality
$109.3M2,612,696 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$103.6M3,061,326 sh- 76.4
Quality
$98.5M340,422 sh J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
—Quality
$95.0M1,314,796 shISHARES TR - CORE S&P500 ETF
—Quality
$86.2M115,160 shISHARES TR - CORE US AGGBD ET
—Quality
$71.2M719,535 shISHARES TR - EAFE GRWTH ETF
—Quality
$63.1M507,288 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $297.5M | 433,099 |
| ISHARES TR - CORE UNIVRSL USD | — | $177.3M | 3,842,612 |
| NVIDIA CORP$NVDA | 85.9#5 | $165.2M | 825,605 |
| ISHARES TR - MSCI INTL VLU FT | — | $109.3M | 2,612,696 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $103.6M | 3,061,326 |
| Apple Inc.$AAPL | 76.4 | $98.5M | 340,422 |
| J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $95.0M | 1,314,796 |
| ISHARES TR - CORE S&P500 ETF | — | $86.2M | 115,160 |
| ISHARES TR - CORE US AGGBD ET | — | $71.2M | 719,535 |
| ISHARES TR - EAFE GRWTH ETF | — | $63.1M | 507,288 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Savvy Advisors, Inc.'s 1,261 positions.
Showing top 10 of 1,261 holdings.
Sector Allocation
Other
$2.9B
Technology
$705.2M
Financials
$400.5M
Industrials
$144.4M
Healthcare
$122.8M
Consumer Discretionary
$114.1M
Consumer Staples
$60.8M
Energy
$48.9M
Top Holdings — Savvy Advisors, Inc. (Q2 2026)
Top 150 of 1,261 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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 | $NVDA | NVIDIA CORP | $165.2M | 3.5% | +7% | 85.9 |
| 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 | $AAPL | Apple Inc. | $98.5M | 2.1% | +11% | 76.4 |
| 7 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $95.0M | 2.0% | -1% | — |
| 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% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $58.3M | 1.3% | +11% | — |
| 12 |  $MSFT | MICROSOFT CORP | $56.5M | 1.2% | +15% | 79.8 |
| 13 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $55.7M | 1.2% | +35% | — |
| 14 | — | VANGUARD INDEX FDS - VALUE ETF | $55.4M | 1.2% | +3% | — |
| 15 | — | SPINNAKER ETF SERIES - UVA UNCONSTRAIND | $49.2M | 1.1% | +2% | — |
| 16 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $47.5M | 1.0% | +12% | — |
| 17 | — | ISHARES TR - NATIONAL MUN ETF | $46.8M | 1.0% | +14% | — |
| 18 |  $AMZN | AMAZON COM INC | $45.8M | 1.0% | +14% | 68.7 |
| 19 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $45.3M | 1.0% | -16% | — |
| 20 |  $GOOG | Alphabet Inc. | $40.6M | 0.9% | +15% | 78.2 |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $39.5M | 0.8% | +4% | — |
| 22 | — | ISHARES TR - MSCI USA MMENTM | $38.8M | 0.8% | -2% | — |
| 23 |  $BUSE | FIRST BUSEY CORP /NV/ | $38.0M | 0.8% | -1% | 68.4 |
| 24 |  $META | Meta Platforms, Inc. | $37.5M | 0.8% | +9% | 79.6 |
| 25 |  $GOOGL | Alphabet Inc. | $36.6M | 0.8% | +7% | 78.2 |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $34.3M | 0.7% | +7% | — |
| 27 | — | ISHARES TR - CORE INTL AGGR | $32.9M | 0.7% | +19% | — |
| 28 |  $MU | MICRON TECHNOLOGY INC | $31.7M | 0.7% | -9% | 86.2 |
| 29 |  $AVGO | Broadcom Inc. | $31.2M | 0.7% | +19% | 84.5 |
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | $30.7M | 0.7% | +552% | — |
| 31 |  $TSLA | Tesla, Inc. | $29.8M | 0.6% | +65% | 53.9 |
| 32 |  $PG | PROCTER & GAMBLE Co | $28.2M | 0.6% | +2% | 64.6 |
| 33 | — | ISHARES INC - CORE MSCI EMKT | $27.1M | 0.6% | +279% | — |
| 34 |  $LLY | ELI LILLY & Co | $26.1M | 0.6% | +21% | 87.5 |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $25.3M | 0.5% | -5% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $24.5M | 0.5% | +13% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $24.4M | 0.5% | +11% | 73.8 |
| 38 |  $IVZ | Invesco Ltd. | $23.8M | 0.5% | +27% | — |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $23.7M | 0.5% | +5% | — |
| 40 |  $ASTS | AST SpaceMobile, Inc. | $23.6M | 0.5% | -2% | 30.8 |
| 41 | — | VANGUARD WORLD FD - INF TECH ETF | $23.3M | 0.5% | +640% | — |
| 42 |  $JPM | JPMORGAN CHASE & CO | $22.3M | 0.5% | +13% | 70.7 |
| 43 | — | ISHARES TR - HIGH YLD SYSTM B | $21.7M | 0.5% | +24% | — |
| 44 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $21.6M | 0.5% | -4% | — |
| 45 | — | ISHARES TR - MSCI EAFE ETF | $21.5M | 0.5% | +0% | — |
| 46 | — | ISHARES TR - 10-20 YR TRS ETF | $20.9M | 0.5% | +3% | — |
| 47 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $19.2M | 0.4% | +6% | — |
| 48 |  $IAU | ISHARES GOLD TRUST | $19.0M | 0.4% | +7% | — |
| 49 | $META | Meta Platforms, Inc. | $17.9M | 0.4% | +6% | 79.6 |
| 50 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $17.7M | 0.4% | +1% | — |
| 51 | — | ISHARES TR - CORE MSCI EAFE | $17.7M | 0.4% | +2% | — |
| 52 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $17.7M | 0.4% | -4% | — |
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | $17.4M | 0.4% | +2% | — |
| 54 | — | RBB FD INC - F/M US TREASURY | $17.3M | 0.4% | -27% | — |
| 55 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $16.8M | 0.4% | -6% | — |
| 56 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $16.2M | 0.3% | +0% | — |
| 57 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $16.1M | 0.3% | +2% | — |
| 58 |  $AMD | ADVANCED MICRO DEVICES INC | $15.4M | 0.3% | +9% | 79.8 |
| 59 |  $ABBV | AbbVie Inc. | $15.2M | 0.3% | +36% | 72.6 |
| 60 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $14.4M | 0.3% | +9% | — |
| 61 |  $CAT | CATERPILLAR INC | $14.2M | 0.3% | +12% | 66.5 |
| 62 | — | ISHARES TR - 0-3 MTH TREASURY | $14.2M | 0.3% | +26% | — |
| 63 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $14.1M | 0.3% | +25% | — |
| 64 | — | GLOBAL X FDS - U S ELECT ETF | $13.9M | 0.3% | +23% | — |
| 65 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $13.7M | 0.3% | +19% | — |
| 66 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $13.6M | 0.3% | +197% | — |
| 67 | — | SPDR SERIES TRUST - ST STR P500ETF | $13.5M | 0.3% | +1% | — |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $13.4M | 0.3% | +5% | 57.9 |
| 69 |  $WT | WisdomTree, Inc. | $13.1M | 0.3% | NEW | 59.9 |
| 70 |  $JNJ | JOHNSON & JOHNSON | $13.1M | 0.3% | +22% | 69 |
| 71 |  $V | VISA INC. | $12.9M | 0.3% | +13% | 82.9 |
| 72 | — | ISHARES TR - CORE S&P MCP ETF | $12.9M | 0.3% | +5% | — |
| 73 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $12.6M | 0.3% | +5% | — |
| 74 | — | ABRDN ETFS - BBRG ALL COMD K1 | $12.5M | 0.3% | +50% | — |
| 75 |  $WMT | Walmart Inc. | $12.4M | 0.3% | -0% | 60.2 |
| 76 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $12.4M | 0.3% | +32% | — |
| 77 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $12.2M | 0.3% | +7% | — |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.1M | 0.3% | +7% | 66.2 |
| 79 | — | ISHARES TR - CORE S&P SCP ETF | $12.1M | 0.3% | +64% | — |
| 80 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $11.8M | 0.3% | +8% | — |
| 81 |  $SGOL | abrdn Gold ETF Trust | $11.7M | 0.3% | -12% | — |
| 82 | $IVZ | Invesco Ltd. | $11.3M | 0.2% | NEW | — |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $10.9M | 0.2% | +32% | 70.3 |
| 84 |  $IBIT | iShares Bitcoin Trust ETF | $10.8M | 0.2% | +25% | — |
| 85 |  $VIR | Vir Biotechnology, Inc. | $10.6M | 0.2% | NEW | 38.2 |
| 86 |  $AMAT | APPLIED MATERIALS INC /DE | $9.9M | 0.2% | +46% | 72.3 |
| 87 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $9.7M | 0.2% | +32% | — |
| 88 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $9.7M | 0.2% | +57% | — |
| 89 |  $MA | Mastercard Inc | $9.7M | 0.2% | +13% | 85.1 |
| 90 | — | SPDR SERIES TRUST - ST STR P500VAL | $9.6M | 0.2% | +14% | — |
| 91 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $9.6M | 0.2% | +58% | — |
| 92 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | $9.6M | 0.2% | +8% | — |
| 93 | — | ISHARES TR - SHRT NAT MUN ETF | $9.5M | 0.2% | +9% | — |
| 94 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $9.3M | 0.2% | +9% | — |
| 95 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $9.2M | 0.2% | +0% | — |
| 96 |  $CVX | CHEVRON CORP | $9.2M | 0.2% | +9% | 62.8 |
| 97 |  $HD | HOME DEPOT, INC. | $9.1M | 0.2% | +9% | 60.3 |
| 98 |  $GE | GENERAL ELECTRIC CO | $9.1M | 0.2% | +27% | 73.8 |
| 99 | — | ISHARES TR - RUS 1000 VAL ETF | $8.8M | 0.2% | +3% | — |
| 100 | — | ISHARES TR - CORE MSCI TOTAL | $8.7M | 0.2% | -10% | — |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.4M | 0.2% | +15% | 70 |
| 102 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $8.3M | 0.2% | +5% | — |
| 103 |  $GLD | SPDR GOLD TRUST | $8.3M | 0.2% | -4% | — |
| 104 |  $GS | GOLDMAN SACHS GROUP INC | $8.2M | 0.2% | +6% | 73.5 |
| 105 | — | ISHARES TR - MSCI USA QLT FCT | $8.1M | 0.2% | +13% | — |
| 106 |  $LRCX | LAM RESEARCH CORP | $8.1M | 0.2% | +56% | 79.4 |
| 107 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $8.0M | 0.2% | +38% | — |
| 108 | — | GLOBAL X FDS - DEFENSE TECH ETF | $7.8M | 0.2% | +28% | — |
| 109 | $IVZ | Invesco Ltd. | $7.8M | 0.2% | -2% | — |
| 110 |  $PANW | Palo Alto Networks Inc | $7.6M | 0.2% | +2% | 65.5 |
| 111 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $7.6M | 0.2% | +6% | — |
| 112 | — | ISHARES TR - FUTU EXPO TE ETF | $7.6M | 0.2% | +2% | — |
| 113 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $7.5M | 0.2% | +18% | — |
| 114 | — | ISHARES TR - S&P 100 ETF | $7.4M | 0.2% | -4% | — |
| 115 |  $RTX | RTX Corp | $7.4M | 0.2% | +15% | 73.2 |
| 116 |  $PLTR | Palantir Technologies Inc. | $7.3M | 0.2% | +38% | 84.6 |
| 117 | $SPYPUT | SPDR S&P 500 ETF TRUST | $7.2M | — | +43% | — |
| 118 | — | SPDR SERIES TRUST - ST STR P500GRW | $7.0M | 0.1% | +24% | — |
| 119 | — | ISHARES INC - MSCI EMRG CHN | $6.9M | 0.1% | +10% | — |
| 120 |  $PM | Philip Morris International Inc. | $6.7M | 0.1% | +12% | 75.9 |
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | $6.7M | 0.1% | +17% | — |
| 122 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $6.6M | 0.1% | -16% | — |
| 123 | — | VANGUARD INDEX FDS - MID CAP ETF | $6.6M | 0.1% | +542% | — |
| 124 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.6M | 0.1% | +22% | 67.6 |
| 125 |  $MCD | MCDONALDS CORP | $6.5M | 0.1% | +6% | 69 |
| 126 |  $INTC | INTEL CORP | $6.4M | 0.1% | +16% | 45.6 |
| 127 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $6.4M | 0.1% | -1% | — |
| 128 | — | ISHARES TR - LONG TERM MUNI | $6.4M | 0.1% | +16% | — |
| 129 |  $KO | COCA COLA CO | $6.3M | 0.1% | +32% | 69.5 |
| 130 |  $ETN | Eaton Corp plc | $6.3M | 0.1% | +17% | — |
| 131 |  $IAUM | iShares Gold Trust Micro | $6.3M | 0.1% | +182% | — |
| 132 | — | ISHARES TR - CONV BD ETF | $6.3M | 0.1% | +28% | — |
| 133 | — | VANGUARD STAR FDS - VG TL INTL STK F | $6.1M | 0.1% | +24% | — |
| 134 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $6.1M | 0.1% | +40% | — |
| 135 | $IVZ | Invesco Ltd. | $6.1M | 0.1% | NEW | — |
| 136 |  $DELL | Dell Technologies Inc. | $6.0M | 0.1% | +114% | 71.2 |
| 137 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $6.0M | 0.1% | +514% | — |
| 138 |  $MRK | Merck & Co., Inc. | $5.9M | 0.1% | +54% | 59.9 |
| 139 | $IVZ | Invesco Ltd. | $5.9M | 0.1% | +74% | — |
| 140 | — | ISHARES TR - RUS 1000 GRW ETF | $5.8M | 0.1% | +292% | — |
| 141 |  $NFLX | NETFLIX INC | $5.8M | 0.1% | +36% | 78.8 |
| 142 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $5.8M | 0.1% | -3% | — |
| 143 | $MUCALL | MICRON TECHNOLOGY INC | $5.8M | — | NEW | 86.2 |
| 144 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $5.6M | 0.1% | +16% | — |
| 145 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5.6M | 0.1% | +67% | — |
| 146 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $5.5M | 0.1% | +0% | — |
| 147 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.5M | 0.1% | +2% | — |
| 148 | — | DBX ETF TR - XTRACK MSCI EAFE | $5.4M | 0.1% | -2% | — |
| 149 |  $VZ | VERIZON COMMUNICATIONS INC | $5.4M | 0.1% | +2% | 65.8 |
| 150 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $5.2M | 0.1% | +0% | — |
New Positions (197)
$VIR Vir Biotechnology, Inc.$10.6M$MUCALL MICRON TECHNOLOGY INC$5.8M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$3.1M
$RDDT Reddit, Inc.$1.8M
$BRBRCALL BELLRING BRANDS, INC.$1.3M
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