13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›Savvy Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

Savvy Advisors, Inc.

Savvy's holding co. based in San Francisco, CA — $3.7B in tracked AUM across 1,142 positions as of Q1 2026.

S
Savvy·San Francisco, CA·Holding Co.
CIK 0002003633 · last filed Mar 31, 2026
Total AUM
$3.7B
▲ 10.0%
vs prior
Holdings
1,142
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Savvy Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$238M398K6.4%
02
IUSB
ISHARES TR
$154M3.3M4.1%
03
NVDA
NVIDIA CORPORATION
$135M773K3.6%
04
IVLU
ISHARES TR
$89M2.2M2.4%
05
SCHG
SCHWAB STRATEGIC TR
$83M2.9M2.2%
06
IVV
ISHARES TR
$81M124K2.2%
07
JQUA
J P MORGAN EXCHANGE TRADED F
$81M1.3M2.2%
08
AAPL
APPLE INC
$78M308K2.1%
09
AGG
ISHARES TR
$67M676K1.8%
10
EFG
ISHARES TR
$52M464K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Savvy
haiku-4-5 · 1,142 positions indexed
Sector mix
  • Tech47%
  • Financials9%
  • Cons. Disc.5%
  • Communications9%
  • Industrials15%
  • Energy24%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market