Savvy Advisors, Inc.

Diversified strategyMomentum follower

Total reported value

$3.7B

Reporting period: 2026-03-31 · Number of holdings: 1142

Savvy Advisors, Inc. disclosed 1142 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.7B and a quarterly turnover rate of 28.0%.

Personality snowflake

Concentration: 5.17
Portfolio Stability: 28.01
Momentum/Contrarian: 100
Sector conviction: 56.93
Diversification: 100
Sizing Uniformity: 63.34

Recent moves

Add AVUV
+1720.2%　$34.7M
Add BUSE
+960.1%　$29.8M
Add EFG
+160.4%　$31.4M
Trim IVV
-3.4%　-$6.9M
Add TBIL
+5355.3%　$23.1M
Trim JQUA
-2.6%　-$4.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1117 holdings (of 1142 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.35%	-0.26%	+22.10%
2	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	4.12%	-0.15%	+17.73%
3	NVDA	Nvidia CORP	Stock-Tech	3.60%	—	+9.15%
4	IVLU	Ishares Msci International V	ETF-Other	2.37%	+0.59%	+54.67%
5	SCHG	Schwab US Large-cap Growth	ETF-Other	2.23%	-0.27%	+20.75%
6	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.17%	-0.68%	-3.37%
7	JQUA	Jpmorgan US Quality Factor	ETF-Other	2.17%	-0.60%	-2.55%
8	AAPL	Apple INC	Stock-Tech	2.09%	-0.07%	+25.39%
9	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.79%	-0.07%	+17.01%
10	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.38%	+0.72%	+160.40%
11	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.31%	+0.14%	+35.11%
12	MSFT	Microsoft CORP	Stock-Tech	1.30%	-0.44%	+17.48%
13	FFIU	Uva Unconstrained Medium-ter	ETF-Other	1.30%	—	+1.63%
14	VTV	Vanguard Value ETF	ETF-Other	1.29%	-0.45%	-12.59%
15	MUB	Ishares National Muni Bond E	ETF-Other	1.08%	+0.14%	+39.79%
16	DFAC	Dimensional US Core Equity 2	ETF-Other	0.99%	+0.13%	+43.01%
17	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.98%	+0.92%	+1720.21%
18	XLK	Ss Technology Select Sector	ETF-Tech	0.98%	—	+18.43%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.94%	—	+21.98%
20	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.92%	—	+11.19%
21	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.91%	—	-6.30%
22	BUSE	First Busey CORP	Stock-Other	0.87%	+0.78%	+960.09%
23	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.76%	—	+16.05%
24	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.74%	—	+15.46%
25	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.74%	—	+16.87%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.74%	+0.22%	+81.08%
27	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.73%	+0.25%	+83.19%
28	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.73%	+0.01%	+22.83%
29	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.70%	-0.02%	-12.96%
30	ASTS	Ast Spacemobile INC	Stock-Tech	0.64%	+0.64%	NEW
31	VUG	Vanguard Growth ETF	ETF-Other	0.64%	—	+8.53%
32	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	0.63%	+0.62%	+5355.32%
33	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.58%	—	-2.06%
34	AVGO	Broadcom INC	Stock-Tech	0.58%	—	+12.02%
35	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.56%	—	+1.30%
36	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.56%	—	-1.84%
37	IAU	Ishares Gold Trust	ETF-Commodities	0.55%	-0.29%	-26.93%
38	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.54%	-0.32%	-22.37%
39	SCHF	Schwab Intl Equity ETF	ETF-Other	0.54%	+0.37%	+280.56%
40	EFA	Ishares Msci Eafe ETF	ETF-Other	0.53%	+0.40%	+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%	+0.12%	+41.83%
43	JPM	Jpmorgan Chase & Co	Stock-Financials	0.47%	—	+22.36%
44	HYDB	Ishares High Yield Systemati	ETF-High Yield	0.46%	+0.13%	+71.26%
45	META	Meta Platforms Inc-class A	Stock-Comm Services	0.46%	—	+22.29%
46	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.45%	+0.25%	+170.52%
47	LLY	Eli Lilly & Co	Stock-Healthcare	0.44%	—	+9.12%
48	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.44%	+0.03%	+26.27%
49	DUHP	Dimensional US High Profi Et	ETF-Other	0.43%	—	+21.68%
50	TSLA	Tesla INC	Stock-Consumer Disc	0.43%	—	+27.21%

1–50 of 1,117

Portfolio Performance

Performance for Q3 2026

+1.9%

Performance Last 4 Quarters

+17.9%

Based on 78% of reported portfolio value with available pricing

Stdev: +10.3%
Beta: +0.81
Alpha: +1.9%
Max Drawdown: -4.9%
Annualized Perf: +17.1%
Batting Avg vs S&P: +48.3%
Sortino: +3.16
Stutzer: +0.46
Treynor: +0.2
Sterling: +1.15
Calmar: +3.45
Information Ratio: -0.42
Tracking Error: +3.6%
Stdev Down: +5.2%
Winning Months %: +69%
Losing Months %: +31%
Best 12 Months: +31.3%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.59
Sharpe: +1.58
Stdev Sectors: +9.5%
Skewness: -0.23
Kurtosis: -0.26
Upside Potential: +4.71

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1142	$3.7B	28	1VOO 2IUSB 3NVDA Top holdings2026-03-31 1.VOO 2.IUSB 3.NVDA 4.IVLU 5.SCHG 6.IVV 7.JQUA 8.AAPL 9.AGG 10.EFG
2025-12-31	1033	$3.1B	38	1VOO 2IUSB 3NVDA Top holdings2025-12-31 1.VOO 2.IUSB 3.NVDA 4.IVV 5.JQUA 6.SCHG 7.AAPL 8.AGG 9.IVLU 10.VTV
2025-09-30	820	$2.2B	68	1VOO 2NVDA 3IUSB Top holdings2025-09-30 1.VOO 2.NVDA 3.IUSB 4.IVV 5.AAPL 6.SCHG 7.JQUA 8.AGG 9.MSFT 10.FFIU
2025-06-30	648	$1.5B	0	1NVDA 2VOO 3IUSB Top holdings2025-06-30 1.NVDA 2.VOO 3.IUSB 4.IVV 5.FFIU 6.MSFT 7.AAPL 8.JQUA 9.SCHG 10.AGG
2025-03-31	518	$994.4M	0	1NVDA 2VOO 3IUSB Top holdings2025-03-31 1.NVDA 2.VOO 3.IUSB 4.FFIU 5.AAPL 6.JQUA 7.SCHG 8.MSFT 9.VTV 10.IVLU
2024-12-31	453	$831.6M	0	1NVDA 2VOO 3FFIU Top holdings2024-12-31 1.NVDA 2.VOO 3.FFIU 4.IUSB 5.AAPL 6.MSFT 7.JQUA 8.IVLU 9.EFG 10.PG
2024-09-30	351	$492.5M	0	1VOO 2IUSB 3JQUA Top holdings2024-09-30 1.VOO 2.IUSB 3.JQUA 4.AMGN 5.VTI 6.IVLU 7.VTV 8.PG 9.EFG 10.MSFT
2024-06-30	300	$306.8M	0	1VOO 2AMGN 3IUSB Top holdings2024-06-30 1.VOO 2.AMGN 3.IUSB 4.MSFT 5.IVV 6.NVDA 7.PG 8.VEA 9.AAPL 10.JQUA
2024-03-31	223	$173.5M	0	1VOO 2AMGN 3IUSB Top holdings2024-03-31 1.VOO 2.AMGN 3.IUSB 4.SCHX 5.MSFT 6.QQQ 7.JQUA 8.NVDA 9.AAPL 10.IVLU
2023-12-31	157	$103.0M	0	1AMGN 2VOO 3SCHX Top holdings2023-12-31 1.AMGN 2.VOO 3.SCHX 4.MSFT 5.IUSB 6.QQQ 7.JQUA 8.STIP 9.AAPL 10.FVD

Holding changes this quarter

Savvy Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Ast Spacemobile INC (ASTS); New buy: Abrdn Bloomberg All Commodit (BCI); New buy: Global X Defense Tech ETF (SHLD); New buy: Ishares Lt National Muni Bd (LMUB); New buy: State Street Brgwtr All Wthr (ALLW).

Position changes disclosed by Savvy Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	CVX	Chevron CORP	+0.1%	+20.02%	Add
23	WMT	Walmart INC	+0.1%	+29.61%	Add
24	COST	Costco Wholesale CORP	+0.1%	+30.30%	Add
25	MU	Micron Technology INC	+0.1%	+32.94%	Add
26	JNJ	Johnson & Johnson	+0.1%	+30.25%	Add
27	IEFA	Ishares Core Msci Eafe ETF	0%	+26.27%	Add
28	PG	Procter & Gamble Co/the	0%	+22.83%	Add
29	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-12.96%	Trim
30	AAPL	Apple INC	-0.1%	+25.39%	Add
31	AGG	Ishares Core U.s. Aggregate	-0.1%	+17.01%	Add
32	OSCV	Opus Small Cap Value ETF	-0.1%	-69.16%	Trim
33	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.2%	+17.73%	Add
34	ACIO	Aptus Collared Invest Opp	-0.2%	-50.38%	Trim
35	VOO	Vanguard S&p 500 ETF	-0.3%	+22.10%	Add
36	SCHG	Schwab US Large-cap Growth	-0.3%	+20.75%	Add
37	IAU	Ishares Gold Trust	-0.3%	-26.93%	Trim
38	TLH	Ishares 10-20 Year Treasury	-0.3%	-22.37%	Trim
39	OEF	Ishares S&p 100 ETF	-0.4%	-59.37%	Trim
40	MSFT	Microsoft CORP	-0.4%	+17.48%	Add
41	VTV	Vanguard Value ETF	-0.5%	-12.59%	Trim
42	DBEF	Xtrackers Msci Eafe Hedged E	-0.5%	-74.93%	Trim
43	JQUA	Jpmorgan US Quality Factor	-0.6%	-2.55%	Trim
44	IVV	Ishares Core S&p 500 ETF	-0.7%	-3.37%	Trim
45	ASTS	Ast Spacemobile INC	—	NEW	New buy
46	BCI	Abrdn Bloomberg All Commodit	—	NEW	New buy
47	SHLD	Global X Defense Tech ETF	—	NEW	New buy
48	LMUB	Ishares Lt National Muni Bd	—	NEW	New buy
49	ALLW	State Street Brgwtr All Wthr	—	NEW	New buy
50	IVAL	Alpha Archi Intl Qt Vlu ETF	—	NEW	New buy

FAQ

What is Savvy Advisors, Inc. and what type of investor is it?

Savvy Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.7B, spread across 1142 disclosed positions.

What are Savvy Advisors, Inc.'s largest equity positions?

Based on the latest 13F filing, Savvy Advisors, Inc.'s top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $237.9M (6.3%) 2. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $154.4M (4.1%) 3. Nvidia CORP (NVDA) — $134.8M (3.6%) 4. Ishares Msci International V (IVLU) — $88.9M (2.4%) 5. Schwab US Large-cap Growth (SCHG) — $83.4M (2.2%)

What changes did Savvy Advisors, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Savvy Advisors, Inc. made 50 notable position adjustments: 6 new positions were initiated, 34 existing holdings were added to, 10 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ast Spacemobile INC (ASTS); New buy: Abrdn Bloomberg All Commodit (BCI); New buy: Global X Defense Tech ETF (SHLD); New buy: Ishares Lt National Muni Bd (LMUB); New buy: State Street Brgwtr All Wthr (ALLW)

What sectors does Savvy Advisors, Inc. focus on?

Savvy Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.3% • Financials: 12.0% • Communication Services: 9.0% • Consumer Discretionary: 8.5% • Industrials: 8.3% • Health Care: 7.7%