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Savvy Advisors, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2003633
Institutional-grade research for retail investors

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
  • NVDANVDA
    $165.2M
  • ISHARES
    $109.3M
  • SCHWAB
    $103.6M
  • AAPLAAPL
    $98.5M
  • J
    $95.0M
  • ISHARES
    $86.2M
  • ISHARES
    $71.2M
  • ISHARES
    $63.1M
  • SELECT
    $58.3M
  • MSFTMSFT
    $56.5M
  • AMERICAN
    $55.7M
  • VANGUARD
    $55.4M
  • SPINNAKER
    $49.2M
  • DIMENSIONAL
    $47.5M
  • ISHARES
    $46.8M
  • AMZNAMZN
    $45.8M
  • SPDR
    $45.3M
  • GOOGLGOOGL
    $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—Held
    AIQuality—Est. buy—
  • 2

    ISHARES TR - CORE UNIVRSL USD

    $177.3M

    3.8% of stocks

    +15%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $165.2M

    3.5% of stocks

    +7%This quarter+4.5%Since filed7+ qtrsHeld
    AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
  • 4

    ISHARES TR - MSCI INTL VLU FT

    $109.3M

    2.3% of stocks

    +17%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    SCHWAB STRATEGIC TR - US LCAP GR ETF

    $103.6M

    2.2% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $98.5M

    2.1% of stocks

    +11%This quarter+13.3%Since filed7+ qtrsHeld
    AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
  • 7

    J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR

    $95.0M

    2.0% of stocks

    -0.7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    ISHARES TR - CORE S&P500 ETF

    $86.2M

    1.8% of stocks

    -7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    ISHARES TR - CORE US AGGBD ET

    $71.2M

    1.5% of stocks

    +6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    ISHARES TR - EAFE GRWTH ETF

    $63.1M

    1.4% of stocks

    +9%This quarter—Since filed—Held
    AIQuality—Est. buy—

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
— SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund$58.3M+11%
MSFT$MSFTMICROSOFT CORP$56.5M+15%
— AMERICAN CENTY ETF TR - US SML CP VALUetf/fund$55.7M+35%
— VANGUARD INDEX FDS - VALUE ETFetf/fund$55.4M+3%
— SPINNAKER ETF SERIES - UVA UNCONSTRAINDetf/fund$49.2M+2%
— DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund$47.5M+12%
— ISHARES TR - NATIONAL MUN ETFetf/fund$46.8M+14%
AMZN$AMZNAMAZON COM INC$45.8M+14%
— SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund$45.3M-16%
GOOGL$GOOGLAlphabet Inc.$40.6M+15%
— VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund$39.5M+4%
— ISHARES TR - MSCI USA MMENTMetf/fund$38.8M-2%
BUSE$BUSEFIRST BUSEY CORP /NV/$38.0M-0.6%
META$METAMeta Platforms, Inc.note$37.5M+9%
GOOG$GOOGAlphabet Inc.$36.6M+7%

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)

  • VIR$VIRVir Biotechnology, Inc.$10.6M

    first bought this quarter

  • MU$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

  • SNDK$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

  • MU$MUMICRON TECHNOLOGY INC-9%

    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 $638K
  • MKC$MKCMCCORMICK & CO INCwas $612K
  • SIMPLIFY EXCHANGE TRADED FUNwas $489K

+82 more in the Excel export

Firm AUM (Form ADV): $5.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Savvy Advisors, Inc. has filed, 10 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Savvy Advisors?

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.

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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.