Savvy Advisors, Inc.

CIK 0002003633 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Savvy Advisors, Inc. reported 1,261 positions worth $4.71B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VOO (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.71B
2026 Q2
Positions
1,261
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.9%
Est. Net Flow (Q)
2026 Q2
10 / 1261 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$297.5M6.32%433,099
2IUSBISHARES TRSH$177.3M3.77%3,842,612
3NVDANVIDIA CORPORATIONSH$165.2M3.51%825,605
4IVLUISHARES TRSH$109.3M2.32%2,612,696
5SCHGSCHWAB STRATEGIC TRSH$103.6M2.20%3,061,326
6AAPLAPPLE INCSH$98.5M2.09%340,422
7JQUAJ P MORGAN EXCHANGE TRADED FSH$95.0M2.02%1,314,796
8IVVISHARES TRSH$86.2M1.83%115,160
9AGGISHARES TRSH$71.2M1.51%719,535
10EFGISHARES TRSH$63.1M1.34%507,288

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Savvy Advisors, Inc. hold as of Q2 2026?

Savvy Advisors, Inc. reported 1261 positions worth $4.71B in its Q2 2026 13F filing. Largest positions: VOO (6.3%), IUSB (3.8%), NVDA (3.5%), IVLU (2.3%) and SCHG (2.2%).

What did Savvy Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Savvy Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.