Savvy Advisors, Inc. — Q4 2025 13F Holdings

Name: Savvy Advisors, Inc. — 13F Holdings, Q4 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 1003 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.61%	-0.26%	+41.95%
2	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	4.27%	-0.15%	+60.02%
3	NVDA	Nvidia CORP	Stock-Tech	4.27%	—	-0.55%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.85%	-0.68%	+28.07%
5	JQUA	Jpmorgan US Quality Factor	ETF-Other	2.77%	-0.60%	+64.38%
6	SCHG	Schwab US Large-cap Growth	ETF-Other	2.50%	-0.27%	+44.84%
7	AAPL	Apple INC	Stock-Tech	2.16%	-0.07%	+14.95%
8	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.86%	-0.07%	+22.96%
9	IVLU	Ishares Msci International V	ETF-Other	1.78%	+0.59%	+74.33%
10	VTV	Vanguard Value ETF	ETF-Other	1.74%	-0.45%	+53.05%
11	MSFT	Microsoft CORP	Stock-Tech	1.74%	-0.44%	+24.02%
12	FFIU	Uva Unconstrained Medium-ter	ETF-Other	1.57%	—	+6.89%
13	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.17%	+0.14%	+144.47%
14	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.15%	—	+25.84%
15	XLK	Ss Technology Select Sector	ETF-Tech	1.08%	—	+214.03%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.03%	—	+26.40%
17	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.01%	—	+1.14%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.94%	+0.14%	+36.95%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.86%	—	+19.99%
20	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.86%	-0.32%	+61.19%
21	DFAC	Dimensional US Core Equity 2	ETF-Other	0.86%	+0.13%	+8.88%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.85%	—	+45.68%
23	IAU	Ishares Gold Trust	ETF-Commodities	0.84%	-0.29%	+63.98%
24	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.80%	—	+5.52%
25	VUG	Vanguard Growth ETF	ETF-Other	0.79%	—	+346.88%
26	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.73%	—	+38.95%
27	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.72%	-0.02%	+73.65%
28	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.72%	—	+44.38%
29	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.71%	+0.01%	+62.75%
30	AVGO	Broadcom INC	Stock-Tech	0.70%	—	+41.17%
31	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.66%	+0.72%	+30.47%
32	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	0.63%	-0.50%	+31.12%
33	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	0.61%	—	-4.07%
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.60%	—	+87.48%
35	OEF	Ishares S&p 100 ETF	ETF-Other	0.57%	-0.39%	+73.64%
36	VGT	Vanguard Info Tech ETF	ETF-Tech	0.56%	—	+5.24%
37	LLY	Eli Lilly & Co	Stock-Healthcare	0.56%	—	+71.56%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.52%	+0.22%	+22.66%
39	META	Meta Platforms Inc-class A	Stock-Comm Services	0.52%	—	+32.01%
40	JPM	Jpmorgan Chase & Co	Stock-Financials	0.51%	—	+40.42%
41	TSLA	Tesla INC	Stock-Consumer Disc	0.49%	—	+18.23%
42	XCEM	Columbia Em Core Ex-china	ETF-Emerging Markets	0.48%	—	+33.16%
43	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.48%	+0.25%	+33.48%
44	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.47%	—	+37.28%
45	SCHX	Schwab US Large-cap ETF	ETF-Other	0.45%	—	+4.92%
46	DFUV	Dimensional US Marketwide Va	ETF-Other	0.45%	—	+1.37%
47	DUHP	Dimensional US High Profi Et	ETF-Other	0.44%	—	+3.22%
48	VB	Vanguard Small-cap ETF	ETF-Other	0.44%	—	+15.16%
49	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.41%	+0.03%	+74.49%
50	DFIV	Dimensional International Va	ETF-Other	0.40%	—	+52.47%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Savvy Advisors, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VUG	Vanguard Growth ETF	+0.5%	+346.88%	Add
2	SPEM	State Street Sp Ptf Em ETF	+0.5%	+144.47%	Add
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+0.5%	+60.02%	Add
4	IVLU	Ishares Msci International V	+0.4%	+74.33%	Add
5	JQUA	Jpmorgan US Quality Factor	+0.4%	+64.38%	Add
6	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.3%	+482.83%	Add
7	IXUS	Ishares Core Intl Stock ETF	+0.3%	+743.61%	Add
8	XLV	Ss Health Care Select Sector	+0.3%	+2573.08%	Add
9	IWD	Ishares Russell 1000 Value E	+0.2%	+2569.22%	Add
10	LLY	Eli Lilly & Co	+0.2%	+71.56%	Add
11	GOOG	Alphabet Inc-cl C	+0.2%	+45.68%	Add
12	SPHQ	Invesco S&p 500 Quality ETF	+0.2%	+1564.26%	Add
13	IAU	Ishares Gold Trust	+0.2%	+63.98%	Add
14	ZAP	Gx US Electrification ETF	+0.2%	+350.04%	Add
15	SPYV	Ss Spdr P S&p 500 Value ETF	+0.2%	+514.53%	Add
16	RSP	Invesco S&p 500 Equal Weight	+0.2%	+751.31%	Add
17	VTV	Vanguard Value ETF	+0.2%	+53.05%	Add
18	VOO	Vanguard S&p 500 ETF	+0.1%	+41.95%	Add
19	XLK	Ss Technology Select Sector	+0.1%	+214.03%	Add
20	IJH	Ishares Core S&p Midcap ETF	+0.1%	+129.60%	Add
21	OEF	Ishares S&p 100 ETF	+0.1%	+73.64%	Add
22	SCHG	Schwab US Large-cap Growth	+0.1%	+44.84%	Add
23	TLH	Ishares 10-20 Year Treasury	+0.1%	+61.19%	Add
24	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+74.49%	Add
25	GOOGL	Alphabet Inc-cl A	+0.1%	+19.99%	Add
26	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+87.48%	Add
27	DFIV	Dimensional International Va	+0.1%	+52.47%	Add
28	PG	Procter & Gamble Co/the	+0.1%	+62.75%	Add
29	AVGO	Broadcom INC	0%	+41.17%	Add
30	VMBS	Vanguard Mortgage-backed Sec	0%	+44.38%	Add
31	QQQ	Invesco Qqq Trust Series 1	—	+38.95%	Add
32	JPM	Jpmorgan Chase & Co	—	+40.42%	Add
33	XCEM	Columbia Em Core Ex-china	0%	+33.16%	Add
34	VWO	Vanguard Ftse Emerging Marke	0%	+37.28%	Add
35	MUB	Ishares National Muni Bond E	0%	+36.95%	Add
36	DBEF	Xtrackers Msci Eafe Hedged E	0%	+31.12%	Add
37	EFG	Ishares Msci Eafe Growth ETF	-0.1%	+30.47%	Add
38	AMZN	Amazon.com INC	-0.1%	+26.40%	Add
39	VEA	Vanguard Ftse Developed ETF	-0.1%	+25.84%	Add
40	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+73.65%	Add
41	IVV	Ishares Core S&p 500 ETF	-0.2%	+28.07%	Add
42	AGG	Ishares Core U.s. Aggregate	-0.3%	+22.96%	Add
43	AAPL	Apple INC	-0.3%	+14.95%	Add
44	MSFT	Microsoft CORP	-0.4%	+24.02%	Add
45	ACIO	Aptus Collared Invest Opp	—	NEW	New buy
46	XLY	Ss Consumer Disc Select Sect	—	NEW	New buy
47	XT	Ishar Fture Exp Tech Etf-usd	—	NEW	New buy
48	OSCV	Opus Small Cap Value ETF	—	NEW	New buy
49	DRSK	Aptus Defined Risk ETF	—	NEW	New buy
50	IVOO	Vanguard S&p Mid-cap 400 ETF	—	NEW	New buy