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CIK: 0002003633
Total reported value
$4.7B
$4.7B
518 檔
5.2%
During the Q1 2025 filing period, Savvy Advisors, Inc. (CIK: 0002003633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.7B across 518 reported positions.
During Q1 2025, Savvy Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.17% | -0.09% | +2.43% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.06% | -0.03% | -1.89% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.34% | -0.35% | +46.46% | |
| 4 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 4.04% | -0.26% | +14.76% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.16% | — | +24.91% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.80% | -0.15% | +48.31% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.26% | -0.03% | +158.41% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.10% | +25.52% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | -0.11% | +55.80% | |
| 10 | IVLU | Ishares Msci International V | ETF-Other | 1.59% | -0.05% | +1.42% | |
| 11 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.46% | -0.17% | +13.51% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.12% | +14.51% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | — | +5.75% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.03% | +24.89% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.16% | -0.04% | -8.32% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.08% | +0.26% | +13.25% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | -0.01% | +0.60% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.88% | -0.04% | -0.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | +0.05% | +124.21% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.09% | +12.95% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.80% | -0.10% | +324.31% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.04% | +39.11% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | -0.02% | +44.43% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.78% | -0.35% | +33.55% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.34% | +100.34% | |
| 26 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.72% | -0.01% | +93.30% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | -0.06% | +3.84% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.10% | +23.10% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.15% | +258.30% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.07% | +14.48% | |
| 31 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.61% | -0.05% | +13.62% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.08% | +30.53% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.10% | -2.48% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.04% | +23.36% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | +11.21% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | -0.02% | +7.63% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.50% | +0.08% | +441.75% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.28% | +17.63% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | -0.02% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | — | +21.99% | |
| 41 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.45% | -0.01% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.09% | -8.23% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.14% | +18.19% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.06% | +14.15% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.13% | +26.28% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.01% | +20.50% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.01% | +11.90% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | +19.05% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.08% | +24.76% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.05% | +9.75% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 518 disclosed positions in Q1 2025.
During Q1 2025, Savvy Advisors, Inc.'s top holdings by market value included NVDA (7.2%)、VOO (6.1%)、IUSB (4.3%). The largest single position, NVDA, represented 7.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, VOO, IUSB) accounted for 5.2% of total reported equity market value during Q1 2025.
In Q1 2025, Savvy Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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