DOSSIER · 13F-HR · Q3 2026

Savvy Advisors, Inc.

$6.0B in tracked AUM across 1,429 positions as of Q3 2026.

SA
CIK 0002003633 · last filed Sep 30, 2026
Total AUM
$6.0B
as of Q3 2026
Holdings
1,429
+160 QoQ
positions
Whale Score
61
61
tracked
Activity
1439
+236 new, −76 sold
changes this Q
AI Analysis · Q3 2026

Savvy Advisors, Inc. filed its latest 13F-HR for Q3 2026. 1439 position changes this quarter — 236 new, 76 exited, 877 added, 250 trimmed.

Quarter at a glance — Q3 2026

1439 material changes this filing.

ADD
NVDANVIDIA CORPORATION
+170K sh
+$62M
3.8%
ADD
AAPLAPPLE INC
+133K sh
+$59M
2.6%
ADD
MSFTMICROSOFT CORP
+49K sh
+$46M
1.7%
ADD
VOOVANGUARD INDEX FDS
+54K sh
+$44M
5.7%
TRIM
AGGISHARES TR
-297K sh
$-31M
0.7%
ADD
SCHGSCHWAB STRATEGIC TR
+628K sh
+$29M
2.2%
ADD
SPYSTATE STR SPDR S&P 500 ETF T
+34K sh
+$27M
1.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$341M487K5.7%
02
NVDA
NVIDIA CORPORATION
$227M996K3.8%
03
IUSB
ISHARES TR
$201M4.5M3.3%
04
AAPL
APPLE INC
$158M474K2.6%
05
SCHG
SCHWAB STRATEGIC TR
$133M3.7M2.2%
06
IVLU
ISHARES TR
$132M3.1M2.2%
07
MSFT
MICROSOFT CORP
$103M201K1.7%
08
JQUA
J P MORGAN EXCHANGE TRADED F
$91M1.2M1.5%
09
IVV
ISHARES TR
$90M118K1.5%
10
XLK
SELECT SECTOR SPDR TR
$75M385K1.3%

Filing history

2026Q3Sep 30
$6.0B▲ 28.0%
1,429 positionsView →
2026Q2Jun 30
$4.7B▲ 25.7%
1,261 positionsView →
2026Q1Mar 31
$3.7B▲ 21.0%
1,142 positionsView →
2025Q4Dec 31
$3.1B▲ 42.3%
1,033 positionsView →
2025Q3Sep 30
$2.2B▲ 45.1%
820 positionsLocked
2025Q2Jun 30
$1.5B▲ 50.7%
648 positionsLocked
2025Q1Mar 31
$994M▲ 19.6%
518 positionsLocked
2024Q4Dec 31
$832M▲ 68.9%
453 positionsLocked
2024Q3Sep 30
$492M▲ 60.5%
351 positionsLocked
2024Q2Jun 30
$307M▲ 76.9%
300 positionsLocked
2024Q1Mar 31
$173M▲ 68.4%
223 positionsLocked
2023Q4Dec 31
$103M—
157 positionsLocked