Savvy Advisors, Inc. — 13F Holdings

2026 Q2  ·  1355 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Savvy Advisors, Inc. maintained a portfolio of 1355 distinct positions. The most significant new addition was WISDOMTREE TR, now representing 0.28% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 82460.5%. Conversely, Savvy Advisors, Inc. completely exited their position in NVIDIA CORPORATION.
Position History hover any row below to update
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Savvy Advisors, Inc. Newport Beach, CA RIA AUM $4,648M
PCA Score Concentration Risk
Risk ENB
Total Positions
1355
Quarter
2026 Q2
Top Holding
VOO (6.3%)
Top 10 Concentration
26.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1355

Savvy Advisors, Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 6.32% 6.35% #1
Prev: #1
6.5
34,969 8.8%
P
S
433,099 $297,456,949
$579.69 +23.1%
$686.81 +3.9%
2023 Q4 13F Filing 2026-06-30 2026-08-03
IUSB
ISHARES TR
ETF 3.77% 4.12% #2
Prev: #2
5.0
499,298 14.9%
P
S
3,842,612 $177,336,529 2023 Q4 13F Filing 2026-06-30 2026-08-03
NVDA
NVIDIA CORPORAT...
Technology 3.51% 3.59% #3
Prev: #3
4.4
53,694 7.0%
P
S
825,605 $165,195,400 2023 Q4 13F Filing 2026-06-30 2026-08-03
IVLU
ISHARES TR
Bond/Debt 2.32% 2.37% #4
Prev: #4
3.4
373,016 16.7%
P
S
2,612,696 $109,262,965 2023 Q4 13F Filing 2026-06-30 2026-08-03
SCHG
SCHWAB STRATEGI...
ETF 2.20% 2.23% #5
Prev: #5
3.4
198,144 6.9%
P
S
3,061,326 $103,595,270 2023 Q4 13F Filing 2026-06-30 2026-08-03
AAPL
APPLE INC
Technology 2.09% 2.09% #6 2
Prev: #8
2.8
32,471 10.5%
P
S
340,422 $98,504,408 2023 Q4 13F Filing 2026-06-30 2026-08-03
JQUA
J P MORGAN EXCH...
ETF 2.02% 2.17% #7
Prev: #7
1.3
-9,078 -0.7%
P
S
1,314,796 $95,033,425 2023 Q4 13F Filing 2026-06-30 2026-08-03
IVV
ISHARES TR
ETF 1.83% 2.17% #8 2
Prev: #6
1.2
-9,138 -7.4%
P
S
115,160 $86,242,007 2024 Q1 13F Filing 2026-06-30 2026-08-03
AGG
ISHARES TR
ETF 1.51% 1.79% #9
Prev: #9
2.6
43,832 6.5%
P
S
719,535 $71,219,570 2023 Q4 13F Filing 2026-06-30 2026-08-03
EFG
ISHARES TR
Warrant 1.34% 1.38% #10
Prev: #10
2.5
42,988 9.3%
P
S
507,288 $63,116,786 2023 Q4 13F Filing 2026-06-30 2026-08-03
XLK
SELECT SECTOR S...
ETF 1.24% 0.98% #11 7
Prev: #18
2.5
30,908 11.2%
P
S
305,785 $58,258,195 2023 Q4 13F Filing 2026-06-30 2026-08-03
MSFT
MICROSOFT CORP
Technology 1.20% 1.30% #12
Prev: #12
2.5
19,987 15.2%
P
S
151,539 $56,526,935 2023 Q4 13F Filing 2026-06-30 2026-08-03
AVUV
AMERICAN CENTY ...
ETF 1.18% 0.98% #13 4
Prev: #17
3.0
115,553 34.9%
P
S
446,377 $55,690,014 2024 Q3 13F Filing 2026-06-30 2026-08-03
VTV
VANGUARD INDEX ...
ETF 1.18% 1.29% #14
Prev: #14
1.0
7,139 2.9%
P
S
254,013 $55,357,012 2024 Q1 13F Filing 2026-06-30 2026-08-03
FFIU
SPINNAKER ETF S...
ETF 1.04% 1.30% #15 2
Prev: #13
0.9
36,343 1.6%
P
S
2,256,299 $49,176,267 2024 Q4 13F Filing 2026-06-30 2026-08-03
DFAC
DIMENSIONAL ETF...
ETF 1.01% 0.99% #16
Prev: #16
2.4
111,962 11.7%
P
S
1,069,808 $47,456,691 2024 Q1 13F Filing 2026-06-30 2026-08-03
MUB
ISHARES TR
ETF 0.99% 1.08% #17 2
Prev: #15
2.4
54,031 14.2%
P
S
434,940 $46,808,248 2023 Q4 13F Filing 2026-06-30 2026-08-03
AMZN
AMAZON COM INC
Consumer Cyclical 0.97% 0.94% #18 1
Prev: #19
2.4
22,946 13.6%
P
S
192,007 $45,763,034 2023 Q4 13F Filing 2026-06-30 2026-08-03
SPEM
SPDR INDEX SHS ...
ETF 0.96% 1.31% #19 8
Prev: #11
0.9
-169,177 -16.2%
P
S
874,783 $45,296,289 2023 Q4 13F Filing 2026-06-30 2026-08-03
GOOGL
ALPHABET INC
Communication Services 0.86% 0.76% #20 3
Prev: #23
2.3
14,885 15.1%
P
S
113,526 $40,570,636 2023 Q4 13F Filing 2026-06-30 2026-08-03
VEA
VANGUARD TAX-MA...
ETF 0.84% 0.91% #21
Prev: #21
0.8
21,756 4.1%
P
S
553,981 $39,471,130 2023 Q4 13F Filing 2026-06-30 2026-08-03
MTUM
ISHARES TR
Bond/Debt 0.82% 0.74% #22 3
Prev: #25
0.8
-2,886 -2.5%
P
S
113,097 $38,773,028 2024 Q4 13F Filing 2026-06-30 2026-08-03
BUSE
FIRST BUSEY COR...
Financial Services 0.81% 0.87% #23 1
Prev: #22
0.8
-7,713 -0.6%
P
S
1,286,665 $37,956,614 2025 Q4 13F Filing 2026-06-30 2026-08-03
BSV
VANGUARD BD IND...
Bond/Debt 0.80% 0.92% #24 4
Prev: #20
2.3
40,119 9.1%
P
S
480,920 $37,468,511 2023 Q4 13F Filing 2026-06-30 2026-08-03
GOOG
ALPHABET INC
Communication Services 0.78% 0.74% #25 1
Prev: #24
2.3
6,518 6.7%
P
S
103,613 $36,609,465 2023 Q4 13F Filing 2026-06-30 2026-08-03
VTI
VANGUARD INDEX ...
ETF 0.73% 0.74% #26
Prev: #26
2.3
6,204 7.2%
P
S
92,755 $34,323,012 2023 Q4 13F Filing 2026-06-30 2026-08-03
IAGG
ISHARES TR
Bond/Debt 0.70% 0.73% #27
Prev: #27
2.3
104,016 19.1%
P
S
649,771 $32,878,432 2025 Q2 13F Filing 2026-06-30 2026-08-03
MU
MICRON TECHNOLO...
Technology 0.67% 0.27% #28 43
Prev: #71
0.8
-2,853 -9.4%
P
S
27,476 $31,715,454 2024 Q4 13F Filing 2026-06-30 2026-08-03
AVGO
BROADCOM INC
Technology 0.66% 0.58% #29 4
Prev: #33
2.3
12,965 18.6%
P
S
82,707 $31,242,513 2023 Q4 13F Filing 2026-06-30 2026-08-03
VUG
VANGUARD INDEX ...
Warrant 0.65% 0.64% #30 1
Prev: #29
3.3
301,928 551.9%
P
S
356,638 $30,720,805 2024 Q2 13F Filing 2026-06-30 2026-08-03
TSLA
TESLA INC
Consumer Cyclical 0.63% 0.43% #31 19
Prev: #50
3.3
27,903 65.0%
P
S
70,839 $29,795,028 2023 Q4 13F Filing 2026-06-30 2026-08-03
PG
PROCTER & GAMBL...
Consumer Defensive 0.60% 0.73% #32 4
Prev: #28
0.7
4,223 2.2%
P
S
192,221 $28,187,267 2023 Q4 13F Filing 2026-06-30 2026-08-03
IEMG
ISHARES INC
ETF 0.58% 0.16% #33 74
Prev: #107
3.2
240,888 279.4%
P
S
327,116 $27,098,289 2024 Q1 13F Filing 2026-06-30 2026-08-03
LLY
ELI LILLY & CO
Healthcare 0.55% 0.44% #34 13
Prev: #47
2.7
3,722 20.6%
P
S
21,784 $26,127,855 2023 Q4 13F Filing 2026-06-30 2026-08-03
QQQ
INVESCO QQQ TR
ETF 0.54% 0.55% #35
Prev: #35
0.7
-1,641 -4.6%
P
S
34,350 $25,295,120 2023 Q4 13F Filing 2026-06-30 2026-08-03
VMBS
VANGUARD SCOTTS...
ETF 0.52% 0.58% #36 4
Prev: #32
2.2
61,500 13.3%
P
S
522,340 $24,450,734 2023 Q4 13F Filing 2026-06-30 2026-08-03
BRK/B
BERKSHIRE HATHA...
Financial Services 0.52% 0.56% #37 3
Prev: #34
2.2
4,805 10.9%
P
S
48,793 $24,415,529 2023 Q4 13F Filing 2026-06-30 2026-08-03
RSP
INVESCO EXCHANG...
Unknown 0.51% 0.45% #38 8
Prev: #46
2.7
23,881 27.1%
P
S
111,855 $23,799,381 2023 Q4 13F Filing 2026-06-30 2026-08-03
SPY
STATE STR SPDR ...
ETF 0.50% 0.52% #39 1
Prev: #40
0.7
1,460 4.8%
P
S
31,694 $23,668,062 2023 Q4 13F Filing 2026-06-30 2026-08-03
ASTS
AST SPACEMOBILE...
Technology 0.50% 0.60% #40 9
Prev: #31
0.7
-5,503 -2.0%
P
S
265,349 $23,578,912 2026 Q1 13F Filing 2026-06-30 2026-08-03
VGT
VANGUARD WORLD ...
ETF 0.49% 0.49% #41
Prev: #41
3.2
168,386 640.4%
P
S
194,680 $23,268,105 2025 Q1 13F Filing 2026-06-30 2026-08-03
JPM
JPMORGAN CHASE ...
Financial Services 0.47% 0.47% #42 1
Prev: #43
2.2
7,982 13.3%
P
S
68,127 $22,299,904 2023 Q4 13F Filing 2026-06-30 2026-08-03
HYDB
ISHARES TR
ETF 0.46% 0.46% #43 1
Prev: #44
2.7
89,721 24.0%
P
S
463,561 $21,680,726 2024 Q1 13F Filing 2026-06-30 2026-08-03
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.46% 0.54% #44 6
Prev: #38
0.7
-29,338 -3.6%
P
S
781,121 $21,637,047 2023 Q4 13F Filing 2026-06-30 2026-08-03
EFA
ISHARES TR
ETF 0.46% 0.53% #45 6
Prev: #39
0.7
940 0.5%
P
S
207,040 $21,507,329 2023 Q4 13F Filing 2026-06-30 2026-08-03
TLH
ISHARES TR
ETF 0.44% 0.54% #46 9
Prev: #37
0.7
5,345 2.6%
P
S
207,915 $20,864,288 2024 Q2 13F Filing 2026-06-30 2026-08-03
DUHP
DIMENSIONAL ETF...
ETF 0.41% 0.43% #47 2
Prev: #49
2.2
24,894 5.7%
P
S
460,604 $19,221,022 2025 Q2 13F Filing 2026-06-30 2026-08-03
IAU
ISHARES GOLD TR
ETF 0.40% 0.55% #48 12
Prev: #36
2.2
17,551 7.5%
P
S
251,889 $19,020,118 2023 Q4 13F Filing 2026-06-30 2026-08-03
META
META PLATFORMS ...
Communication Services 0.38% 0.46% #49 4
Prev: #45
2.2
1,713 5.7%
P
S
31,841 $17,935,618 2023 Q4 13F Filing 2026-06-30 2026-08-03
DFUV
DIMENSIONAL ETF...
ETF 0.38% 0.41% #50 3
Prev: #53
0.7
2,094 0.7%
P
S
322,267 $17,727,933 2025 Q3 13F Filing 2026-06-30 2026-08-03
Showing 1-50 of 1355 holdings

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