SAVVY ADVISORS, INC.

Filed: 2/13/2025ACC: 0002003633-25-000002

📋 What this filing means

SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 450 equity positions with a total reported market value of $831.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

450

Positions

$831.56M

Total AUM (reported)

14.86M

Total Shares

Allocation by class

COM$311.50M37.5%

S&P 500 ETF SHS$64.41M7.7%

UVA UNCONSTRAIND$33.91M4.1%

CORE TOTAL USD$28.93M3.5%

US QUALTY FCTR$19.05M2.3%

MSCI INTL VLU FT$13.91M1.7%

CL A$12.23M1.5%

Portfolio Concentration

Top 3$184.59M22.2%

4–10$134.03M16.1%

11–25$129.25M15.5%

Rest$383.69M46.1%

Top 3 weight

22.2%

Top 10 weight

38.3%

Voting Authority Distribution

Total shares with voting rights: 14.86M

Sole

Full voting authority

17.60K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.84M

% of voting shares99.9%

Investment Discretion (by position count)

Sole450

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings450

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares642.40K

TypeSH

Market value$86.27M

10.37%

Sole

0.00

Shared

0.00

None

642.40K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares119.55K

TypeSH

Market value$64.41M

7.75%

Sole

10.00

Shared

0.00

None

119.54K

SPINNAKER ETF SERIES

SOLE

UVA UNCONSTRAIND

Shares1.59M

TypeSH

Market value$33.91M

4.08%

Sole

0.00

Shared

0.00

None

1.59M

ISHARES TR

SOLE

CORE TOTAL USD

Shares640.15K

TypeSH

Market value$28.93M

3.48%

Sole

83.00

Shared

0.00

None

640.07K

APPLE INC

SOLE

COM

Shares113.14K

TypeSH

Market value$28.33M

3.41%

Sole

0.00

Shared

0.00

None

113.14K

MICROSOFT CORP

SOLE

COM

Shares45.96K

TypeSH

Market value$19.37M

2.33%

Sole

0.00

Shared

0.00

None

45.96K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares332.63K

TypeSH

Market value$19.05M

2.29%

Sole

70.00

Shared

0.00

None

332.56K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares513.18K

TypeSH

Market value$13.91M

1.67%

Sole

79.00

Shared

0.00

None

513.11K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares126.27K

TypeSH

Market value$12.23M

1.47%

Sole

23.00

Shared

0.00

None

126.24K

PROCTER AND GAMBLE CO

SOLE

COM

Shares72.80K

TypeSH

Market value$12.20M

1.47%

Sole

0.00

Shared

0.00

None

72.80K

AMAZON COM INC

SOLE

COM

Shares54.79K

TypeSH

Market value$12.02M

1.45%

Sole

0.00

Shared

0.00

None

54.79K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares69.15K

TypeSH

Market value$11.71M

1.41%

Sole

8.00

Shared

0.00

None

69.14K

AMGEN INC

SOLE

COM

Shares42.94K

TypeSH

Market value$11.19M

1.35%

Sole

0.00

Shared

0.00

None

42.94K

ETFS GOLD TR

SOLE

PHYSCL GOLD SHS

Shares429.82K

TypeSH

Market value$10.77M

1.29%

Sole

0.00

Shared

0.00

None

429.82K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares46.01K

TypeSH

Market value$10.70M

1.29%

Sole

3.00

Shared

0.00

None

46.01K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares36.09K

TypeSH

Market value$10.46M

1.26%

Sole

0.00

Shared

0.00

None

36.09K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares347.92K

TypeSH

Market value$9.70M

1.17%

Sole

110.00

Shared

0.00

None

347.81K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares395.77K

TypeSH

Market value$9.17M

1.10%

Sole

0.00

Shared

0.00

None

395.77K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares68.96K

TypeSH

Market value$7.35M

0.88%

Sole

0.00

Shared

0.00

None

68.96K

ALPHABET INC

SOLE

CAP STK CL A

Shares35.04K

TypeSH

Market value$6.63M

0.80%

Sole

0.00

Shared

0.00

None

35.04K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares140.47K

TypeSH

Market value$6.37M

0.77%

Sole

2.00

Shared

0.00

None

140.47K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares11.53K

TypeSH

Market value$5.90M

0.71%

Sole

0.00

Shared

0.00

None

11.53K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares215.10K

TypeSH

Market value$5.88M

0.71%

Sole

0.00

Shared

0.00

None

215.10K

ISHARES TR

SOLE

TRS FLT RT BD

Shares113.49K

TypeSH

Market value$5.73M

0.69%

Sole

0.00

Shared

0.00

None

113.49K

ALPHABET INC

SOLE

CAP STK CL C

Shares29.85K

TypeSH

Market value$5.68M

0.68%

Sole

0.00

Shared

0.00

None

29.85K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	642.40K	SH	$86.27M 10.37%	0.00	642.40K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	119.55K	SH	$64.41M 7.75%	10.00	119.54K
SPINNAKER ETF SERIESSOLE	UVA UNCONSTRAIND	1.59M	SH	$33.91M 4.08%	0.00	1.59M
ISHARES TRSOLE	CORE TOTAL USD	640.15K	SH	$28.93M 3.48%	83.00	640.07K
APPLE INCSOLE	COM	113.14K	SH	$28.33M 3.41%	0.00	113.14K
MICROSOFT CORPSOLE	COM	45.96K	SH	$19.37M 2.33%	0.00	45.96K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	332.63K	SH	$19.05M 2.29%	70.00	332.56K
ISHARES TRSOLE	MSCI INTL VLU FT	513.18K	SH	$13.91M 1.67%	79.00	513.11K
ISHARES TRSOLE	EAFE GRWTH ETF	126.27K	SH	$12.23M 1.47%	23.00	126.24K
PROCTER AND GAMBLE COSOLE	COM	72.80K	SH	$12.20M 1.47%	0.00	72.80K
AMAZON COM INCSOLE	COM	54.79K	SH	$12.02M 1.45%	0.00	54.79K
VANGUARD INDEX FDSSOLE	VALUE ETF	69.15K	SH	$11.71M 1.41%	8.00	69.14K
AMGEN INCSOLE	COM	42.94K	SH	$11.19M 1.35%	0.00	42.94K
ETFS GOLD TRSOLE	PHYSCL GOLD SHS	429.82K	SH	$10.77M 1.29%	0.00	429.82K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	46.01K	SH	$10.70M 1.29%	3.00	46.01K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	36.09K	SH	$10.46M 1.26%	0.00	36.09K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	347.92K	SH	$9.70M 1.17%	110.00	347.81K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	395.77K	SH	$9.17M 1.10%	0.00	395.77K
ISHARES TRSOLE	NATIONAL MUN ETF	68.96K	SH	$7.35M 0.88%	0.00	68.96K
ALPHABET INCSOLE	CAP STK CL A	35.04K	SH	$6.63M 0.80%	0.00	35.04K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	140.47K	SH	$6.37M 0.77%	2.00	140.47K
INVESCO QQQ TRSOLE	UNIT SER 1	11.53K	SH	$5.90M 0.71%	0.00	11.53K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	215.10K	SH	$5.88M 0.71%	0.00	215.10K
ISHARES TRSOLE	TRS FLT RT BD	113.49K	SH	$5.73M 0.69%	0.00	113.49K
ALPHABET INCSOLE	CAP STK CL C	29.85K	SH	$5.68M 0.68%	0.00	29.85K

Page 1 of 18

…