SAVVY ADVISORS, INC.

Filed: 8/4/2025ACC: 0002003633-25-000005

📋 What this filing means

SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 648 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

648

Positions

$1.50B

Total AUM (reported)

21.27M

Total Shares

Allocation by class

COM$494.18M33.0%

S&P 500 ETF SHS$101.25M6.8%

CORE TOTAL USD$52.23M3.5%

CORE S&P500 ETF$48.79M3.3%

UVA UNCONSTRAIND$44.71M3.0%

US QUALTY FCTR$36.67M2.4%

US LCAP GR ETF$35.29M2.4%

Portfolio Concentration

Top 3$265.37M17.7%

4–10$279.72M18.7%

11–25$227.26M15.2%

Rest$726.40M48.5%

Top 3 weight

17.7%

Top 10 weight

36.4%

Voting Authority Distribution

Total shares with voting rights: 21.31M

Sole

Full voting authority

35.60K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.27M

% of voting shares99.8%

Investment Discretion (by position count)

Sole648

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings648

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares708.18K

TypeSH

Market value$111.89M

7.47%

Sole

0.00

Shared

0.00

None

708.18K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares178.25K

TypeSH

Market value$101.25M

6.76%

Sole

180.00

Shared

0.00

None

178.25K

ISHARES TR

SOLE

CORE TOTAL USD

Shares1.13M

TypeSH

Market value$52.23M

3.48%

Sole

84.00

Shared

0.00

None

1.13M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares78.57K

TypeSH

Market value$48.79M

3.26%

Sole

974.00

Shared

0.00

None

78.57K

SPINNAKER ETF SERIES

SOLE

UVA UNCONSTRAIND

Shares2.05M

TypeSH

Market value$44.71M

2.98%

Sole

0.00

Shared

0.00

None

2.05M

MICROSOFT CORP

SOLE

COM

Shares86.83K

TypeSH

Market value$43.19M

2.88%

Sole

0.00

Shared

0.00

None

86.83K

APPLE INC

SOLE

COM

Shares195.75K

TypeSH

Market value$40.16M

2.68%

Sole

0.00

Shared

0.00

None

195.75K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares610.58K

TypeSH

Market value$36.67M

2.45%

Sole

83.00

Shared

0.00

None

610.58K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.21M

TypeSH

Market value$35.29M

2.35%

Sole

118.00

Shared

0.00

None

1.21M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares311.64K

TypeSH

Market value$30.91M

2.06%

Sole

0.00

Shared

0.00

None

311.64K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares128.07K

TypeSH

Market value$22.63M

1.51%

Sole

16.00

Shared

0.00

None

128.07K

AMAZON COM INC

SOLE

COM

Shares100.84K

TypeSH

Market value$22.12M

1.48%

Sole

0.00

Shared

0.00

None

100.84K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares672.13K

TypeSH

Market value$22.11M

1.47%

Sole

110.00

Shared

0.00

None

672.13K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares25.34K

TypeSH

Market value$15.66M

1.04%

Sole

0.00

Shared

0.00

None

25.34K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares61.63K

TypeSH

Market value$15.61M

1.04%

Sole

27.00

Shared

0.00

None

61.63K

ETFS GOLD TR

SOLE

PHYSCL GOLD SHS

Shares485.46K

TypeSH

Market value$15.31M

1.02%

Sole

0.00

Shared

0.00

None

485.46K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares128.04K

TypeSH

Market value$14.34M

0.96%

Sole

11.00

Shared

0.00

None

128.04K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares24.35K

TypeSH

Market value$13.43M

0.90%

Sole

0.00

Shared

0.00

None

24.35K

PROCTER AND GAMBLE CO

SOLE

COM

Shares84.05K

TypeSH

Market value$13.39M

0.89%

Sole

0.00

Shared

0.00

None

84.05K

AMGEN INC

SOLE

COM

Shares45.95K

TypeSH

Market value$12.83M

0.86%

Sole

0.00

Shared

0.00

None

45.95K

META PLATFORMS INC

SOLE

CL A

Shares17.36K

TypeSH

Market value$12.82M

0.86%

Sole

0.00

Shared

0.00

None

17.36K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares116.17K

TypeSH

Market value$12.14M

0.81%

Sole

0.00

Shared

0.00

None

116.17K

ALPHABET INC

SOLE

CAP STK CL A

Shares68.39K

TypeSH

Market value$12.05M

0.80%

Sole

0.00

Shared

0.00

None

68.39K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares263.12K

TypeSH

Market value$11.51M

0.77%

Sole

0.00

Shared

0.00

None

263.12K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares264.67K

TypeSH

Market value$11.31M

0.75%

Sole

54.00

Shared

0.00

None

264.67K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	708.18K	SH	$111.89M 7.47%	0.00	708.18K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	178.25K	SH	$101.25M 6.76%	180.00	178.25K
ISHARES TRSOLE	CORE TOTAL USD	1.13M	SH	$52.23M 3.48%	84.00	1.13M
ISHARES TRSOLE	CORE S&P500 ETF	78.57K	SH	$48.79M 3.26%	974.00	78.57K
SPINNAKER ETF SERIESSOLE	UVA UNCONSTRAIND	2.05M	SH	$44.71M 2.98%	0.00	2.05M
MICROSOFT CORPSOLE	COM	86.83K	SH	$43.19M 2.88%	0.00	86.83K
APPLE INCSOLE	COM	195.75K	SH	$40.16M 2.68%	0.00	195.75K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	610.58K	SH	$36.67M 2.45%	83.00	610.58K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.21M	SH	$35.29M 2.35%	118.00	1.21M
ISHARES TRSOLE	CORE US AGGBD ET	311.64K	SH	$30.91M 2.06%	0.00	311.64K
VANGUARD INDEX FDSSOLE	VALUE ETF	128.07K	SH	$22.63M 1.51%	16.00	128.07K
AMAZON COM INCSOLE	COM	100.84K	SH	$22.12M 1.48%	0.00	100.84K
ISHARES TRSOLE	MSCI INTL VLU FT	672.13K	SH	$22.11M 1.47%	110.00	672.13K
SPDR S&P 500 ETF TRSOLE	TR UNIT	25.34K	SH	$15.66M 1.04%	0.00	25.34K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	61.63K	SH	$15.61M 1.04%	27.00	61.63K
ETFS GOLD TRSOLE	PHYSCL GOLD SHS	485.46K	SH	$15.31M 1.02%	0.00	485.46K
ISHARES TRSOLE	EAFE GRWTH ETF	128.04K	SH	$14.34M 0.96%	11.00	128.04K
INVESCO QQQ TRSOLE	UNIT SER 1	24.35K	SH	$13.43M 0.90%	0.00	24.35K
PROCTER AND GAMBLE COSOLE	COM	84.05K	SH	$13.39M 0.89%	0.00	84.05K
AMGEN INCSOLE	COM	45.95K	SH	$12.83M 0.86%	0.00	45.95K
META PLATFORMS INCSOLE	CL A	17.36K	SH	$12.82M 0.86%	0.00	17.36K
ISHARES TRSOLE	NATIONAL MUN ETF	116.17K	SH	$12.14M 0.81%	0.00	116.17K
ALPHABET INCSOLE	CAP STK CL A	68.39K	SH	$12.05M 0.80%	0.00	68.39K
DBX ETF TRSOLE	XTRACK MSCI EAFE	263.12K	SH	$11.51M 0.77%	0.00	263.12K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	264.67K	SH	$11.31M 0.75%	54.00	264.67K

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