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 Index Fds (VOO, 6.4%), Ishares Tr (IUSB, 3.8%), Nvidia Corporation (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 Index Fds	6.4%	6.4%	433,099	+8.8%	$297.5M
IUSBIshares Tr	3.8%	4.1%	3,842,612	+14.9%	$177.3M
NVDANvidia Corporation	3.5%	3.6%	825,605	+7.0%	$165.2M
IVLUIshares Tr	2.3%	2.4%	2,612,696	+16.7%	$109.3M
SCHGSchwab Strategic Tr	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 Tr	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
XLKSelect Sector Spdr Tr	1.2%	1.0%	305,785	+11.2%	$58.3M
MSFTMicrosoft Corp	1.2%	1.3%	151,539	+15.2%	$56.5M
AVUVAmerican Centy ETF Tr	1.2%	1.0%	446,377	+34.9%	$55.7M
VTVVanguard Index Fds	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 ETF Trust	1.0%	1.0%	1,069,808	+11.7%	$47.5M
MUBIshares Tr	1.0%	1.1%	434,940	+14.2%	$46.8M
AMZNAmazon Com Inc	1.0%	0.9%	192,007	+13.6%	$45.8M
SPEMSpdr Index Shs Fds	1.0%	1.3%	874,783	-16.2%	$45.3M
GOOGLAlphabet Inc	0.9%	0.8%	113,526	+15.1%	$40.6M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	0.9%	553,981	+4.1%	$39.5M
MTUMIshares Tr	0.8%	0.7%	113,097	-2.5%	$38.8M
BUSEFirst Busey Corp Com New	0.8%	0.9%	1,286,665	-0.6%	$38.0M
BSVVanguard Bd Index Fds	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 Tr	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 Index Fds	0.7%	0.6%	356,638	+551.9%	$30.7M
TSLATesla Inc	0.6%	0.4%	70,839	+65.0%	$29.8M
PGProcter & Gamble Co	0.6%	0.7%	192,221	+2.2%	$28.2M
IEMGIshares Inc	0.6%	—	327,116	—	$27.1M
LLYEli Lilly & Co	0.6%	0.4%	21,784	+20.6%	$26.1M
QQQInvesco Qqq Tr	0.5%	0.6%	34,350	-4.6%	$25.3M
VMBSVanguard Scottsdale Fds	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 Exchange Traded Fd T	0.5%	0.5%	111,855	+27.1%	$23.8M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	31,694	+4.8%	$23.7M
ASTSAST SpaceMobile Inc	0.5%	0.6%	265,349	-2.0%	$23.6M
VGTVanguard World Fd	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 Strategic Tr	0.5%	0.5%	781,121	-3.6%	$21.6M
EFAIshares Tr	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 Tr	0.4%	0.6%	251,889	+7.5%	$19.0M
METAMeta Platforms Inc	0.4%	0.5%	31,841	+5.7%	$17.9M
DFUVDimensional ETF Trust	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 World Fd+640.4% shares
VUG Vanguard Index Fds+551.9% shares
TSLA Tesla Inc+65.0% shares
AVUV American Centy ETF Tr+34.9% shares
RSP Invesco Exchange Traded Fd T+27.1% shares
HYDB Ishares Tr+24.0% shares
LLY Eli Lilly & Co+20.6% shares
IAGG Ishares Tr+19.1% shares

Reduced

SPEM Spdr Index Shs Fds-16.2% shares
IVV Ishares Tr-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Index Fds (VOO) at 6.4%, Ishares Tr (IUSB) at 3.8%, Nvidia Corporation (NVDA) at 3.5%, Ishares Tr (IVLU) at 2.3% and Schwab Strategic Tr (SCHG) at 2.2%.

What did Savvy Advisors, Inc. buy last quarter?

In Q2 2026, Savvy Advisors, Inc. added Vanguard World Fd (VGT) (+640.4% shares), Vanguard Index Fds (VUG) (+551.9% shares) and Tesla Inc (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 Tr (IEFA), Spdr Index Shs Fds (SPEM) (-16.2% shares) and Ishares Tr (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.