Filed: 1/20/2026ACC: 0002003633-26-000001
📋 What this filing means
SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 1003 equity positions with a total reported market value of $3.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1003
Positions
$3.10B
Total AUM (reported)
41.97M
Total Shares
Allocation by class
COM$780.81M25.2%
S&P 500 ETF SHS$204.49M6.6%
CORE UNIVRSL USD$132.16M4.3%
CORE S&P500 ETF$88.11M2.8%
US QUALTY FCTR$85.83M2.8%
US LCAP GR ETF$77.35M2.5%
CORE US AGGBD ET$57.68M1.9%
Portfolio Concentration
Top 3$468.72M15.1%
4–10$484.77M15.7%
11–25$481.41M15.5%
Rest$1.66B53.7%
Top 3 weight
15.1%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 41.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
41.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1003
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1003
Rows:
VANGUARD INDEX FDS
SOLEShares326.07K
TypeSH
Market value$204.49M
6.61%
Sole
0.00
Shared
0.00
None
326.07K
ISHARES TR
SOLEShares2.84M
TypeSH
Market value$132.16M
4.27%
Sole
0.00
Shared
0.00
None
2.84M
NVIDIA CORPORATION
SOLEShares708.15K
TypeSH
Market value$132.07M
4.27%
Sole
0.00
Shared
0.00
None
708.15K
ISHARES TR
SOLEShares128.64K
TypeSH
Market value$88.11M
2.85%
Sole
0.00
Shared
0.00
None
128.64K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.36M
TypeSH
Market value$85.83M
2.77%
Sole
0.00
Shared
0.00
None
1.36M
SCHWAB STRATEGIC TR
SOLEShares2.37M
TypeSH
Market value$77.35M
2.50%
Sole
0.00
Shared
0.00
None
2.37M
APPLE INC
SOLEShares245.59K
TypeSH
Market value$66.77M
2.16%
Sole
0.00
Shared
0.00
None
245.59K
ISHARES TR
SOLEShares577.48K
TypeSH
Market value$57.68M
1.86%
Sole
0.00
Shared
0.00
None
577.48K
ISHARES TR
SOLEShares1.45M
TypeSH
Market value$55.10M
1.78%
Sole
0.00
Shared
0.00
None
1.45M
VANGUARD INDEX FDS
SOLEShares282.43K
TypeSH
Market value$53.94M
1.74%
Sole
0.00
Shared
0.00
None
282.43K
MICROSOFT CORP
SOLEShares111.98K
TypeSH
Market value$53.91M
1.74%
Sole
0.00
Shared
0.00
None
111.98K
SPINNAKER ETF SERIES
SOLEShares2.18M
TypeSH
Market value$48.59M
1.57%
Sole
0.00
Shared
0.00
None
2.18M
SPDR INDEX SHS FDS
SOLEShares772.69K
TypeSH
Market value$36.17M
1.17%
Sole
0.00
Shared
0.00
None
772.69K
VANGUARD TAX-MANAGED FDS
SOLEShares568.02K
TypeSH
Market value$35.48M
1.15%
Sole
0.00
Shared
0.00
None
568.02K
SELECT SECTOR SPDR TR
SOLEShares232.10K
TypeSH
Market value$33.42M
1.08%
Sole
0.00
Shared
0.00
None
232.10K
AMAZON COM INC
SOLEShares138.59K
TypeSH
Market value$31.97M
1.03%
Sole
0.00
Shared
0.00
None
138.59K
VANGUARD BD INDEX FDS
SOLEShares396.44K
TypeSH
Market value$31.24M
1.01%
Sole
0.00
Shared
0.00
None
396.44K
ISHARES TR
SOLEShares272.48K
TypeSH
Market value$29.19M
0.94%
Sole
0.00
Shared
0.00
None
272.48K
ALPHABET INC
SOLEShares85K
TypeSH
Market value$26.54M
0.86%
Sole
0.00
Shared
0.00
None
85K
ISHARES TR
SOLEShares260.94K
TypeSH
Market value$26.53M
0.86%
Sole
0.00
Shared
0.00
None
260.94K
DIMENSIONAL ETF TRUST
SOLEShares669.77K
TypeSH
Market value$26.52M
0.86%
Sole
0.00
Shared
0.00
None
669.77K
ALPHABET INC
SOLEShares84.09K
TypeSH
Market value$26.39M
0.85%
Sole
0.00
Shared
0.00
None
84.09K
ISHARES GOLD TR
SOLEShares320.71K
TypeSH
Market value$26.03M
0.84%
Sole
0.00
Shared
0.00
None
320.71K
ISHARES TR
SOLEShares99.24K
TypeSH
Market value$24.84M
0.80%
Sole
0.00
Shared
0.00
None
99.24K
VANGUARD INDEX FDS
SOLEShares50.41K
TypeSH
Market value$24.59M
0.79%
Sole
0.00
Shared
0.00
None
50.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 326.07K | SH | $204.49M 6.61% | 0.00 | 0.00 | 326.07K |
ISHARES TRSOLE | CORE UNIVRSL USD | 2.84M | SH | $132.16M 4.27% | 0.00 | 0.00 | 2.84M |
NVIDIA CORPORATIONSOLE | COM | 708.15K | SH | $132.07M 4.27% | 0.00 | 0.00 | 708.15K |
ISHARES TRSOLE | CORE S&P500 ETF | 128.64K | SH | $88.11M 2.85% | 0.00 | 0.00 | 128.64K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 1.36M | SH | $85.83M 2.77% | 0.00 | 0.00 | 1.36M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.37M | SH | $77.35M 2.50% | 0.00 | 0.00 | 2.37M |
APPLE INCSOLE | COM | 245.59K | SH | $66.77M 2.16% | 0.00 | 0.00 | 245.59K |
ISHARES TRSOLE | CORE US AGGBD ET | 577.48K | SH | $57.68M 1.86% | 0.00 | 0.00 | 577.48K |
ISHARES TRSOLE | MSCI INTL VLU FT | 1.45M | SH | $55.10M 1.78% | 0.00 | 0.00 | 1.45M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 282.43K | SH | $53.94M 1.74% | 0.00 | 0.00 | 282.43K |
MICROSOFT CORPSOLE | COM | 111.98K | SH | $53.91M 1.74% | 0.00 | 0.00 | 111.98K |
SPINNAKER ETF SERIESSOLE | UVA UNCONSTRAIND | 2.18M | SH | $48.59M 1.57% | 0.00 | 0.00 | 2.18M |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 772.69K | SH | $36.17M 1.17% | 0.00 | 0.00 | 772.69K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 568.02K | SH | $35.48M 1.15% | 0.00 | 0.00 | 568.02K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 232.10K | SH | $33.42M 1.08% | 0.00 | 0.00 | 232.10K |
AMAZON COM INCSOLE | COM | 138.59K | SH | $31.97M 1.03% | 0.00 | 0.00 | 138.59K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 396.44K | SH | $31.24M 1.01% | 0.00 | 0.00 | 396.44K |
ISHARES TRSOLE | NATIONAL MUN ETF | 272.48K | SH | $29.19M 0.94% | 0.00 | 0.00 | 272.48K |
ALPHABET INCSOLE | CAP STK CL A | 85K | SH | $26.54M 0.86% | 0.00 | 0.00 | 85K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 260.94K | SH | $26.53M 0.86% | 0.00 | 0.00 | 260.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 669.77K | SH | $26.52M 0.86% | 0.00 | 0.00 | 669.77K |
ALPHABET INCSOLE | CAP STK CL C | 84.09K | SH | $26.39M 0.85% | 0.00 | 0.00 | 84.09K |
ISHARES GOLD TRSOLE | ISHARES NEW | 320.71K | SH | $26.03M 0.84% | 0.00 | 0.00 | 320.71K |
ISHARES TRSOLE | MSCI USA MMENTM | 99.24K | SH | $24.84M 0.80% | 0.00 | 0.00 | 99.24K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 50.41K | SH | $24.59M 0.79% | 0.00 | 0.00 | 50.41K |
Page 1 of 41
…