Savvy Advisors, Inc.

CIK

2003633

Location

NEW YORK, NY

Portfolio Value

Mid $1,270,324,045

Diversification

Diversified

Filing Date

Global Rank

#1,551 / 8,622 ▲ 166 · as of Mar 2026

Top Industry

Semiconductors 16.2%

3Y Alpha vs SPY

-0.2%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.2%

SPY

+52.7%

Annualised alpha

+0.8%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

605 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

−1.4 pts

Top 5

25.9%

−2.9 pts

Top 10

36.0%

−3.7 pts

HHI

234

Diversified−43

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$420,470,685	95
Financial Services	14.4%	$182,667,892	125
Unclassified	9.4%	$118,975,659	19
Consumer Cyclical	7.6%	$96,916,433	52
Industrials	7.4%	$94,143,611	90
Healthcare	6.8%	$86,657,837	62
Consumer Defensive	6.4%	$81,174,936	27
Communication Services	5.8%	$73,404,729	22
Energy	4.1%	$52,385,524	39
Basic Materials	2.0%	$25,070,365	27
Utilities	1.8%	$22,949,647	25
Real Estate	1.2%	$15,506,727	22

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BUSE	First Busey Corp /Nv/	+1,172,277	1,294,378	$32,708,932
IBIT	iShares Bitcoin Trust ETF	+67,584	259,787	$9,981,016
NVDA	Nvidia Corp	+64,761	772,911	$134,795,678
AAPL	Apple Inc.	+62,356	307,951	$78,154,884
LODE	Comstock Inc.	+60,950	551,265	$1,681,358
BLND	Blend Labs, Inc.	+47,308	72,308	$122,923
BAC	Bank Of America Corp /De/	+38,487	94,842	$4,623,547
PYPL	PayPal Holdings, Inc.	+37,284	43,623	$1,973,068
PG	PROCTER & GAMBLE Co	+34,948	187,998	$27,154,431
AMZN	Amazon Com Inc	+30,467	169,061	$35,210,334
WMT	Walmart Inc.	+25,072	109,744	$13,638,984
NFLX	Netflix Inc	+21,735	59,694	$5,739,578
F	Ford Motor Co	+21,064	68,978	$796,006
MSFT	Microsoft Corp	+19,575	131,552	$48,696,603
CSCO	Cisco Systems, Inc.	+16,965	69,753	$5,412,135
FISV	Fiserv Inc	+15,885	19,334	$1,078,837
BITB	Bitwise Bitcoin ETF	+14,969	32,046	$1,179,613
PLTR	Palantir Technologies Inc.	+14,837	45,428	$6,645,207
ARCC	Ares Capital Corp	+13,679	88,824	$1,600,608
GOOGL	Alphabet Inc.	+13,639	98,641	$28,365,205
VZ	Verizon Communications Inc	+12,778	124,634	$6,256,626
WFC	Wells Fargo & Company/Mn	+11,926	40,620	$3,233,758
SBUX	Starbucks Corp	+11,828	23,799	$2,132,152
UBER	Uber Technologies, Inc	+11,444	37,978	$2,731,757
KO	Coca Cola Co	+11,385	59,168	$4,499,726
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	−111,307	348,804	$15,563,634
IAU	Ishares Gold Trust	−86,371	234,338	$20,659,238
GLDM	World Gold Trust	−65,439	5,795	$537,138
INTC	Intel Corp	−24,334	39,699	$1,751,916
ISD	PGIM High Yield Bond Fund, Inc.	−21,469	73,768	$970,786
JFR	Nuveen Floating Rate Income Fund	−14,251	28,452	$213,959
PCF	High Income Securities Fund	−12,385	13,010	$71,815
SLV	iShares Silver Trust	−9,923	50,173	$3,418,788
ADT	ADT Inc.	−7,831	12,546	$82,427
ACP	abrdn Income Credit Strategies Fund	−6,920	103,502	$527,860
GLO	Clough Global Opportunities Fund	−6,300	32,430	$180,635
SPY	Spdr S&P 500 ETF Trust	−6,033	40,534	$26,360,881
PLD	Prologis, Inc.	−5,989	16,450	$2,174,361
FSSL	FS Specialty Lending Fund	−5,518	15,508	$194,005
MDT	Medtronic plc	−5,227	24,550	$2,127,257
HTD	John Hancock Tax-Advantaged Dividend Income Fund	−5,152	21,743	$538,574
MO	Altria Group, Inc.	−5,086	32,797	$2,164,274
JQC	Nuveen Credit Strategies Income Fund	−4,257	14,440	$70,322
SYY	Sysco Corp	−4,202	4,493	$320,485
HYI	Western Asset High Yield Opportunity Fund Inc.	−4,180	10,463	$111,744
MTCH	Match Group, Inc.	−4,120	8,473	$260,205
LVS	Las Vegas Sands Corp	−3,273	5,069	$273,117
BPRE	Bluerock Private Real Estate Fund	−2,972	31,824	$528,596
SNDK	Sandisk Corp	−2,934	3,996	$2,538,818
FTI	TechnipFMC plc	−2,841	13,866	$958,556
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ASTS	AST SpaceMobile, Inc.	290,852	$24,102,905
IAUM	iShares Gold Trust Micro	55,804	$2,606,046
EEFT	Euronet Worldwide, Inc.	26,278	$1,744,070
BITW	Bitwise 10 Crypto Index ETF	38,412	$1,713,444
GLTR	abrdn Precious Metals Basket ETF Trust	7,764	$1,698,142
PAYC	Paycom Software, Inc.	11,496	$1,397,223
QS	QuantumScape Corp	141,024	$899,733
CBRL	Cracker Barrel Old Country Store, Inc	30,686	$862,583
VOD	Vodafone Group Public Ltd Co	52,163	$783,488
FLY	Firefly Aerospace Inc.	23,983	$682,796
OXY	Occidental Petroleum Corp /De/	10,140	$659,100
OKE	Oneok Inc /New/	6,174	$558,067
AZN	Astrazeneca PLC	2,373	$468,003
BKT	Blackrock Income Trust, Inc.	42,717	$451,518
FBTC	Fidelity Wise Origin Bitcoin Fund	7,012	$413,918
DNP	Dnp Select Income Fund Inc	39,374	$405,552
KVUE	Kenvue Inc.	23,016	$396,795
LNG	Cheniere Energy, Inc.	1,380	$391,588
HP	Helmerich & Payne, Inc.	10,515	$378,855
DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	62,222	$373,954
RMBS	Rambus Inc	4,308	$370,617
MPLX	Mplx LP	5,725	$326,725
XPO	XPO, Inc.	1,656	$322,174
VIST	Vista Energy, S.A.B. de C.V.	4,192	$316,370
SNA	Snap-on Inc	869	$315,638
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DNLI	Denali Therapeutics Inc.	39,030	$644,385
TEAM	Atlassian Corp	3,747	$607,538
IQV	Iqvia Holdings Inc.	1,735	$391,086
G	Genpact LTD	8,074	$377,701
DKNG	DraftKings Inc.	10,361	$357,040
TECK	Teck Resources Ltd	7,318	$350,459
NBIX	Neurocrine Biosciences Inc	2,374	$336,704
HPQ	Hp Inc	14,559	$324,374
CHE	Chemed Corp	749	$320,467
OXLC	Oxford Lane Capital Corp.	21,858	$320,001
LYFT	Lyft, Inc.	16,463	$318,888
GIS	General Mills Inc	6,791	$315,781
VLTO	Veralto Corp	3,133	$312,610
AN	Autonation, Inc.	1,443	$297,950
AXON	Axon Enterprise, Inc.	524	$297,595
ILMN	Illumina, Inc.	2,178	$285,666
ALNY	Alnylam Pharmaceuticals, Inc.	672	$267,220
GDDY	GoDaddy Inc.	2,102	$260,816
EXAS	EXACT SCIENCES CORP	2,503	$254,204
MKTX	Marketaxess Holdings Inc	1,389	$251,756
AHR	American Healthcare REIT, Inc.	5,288	$248,853
ROKU	Roku, Inc	2,269	$246,163
FWONA	Liberty Media Corp	2,625	$234,622
FNF	Fidelity National Financial, Inc.	4,140	$226,002
MHK	Mohawk Industries Inc	2,064	$225,595
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

605 tracked positions · $1,270,324,045 total · filing declares 1,142 positions · $3,745,279,187 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 605 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp PUT + SHARES Technology	Added	772,911	+64,761	$134,795,678	+2.1%	10.61%
AAPL	Apple Inc. Technology	Added	307,951	+62,356	$78,154,884	+17.1%	6.15%
MSFT	Microsoft Corp Technology	Added	131,552	+19,575	$48,696,603	−10.1%	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	169,061	+30,467	$35,210,334	+10.1%	2.77%
BUSE	First Busey Corp /Nv/ Financial Services	Added	1,294,378	+1,172,277	$32,708,932	+1026.0%	2.57%
GOOGL	Alphabet Inc. Communication Services	Added	98,641	+13,639	$28,365,205	+6.6%	2.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	187,998	+34,948	$27,154,431	+23.8%	2.14%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	40,534	-6,033	$26,360,881	−17.0%	2.08%
ASTS	AST SpaceMobile, Inc. CALL + SHARES Technology	NEW	290,852	NEW	$24,102,905	NEW	1.90%
AVGO	Broadcom Inc. Technology	Added	69,742	+7,483	$21,585,846	+0.2%	1.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	43,988	+564	$21,079,049	−3.4%	1.66%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Reduced	36,091	-675	$20,831,003	−7.8%	1.64%
IAU	Ishares Gold Trust	Reduced	234,338	-86,371	$20,659,238	−20.6%	1.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	60,145	+10,989	$17,692,253	+11.7%	1.39%
META	Meta Platforms, Inc. Communication Services	Added	30,128	+5,491	$17,237,132	+6.0%	1.36%
LLY	ELI LILLY & Co Healthcare	Added	18,062	+1,510	$16,612,885	−6.6%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	42,936	+9,185	$15,961,458	+5.2%	1.26%
XOM	ExxonMobil Holdings Corp Energy	Added	93,522	+6,501	$15,866,942	+51.5%	1.25%
SGOL	abrdn Gold ETF Trust	Reduced	348,804	-111,307	$15,563,634	−17.7%	1.23%
WMT	Walmart Inc. Consumer Defensive	Added	109,744	+25,072	$13,638,984	+44.6%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,156	+2,827	$12,112,603	+50.6%	0.95%
CVX	Chevron Corp Energy	Added	50,771	+8,469	$10,504,519	+62.9%	0.83%
JNJ	Johnson & Johnson Healthcare	Added	42,446	+9,858	$10,375,500	+53.8%	0.82%
MU	Micron Technology Inc Technology	Added	30,329	+7,515	$10,246,349	+57.4%	0.81%
GLD	Spdr Gold Trust	Added	23,466	+4,971	$10,097,185	+37.8%	0.79%
V	Visa Inc. Financial Services	Added	33,163	+4,241	$10,023,185	−1.2%	0.79%
IBIT	iShares Bitcoin Trust ETF	Added	259,787	+67,584	$9,981,016	+4.6%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	44,558	+7,990	$9,690,919	+16.0%	0.76%
CAT	Caterpillar Inc Industrials	Added	11,944	+2,969	$8,461,846	+64.6%	0.67%
MA	Mastercard Inc Financial Services	Added	16,776	+3,284	$8,382,296	+8.8%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,720	+4,242	$7,801,270	+16.4%	0.61%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,606	+4,028	$7,025,718	+23.7%	0.55%
PLTR	Palantir Technologies Inc. Technology	Added	45,428	+14,837	$6,645,207	+22.2%	0.52%
GS	Goldman Sachs Group Inc Financial Services	Added	7,706	+2,317	$6,519,198	+37.6%	0.51%
RTX	RTX Corp Industrials	Added	33,611	+8,061	$6,483,561	+38.4%	0.51%
IBM	International Business Machines Corp Technology	Added	26,003	+4,707	$6,302,867	−0.1%	0.50%
VZ	Verizon Communications Inc Communication Services	Added	124,634	+12,778	$6,256,626	+37.3%	0.49%
NFLX	Netflix Inc Communication Services	Added	59,694	+21,735	$5,739,578	+61.3%	0.45%
PM	Philip Morris International Inc. Consumer Defensive	Added	33,226	+6,714	$5,493,586	+29.2%	0.43%
GE	General Electric Co Industrials	Added	19,157	+4,347	$5,436,181	+19.2%	0.43%
CSCO	Cisco Systems, Inc. Technology	Added	69,753	+16,965	$5,412,135	+33.1%	0.43%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	32,930	+4,172	$5,258,921	+19.0%	0.41%
AMD	Advanced Micro Devices Inc PUT CALL + SHARES Technology	Added	25,515	+8,101	$5,190,516	+39.2%	0.41%
LMT	Lockheed Martin Corp Industrials	Added	7,778	+141	$4,700,945	+27.3%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Added	94,842	+38,487	$4,623,547	+49.2%	0.36%
PB	Prosperity Bancshares Inc Financial Services	Reduced	68,687	-18	$4,614,392	−2.8%	0.36%
PEP	Pepsico Inc Consumer Defensive	Added	29,420	+1,424	$4,568,631	+13.7%	0.36%
ETN	Eaton Corp plc Industrials	Added	12,746	+884	$4,558,861	+20.7%	0.36%
KO	Coca Cola Co Consumer Defensive	Added	59,168	+11,385	$4,499,726	+34.7%	0.35%
T	At&T Inc. Communication Services	Added	153,525	+8,145	$4,450,689	+23.2%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.