Savvy Advisors, Inc.

CIK

2003633

Location

NEW YORK, NY

Portfolio Value

Mid $1,250,054,161

Diversification

Diversified

Filing Date

Global Rank

#1,553 / 8,603 ▲ 170 · as of Mar 2026

Top Industry

Semiconductors 16.5%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 11, 2026 · 59d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.3%

SPY

+53.6%

Annualised alpha

-0.4%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.8%

−1.4 pts

Top 5

26.4%

−2.8 pts

Top 10

36.6%

−3.6 pts

HHI

240

Diversified−43

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$417,632,996	95
Financial Services	14.6%	$182,557,886	125
Unclassified	9.5%	$118,975,659	19
Consumer Cyclical	7.6%	$95,424,969	52
Industrials	7.5%	$93,547,142	90
Healthcare	6.9%	$86,657,837	62
Consumer Defensive	6.5%	$81,174,936	27
Communication Services	5.9%	$73,404,729	22
Energy	2.9%	$36,518,582	38
Basic Materials	2.1%	$25,703,051	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
ALIT	Alight, Inc. / Delaware	12,548	$489,372
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

604 positions · $1,250,054,161 total · 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 604 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	772,911	+64,761	$134,795,678	+2.1%	10.78%
AAPL	Apple Inc. Technology	Added	307,951	+62,356	$78,154,884	+17.1%	6.25%
MSFT	Microsoft Corp Technology	Added	131,552	+19,575	$48,696,603	−10.1%	3.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	169,061	+30,467	$35,210,334	+10.1%	2.82%
BUSE	First Busey Corp /Nv/ Financial Services	Added	1,294,378	+1,172,277	$32,708,932	+1026.0%	2.62%
GOOGL	Alphabet Inc. Communication Services	Added	98,641	+13,639	$28,365,205	+6.6%	2.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	187,998	+34,948	$27,154,431	+23.8%	2.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	40,534	-6,033	$26,360,881	−17.0%	2.11%
ASTS	AST SpaceMobile, Inc. Technology	NEW	290,852	NEW	$24,102,905	NEW	1.93%
AVGO	Broadcom Inc. Technology	Added	69,742	+7,483	$21,585,846	+0.2%	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	43,988	+564	$21,079,049	−3.4%	1.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	36,091	-675	$20,831,003	−7.8%	1.67%
IAU	Ishares Gold Trust	Reduced	234,338	-86,371	$20,659,238	−20.6%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	60,145	+10,989	$17,692,253	+11.7%	1.42%
META	Meta Platforms, Inc. Communication Services	Added	30,128	+5,491	$17,237,132	+6.0%	1.38%
LLY	ELI LILLY & Co Healthcare	Added	18,062	+1,510	$16,612,885	−6.6%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	42,936	+9,185	$15,961,458	+5.2%	1.28%
SGOL	abrdn Gold ETF Trust	Reduced	348,804	-111,307	$15,563,634	−17.7%	1.25%
WMT	Walmart Inc. Consumer Defensive	Added	109,744	+25,072	$13,638,984	+44.6%	1.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,156	+2,827	$12,112,603	+50.6%	0.97%
CVX	Chevron Corp Energy	Added	50,771	+8,469	$10,504,519	+62.9%	0.84%
JNJ	Johnson & Johnson Healthcare	Added	42,446	+9,858	$10,375,500	+53.8%	0.83%
MU	Micron Technology Inc Technology	Added	30,329	+7,515	$10,246,349	+57.4%	0.82%
GLD	Spdr Gold Trust	Added	23,466	+4,971	$10,097,185	+37.8%	0.81%
V	Visa Inc. Financial Services	Added	33,163	+4,241	$10,023,185	−1.2%	0.80%
IBIT	iShares Bitcoin Trust ETF	Added	259,787	+67,584	$9,981,016	+4.6%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	44,558	+7,990	$9,690,919	+16.0%	0.78%
CAT	Caterpillar Inc Industrials	Added	11,944	+2,969	$8,461,846	+64.6%	0.68%
MA	Mastercard Inc Financial Services	Added	16,776	+3,284	$8,382,296	+8.8%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,720	+4,242	$7,801,270	+16.4%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,606	+4,028	$7,025,718	+23.7%	0.56%
PLTR	Palantir Technologies Inc. Technology	Added	45,428	+14,837	$6,645,207	+22.2%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Added	7,706	+2,317	$6,519,198	+37.6%	0.52%
RTX	RTX Corp Industrials	Added	33,611	+8,061	$6,483,561	+38.4%	0.52%
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%	0.50%
NFLX	Netflix Inc Communication Services	Added	59,694	+21,735	$5,739,578	+61.3%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Added	33,226	+6,714	$5,493,586	+29.2%	0.44%
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%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	25,515	+8,101	$5,190,516	+39.2%	0.42%
LMT	Lockheed Martin Corp Industrials	Added	7,778	+141	$4,700,945	+27.3%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	94,842	+38,487	$4,623,547	+49.2%	0.37%
PB	Prosperity Bancshares Inc Financial Services	Reduced	68,687	-18	$4,614,392	−2.8%	0.37%
PEP	Pepsico Inc Consumer Defensive	Added	29,420	+1,424	$4,568,631	+13.7%	0.37%
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%	0.36%
T	At&T Inc. Communication Services	Added	153,525	+8,145	$4,450,689	+23.2%	0.36%
NEE	Nextera Energy Inc Utilities	Added	47,036	+9,674	$4,368,703	+45.7%	0.35%