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CIK: 0002003633
Total reported value
$4.7B
$4.7B
1117 檔
14.9%
According to the latest 13F quarterly dataset, Savvy Advisors, Inc. managed an equity portfolio of $4.7B at the end of Q1 2026, spanning 1117 distinct U.S. exchange-listed positions.
In Q1 2026, Savvy Advisors, Inc. displayed an active expansion posture, initiating 36 new positions and adding to 134 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1117 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.35% | -0.03% | +22.10% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.12% | -0.35% | +17.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | -0.09% | +9.15% | |
| 4 | IVLU | Ishares Msci International V | ETF-Other | 2.37% | -0.05% | +54.67% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.23% | -0.03% | +20.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.34% | -3.37% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.17% | -0.15% | -2.55% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.09% | — | +25.39% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | -0.28% | +17.01% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.38% | -0.04% | +160.40% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.31% | -0.35% | +35.11% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.10% | +17.48% | |
| 13 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 1.30% | -0.26% | +1.63% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.11% | -12.59% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | -0.09% | +39.79% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.99% | +0.02% | +43.01% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.98% | +0.20% | +1720.21% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | +0.26% | +18.43% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.03% | +21.98% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.92% | -0.12% | +11.19% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.07% | -6.30% | |
| 22 | BUSE | First Busey CORP | Stock-Other | 0.87% | -0.06% | +960.09% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.10% | +16.05% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.04% | +15.46% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | +0.08% | +16.87% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.01% | +81.08% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.73% | -0.03% | +83.19% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.12% | +22.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.05% | -12.96% | |
| 30 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.64% | -0.10% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.01% | +8.53% | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.63% | -0.26% | +5355.32% | |
| 33 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.58% | -0.06% | -2.06% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | +12.02% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +1.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | -0.02% | -1.84% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.15% | -26.93% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | -0.10% | -22.37% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.54% | -0.08% | +280.56% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.07% | +393.75% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | — | +14.08% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.10% | +41.83% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +22.36% | |
| 44 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.46% | — | +71.26% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.08% | +22.29% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | +0.06% | +170.52% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.13% | +9.12% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.06% | +26.27% | |
| 49 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.43% | -0.02% | +21.68% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.20% | +27.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.9% | +1720.21% | Add |
| 2 | BUSE | First Busey CORP | +0.8% | +960.09% | Add |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.7% | +160.40% | Add |
| 4 | TBIL | F/m US Treasury 3 Month Bill | +0.6% | +5355.32% | Add |
| 5 | IVLU | Ishares Msci International V | +0.6% | +54.67% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.4% | +393.75% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.4% | +280.56% | Add |
| 8 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +83.19% | Add |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +170.52% | Add |
| 10 | VONG | Vanguard Russell 1000 Growth | +0.3% | +4239.23% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +530.85% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +81.08% | Add |
| 13 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +35.11% | Add |
| 14 | MUB | Ishares National Muni Bond E | +0.1% | +39.79% | Add |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.1% | +43.01% | Add |
| 16 | HYDB | Ishares High Yield Systemati | +0.1% | +71.26% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +41.83% | Add |
| 18 | DFCF | Dimensional Core Fixed Inc | +0.1% | +133.95% | Add |
| 19 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +216.33% | Add |
| 20 | SCHR | Schwab Intermediate-term US | +0.1% | +108.81% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +7.47% | Add |
| 22 | DFAI | Dimensional International Co | +0.1% | +120.86% | Add |
| 23 | VTIP | Vanguard Short-term Tips | +0.1% | +230.54% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +20.02% | Add |
| 25 | DFSD | Dimensional Short Duration | +0.1% | +200.53% | Add |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +114.64% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +29.61% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | +30.30% | Add |
| 29 | MU | Micron Technology Inc | +0.1% | +32.94% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +30.25% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +33.08% | Add |
| 32 | ICVT | Ishares Convertible Bond ETF | +0.1% | +174.11% | Add |
| 33 | BIV | Vanguard Intermediate-term B | +0.1% | +121.52% | Add |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +269.88% | Add |
| 35 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +54.94% | Add |
| 36 | VV | Vanguard Large-cap ETF | +0.1% | +86.69% | Add |
| 37 | VXUS | Vanguard Total Intl Stock | +0.1% | +101.03% | Add |
| 38 | SCHM | Schwab US Mid Cap ETF | +0.1% | +190.81% | Add |
| 39 | AVDE | Avantis International Equity | +0.1% | +185.80% | Add |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +318.89% | Add |
| 41 | NFLX | Netflix Inc | 0% | +57.26% | Add |
| 42 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | +70.30% | Add |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +389.63% | Add |
| 44 | HYD | Vaneck High Yield Muni ETF | 0% | +801.47% | Add |
| 45 | PYPL | Paypal Holdings Inc | 0% | +588.17% | Add |
| 46 | IEFA | Ishares Core Msci Eafe ETF | 0% | +26.27% | Add |
| 47 | GLD | Spdr Gold Shares | 0% | +26.88% | Add |
| 48 | VCRB | Vanguard Core Bond ETF | 0% | +63.99% | Add |
| 49 | AMAT | Applied Materials Inc | 0% | +55.51% | Add |
| 50 | VGSH | Vanguard Short-term Treasury | 0% | +78.98% | Add |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 1117 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IUSB, NVDA) accounted for 14.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ASTS
市值: $24.1M
Top Position Liquidated / Trimmed
UPSD
前期市值: $1.4M
During Q1 2026, Savvy Advisors, Inc.'s top holdings by market value included VOO (6.3%)、IUSB (4.1%)、NVDA (3.6%). The largest single position, VOO, represented 6.3% of total portfolio value.
In Q1 2026, Savvy Advisors, Inc. made 200 total portfolio adjustments, initiating 36 new buys, adding to 134 positions, trimming 28 holdings, and fully liquidating 2 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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