Savvy Advisors, Inc.
•CIK: 2003633•Filing: Q4 2025
Savvy Advisors, Inc. manages $3.0B in assets, maintaining a diversified portfolio of 1003 positions. The fund's top holdings are dominated by index-tracking ETFs, with VOO and IUSB accounting for $336.7M, or 11.2% of total AUM. Notable equity positions include NVDA ($132.1M) and AAPL ($66.8M), while fixed income exposure is led by AGG ($57.7M). The fund's largest sector allocations are technology and financials, with a combined 34.6% of the portfolio.
Total AUM
$3.0B
+ $563.2K in options
QoQ Performance
+36.7%
Positions
638
+ 11 options
Top 10 Concentration
38.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.9%
IUSB4.4%
NVDA4.4%
IVV3.0%
JQUA2.9%
SCHG2.6%
AAPL2.2%
AGG1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.2%
Technology13.4%
ETF11.9%
Financial3.1%
Consumer1.9%
Healthcare1.2%
Industrial0.7%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+636 more exited positions
Changes from Q3 2025
NEW21 new positions
↑164 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023