Institutional Manager · CIK 0002003633
Savvy Advisors, Inc.
NEW YORK, NY · File #028-23639
Latest AUM
$3.10B
Positions
1,033
Top-10 Concentration
51.2%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,033 pos · $3.10B
- 13F HOLDINGS REPORTQ/E Sep 2025820 pos · $2.18B
- 13F HOLDINGS REPORTQ/E Jun 2025648 pos · $1.50B
- 13F HOLDINGS REPORTQ/E Mar 2025518 pos · $994.4M
- 13F HOLDINGS REPORTQ/E Dec 2024454 pos · $829.0M
- 13F HOLDINGS REPORTQ/E Sep 2024352 pos · $492.5M
- 13F HOLDINGS REPORTQ/E Jun 2024300 pos · $306.8M
- 13F HOLDINGS REPORTQ/E Mar 2024223 pos · $173.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 326,075 | $204.5M | 10.98% |
| 2 | ISHARES TR | 46434V613 | 2,839,695 | $132.2M | 7.10% |
| 3 | NVIDIA CORPORATION | NVDA | 708,150 | $132.1M | 7.09% |
| 4 | ISHARES TR | 464287200 | 128,636 | $88.1M | 4.73% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 1,358,559 | $85.8M | 4.61% |
| 6 | SCHWAB STRATEGIC TR | 808524300 | 2,371,128 | $77.3M | 4.15% |
| 7 | APPLE INC | AAPL | 245,595 | $66.8M | 3.59% |
| 8 | ISHARES TR | 464287226 | 577,483 | $57.7M | 3.10% |
| 9 | ISHARES TR | 46435G409 | 1,448,020 | $55.1M | 2.96% |
| 10 | VANGUARD INDEX FDS | 922908744 | 282,432 | $53.9M | 2.90% |
| 11 | MICROSOFT CORP | MSFT | 111,477 | $53.9M | 2.90% |
| 12 | SPINNAKER ETF SERIES | 84858T202 | 2,184,260 | $48.6M | 2.61% |
| 13 | SPDR INDEX SHS FDS | 78463X509 | 772,689 | $36.2M | 1.94% |
| 14 | VANGUARD TAX-MANAGED FDS | 921943858 | 568,020 | $35.5M | 1.91% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 232,103 | $33.4M | 1.79% |
| 16 | AMAZON COM INC | AMZN | 138,494 | $32.0M | 1.72% |
| 17 | VANGUARD BD INDEX FDS | 921937827 | 396,445 | $31.2M | 1.68% |
| 18 | ISHARES TR | 464288414 | 272,482 | $29.2M | 1.57% |
| 19 | ALPHABET INC | GOOG | 84,802 | $26.5M | 1.43% |
| 20 | ISHARES TR | 464288653 | 260,937 | $26.5M | 1.42% |