SAVVY ADVISORS, INC.

PrivateCIK: 2003633
Location

NEW YORK, NY

📋 What this filing means

SAVVY ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 1232 equity positions with a total reported market value of $4.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1232
Positions
$4.71B
Total AUM (reported)
63.49M
Total Shares

Allocation by class

TOTAL AUM$4.71B1232 positions
COM$1.15B24.3%
S&P 500 ETF SHS$297.46M6.3%
CORE UNIVRSL USD$177.34M3.8%
MSCI INTL VLU FT$109.26M2.3%
US LCAP GR ETF$103.60M2.2%
US QUALTY FCTR$95.03M2.0%
CORE S&P500 ETF$86.24M1.8%

Portfolio Concentration

Top 313.6%4–1013.3%11–2514.7%Rest58.4%TOP 1026.9%0%100%
Top 3$640.01M13.6%
4–10$626.97M13.3%
11–25$692.13M14.7%
Rest$2.75B58.4%

Top 3 weight

13.6%

Top 10 weight

26.9%

Voting Authority Distribution

Total shares with voting rights: 63.49M

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

63.49M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1232
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1232
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares433.10K
TypeSH
Market value$297.46M
6.32%
Sole
0.00
Shared
0.00
None
433.10K

ISHARES TR

SOLE
CORE UNIVRSL USD
Shares3.84M
TypeSH
Market value$177.34M
3.77%
Sole
0.00
Shared
0.00
None
3.84M

NVIDIA CORPORATION

SOLE
COM
Shares825.71K
TypeSH
Market value$165.22M
3.51%
Sole
0.00
Shared
0.00
None
825.71K

ISHARES TR

SOLE
MSCI INTL VLU FT
Shares2.61M
TypeSH
Market value$109.26M
2.32%
Sole
0.00
Shared
0.00
None
2.61M

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares3.06M
TypeSH
Market value$103.60M
2.20%
Sole
0.00
Shared
0.00
None
3.06M

APPLE INC

SOLE
COM
Shares340.42K
TypeSH
Market value$98.50M
2.09%
Sole
0.00
Shared
0.00
None
340.42K

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares1.31M
TypeSH
Market value$95.03M
2.02%
Sole
0.00
Shared
0.00
None
1.31M

ISHARES TR

SOLE
CORE S&P500 ETF
Shares115.16K
TypeSH
Market value$86.24M
1.83%
Sole
0.00
Shared
0.00
None
115.16K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares719.53K
TypeSH
Market value$71.22M
1.51%
Sole
0.00
Shared
0.00
None
719.53K

ISHARES TR

SOLE
EAFE GRWTH ETF
Shares507.29K
TypeSH
Market value$63.12M
1.34%
Sole
0.00
Shared
0.00
None
507.29K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares305.79K
TypeSH
Market value$58.26M
1.24%
Sole
0.00
Shared
0.00
None
305.79K

MICROSOFT CORP

SOLE
COM
Shares151.74K
TypeSH
Market value$56.60M
1.20%
Sole
0.00
Shared
0.00
None
151.74K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares446.38K
TypeSH
Market value$55.69M
1.18%
Sole
0.00
Shared
0.00
None
446.38K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares254.01K
TypeSH
Market value$55.36M
1.18%
Sole
0.00
Shared
0.00
None
254.01K

SPINNAKER ETF SERIES

SOLE
UVA UNCONSTRAIND
Shares2.26M
TypeSH
Market value$49.18M
1.04%
Sole
0.00
Shared
0.00
None
2.26M

DIMENSIONAL ETF TRUST

SOLE
US COR EQU 2 ETF
Shares1.07M
TypeSH
Market value$47.46M
1.01%
Sole
0.00
Shared
0.00
None
1.07M

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares434.94K
TypeSH
Market value$46.81M
0.99%
Sole
0.00
Shared
0.00
None
434.94K

AMAZON COM INC

SOLE
COM
Shares192.01K
TypeSH
Market value$45.76M
0.97%
Sole
0.00
Shared
0.00
None
192.01K

SPDR INDEX SHS FDS

SOLE
ST PORT MARK ETF
Shares874.78K
TypeSH
Market value$45.30M
0.96%
Sole
0.00
Shared
0.00
None
874.78K

ALPHABET INC

SOLE
CAP STK CL A
Shares113.53K
TypeSH
Market value$40.57M
0.86%
Sole
0.00
Shared
0.00
None
113.53K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares553.98K
TypeSH
Market value$39.47M
0.84%
Sole
0.00
Shared
0.00
None
553.98K

ISHARES TR

SOLE
MSCI USA MMENTM
Shares113.10K
TypeSH
Market value$38.77M
0.82%
Sole
0.00
Shared
0.00
None
113.10K

FIRST BUSEY CORP

SOLE
COM NEW
Shares1.29M
TypeSH
Market value$37.96M
0.81%
Sole
0.00
Shared
0.00
None
1.29M

MICRON TECHNOLOGY INC

SOLE
COM
Shares32.48K
TypeSH
Market value$37.49M
0.80%
Sole
0.00
Shared
0.00
None
32.48K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares480.92K
TypeSH
Market value$37.47M
0.80%
Sole
0.00
Shared
0.00
None
480.92K
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