SAVVY ADVISORS, INC.

Filed: 11/6/2025ACC: 0002003633-25-000008

📋 What this filing means

SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 820 equity positions with a total reported market value of $2.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

820

Positions

$2.18B

Total AUM (reported)

29.62M

Total Shares

Allocation by class

COM$615.38M28.3%

S&P 500 ETF SHS$140.67M6.5%

CORE TOTAL USD$82.89M3.8%

CORE S&P500 ETF$67.23M3.1%

US LCAP GR ETF$52.24M2.4%

US QUALTY FCTR$51.99M2.4%

CORE US AGGBD ET$47.08M2.2%

Portfolio Concentration

Top 3$356.41M16.4%

4–10$365.46M16.8%

11–25$337.45M15.5%

Rest$1.12B51.3%

Top 3 weight

16.4%

Top 10 weight

33.2%

Voting Authority Distribution

Total shares with voting rights: 29.68M

Sole

Full voting authority

53.41K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

29.62M

% of voting shares99.8%

Investment Discretion (by position count)

Sole820

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings820

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares229.71K

TypeSH

Market value$140.67M

6.47%

Sole

222.00

Shared

0.00

None

229.71K

NVIDIA CORPORATION

SOLE

COM

Shares712.05K

TypeSH

Market value$132.85M

6.11%

Sole

0.00

Shared

0.00

None

712.05K

ISHARES TR

SOLE

CORE TOTAL USD

Shares1.77M

TypeSH

Market value$82.89M

3.81%

Sole

84.00

Shared

0.00

None

1.77M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares100.44K

TypeSH

Market value$67.23M

3.09%

Sole

974.00

Shared

0.00

None

100.44K

APPLE INC

SOLE

COM

Shares213.66K

TypeSH

Market value$54.40M

2.50%

Sole

0.00

Shared

0.00

None

213.66K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.64M

TypeSH

Market value$52.24M

2.40%

Sole

118.00

Shared

0.00

None

1.64M

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares826.50K

TypeSH

Market value$51.99M

2.39%

Sole

783.00

Shared

0.00

None

826.50K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares469.66K

TypeSH

Market value$47.08M

2.16%

Sole

0.00

Shared

0.00

None

469.66K

MICROSOFT CORP

SOLE

COM

Shares90.29K

TypeSH

Market value$46.76M

2.15%

Sole

0.00

Shared

0.00

None

90.29K

SPINNAKER ETF SERIES

SOLE

UVA UNCONSTRAIND

Shares2.04M

TypeSH

Market value$45.75M

2.10%

Sole

0.00

Shared

0.00

None

2.04M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares184.53K

TypeSH

Market value$34.41M

1.58%

Sole

16.00

Shared

0.00

None

184.53K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares391.99K

TypeSH

Market value$30.93M

1.42%

Sole

0.00

Shared

0.00

None

391.99K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares830.62K

TypeSH

Market value$29.47M

1.35%

Sole

111.00

Shared

0.00

None

830.62K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares451.40K

TypeSH

Market value$27.05M

1.24%

Sole

30.00

Shared

0.00

None

451.40K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares94.05K

TypeSH

Market value$24.12M

1.11%

Sole

2.00

Shared

0.00

None

94.05K

AMAZON COM INC

SOLE

COM

Shares109.64K

TypeSH

Market value$24.07M

1.11%

Sole

0.00

Shared

0.00

None

109.64K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares615.16K

TypeSH

Market value$23.73M

1.09%

Sole

0.00

Shared

0.00

None

615.16K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares198.96K

TypeSH

Market value$21.19M

0.97%

Sole

0.00

Shared

0.00

None

198.96K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares73.91K

TypeSH

Market value$20.83M

0.96%

Sole

29.00

Shared

0.00

None

73.91K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.82K

TypeSH

Market value$17.86M

0.82%

Sole

0.00

Shared

0.00

None

26.82K

ETFS GOLD TR

SOLE

PHYSCL GOLD SHS

Shares479.61K

TypeSH

Market value$17.65M

0.81%

Sole

0.00

Shared

0.00

None

479.61K

ALPHABET INC

SOLE

CAP STK CL A

Shares70.84K

TypeSH

Market value$17.22M

0.79%

Sole

0.00

Shared

0.00

None

70.84K

ISHARES TR

SOLE

10-20 YR TRS ETF

Shares161.88K

TypeSH

Market value$16.67M

0.77%

Sole

372.00

Shared

0.00

None

161.88K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares21.90K

TypeSH

Market value$16.35M

0.75%

Sole

0.00

Shared

0.00

None

21.90K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares26.46K

TypeSH

Market value$15.89M

0.73%

Sole

0.00

Shared

0.00

None

26.46K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	229.71K	SH	$140.67M 6.47%	222.00	229.71K
NVIDIA CORPORATIONSOLE	COM	712.05K	SH	$132.85M 6.11%	0.00	712.05K
ISHARES TRSOLE	CORE TOTAL USD	1.77M	SH	$82.89M 3.81%	84.00	1.77M
ISHARES TRSOLE	CORE S&P500 ETF	100.44K	SH	$67.23M 3.09%	974.00	100.44K
APPLE INCSOLE	COM	213.66K	SH	$54.40M 2.50%	0.00	213.66K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.64M	SH	$52.24M 2.40%	118.00	1.64M
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	826.50K	SH	$51.99M 2.39%	783.00	826.50K
ISHARES TRSOLE	CORE US AGGBD ET	469.66K	SH	$47.08M 2.16%	0.00	469.66K
MICROSOFT CORPSOLE	COM	90.29K	SH	$46.76M 2.15%	0.00	90.29K
SPINNAKER ETF SERIESSOLE	UVA UNCONSTRAIND	2.04M	SH	$45.75M 2.10%	0.00	2.04M
VANGUARD INDEX FDSSOLE	VALUE ETF	184.53K	SH	$34.41M 1.58%	16.00	184.53K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	391.99K	SH	$30.93M 1.42%	0.00	391.99K
ISHARES TRSOLE	MSCI INTL VLU FT	830.62K	SH	$29.47M 1.35%	111.00	830.62K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	451.40K	SH	$27.05M 1.24%	30.00	451.40K
ISHARES TRSOLE	MSCI USA MMENTM	94.05K	SH	$24.12M 1.11%	2.00	94.05K
AMAZON COM INCSOLE	COM	109.64K	SH	$24.07M 1.11%	0.00	109.64K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	615.16K	SH	$23.73M 1.09%	0.00	615.16K
ISHARES TRSOLE	NATIONAL MUN ETF	198.96K	SH	$21.19M 0.97%	0.00	198.96K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	73.91K	SH	$20.83M 0.96%	29.00	73.91K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.82K	SH	$17.86M 0.82%	0.00	26.82K
ETFS GOLD TRSOLE	PHYSCL GOLD SHS	479.61K	SH	$17.65M 0.81%	0.00	479.61K
ALPHABET INCSOLE	CAP STK CL A	70.84K	SH	$17.22M 0.79%	0.00	70.84K
ISHARES TRSOLE	10-20 YR TRS ETF	161.88K	SH	$16.67M 0.77%	372.00	161.88K
VANGUARD WORLD FDSOLE	INF TECH ETF	21.90K	SH	$16.35M 0.75%	0.00	21.90K
INVESCO QQQ TRSOLE	UNIT SER 1	26.46K	SH	$15.89M 0.73%	0.00	26.46K

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