Q2 2026 13F · SEC CIK 2003633

Savvy Advisors, Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.7B
Reported positions: 1,232
Top holdings a year, 3 yrs: +16.4%
Assets under management: $5.0B

Savvy Advisors, Inc. is a wealth manager that reported 1,232 positions worth $4.7B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Vanguard S&p 500 ETF (VOO, 6.4%), Ishares Core Universal Usd Bond ETF (IUSB, 3.8%), Nvidia Corporation Com (NVDA, 3.5%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 18.8% for the S&P 500.

Savvy Advisors, Inc. holdings largest 50 of 1,232 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Savvy Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	6.4%	6.4%	433,099	+8.8%	$297.5M
IUSBIshares Core Universal Usd Bond ETF	3.8%	4.1%	3,842,612	+14.9%	$177.3M
NVDANvidia Corporation Com	3.5%	3.6%	825,605	+7.0%	$165.2M
IVLUIshares Tr	2.3%	2.4%	2,612,696	+16.7%	$109.3M
SCHGSchwab U.s. Large-Cap Growth ETF	2.2%	2.2%	3,061,326	+6.9%	$103.6M
AAPLApple Inc	2.1%	2.1%	340,422	+10.5%	$98.5M
JQUAJpmorgan U.s. Quality Factor ETF	2.0%	2.2%	1,314,796	-0.7%	$95.0M
IVVIshares Core S&p 500 ETF	1.8%	2.2%	115,160	-7.4%	$86.2M
AGGIshares Tr	1.5%	1.8%	719,535	+6.5%	$71.2M
EFGIshares Tr	1.4%	1.4%	507,288	+9.3%	$63.1M
XLKState Street Technology Select Sector Sp	1.2%	1.0%	305,785	+11.2%	$58.3M
MSFTMicrosoft Corp	1.2%	1.3%	151,539	+15.2%	$56.5M
AVUVAvantis US Small Cap Value ETF	1.2%	1.0%	446,377	+34.9%	$55.7M
VTVVanguard Value ETF	1.2%	1.3%	254,013	+2.9%	$55.4M
FFIUSpinnaker ETF Series	1.1%	1.3%	2,256,299	+1.6%	$49.2M
DFACDimensional U.s. Core Equity 2	1.0%	1.0%	1,069,808	+11.7%	$47.5M
MUBIshares National Muni Bond ETF	1.0%	1.1%	434,940	+14.2%	$46.8M
AMZNAmazon Com Inc Com	1.0%	0.9%	192,007	+13.6%	$45.8M
SPEMState Street Spdr Portfolio Emerging Mar	1.0%	1.3%	874,783	-16.2%	$45.3M
GOOGLAlphabet Inc	0.9%	0.8%	113,526	+15.1%	$40.6M
VEAVanguard Tax-Managed Fds	0.8%	0.9%	553,981	+4.1%	$39.5M
MTUMIshares Msci USA Momentum Factor ETF	0.8%	0.7%	113,097	-2.5%	$38.8M
BUSEFirst Busey Corp	0.8%	0.9%	1,286,665	-0.6%	$38.0M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	0.9%	480,920	+9.1%	$37.5M
GOOGAlphabet Inc	0.8%	0.7%	103,613	+6.7%	$36.6M
VTIVanguard Index Fds	0.7%	0.7%	92,755	+7.2%	$34.3M
IAGGiShares International Aggregate Bond Fun	0.7%	0.7%	649,771	+19.1%	$32.9M
MUMicron Technology Inc	0.7%	—	27,476	—	$31.7M
AVGOBroadcom Inc	0.7%	0.6%	82,707	+18.6%	$31.2M
VUGVanguard Indx Fd	0.7%	0.6%	356,638	+551.9%	$30.7M
TSLATesla Inc Com	0.6%	0.4%	70,839	+65.0%	$29.8M
PGProcter & Gamble Co Com	0.6%	0.7%	192,221	+2.2%	$28.2M
IEMGIshares	0.6%	—	327,116	—	$27.1M
LLYLilly Eli & Co	0.6%	0.4%	21,784	+20.6%	$26.1M
QQQInvesco Qqq Tr	0.5%	0.6%	34,350	-4.6%	$25.3M
VMBSVmbs	0.5%	0.6%	522,340	+13.3%	$24.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	48,793	+10.9%	$24.4M
RSPInvesco S&p 500 Equal Weight ETF	0.5%	0.5%	111,855	+27.1%	$23.8M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	31,694	+4.8%	$23.7M
ASTSAst Spacemobile Inc	0.5%	0.6%	265,349	-2.0%	$23.6M
VGTVanguard Info Tech	0.5%	0.5%	194,680	+640.4%	$23.3M
JPMJpmorgan Chase & Co	0.5%	0.5%	68,127	+13.3%	$22.3M
HYDBIshares Tr	0.5%	0.5%	463,561	+24.0%	$21.7M
SCHFSchwab Intl Equity	0.5%	0.5%	781,121	-3.6%	$21.6M
EFAiShs MSCI EAFE	0.5%	0.5%	207,040	+0.5%	$21.5M
TLHIshares Tr	0.4%	0.5%	207,915	+2.6%	$20.9M
DUHPDimensional ETF Trust	0.4%	0.4%	460,604	+5.7%	$19.2M
IAUIshares Gold Trust	0.4%	0.6%	251,889	+7.5%	$19.0M
METAMeta Platforms Inc Class A	0.4%	0.5%	31,841	+5.7%	$17.9M
DFUVDimensional U.s. Marketwide Val	0.4%	—	322,267	—	$17.7M

What Savvy Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+640.4% shares
VUG Vanguard Indx Fd+551.9% shares
TSLA Tesla Inc Com+65.0% shares
AVUV Avantis US Small Cap Value ETF+34.9% shares
RSP Invesco S&p 500 Equal Weight ETF+27.1% shares
HYDB Ishares Tr+24.0% shares
LLY Lilly Eli & Co+20.6% shares
IAGG iShares International Aggregate Bond Fun+19.1% shares

Reduced

SPEM State Street Spdr Portfolio Emerging Mar-16.2% shares
IVV Ishares Core S&p 500 ETF-7.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.2% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.7B	1,232
Q1 2026	$3.7B	1,117
Q4 2025	$3.1B	1,003
Q3 2025	$2.2B	820
Q2 2025	$1.5B	648
Q1 2025	$994.4M	518
Q4 2024	$831.5M	450
Q3 2024	$492.5M	351
Q2 2024	$306.8M	300
Q1 2024	$173.5M	223
Q4 2023	$103.0M	157

Questions about Savvy Advisors, Inc.'s portfolio

What stocks does Savvy Advisors, Inc. own?

Savvy Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 1,232 positions worth $4.7B. The largest are Vanguard S&p 500 ETF (VOO) at 6.4%, Ishares Core Universal Usd Bond ETF (IUSB) at 3.8%, Nvidia Corporation Com (NVDA) at 3.5%, Ishares Tr (IVLU) at 2.3% and Schwab U.s. Large-Cap Growth ETF (SCHG) at 2.2%.

What did Savvy Advisors, Inc. buy last quarter?

In Q2 2026, Savvy Advisors, Inc. added Vanguard Info Tech (VGT) (+640.4% shares), Vanguard Indx Fd (VUG) (+551.9% shares) and Tesla Inc Com (TSLA) (+65.0% shares), compared with its Q1 2026 filing.

What did Savvy Advisors, Inc. sell last quarter?

In Q2 2026, Savvy Advisors, Inc. cut from its top 50 Rbb Fd Inc (TBIL), cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Ishares Core Msci Eafe ETF (IEFA), State Street Spdr Portfolio Emerging Mar (SPEM) (-16.2% shares) and Ishares Core S&p 500 ETF (IVV) (-7.4% shares), compared with its Q1 2026 filing.

How has Savvy Advisors, Inc.'s portfolio performed?

A portfolio copying Savvy Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +16.2% against +20.1%.

When is Savvy Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Savvy Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Savvy Advisors, Inc. manage?

Savvy Advisors, Inc. reported $5.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.7B.