SAVVY ADVISORS, INC.

Filed: 5/12/2025ACC: 0002003633-25-000004

📋 What this filing means

SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 518 equity positions with a total reported market value of $994.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

518

Positions

$994.41M

Total AUM (reported)

15.96M

Total Shares

Allocation by class

COM$337.83M34.0%

S&P 500 ETF SHS$60.28M6.1%

CORE TOTAL USD$43.20M4.3%

UVA UNCONSTRAIND$40.15M4.0%

US QUALTY FCTR$27.86M2.8%

US LCAP GR ETF$22.51M2.3%

VALUE ETF$18.61M1.9%

Portfolio Concentration

Top 3$174.79M17.6%

4–10$177.96M17.9%

11–25$152.69M15.4%

Rest$488.97M49.2%

Top 3 weight

17.6%

Top 10 weight

35.5%

Voting Authority Distribution

Total shares with voting rights: 15.96M

Sole

Full voting authority

21.24K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

15.94M

% of voting shares99.9%

Investment Discretion (by position count)

Sole518

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings518

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares657.99K

TypeSH

Market value$71.31M

7.17%

Sole

0.00

Shared

0.00

None

657.99K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares117.29K

TypeSH

Market value$60.28M

6.06%

Sole

9.00

Shared

0.00

None

117.28K

ISHARES TR

SOLE

CORE TOTAL USD

Shares937.53K

TypeSH

Market value$43.20M

4.34%

Sole

83.00

Shared

0.00

None

937.45K

SPINNAKER ETF SERIES

SOLE

UVA UNCONSTRAIND

Shares1.83M

TypeSH

Market value$40.15M

4.04%

Sole

0.00

Shared

0.00

None

1.83M

APPLE INC

SOLE

COM

Shares141.32K

TypeSH

Market value$31.39M

3.16%

Sole

0.00

Shared

0.00

None

141.32K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares493.33K

TypeSH

Market value$27.86M

2.80%

Sole

81.00

Shared

0.00

None

493.25K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares899.05K

TypeSH

Market value$22.51M

2.26%

Sole

116.00

Shared

0.00

None

898.93K

MICROSOFT CORP

SOLE

COM

Shares57.69K

TypeSH

Market value$21.66M

2.18%

Sole

0.00

Shared

0.00

None

57.69K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares107.73K

TypeSH

Market value$18.61M

1.87%

Sole

13.00

Shared

0.00

None

107.72K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares520.45K

TypeSH

Market value$15.77M

1.59%

Sole

69.00

Shared

0.00

None

520.38K

ETFS GOLD TR

SOLE

PHYSCL GOLD SHS

Shares487.87K

TypeSH

Market value$14.55M

1.46%

Sole

0.00

Shared

0.00

None

487.87K

PROCTER AND GAMBLE CO

SOLE

COM

Shares83.36K

TypeSH

Market value$14.21M

1.43%

Sole

0.00

Shared

0.00

None

83.36K

AMGEN INC

SOLE

COM

Shares45.41K

TypeSH

Market value$14.15M

1.42%

Sole

0.00

Shared

0.00

None

45.41K

AMAZON COM INC

SOLE

COM

Shares68.43K

TypeSH

Market value$13.02M

1.31%

Sole

0.00

Shared

0.00

None

68.43K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares115.76K

TypeSH

Market value$11.58M

1.16%

Sole

15.00

Shared

0.00

None

115.74K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares52.11K

TypeSH

Market value$10.76M

1.08%

Sole

4.00

Shared

0.00

None

52.10K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares36.31K

TypeSH

Market value$9.98M

1.00%

Sole

0.00

Shared

0.00

None

36.31K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares394.27K

TypeSH

Market value$8.71M

0.88%

Sole

0.00

Shared

0.00

None

394.27K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares15.20K

TypeSH

Market value$8.51M

0.86%

Sole

0.00

Shared

0.00

None

15.20K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares77.89K

TypeSH

Market value$8.21M

0.83%

Sole

0.00

Shared

0.00

None

77.89K

ISHARES TR

SOLE

10-20 YR TRS ETF

Shares76.50K

TypeSH

Market value$7.94M

0.80%

Sole

378.00

Shared

0.00

None

76.12K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.84K

TypeSH

Market value$7.91M

0.79%

Sole

0.00

Shared

0.00

None

14.84K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares16.65K

TypeSH

Market value$7.81M

0.79%

Sole

0.00

Shared

0.00

None

16.65K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares196.65K

TypeSH

Market value$7.74M

0.78%

Sole

23.00

Shared

0.00

None

196.63K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares13.59K

TypeSH

Market value$7.64M

0.77%

Sole

989.00

Shared

0.00

None

12.60K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	657.99K	SH	$71.31M 7.17%	0.00	657.99K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	117.29K	SH	$60.28M 6.06%	9.00	117.28K
ISHARES TRSOLE	CORE TOTAL USD	937.53K	SH	$43.20M 4.34%	83.00	937.45K
SPINNAKER ETF SERIESSOLE	UVA UNCONSTRAIND	1.83M	SH	$40.15M 4.04%	0.00	1.83M
APPLE INCSOLE	COM	141.32K	SH	$31.39M 3.16%	0.00	141.32K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	493.33K	SH	$27.86M 2.80%	81.00	493.25K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	899.05K	SH	$22.51M 2.26%	116.00	898.93K
MICROSOFT CORPSOLE	COM	57.69K	SH	$21.66M 2.18%	0.00	57.69K
VANGUARD INDEX FDSSOLE	VALUE ETF	107.73K	SH	$18.61M 1.87%	13.00	107.72K
ISHARES TRSOLE	MSCI INTL VLU FT	520.45K	SH	$15.77M 1.59%	69.00	520.38K
ETFS GOLD TRSOLE	PHYSCL GOLD SHS	487.87K	SH	$14.55M 1.46%	0.00	487.87K
PROCTER AND GAMBLE COSOLE	COM	83.36K	SH	$14.21M 1.43%	0.00	83.36K
AMGEN INCSOLE	COM	45.41K	SH	$14.15M 1.42%	0.00	45.41K
AMAZON COM INCSOLE	COM	68.43K	SH	$13.02M 1.31%	0.00	68.43K
ISHARES TRSOLE	EAFE GRWTH ETF	115.76K	SH	$11.58M 1.16%	15.00	115.74K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	52.11K	SH	$10.76M 1.08%	4.00	52.10K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	36.31K	SH	$9.98M 1.00%	0.00	36.31K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	394.27K	SH	$8.71M 0.88%	0.00	394.27K
SPDR S&P 500 ETF TRSOLE	TR UNIT	15.20K	SH	$8.51M 0.86%	0.00	15.20K
ISHARES TRSOLE	NATIONAL MUN ETF	77.89K	SH	$8.21M 0.83%	0.00	77.89K
ISHARES TRSOLE	10-20 YR TRS ETF	76.50K	SH	$7.94M 0.80%	378.00	76.12K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.84K	SH	$7.91M 0.79%	0.00	14.84K
INVESCO QQQ TRSOLE	UNIT SER 1	16.65K	SH	$7.81M 0.79%	0.00	16.65K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	196.65K	SH	$7.74M 0.78%	23.00	196.63K
ISHARES TRSOLE	CORE S&P500 ETF	13.59K	SH	$7.64M 0.77%	989.00	12.60K

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