Savvy Advisors, Inc.

CIK

2003633

Location

NEW YORK, NY

Portfolio Value

Mid $1,800,722,906

Diversification

Diversified

Filing Date

Global Rank

#1,409 / 8,700 ▼ 442

Top Industry

Semiconductors 18.2%

Period ended 2 months ago

Filed Aug 3, 2026 · 41d

11 quarters · since Dec 2023

Portfolio Concentration

698 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

−12.5 pts

Top 5

24.6%

−19.5 pts

Top 10

34.7%

−19.1 pts

HHI

202

Diversified−455

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$598,820,497	112
Unclassified	15.0%	$270,311,255	60
Financial Services	12.1%	$218,039,055	138
Communication Services	7.0%	$125,847,865	25
Healthcare	6.9%	$124,633,827	65
Industrials	6.8%	$122,872,013	96
Consumer Cyclical	6.7%	$121,352,772	49
Consumer Defensive	4.9%	$87,636,863	31
Energy	2.8%	$50,210,207	40
Utilities	1.7%	$30,599,476	28
Basic Materials	1.5%	$27,374,851	29
Real Estate	1.3%	$23,024,225	25

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGNC	AGNC Investment Corp.	+161,179	252,428	$2,751,465
BRBR	Bellring Brands, Inc.	+132,471	146,378	$1,894,131
IAUM	iShares Gold Trust Micro	+101,405	157,209	$6,289,932
IBIT	iShares Bitcoin Trust ETF	+64,583	324,370	$10,798,277
NVDA	Nvidia Corp	+52,794	825,705	$165,215,313
ETHA	iShares Ethereum Trust ETF	+38,870	51,517	$0
AAPL	Apple Inc.	+32,471	340,422	$98,504,509
VST	Vistra Corp.	+28,765	31,039	$4,923,716
FBTC	Fidelity Wise Origin Bitcoin Fund	+27,991	35,003	$1,786,903
TSLA	Tesla, Inc.	+27,903	70,839	$29,794,883
AMZN	Amazon Com Inc	+22,946	192,007	$45,762,948
CSCO	Cisco Systems, Inc.	+22,649	92,402	$10,853,538
LODE	Comstock Inc.	+22,000	573,265	$2,384,782
GOOGL	Alphabet Inc.	+21,803	217,539	$77,321,699
VEA	Vanguard FTSE Developed Markets ETF	+21,756	553,981	$39,471,146
NFLX	Netflix Inc	+21,618	81,312	$5,805,676
BAC	Bank Of America Corp /De/	+20,479	115,321	$6,570,990
MSFT	Microsoft Corp	+20,187	151,739	$56,601,681
KO	Coca Cola Co	+18,887	78,055	$6,343,529
IAU	Ishares Gold Trust	+17,551	251,889	$19,020,138
PLTR	Palantir Technologies Inc.	+17,374	62,802	$7,327,109
GLDM	World Gold Trust	+17,251	23,046	$1,830,313
SLV	iShares Silver Trust	+16,725	66,898	$3,577,036
MRK	Merck & Co., Inc.	+16,122	46,232	$5,940,812
ABBV	AbbVie Inc.	+15,907	60,465	$15,215,412
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−6,346,919	13,154	$500,641
DCOR	Dimensional US Core Equity 1 ETF	−3,952,241	29,749	$2,438,823
EUAD	Select STOXX Europe Aerospace & Defense ETF	−2,226,419	60,490	$2,551,468
VB	Vanguard Morningstar Small-Cap ETF	−845,257	57,241	$17,350,891
BIV	Vanguard Intermediate-Term Bond ETF	−514,828	63,866	$4,898,522
FBCG	Fidelity Blue Chip Growth ETF	−337,901	16,955	$1,053,075
VEU	Vanguard FTSE All-World Ex-US ETF	−298,806	28,125	$2,355,468
—		−241,842	82,921	$3,825,974
—		−197,848	104,879	$9,611,111
BAI	iShares A.I. Innovation and Tech Active ETF	−79,090	35,474	$1,870,189
IVZ	Invesco Ltd.	−66,499	9,976	$263,266
VIGI	Vanguard International Dividend Appreciation ETF	−44,545	18,819	$1,757,318
SGOL	abrdn Gold ETF Trust	−42,863	305,941	$11,696,124
BAB	Invesco Taxable Municipal Bond ETF	−37,868	31,890	$855,927
ISD	PGIM High Yield Bond Fund, Inc.	−37,170	36,598	$477,969
AIRR	First Trust RBA American Industrial Renaissance ETF	−33,532	28,549	$3,804,154
CBRL	Cracker Barrel Old Country Store, Inc	−26,914	3,772	$201,047
VIG	Vanguard Dividend Appreciation ETF	−25,484	15,181	$3,592,128
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−22,671	23,741	$2,377,898
VFMF	Vanguard U.S. Multifactor ETF	−21,926	1,489	$263,508
VBIL	Vanguard 0-3 Month Treasury Bill ETF	−20,622	35,983	$2,723,193
JFR	Nuveen Floating Rate Income Fund	−16,429	12,023	$92,216
BSX	Boston Scientific Corp	−13,288	18,729	$799,353
UBER	Uber Technologies, Inc	−13,260	24,718	$1,783,650
BKAG	BNY Mellon Core Bond ETF	−13,238	16,647	$698,341
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VIR	Vir Biotechnology, Inc.	1,040,665	$10,604,376
MUNY	Vanguard New York Tax-Exempt Bond ETF	32,273	$3,356,392
SPCX	Space Exploration Technologies Corp	18,153	$3,101,621
RDDT	Reddit, Inc.	10,182	$1,767,391
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
GBTC	Grayscale Bitcoin Trust ETF	22,922	$1,043,409
FCAL	First Trust California Municipal High income ETF	20,320	$1,008,928
STNG	Scorpio Tankers Inc.	12,315	$852,936
INSW	International Seaways, Inc.	10,600	$811,854
WPM	Wheaton Precious Metals Corp.	6,821	$766,134
CSPI	Csp Inc /Ma/	94,985	$754,180
ETH	Grayscale Ethereum Staking Mini ETF	45,992	$691,259
ING	Ing Groep NV	19,768	$620,319
MOH	Molina Healthcare, Inc.	2,638	$603,310
FORM	Formfactor Inc	3,708	$593,020
BRO	Brown & Brown, Inc.	8,122	$521,026
FSLR	First Solar, Inc.	2,128	$502,122
OKTA	Okta, Inc.	3,629	$495,177
ARM	Arm Holdings PLC /Uk	1,229	$435,766
CNP	Centerpoint Energy Inc	9,850	$433,794
BNL	Broadstone Net Lease, Inc.	19,722	$407,653
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	11,147,247	$799,119,709
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,800,680	$105,749,802
ACSG	American Century Small Cap Growth Insights ETF	641,686	$60,646,050
CWI	State Street SPDR MSCI ACWI ex-US ETF	1,176,377	$56,137,145
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	428,187	$53,551,072
BNDW	Vanguard Total World Bond ETF	730,337	$43,783,763
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	727,597	$41,399,956
DYTA	SGI Dynamic Tactical ETF	476,924	$23,780,137
AGNG	Global X Funds Global X Aging Population ETF	578,434	$23,730,074
ABI	VictoryShares Pioneer Asset-Based Income ETF	124,677	$20,718,389
INCO	Columbia India Consumer ETF	339,118	$13,839,405
AAAA	Amplius Aggressive Asset Allocation ETF	282,351	$12,781,807
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	236,967	$11,708,678
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	269,049	$9,320,284
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	149,364	$9,053,838
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	372,088	$9,038,017
AFK	VanEck Africa Index ETF	160,645	$8,730,440
BLDG	Cambria Global Real Estate ETF	170,151	$7,951,858
BKF	iShares MSCI BIC ETF	103,921	$7,578,077
AFGR	First Trust Active Factor Large Cap Growth ETF	191,719	$7,511,396
EDV	Vanguard World Funds Extended Duration ETF	65,905	$7,484,377
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	129,186	$6,661,186
CVY	Invesco Zacks Multi-Asset Income ETF	87,748	$6,597,772
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	45,765	$5,436,648
BILZ	PIMCO Ultra Short Government Active ETF	117,112	$4,985,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

698 tracked positions · $1,800,722,906 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 698 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp CALL + SHARES Technology	Added	825,705	+52,794	$165,215,313	+22.6%	9.17%
AAPL	Apple Inc. Technology	Added	340,422	+32,471	$98,504,509	+26.0%	5.47%
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Added	217,539	+21,803	$77,321,699	+37.5%	4.29%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	151,739	+20,187	$56,601,681	+16.2%	3.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	192,007	+22,946	$45,762,948	+30.0%	2.54%
VEA	Vanguard FTSE Developed Markets ETF	Added	553,981	+21,756	$39,471,146	+15.7%	2.19%
BUSE	First Busey Corp /Nv/ Financial Services	Reduced	1,286,665	-7,713	$37,956,617	+16.0%	2.11%
MU	Micron Technology Inc CALL + SHARES Technology	Added	32,476	+2,147	$37,486,722	+265.9%	2.08%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	47,294	+6,760	$35,317,740	+34.0%	1.96%
AVGO	Broadcom Inc. Technology	Added	82,707	+12,965	$31,242,569	+44.7%	1.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	70,839	+27,903	$29,794,883	+86.7%	1.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	192,221	+4,223	$28,187,287	+3.8%	1.57%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	22,284	+4,222	$26,728,100	+60.9%	1.48%
ASTS	AST SpaceMobile, Inc. CALL + SHARES Technology	Reduced	285,449	-5,403	$25,364,998	+5.2%	1.41%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,350	-1,741	$25,295,340	+21.4%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	48,793	+4,805	$24,415,529	+15.8%	1.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	68,127	+7,982	$22,300,010	+26.0%	1.24%
IAU	Ishares Gold Trust	Added	251,889	+17,551	$19,020,138	−7.9%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	31,841	+1,713	$17,935,716	+4.1%	1.00%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	57,241	-845,257	$17,350,891	−95.0%	0.96%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	27,063	+1,548	$15,721,167	+202.9%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	60,465	+15,907	$15,215,412	+57.0%	0.84%
CAT	Caterpillar Inc Industrials	Added	13,373	+1,429	$14,240,907	+68.3%	0.79%
XOM	ExxonMobil Holdings Corp Energy	Added	98,108	+4,586	$13,413,325	−15.5%	0.74%
JNJ	Johnson & Johnson Healthcare	Added	51,624	+9,178	$13,110,947	+26.4%	0.73%
V	Visa Inc. Financial Services	Added	37,620	+4,457	$12,907,045	+28.8%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	109,728	-16	$12,427,793	−8.9%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,984	+828	$12,146,142	+0.3%	0.67%
SGOL	abrdn Gold ETF Trust	Reduced	305,941	-42,863	$11,696,124	−24.8%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	92,402	+22,649	$10,853,538	+100.5%	0.60%
IBIT	iShares Bitcoin Trust ETF	Added	324,370	+64,583	$10,798,277	+8.2%	0.60%
VIR	Vir Biotechnology, Inc. Healthcare	NEW	1,040,665	NEW	$10,604,376	NEW	0.59%
AMAT	Applied Materials Inc /De Technology	Added	13,630	+4,326	$9,854,490	+209.9%	0.55%
MA	Mastercard Inc Financial Services	Added	18,892	+2,116	$9,702,931	+15.8%	0.54%
		Reduced	104,879	-197,848	$9,611,111	−51.8%	0.53%
CVX	Chevron Corp Energy	Added	55,364	+4,593	$9,177,136	−12.6%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	25,858	+2,138	$9,119,599	+16.9%	0.51%
GE	General Electric Co Industrials	Added	24,237	+5,080	$9,058,094	+66.6%	0.50%
IBM	International Business Machines Corp Technology	Added	29,820	+3,817	$8,385,682	+33.0%	0.47%
GLD	Spdr Gold Trust	Reduced	22,562	-904	$8,311,389	−17.7%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	8,156	+450	$8,248,733	+26.5%	0.46%
LRCX	Lam Research Corp Technology	Added	18,652	+6,707	$8,082,471	+216.7%	0.45%
APH	Amphenol Corp /De/ Technology	Reduced	22,914	-1,886	$8,080,392	+28.9%	0.45%
PANW	Palo Alto Networks Inc Technology	Added	22,333	+415	$7,615,999	+116.7%	0.42%
RTX	RTX Corp Industrials	Added	38,745	+5,134	$7,351,088	+13.4%	0.41%
PLTR	Palantir Technologies Inc. Technology	Added	62,802	+17,374	$7,327,109	+10.3%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Added	37,259	+4,033	$6,740,525	+22.7%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Added	115,321	+20,479	$6,570,990	+42.1%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Added	23,869	+1,263	$6,452,029	−8.2%	0.36%
INTC	Intel Corp Technology	Added	45,929	+6,230	$6,413,066	+266.1%	0.36%

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.