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CIK: 0002003633
Total reported value
$4.7B
$4.7B
648 檔
7.6%
During the Q2 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 648 reported positions.
During Q2 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 648 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.47% | -0.09% | +7.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.76% | -0.03% | +51.98% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.48% | -0.35% | +20.50% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | -0.34% | +478.20% | |
| 5 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 2.98% | -0.26% | +12.47% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.10% | +50.51% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.68% | — | +38.51% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.45% | -0.15% | +23.77% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.35% | -0.03% | +34.39% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.06% | -0.28% | +523.53% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.51% | -0.11% | +18.88% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.03% | +47.35% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.47% | -0.05% | +29.15% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.05% | +66.66% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.26% | +18.26% | |
| 16 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.02% | -0.17% | -0.49% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.96% | -0.04% | +10.61% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.02% | +46.19% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.12% | +0.82% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | — | +1.19% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | +64.80% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.09% | +49.14% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.10% | +58.53% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.77% | -0.01% | +4933.92% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | -0.35% | +34.59% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.01% | -0.24% | |
| 27 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.73% | -0.02% | — | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.72% | -0.10% | +38.24% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.04% | +41.07% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.08% | +59.46% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | -0.04% | +2.70% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.62% | -0.06% | +37.34% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | — | +43.93% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.04% | +32.18% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.07% | +16.56% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.10% | +50.12% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.15% | +19.54% | |
| 38 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.54% | -0.01% | -2.04% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.50% | -0.02% | +39.84% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | -0.02% | — | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.08% | +21.60% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.20% | +60.80% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +42.29% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | -0.05% | — | |
| 45 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.44% | -0.05% | +8.05% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.01% | +50.95% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.06% | +37.05% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.14% | +46.22% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | -0.02% | -1.41% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.36% | -0.01% | +910.17% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 648 disclosed positions in Q2 2025.
During Q2 2025, Savvy Advisors, Inc.'s top holdings by market value included NVDA (7.5%)、VOO (6.8%)、IUSB (3.5%). The largest single position, NVDA, represented 7.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, VOO, IUSB) accounted for 7.6% of total reported equity market value during Q2 2025.
In Q2 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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