Savvy Advisors, Inc. 13F holdings
Savvy Advisors, Inc. reported 762 positions with a total reported value of $4.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-03. Top holdings by reported value: ISHARES TR (20.1%), VANGUARD INDEX FDS (9.9%), SCHWAB STRATEGIC TR (4.5%), DIMENSIONAL ETF TRUST (4.5%), NVDA NVIDIA CORPORATION (3.5%). Against 2026-03-31 it opened 129 new positions and exited 65. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 762 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 12,575,742 | $940.4M | 20.1% |
| VANGUARD INDEX FDS | 1,358,680 | $460.6M | 9.9% |
| SCHWAB STRATEGIC TR | 6,601,826 | $208.8M | 4.5% |
| DIMENSIONAL ETF TRUST | 4,497,586 | $208.7M | 4.5% |
| NVDA NVIDIA CORPORATION | 825,605 | $165.2M | 3.5% |
| J P MORGAN EXCHANGE TRADED F | 2,132,526 | $142.1M | 3.0% |
| AAPL APPLE INC | 340,422 | $98.5M | 2.1% |
| AMERICAN CENTY ETF TR | 824,623 | $89.7M | 1.9% |
| IVZ INVESCO EXCH TRADED FD TR II | 1,744,072 | $84.8M | 1.8% |
| SPDR SERIES TRUST | 1,380,787 | $82.8M | 1.8% |
| GOOGL ALPHABET INC | 217,139 | $77.2M | 1.7% |
| SELECT SECTOR SPDR TR | 502,177 | $77.0M | 1.6% |
| MSFT MICROSOFT CORP | 151,539 | $56.5M | 1.2% |
| SPDR INDEX SHS FDS | 1,056,283 | $55.1M | 1.2% |
| VANGUARD SCOTTSDALE FDS | 831,869 | $52.5M | 1.1% |
| SPINNAKER ETF SERIES | 2,316,789 | $51.7M | 1.1% |
| VANGUARD BD INDEX FDS | 621,716 | $47.9M | 1.0% |
| AMZN AMAZON COM INC | 192,007 | $45.8M | 1.0% |
| VANGUARD TAX-MANAGED FDS | 553,981 | $39.5M | 0.8% |
| BUSE FIRST BUSEY CORP | 1,286,665 | $38.0M | 0.8% |
| ISHARES INC | 460,022 | $37.9M | 0.8% |
| VANGUARD WORLD FD | 274,570 | $32.4M | 0.7% |
| MU MICRON TECHNOLOGY INC | 27,476 | $31.7M | 0.7% |
| AVGO BROADCOM INC | 82,707 | $31.2M | 0.7% |
| TSLA TESLA INC | 70,839 | $29.8M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 129 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VIR VIR BIOTECHNOLOGY INC | 1,040,665 | $10.6M | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | 428,747 | $8.9M | 0.2% |
| MFS ACTIVE EXCHANGE TRADED F | 204,553 | $6.2M | 0.1% |
| VANGUARD NY TAX FREE FDS | 32,273 | $3.4M | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 18,153 | $3.1M | <0.1% |
| RDDT REDDIT INC | 10,182 | $1.8M | <0.1% |
| OUNZ VANECK MERK GOLD ETF | 30,562 | $1.2M | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 5,261 | $1.2M | <0.1% |
| DNLI DENALI THERAPEUTICS INC | 45,194 | $1.2M | <0.1% |
| T ROWE PRICE EXCHANGE-TRADED | 24,626 | $1.2M | <0.1% |
| VOYA VOYA FINANCIAL INC | 12,373 | $1.1M | <0.1% |
| GBTC GRAYSCALE BITCOIN TRUST ETF | 22,922 | $1.0M | <0.1% |
| STNG SCORPIO TANKERS INC | 12,315 | $852.9K | <0.1% |
| INSW INTERNATIONAL SEAWAYS INC | 10,600 | $811.9K | <0.1% |
| WPM WHEATON PRECIOUS METALS CORP | 6,821 | $766.1K | <0.1% |
| CSPI CSP INC | 94,985 | $754.2K | <0.1% |
| ETH GRAYSCALE ETHEREUM STAKING | 45,992 | $691.3K | <0.1% |
| ING ING GROEP N.V. | 19,768 | $620.3K | <0.1% |
| MOH MOLINA HEALTHCARE INC | 2,638 | $603.3K | <0.1% |
| BRO BROWN & BROWN INC | 8,122 | $521.0K | <0.1% |
| FSLR FIRST SOLAR INC | 2,128 | $502.1K | <0.1% |
| OKTA OKTA INC | 3,629 | $495.2K | <0.1% |
| ARM ARM HOLDINGS PLC | 1,229 | $435.8K | <0.1% |
| CNP CENTERPOINT ENERGY INC | 9,850 | $433.8K | <0.1% |
| COHEN & STEERS ETF TRUST | 18,081 | $427.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 65 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AGF INVTS TR | 118,666 | $1.7M | <0.1% |
| T ROWE PRICE ETF INC | 24,546 | $1.1M | <0.1% |
| MKC MCCORMICK & CO INC | 12,126 | $611.6K | <0.1% |
| CPRT COPART INC | 14,020 | $465.5K | <0.1% |
| OMC OMNICOM GROUP INC | 5,695 | $428.9K | <0.1% |
| EQT EQT CORP | 5,933 | $377.6K | <0.1% |
| RMBS RAMBUS INC DEL | 4,308 | $370.6K | <0.1% |
| IT GARTNER INC | 2,263 | $358.3K | <0.1% |
| CRH PLC | 3,295 | $346.4K | <0.1% |
| ROL ROLLINS INC | 6,382 | $340.9K | <0.1% |
| NTRA NATERA INC | 1,635 | $327.0K | <0.1% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 4,192 | $316.4K | <0.1% |
| JKHY HENRY JACK & ASSOC INC | 1,922 | $303.8K | <0.1% |
| CHD CHURCH & DWIGHT CO INC | 3,191 | $297.8K | <0.1% |
| ZM ZOOM COMMUNICATIONS INC | 3,660 | $294.2K | <0.1% |
| JKS JINKOSOLAR HLDG CO LTD | 11,310 | $287.4K | <0.1% |
| BR BROADRIDGE FINL SOLUTIONS IN | 1,715 | $278.6K | <0.1% |
| ESTC ELASTIC N V | 5,517 | $275.8K | <0.1% |
| COOPER COS INC | 3,761 | $268.9K | <0.1% |
| RMD RESMED INC | 1,175 | $263.8K | <0.1% |
| EXPE EXPEDIA GROUP INC | 1,138 | $262.8K | <0.1% |
| MTD METTLER TOLEDO INTERNATIONAL | 204 | $257.3K | <0.1% |
| PODD INSULET CORP | 1,213 | $254.5K | <0.1% |
| FIVE FIVE BELOW INC | 1,108 | $253.2K | <0.1% |
| CASY CASEYS GEN STORES INC | 342 | $248.9K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 934,519 | 1,358,680 | +45.4% | $460.6M |
| ISHARES TR | 11,084,444 | 12,575,742 | +13.5% | $940.4M |
| IVZ INVESCO EXCH TRADED FD TR II | 466,026 | 1,744,072 | +274.2% | $84.8M |
| VANGUARD WORLD FD | 65,905 | 274,570 | +316.6% | $32.4M |
| DIMENSIONAL ETF TRUST | 3,981,990 | 4,497,586 | +12.9% | $208.7M |
| ISHARES INC | 204,449 | 460,022 | +125.0% | $37.9M |
| SPDR SERIES TRUST | 1,030,324 | 1,380,787 | +34.0% | $82.8M |
| J P MORGAN EXCHANGE TRADED F | 1,827,494 | 2,132,526 | +16.7% | $142.1M |
| AMERICAN CENTY ETF TR | 641,686 | 824,623 | +28.5% | $89.7M |
| TSLA TESLA INC | 42,936 | 70,839 | +65.0% | $29.8M |
| NVDA NVIDIA CORPORATION | 771,911 | 825,605 | +7.0% | $165.2M |
| WT WISDOMTREE TR | 269,049 | 455,675 | +69.4% | $25.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNDK SANDISK CORP | 3,996 | 1,143 | -71.4% | $2.6M |
| SPDR INDEX SHS FDS | 1,176,377 | 1,056,283 | -10.2% | $55.1M |
| RBB FD INC | 476,924 | 353,564 | -25.9% | $17.6M |
| MU MICRON TECHNOLOGY INC | 30,329 | 27,476 | -9.4% | $31.7M |
| ETF SER SOLUTIONS | 324,763 | 252,500 | -22.3% | $9.5M |
| ETFS GOLD TR | 348,804 | 305,941 | -12.3% | $11.7M |
| VANGUARD WELLINGTON FD | 23,415 | 11,330 | -51.6% | $1.4M |
| QQQ INVESCO QQQ TR | 35,991 | 34,350 | -4.6% | $25.3M |
| COLUMBIA ETF TR II | 339,118 | 317,166 | -6.5% | $16.8M |
| LOWES COS INC | 13,029 | 8,498 | -34.8% | $1.9M |
| UBER UBER TECHNOLOGIES INC | 37,978 | 24,718 | -34.9% | $1.8M |
| SPGI S&P GLOBAL INC | 4,796 | 2,629 | -45.2% | $1.1M |
CIK 2003633 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
