DOSSIER · 13F-HR · Q2 2026

Savvy Advisors, Inc.

$4.7B in tracked AUM across 1,261 positions as of Q2 2026.

SA
CIK 0002003633 · last filed Jun 30, 2026
Total AUM
$4.7B
as of Q2 2026
Holdings
1,261
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Savvy Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$297M433K6.3%
02
IUSB
ISHARES TR
$177M3.8M3.8%
03
NVDA
NVIDIA CORPORATION
$165M826K3.5%
04
IVLU
ISHARES TR
$109M2.6M2.3%
05
SCHG
SCHWAB STRATEGIC TR
$104M3.1M2.2%
06
AAPL
APPLE INC
$99M340K2.1%
07
JQUA
J P MORGAN EXCHANGE TRADED F
$95M1.3M2.0%
08
IVV
ISHARES TR
$86M115K1.8%
09
AGG
ISHARES TR
$71M720K1.5%
10
EFG
ISHARES TR
$63M507K1.3%

Filing history

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 positionsView →
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