Savvy Advisors, Inc.
Registered adviserFiling Date
Global Rank
#922
/ 8,818
▲ 48
Top Industry
Semiconductors
18.1%
Period ended 4 months ago
Filed Aug 3, 2026 · 3mo
11 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$5,001,044,474
Main clients
Individuals and high net worth
(97% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $5,001,044,474 | Individuals and high net worth (97%) |
| Feb 2025 to Mar 2026 | $1,295,318,161 | Individuals and high net worth (97%) |
| May 2024 to Jan 2025 | $401,296,753 | Individuals and high net worth (97%) |
| Apr 2024 | $382,427,253 | Individuals and high net worth (97%) |
| May 2023 to Mar 2024 | $114,702,721 | Individuals and high net worth (83%) |
| Apr 2023 | $114,702,721 | Individuals and high net worth (83%) |
2 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 53.2%, 16.2 effective positions, active share 58.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
10.1% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 8.6 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 58.2%; sector active share 54.6% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,227 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.4%
−1.0 pts
Top 5
42.6%
−1.9 pts
Top 10
52.8%
−1.4 pts
HHI
607
Diversified−53
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.3% | $3,166,898,407 |
| Technology | 12.6% | $594,790,583 |
| Financial Services | 4.8% | $227,541,270 |
| Communication Services | 2.7% | $125,847,865 |
| Healthcare | 2.7% | $124,823,427 |
| Industrials | 2.6% | $122,872,013 |
| Consumer Cyclical | 2.6% | $121,352,831 |
| Consumer Defensive | 1.9% | $87,626,581 |
| Energy | 1.1% | $50,210,202 |
| Utilities | 0.7% | $30,599,476 |
| Basic Materials | 0.6% | $27,374,851 |
| Real Estate | 0.5% | $23,024,225 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | +499,298 | 3,842,612 | $177,336,543 | |
| IVLU | iShares MSCI Intl Value Factor ETF | +373,016 | 2,612,696 | $109,262,946 | |
| VUG | VANGUARD GROWTH INDEX FUND | +301,928 | 356,638 | $30,720,797 | |
| IEMG | iShares Trust | +240,888 | 327,116 | $27,098,289 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +198,144 | 3,061,326 | $103,595,271 | |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | +187,625 | 559,713 | $12,503,988 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +179,517 | 270,802 | $13,602,384 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | +168,706 | 179,007 | $2,979,571 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +168,386 | 194,680 | $23,268,153 | |
| AGNC | AGNC Investment Corp. | +161,179 | 252,428 | $2,751,465 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | +147,979 | 160,566 | $2,982,513 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | +132,835 | 173,869 | $3,394,792 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | +129,478 | 194,334 | $3,811,861 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +124,596 | 142,531 | $2,903,356 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +115,553 | 446,377 | $55,689,994 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +111,962 | 1,069,808 | $47,456,682 | |
| IAGG | iShares Core International Aggregate Bond ETF | +104,016 | 649,771 | $32,878,412 | |
| IAUM | iShares Gold Trust Micro | +101,405 | 157,209 | $6,289,932 | |
| HYDB | iShares High Yield Systematic Bond ETF | +89,721 | 463,561 | $21,680,747 | |
| HYMB | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF | +86,892 | 313,162 | $7,966,841 | |
| DFAI | Dimensional International Core Equity Market ETF | +85,980 | 235,881 | $9,730,091 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +81,492 | 97,337 | $5,982,332 | |
| ZAP | Global X U.S. Electrification ETF | +75,227 | 400,321 | $13,855,109 | |
| JEPI | JPMorgan Equity Premium Income ETF | +72,735 | 88,697 | $5,009,606 | |
| DFCF | Dimensional Core Fixed Income ETF | +70,485 | 293,641 | $12,394,586 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | −169,177 | 874,783 | $45,296,263 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | −125,736 | 347,022 | $17,302,516 | |
| SGOL | abrdn Gold ETF Trust | −42,863 | 305,941 | $11,696,124 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −37,864 | 12,526 | $1,987,375 | |
| ISD | PGIM High Yield Bond Fund, Inc. | −37,170 | 36,598 | $477,969 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −37,051 | 191,005 | $6,648,884 | |
| SCHF | Schwab International Equity ETF | −29,338 | 781,121 | $21,637,051 | |
| — | −24,848 | 82,921 | $3,825,974 | ||
| SCHD | Schwab U.S. Dividend Equity ETF | −23,483 | 558,571 | $17,712,286 | |
| XCEM | Columbia EM Core ex-China ETF | −21,952 | 317,166 | $16,771,738 | |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | −21,360 | 54,010 | $2,290,564 | |
| CALI | −19,835 | 11,884 | $600,557 | ||
| — | −17,342 | 48,709 | $1,400,383 | ||
| JFR | Nuveen Floating Rate Income Fund | −16,429 | 12,023 | $92,216 | |
| — | −13,299 | 36,395 | $1,535,505 | ||
| BSX | Boston Scientific Corp | −13,288 | 18,729 | $799,353 | |
| UBER | Uber Technologies, Inc | −13,260 | 24,718 | $1,783,650 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | −11,907 | 9,052 | $593,901 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | −10,277 | 84,874 | $4,205,506 | |
| — | −10,105 | 65,335 | $1,436,063 | ||
| FAUG | FT Vest U.S. Equity Buffer ETF - August | −9,808 | 5,868 | $331,571 | |
| IXUS | iShares Core MSCI Total International Stock ETF | −9,580 | 90,674 | $8,653,926 | |
| FREL | Fidelity MSCI Real Estate Index ETF | −9,551 | 45,286 | $1,326,879 | |
| VBIL | Vanguard Institutional Index Funds | −9,184 | 35,983 | $2,723,193 | |
| IVV | iShares Core S&P 500 ETF | −9,138 | 115,160 | $86,242,172 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DTD | WisdomTree U.S. Total Dividend Fund | 141,011 | $13,149,275 | |
| XSMO | Victory Portfolios II | 120,231 | $11,257,228 | |
| VIR | Vir Biotechnology, Inc. | 1,040,665 | $10,604,376 | |
| XLG | Victory Portfolios II | 98,864 | $6,053,442 | |
| EVTR | Eaton Vance Total Return Bond ETF | 71,850 | $3,643,513 | |
| MFSV | MFS Active Value ETF | 122,050 | $3,486,968 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | 32,273 | $3,356,392 | |
| SPCX | Space Exploration Technologies Corp | 18,153 | $3,101,621 | |
| JIVE | JPMorgan International Value ETF | 31,706 | $2,915,493 | |
| BSCV | 176,932 | $2,899,030 | ||
| BSCW | 141,206 | $2,896,135 | ||
| BSCX | 136,118 | $2,865,964 | ||
| BSCY | 137,380 | $2,838,957 | ||
| BSCZ | 136,922 | $2,802,793 | ||
| MFSI | MFS Active International ETF | 82,503 | $2,679,697 | |
| IBOT | VanEck Robotics ETF | 36,818 | $2,532,047 | |
| TIP | iShares TIPS Bond ETF | 21,084 | $2,307,222 | |
| SRVR | Pacer Data & Infrastructure Real Estate ETF | 61,669 | $1,959,224 | |
| RDDT | Reddit, Inc. | 10,182 | $1,767,391 | |
| BOND | PIMCO Active Bond Exchange-Traded Fund | 13,151 | $1,212,653 | |
| OUNZ | VanEck Merk Gold ETF | 30,562 | $1,179,387 | |
| HONA | Honeywell Aerospace Inc. | 5,261 | $1,163,101 | |
| DNLI | Denali Therapeutics Inc. | 45,194 | $1,162,389 | |
| — | 22,878 | $1,143,671 | ||
| VOYA | Voya Financial, Inc. | 12,373 | $1,120,127 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | 13,829 | $1,842,437 | |
| — | 118,666 | $1,656,577 | ||
| — | 7,737 | $684,647 | ||
| IXC | iShares Global Energy ETF | 11,078 | $638,203 | |
| MKC | Mccormick & Co Inc | 12,126 | $611,635 | |
| CTA | EIDP, Inc. | 16,190 | $489,261 | |
| SPHB | Invesco Ltd. | 4,045 | $469,017 | |
| CPRT | Copart Inc | 14,020 | $465,464 | |
| OMC | Omnicom Group Inc. | 5,695 | $428,890 | |
| EQT | EQT Corp | 5,933 | $377,576 | |
| RMBS | Rambus Inc | 4,308 | $370,617 | |
| IT | Gartner Inc | 2,263 | $358,323 | |
| CRH | Crh Public Ltd Co | 3,295 | $346,370 | |
| FJUL | FT Vest U.S. Equity Buffer ETF - July | 6,312 | $345,392 | |
| ROL | Rollins Inc | 6,382 | $340,862 | |
| XME | State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 3,147 | $339,907 | |
| NTRA | Natera, Inc. | 1,635 | $326,983 | |
| VIST | Vista Energy, S.A.B. de C.V. | 4,192 | $316,370 | |
| JKHY | Jack Henry & Associates Inc | 1,922 | $303,752 | |
| CSHI | NEOS Enhanced Income 1-3 Month T-Bill ETF | 6,099 | $303,608 | |
| CHD | Church & Dwight Co Inc | 3,191 | $297,784 | |
| ZM | Zoom Communications, Inc. | 3,660 | $294,227 | |
| JKS | JinkoSolar Holding Co., Ltd. | 11,310 | $287,387 | |
| FPE | First Trust Preferred Securities and Income ETF | 16,015 | $284,266 | |
| BR | Broadridge Financial Solutions, Inc. | 1,715 | $278,653 | |
| No positions match the current search. | ||||
1,227 tracked positions ·
$4,702,961,731 total
· filing declares
1,261 positions · $4,709,638,926
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,227 positions by value
· page 1 of 25
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 433,099 | $297,456,724 | 6.32% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Added | 3,842,612 | $177,336,543 | 3.77% | |
| NVDA |
Nvidia Corp
CALL
+ SHARES
Technology
|
Added | 825,705 | $165,215,313 | 3.51% | |
| IVLU |
iShares MSCI Intl Value Factor ETF
|
Added | 2,612,696 | $109,262,946 | 2.32% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 3,061,326 | $103,595,271 | 2.20% | |
| AAPL |
Apple Inc.
Technology
|
Added | 340,422 | $98,504,509 | 2.09% | |
| JQUA |
JPMorgan U.S. Quality Factor ETF
|
Reduced | 1,314,796 | $95,033,454 | 2.02% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 115,160 | $86,242,172 | 1.83% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 719,535 | $71,219,574 | 1.51% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
Added | 507,288 | $63,116,772 | 1.34% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 305,785 | $58,258,158 | 1.24% | |
| MSFT |
Microsoft Corp
CALL
+ SHARES
Technology
|
Added | 151,739 | $56,601,681 | 1.20% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 446,377 | $55,689,994 | 1.18% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 254,013 | $55,357,053 | 1.18% | |
| FFIU |
UVA Unconstrained Medium-Term Fixed Income ETF
|
Added | 2,256,299 | $49,176,036 | 1.05% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 1,069,808 | $47,456,682 | 1.01% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 434,940 | $46,808,242 | 1.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 192,007 | $45,762,948 | 0.97% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Reduced | 874,783 | $45,296,263 | 0.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 113,526 | $40,570,786 | 0.86% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 553,981 | $39,471,146 | 0.84% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Reduced | 113,097 | $38,773,044 | 0.82% | |
| BUSE |
First Busey Corp
Financial Services
|
Reduced | 1,286,665 | $37,956,617 | 0.81% | |
| MU |
Micron Technology Inc
CALL
+ SHARES
Technology
|
Added | 32,476 | $37,486,722 | 0.80% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 480,920 | $37,468,477 | 0.80% | |
| GOOG |
Alphabet Inc.
CALL
+ SHARES
Communication Services
|
Added | 104,013 | $36,750,913 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
PUT
CALL
+ SHARES
|
Added | 47,294 | $35,317,740 | 0.75% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 92,755 | $34,323,060 | 0.73% | |
| IAGG |
iShares Core International Aggregate Bond ETF
|
Added | 649,771 | $32,878,412 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 82,707 | $31,242,569 | 0.66% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 356,638 | $30,720,797 | 0.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 70,839 | $29,794,883 | 0.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 192,221 | $28,187,287 | 0.60% | |
| IEMG |
iShares Trust
|
Added | 327,116 | $27,098,289 | 0.58% | |
| LLY |
ELI LILLY & Co
PUT
+ SHARES
Healthcare
|
Added | 22,284 | $26,728,100 | 0.57% | |
| ASTS |
AST SpaceMobile, Inc.
CALL
+ SHARES
Technology
|
Reduced | 285,449 | $25,364,998 | 0.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 34,350 | $25,295,340 | 0.54% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 522,340 | $24,450,735 | 0.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 48,793 | $24,415,529 | 0.52% | |
| RSP |
Victory Portfolios II
|
Added | 111,855 | $23,799,388 | 0.51% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 194,680 | $23,268,153 | 0.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 68,127 | $22,300,010 | 0.47% | |
| HYDB |
iShares High Yield Systematic Bond ETF
|
Added | 463,561 | $21,680,747 | 0.46% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 781,121 | $21,637,051 | 0.46% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 207,040 | $21,507,315 | 0.46% | |
| TLH |
iShares 10-20 Year Treasury Bond ETF
|
Added | 207,915 | $20,864,270 | 0.44% | |
| DUHP |
Dimensional US High Profitability ETF
|
Added | 460,604 | $19,221,004 | 0.41% | |
| IAU |
Ishares Gold Trust
|
Added | 251,889 | $19,020,138 | 0.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 31,841 | $17,935,716 | 0.38% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Added | 322,267 | $17,727,907 | 0.38% |
Showing the top 50 of 1,227 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.