Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$404,569
+$194,943 QoQ
Shares Held
4,961
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#418
of 654 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Savvy Advisors, Inc. holds $28,575,393 across 7 Credit Services names. AFRM ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
37,620 | $12,907,045 | |
| 2 | MA |
Mastercard Inc
|
18,892 | $9,702,931 | |
| 3 | AXP |
American Express Co
|
9,178 | $3,104,458 | |
| 4 | COF |
Capital One Financial Corp
|
7,778 | $1,560,422 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
14,145 | $610,781 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
4,961 | $404,569 | |
| 7 | SYF |
Synchrony Financial
|
3,750 | $285,187 |
All Filings in AFRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,569 | 4,961 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $209,626 | 4,575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $230,360 | 3,095 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $249,202 | 3,410 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $209,978 | 3,037 | Shares | Sole | 2025-08-04 | |
| 2023-12-31 | $201,670 | 4,104 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||