CIK: 0002003633
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%.
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Savvy Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 77 equally-sized positions, well below its 1142 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.67), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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
Showing top 200 holdings (of 1142 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% | -0.26% | +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% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+17.9%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1142 | $3.7B | 28 | |
| 2025-12-31 | 1033 | $3.1B | 38 | |
| 2025-09-30 | 820 | $2.2B | 68 | |
| 2025-06-30 | 648 | $1.5B | 0 | |
| 2025-03-31 | 518 | $994.4M | 0 | |
| 2024-12-31 | 453 | $831.6M | 0 | |
| 2024-09-30 | 351 | $492.5M | 0 | |
| 2024-06-30 | 300 | $306.8M | 0 | |
| 2024-03-31 | 223 | $173.5M | 0 | |
| 2023-12-31 | 157 | $103.0M | 0 |
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).
| # | 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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
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