AI Portfolio Summary
In 2026 Q1, Savvy Advisors, Inc. maintained a portfolio of 1221 distinct positions. The most significant new addition to the portfolio was AST SPACEMOBILE INC, which now represents 0.60% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 22.1%. The fund also reduced its exposure to ISHARES GOLD TR by 26.9%.
Total Positions
1221
Quarter
2026 Q1
Top Holding
VOO (6.4%)
Top 10 Concentration
28.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1221
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 6.35% | 6.61% |
#1
Prev: #1
|
7.0 | 72,055 | 22.1% |
P
S
|
398,130 | $237,902,806 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IUSB
ISHARES TR
|
ETF | 4.12% | 4.27% |
#2
Prev: #2
|
5.1 | 503,619 | 17.7% |
P
S
|
3,343,314 | $154,427,672 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.59% | 4.27% |
#3
Prev: #3
|
4.4 | 63,761 | 9.0% |
P
S
|
771,911 | $134,621,270 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 2.37% | 1.78% |
#4
5
Prev: #9
|
4.4 | 791,660 | 54.7% |
P
S
|
2,239,680 | $88,870,501 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.23% | 2.50% |
#5
1
Prev: #6
|
3.9 | 492,054 | 20.8% |
P
S
|
2,863,182 | $83,404,478 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVV
ISHARES TR
|
ETF | 2.17% | 2.85% |
#6
2
Prev: #4
|
1.4 | -4,338 | -3.4% |
P
S
|
124,298 | $81,192,747 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 2.17% | 2.77% |
#7
2
Prev: #5
|
1.4 | -34,685 | -2.6% |
P
S
|
1,323,874 | $81,179,946 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 2.09% | 2.16% |
#8
1
Prev: #7
|
3.3 | 62,356 | 25.4% |
P
S
|
307,951 | $78,154,885 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AGG
ISHARES TR
|
ETF | 1.79% | 1.86% |
#9
1
Prev: #8
|
2.7 | 98,220 | 17.0% |
P
S
|
675,703 | $67,077,024 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFG
ISHARES TR
|
Warrant | 1.38% | 0.66% |
#10
21
Prev: #31
|
3.6 | 285,999 | 160.4% |
P
S
|
464,300 | $51,709,116 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.31% | 1.17% |
#11
2
Prev: #13
|
3.0 | 271,271 | 35.1% |
P
S
|
1,043,960 | $48,972,177 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.30% | 1.74% |
#12
1
Prev: #11
|
2.5 | 20,075 | 18.0% |
P
S
|
131,552 | $48,696,736 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FFIU
SPINNAKER ETF S...
|
ETF | 1.30% | 1.57% |
#13
1
Prev: #12
|
1.0 | 35,696 | 1.6% |
P
S
|
2,219,956 | $48,528,243 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.29% | 1.74% |
#14
4
Prev: #10
|
1.0 | -35,558 | -12.6% |
P
S
|
246,874 | $48,436,754 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUB
ISHARES TR
|
ETF | 1.08% | 0.94% |
#15
3
Prev: #18
|
2.9 | 108,427 | 39.8% |
P
S
|
380,909 | $40,433,443 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.99% | 0.86% |
#16
5
Prev: #21
|
2.9 | 288,074 | 43.0% |
P
S
|
957,846 | $37,221,904 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.98% | 0.06% |
#17
223
Prev: #240
|
3.4 | 312,649 | 1720.2% |
P
S
|
330,824 | $36,546,075 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.98% | 1.08% |
#18
3
Prev: #15
|
2.4 | 42,774 | 18.4% |
P
S
|
274,877 | $36,531,098 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.94% | 1.03% |
#19
3
Prev: #16
|
2.9 | 30,567 | 22.1% |
P
S
|
169,061 | $35,210,409 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.92% | 1.01% |
#20
3
Prev: #17
|
2.4 | 44,356 | 11.2% |
P
S
|
440,801 | $34,563,217 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.91% | 1.15% |
#21
7
Prev: #14
|
0.9 | -35,795 | -6.3% |
P
S
|
532,225 | $34,104,990 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BUSE
FIRST BUSEY COR...
|
Financial Services | 0.87% | 0.09% |
#22
142
Prev: #164
|
3.3 | 1,172,277 | 960.1% |
P
S
|
1,294,378 | $32,708,932 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.76% | 0.86% |
#23
4
Prev: #19
|
2.3 | 13,839 | 16.3% |
P
S
|
98,641 | $28,365,254 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.74% | 0.85% |
#24
2
Prev: #22
|
2.3 | 13,003 | 15.5% |
P
S
|
97,095 | $27,852,725 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.74% | 0.80% |
#25
1
Prev: #24
|
2.3 | 16,746 | 16.9% |
P
S
|
115,983 | $27,834,760 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.74% | 0.52% |
#26
12
Prev: #38
|
3.3 | 38,753 | 81.1% |
P
S
|
86,551 | $27,766,476 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.73% | 0.48% |
#27
16
Prev: #43
|
3.3 | 247,843 | 83.2% |
P
S
|
545,755 | $27,309,569 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.73% | 0.71% |
#28
Prev: #28
|
2.8 | 34,948 | 22.8% |
P
S
|
187,998 | $27,154,380 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.64% | 0.79% |
#29
4
Prev: #25
|
2.3 | 4,302 | 8.5% |
P
S
|
54,710 | $23,896,762 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TBIL
RBB FD INC
|
Unknown | 0.63% | 0.01% |
#30
590
Prev: #620
|
3.3 | 464,092 | 5355.3% |
P
S
|
472,758 | $23,571,702 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ASTS
AST SPACEMOBILE...
|
Technology | 0.60% | — |
#31
Prev: #—
|
3.7 | 270,852 | no change |
NEW
|
270,852 | $22,445,505 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.58% | 0.72% |
#32
5
Prev: #27
|
0.7 | -9,680 | -2.1% |
P
S
|
460,840 | $21,636,444 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.58% | 0.70% |
#33
3
Prev: #30
|
2.2 | 7,483 | 12.0% |
P
S
|
69,742 | $21,585,969 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.56% | 0.60% |
#34
Prev: #34
|
2.2 | 6,864 | 18.5% |
P
S
|
43,988 | $21,079,089 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.55% | 0.73% |
#35
9
Prev: #26
|
0.7 | -675 | -1.8% |
P
S
|
35,991 | $20,773,212 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.55% | 0.84% |
#36
13
Prev: #23
|
0.2 | -86,371 | -26.9% |
P
S
|
234,338 | $20,659,214 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TLH
ISHARES TR
|
ETF | 0.54% | 0.86% |
#37
17
Prev: #20
|
0.2 | -58,367 | -22.4% |
P
S
|
202,570 | $20,402,895 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.54% | 0.17% |
#38
58
Prev: #96
|
3.2 | 597,492 | 280.6% |
P
S
|
810,459 | $20,058,851 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES TR
|
ETF | 0.53% | 0.13% |
#39
82
Prev: #121
|
3.2 | 164,358 | 393.7% |
P
S
|
206,100 | $20,018,518 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.52% | 0.70% |
#40
11
Prev: #29
|
0.7 | -1,533 | -4.8% |
P
S
|
30,234 | $19,662,119 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.49% | 0.56% |
#41
5
Prev: #36
|
2.2 | 3,245 | 14.1% |
P
S
|
26,294 | $18,345,734 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.48% | 0.36% |
#42
11
Prev: #53
|
2.7 | 171,662 | 41.8% |
P
S
|
582,054 | $17,857,420 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.47% | 0.51% |
#43
3
Prev: #40
|
2.7 | 10,989 | 22.4% |
P
S
|
60,145 | $17,692,206 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HYDB
ISHARES TR
|
ETF | 0.46% | 0.33% |
#44
12
Prev: #56
|
3.2 | 155,558 | 71.3% |
P
S
|
373,840 | $17,391,030 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.46% | 0.52% |
#45
6
Prev: #39
|
2.7 | 5,891 | 24.3% |
P
S
|
30,128 | $17,237,108 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.45% | 0.20% |
#46
39
Prev: #85
|
3.2 | 55,454 | 170.5% |
P
S
|
87,974 | $16,884,017 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.44% | 0.56% |
#47
10
Prev: #37
|
2.2 | 2,010 | 12.5% |
P
S
|
18,062 | $16,612,869 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEFA
ISHARES TR
|
ETF | 0.44% | 0.41% |
#48
1
Prev: #49
|
2.7 | 37,510 | 26.3% |
P
S
|
180,314 | $16,323,809 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.43% | 0.44% |
#49
2
Prev: #47
|
2.7 | 77,637 | 21.7% |
P
S
|
435,710 | $16,016,709 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.43% | 0.49% |
#50
9
Prev: #41
|
2.7 | 9,185 | 27.2% |
P
S
|
42,936 | $15,961,579 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 1221 holdings