SA
Savvy Advisors, Inc.'s 13F Portfolio ($4.7B, Q2 2026)
Savvy Advisors, Inc.CIK: 0002003633
Diversified strategyLong-term holderSector-focused
Total reported value
$4.7B
Reporting period: 2026-06-30 · Number of holdings: 1261
Savvy Advisors, Inc. disclosed 1261 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $4.7B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 4.83
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 65.46
- Diversification
- 100
- Sizing Uniformity
- 62.73
Savvy Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 83 equally-sized positions, well below its 1261 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.73), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+7.1% $27.2M
Add IEMG
+279.4% $21.1M
Trim IUSB
+14.9% $22.9M
Trim SPEM
-16.2% -$3.7M
Trim IVV
-7.4% $5.0M
New buy DTD
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.32% | -0.03% | +8.78% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.77% | -0.35% | +14.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.09% | +6.83% | |
| 4 | IVLU | Ishares Msci International V | ETF-Other | 2.32% | -0.05% | +16.65% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.20% | -0.03% | +6.92% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.09% | — | +10.54% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.02% | -0.15% | -0.69% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -0.34% | -7.35% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.51% | -0.28% | +6.49% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.34% | -0.04% | +9.26% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.24% | +0.26% | +11.24% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.10% | +15.35% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.20% | +34.93% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | -0.11% | +2.89% | |
| 15 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 1.04% | -0.26% | +1.64% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | +0.02% | +11.69% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.99% | -0.09% | +14.18% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.03% | +13.57% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | -0.35% | -16.21% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.10% | +15.09% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.07% | +4.09% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.82% | +0.08% | -2.49% | |
| 23 | BUSE | First Busey CORP | Stock-Other | 0.81% | -0.06% | -0.60% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.80% | +0.53% | +7.08% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.80% | -0.12% | +9.10% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.04% | +7.13% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.05% | +16.68% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.01% | +7.17% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.70% | -0.03% | +19.06% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.08% | +18.59% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.01% | +551.87% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.20% | +64.99% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.12% | +2.25% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.42% | +279.36% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.13% | +23.38% | |
| 36 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.54% | -0.10% | -1.86% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | -0.02% | -4.82% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.52% | -0.06% | +13.35% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +10.92% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | +0.06% | +27.15% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | — | +640.40% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +13.27% | |
| 43 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.46% | — | +24.00% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | -0.08% | -3.62% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.07% | +0.46% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.44% | -0.10% | +2.64% | |
| 47 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.41% | -0.02% | +5.71% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.15% | +7.49% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | +5.69% | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.38% | -0.03% | +0.65% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.9%
Performance Last 4 Quarters
+13.2%
- Stdev
- +10.1%
- Beta
- +0.82
- Alpha
- +0.8%
- Max Drawdown
- -4.8%
- Annualized Perf
- +16%
- Batting Avg vs S&P
- +41.9%
- Sortino
- +3.01
- Stutzer
- +0.44
- Treynor
- +0.19
- Sterling
- +1.08
- Calmar
- +3.3
- Information Ratio
- -0.76
- Tracking Error
- +3.3%
- Stdev Down
- +5.1%
- Winning Months %
- +64.5%
- Losing Months %
- +35.5%
- Best 12 Months
- +29.4%
- Worst 12 Months
- +5.8%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.53
- Stdev Sectors
- +10.8%
- Skewness
- -0.23
- Kurtosis
- -0.2
- Upside Potential
- +4.55
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Savvy Advisors, Inc.'s most significant position changes for 2026-06-30: New buy: Wisdomtree US Total Dividend (DTD); New buy: Invesco S&p Smallcap Momentu (XSMO); New buy: Vir Biotechnology Inc (VIR); New buy: Invesco S&p 500 Top 50 ETF (XLG); New buy: Eaton Vance Total Return (EVTR).
Showing top 200 changes by size (of 1318 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.5% | +7.08% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +279.36% | Add |
| 3 | DTD | Wisdomtree US Total Dividend | +0.3% | NEW | New buy |
| 4 | XLK | Ss Technology Select Sector | +0.3% | +11.24% | Add |
| 5 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | NEW | New buy |
| 6 | VIR | Vir Biotechnology Inc | +0.2% | NEW | New buy |
| 7 | AVUV | Avantis US Small Cap Value | +0.2% | +34.93% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | +64.99% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | +6.07% | Add |
| 10 | VTIP | Vanguard Short-term Tips | +0.2% | +196.66% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +23.38% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | +46.50% | Add |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | NEW | New buy |
| 14 | SMH | Vaneck Semiconductor ETF | +0.1% | +1179.91% | Add |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +514.31% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.09% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +63.90% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | +56.15% | Add |
| 19 | DELL | Dell Technologies -c | +0.1% | +114.50% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +32.47% | Add |
| 21 | INTC | Intel CORP | +0.1% | +15.69% | Add |
| 22 | VST | Vistra CORP | +0.1% | +1264.95% | Add |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +455.68% | Add |
| 24 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -2.49% | Trim |
| 25 | AVGO | Broadcom Inc | +0.1% | +18.59% | Add |
| 26 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +937.58% | Add |
| 27 | EVTR | Eaton Vance Total Return | +0.1% | NEW | New buy |
| 28 | CAT | Caterpillar Inc | +0.1% | +11.96% | Add |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | +1.89% | Add |
| 30 | MFSV | Mfs Active Value | +0.1% | NEW | New buy |
| 31 | MUNY | Vanguard Ny Tax-ex Bond | +0.1% | NEW | New buy |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.15% | Add |
| 34 | ABBV | Abbvie Inc | +0.1% | +35.70% | Add |
| 35 | IAUM | Ishares Gold Trust Micro | +0.1% | +181.72% | Add |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | +72.02% | Add |
| 37 | AIRR | First Trust Rba American Ind | +0.1% | +300.01% | Add |
| 38 | JIVE | JPM Interntl Value ETF | +0.1% | NEW | New buy |
| 39 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | NEW | New buy |
| 40 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | NEW | New buy |
| 41 | BSCX | Invesco Bulletshares 2033 Cb | +0.1% | NEW | New buy |
| 42 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | NEW | New buy |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +1637.76% | Add |
| 44 | BSCZ | Invesco Bulletshares 2035 Cb | +0.1% | NEW | New buy |
| 45 | MFSI | Mfs Active International | +0.1% | NEW | New buy |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.68% | Add |
| 47 | DFAI | Dimensional International Co | +0.1% | +57.36% | Add |
| 48 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +73.85% | Add |
| 49 | KLAC | Kla CORP | +0.1% | +1053.03% | Add |
| 50 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +1175.65% | Add |
1–50 of 200
Filing History
FAQ
What is Savvy Advisors, Inc. and what type of investor is it?
Savvy Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $4.7B, spread across 1261 disclosed positions.
What are Savvy Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Savvy Advisors, Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $297.5M (6.3%)
2. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $177.3M (3.8%)
3. Nvidia CORP (NVDA) — $165.2M (3.5%)
4. Ishares Msci International V (IVLU) — $109.3M (2.3%)
5. Schwab US Large-cap Growth (SCHG) — $103.6M (2.2%)
What changes did Savvy Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Savvy Advisors, Inc. made 200 notable position adjustments: 28 new positions were initiated, 149 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Wisdomtree US Total Dividend (DTD); New buy: Invesco S&p Smallcap Momentu (XSMO); New buy: Vir Biotechnology Inc (VIR); New buy: Invesco S&p 500 Top 50 ETF (XLG); New buy: Eaton Vance Total Return (EVTR)
What sectors does Savvy Advisors, Inc. focus on?
Savvy Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 41.8%
• Financials: 9.9%
• Communication Services: 8.8%
• Consumer Discretionary: 8.5%
• Industrials: 8.1%
• Health Care: 8.0%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Savvy Advisors, Inc. returned an annualized 16.0% over the trailing 31 months — outperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 41.8% of the portfolio concentrated in Information Technology.
It has added to its VOO position over the past two quarters (+$93.0M, now $297.5M), while trimming SGOL over the same stretch (-$7.2M, still holding $11.7M).
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Developer Access
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REST API
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