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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD INDEX FDS	922908363	+96,367	+$60.4M	+$3.4M
ADD	ISHARES TR	46434V613	+1,065,133	+$49.6M	-$301,682
ADD	J P MORGAN EXCHANGE TRADED F	46641Q761	+532,063	+$33.6M	+$223,187
ADD	SCHWAB STRATEGIC TR	808524300	+734,008	+$23.9M	+$1.2M
ADD	ISHARES TR	46435G409	+617,396	+$23.5M	+$2.1M
ADD	SELECT SECTOR SPDR TR	81369Y803	+158,193	+$22.8M	-$10.2M
ADD	SPDR INDEX SHS FDS	78463X509	+456,616	+$21.4M	-$18
ADD	ISHARES TR	464287200	+28,195	+$19.3M	+$1.6M
ADD	VANGUARD INDEX FDS	922908736	+39,128	+$19.1M	+$93,022
ADD	VANGUARD INDEX FDS	922908744	+97,899	+$18.7M	+$830,428

Sector Allocation

Technology

11.2%$345.3M

Financials

3.7%$114.9M

Consumer Discretionary

2.3%$71.9M

Healthcare

2.2%$69.3M

Industrials

1.7%$53.6M

Communication Services

0.9%$28.6M

0.8%$25.5M

0.8%$25.6M

0.6%$18.3M

0.2%$6.8M

0.1%$3.6M

Filing History

Jan 20, 202613F HOLDINGS REPORTQ/E Dec 20251,033 pos · $3.10B
Nov 6, 202513F HOLDINGS REPORTQ/E Sep 2025820 pos · $2.18B
Aug 4, 202513F HOLDINGS REPORTQ/E Jun 2025648 pos · $1.50B
May 12, 202513F HOLDINGS REPORTQ/E Mar 2025518 pos · $994.4M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024454 pos · $829.0M
Nov 5, 202413F HOLDINGS REPORTQ/E Sep 2024352 pos · $492.5M
Aug 14, 202413F HOLDINGS REPORTQ/E Jun 2024300 pos · $306.8M
May 13, 202413F 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%