Savvy Advisors, Inc. — Q2 2025 13F Holdings

Name: Savvy Advisors, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002003633

Total reported value

$3.7B

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Full holdings list this quarter

Showing top 200 holdings (of 648 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	7.47%	—	+7.63%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.76%	-0.26%	+51.98%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	3.48%	-0.15%	+20.50%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.26%	-0.68%	+478.20%
5	FFIU	Uva Unconstrained Medium-ter	ETF-Other	2.98%	—	+12.47%
6	MSFT	Microsoft CORP	Stock-Tech	2.88%	-0.44%	+50.51%
7	AAPL	Apple INC	Stock-Tech	2.68%	-0.07%	+38.51%
8	JQUA	Jpmorgan US Quality Factor	ETF-Other	2.45%	-0.60%	+23.77%
9	SCHG	Schwab US Large-cap Growth	ETF-Other	2.35%	-0.27%	+34.39%
10	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.06%	-0.07%	+523.53%
11	VTV	Vanguard Value ETF	ETF-Other	1.51%	-0.45%	+18.88%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	1.48%	—	+47.35%
13	IVLU	Ishares Msci International V	ETF-Other	1.47%	+0.59%	+29.15%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.04%	-0.02%	+66.66%
15	XLK	Ss Technology Select Sector	ETF-Tech	1.04%	—	+18.26%
16	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	1.02%	—	-0.49%
17	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.96%	+0.72%	+10.61%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.90%	—	+46.19%
19	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.89%	+0.01%	+0.82%
20	AMGN	Amgen INC	Stock-Healthcare	0.86%	—	+1.19%
21	META	Meta Platforms Inc-class A	Stock-Comm Services	0.86%	—	+64.80%
22	MUB	Ishares National Muni Bond E	ETF-Other	0.81%	+0.14%	+49.14%
23	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.80%	—	+58.53%
24	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	0.77%	-0.50%	+4933.92%
25	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.75%	+0.14%	+34.59%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.73%	+0.22%	-0.24%
27	JBND	Jpmorgan Active Bond ETF	ETF-Other	0.73%	—	—
28	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.72%	-0.32%	+38.24%
29	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.68%	—	+41.07%
30	AVGO	Broadcom INC	Stock-Tech	0.68%	—	+59.46%
31	SCHX	Schwab US Large-cap ETF	ETF-Other	0.66%	—	+2.70%
32	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.62%	—	+37.34%
33	JPM	Jpmorgan Chase & Co	Stock-Financials	0.61%	—	+43.93%
34	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.58%	—	+32.18%
35	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.57%	—	+16.56%
36	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.56%	+0.12%	+50.12%
37	IAU	Ishares Gold Trust	ETF-Commodities	0.55%	-0.29%	+19.54%
38	XCEM	Columbia Em Core Ex-china	ETF-Emerging Markets	0.54%	—	-2.04%
39	OEF	Ishares S&p 100 ETF	ETF-Other	0.50%	-0.39%	+39.84%
40	JPIE	Jpmorgan Income ETF	ETF-Other	0.49%	—	—
41	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.48%	—	+21.60%
42	TSLA	Tesla INC	Stock-Consumer Disc	0.48%	—	+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%	—	—
45	DMBS	Doubleline Mortgage ETF	ETF-Other	0.44%	—	+8.05%
46	MA	Mastercard INC - A	Stock-Financials	0.40%	—	+50.95%
47	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.38%	+0.03%	+37.05%
48	XOM	Exxon Mobil CORP	Stock-Energy	0.38%	+0.08%	+46.22%
49	VB	Vanguard Small-cap ETF	ETF-Other	0.36%	—	-1.41%
50	SCHB	Schwab US Broad Market ETF	ETF-Other	0.36%	—	+910.17%

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