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CIK: 0002003633
Total reported value
$4.7B
$4.7B
820 檔
10.2%
The Q3 2025 SEC filing reveals that Savvy Advisors, Inc. held a total portfolio value of $4.7B, covering 820 public equity positions.
In Q3 2025, Savvy Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NVDA, IUSB) accounted for 10.2% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 820 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.47% | -0.03% | +28.87% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.11% | -0.09% | +0.55% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.81% | -0.35% | +57.07% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.09% | -0.34% | +27.83% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.50% | — | +9.15% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.40% | -0.03% | +35.50% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.39% | -0.15% | +35.36% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.16% | -0.28% | +50.71% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.10% | +3.98% | |
| 10 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 2.10% | -0.26% | -0.51% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.58% | -0.11% | +44.09% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | -0.12% | +815.81% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.35% | -0.05% | +23.58% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.24% | -0.07% | +202.46% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.11% | +0.08% | +213.06% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.03% | +8.73% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | +0.02% | +963.64% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | -0.09% | +71.27% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.26% | +19.94% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.05% | +5.83% | |
| 21 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.81% | -0.17% | -1.20% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.10% | +3.59% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.77% | -0.10% | +53.08% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | — | +5102.14% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | -0.02% | +8.67% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | -0.04% | +6.74% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.70% | -0.06% | +62.68% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | -0.35% | +19.42% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.08% | +19.59% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.12% | +11.88% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.66% | -0.01% | +17.55% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.15% | +47.65% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.04% | +18.60% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.08% | +7.49% | |
| 35 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.60% | -0.02% | +5763.54% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.60% | -0.03% | — | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | -0.04% | +22.13% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.01% | +7.57% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | +0.20% | +26.34% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.04% | +10.61% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.02% | +101.30% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.53% | -0.03% | +711.53% | |
| 43 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.52% | -0.02% | +2.68% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | +11.78% | |
| 45 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.49% | -0.01% | +24.17% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.04% | +247.18% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.46% | -0.02% | +21.98% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.04% | +838.25% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.44% | -0.03% | +1236.03% | |
| 50 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.43% | -0.05% | +40.07% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 820 disclosed positions in Q3 2025.
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Top New Position Initiated
DUHP
市值: $13.1M
Top Position Liquidated / Trimmed
AMGN
前期市值: $14.1M
During Q3 2025, Savvy Advisors, Inc.'s top holdings by market value included VOO (6.5%)、NVDA (6.1%)、IUSB (3.8%). The largest single position, VOO, represented 6.5% of total portfolio value.
In Q3 2025, Savvy Advisors, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 39 positions, trimming 1 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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