Savvy Advisors, Inc.
Registered adviserFiling Date
Global Rank
#922
/ 8,827
▲ 46
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, Nov 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 Nov 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.
Stated strategy
Index / passive, Quantitative / systematic, Fixed income / rates, Multi-asset, Wealth management / planning, Private markets
Form ADV Part 2A, Mar 31, 2026
· original
In the firm's words
- Index / passive:
Savvy’s Passive Stock Portfolios aim to closely track indices or ETFs by optimizing portfolios for minimal tracking error.
- Quantitative / systematic:
Savvy’s Actively Managed Portfolios use a systematic and quantitative approach for equity valuation and portfolio construction.
- Fixed income / rates:
Savvy provides advice on exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate, restricted stock, private stock, and structured notes.
- Multi-asset:
In managing client assets, the Firm seeks to limit risk through diversification among asset classes
- Wealth management / planning:
The Firm typically meets with the new Client at least once before developing an investment plan and recommended asset allocation strategy.
- Private markets:
Savvy provides advice on exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate, restricted stock, private stock, and structured notes.
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 53.1%, 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%
−0.9 pts
Top 5
42.5%
−1.5 pts
Top 10
52.7%
−0.9 pts
HHI
607
Diversified−42
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.4% | $3,169,109,165 |
| 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 | |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 1,019 | $365,851 | |
| 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 | Jinko Holdings Ltd | 11,310 | $287,387 | |
| FPE | First Trust Preferred Securities and Income ETF | 16,015 | $284,266 | |
| No positions match the current search. | ||||
1,227 tracked positions ·
$4,705,172,489 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 | 0.99% | |
| 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.