Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025

Savvy Advisors, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1033 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $201M, Ishares Core Total Usd Bond Ma with a value of $132M, Nvidia Corp with a value of $132M, Ishares Core S&P 500 ETF with a value of $86.9M, and J P Morgan ETF Tr U S Quality with a value of $84.2M.

Examining the 13F form we can see an increase of $894M in the current position value, from $2.09B to 2.99B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.99 Billion
ETFs: $2 Billion
Technology: $369 Million
Financial Services: $131 Million
Communication Services: $86.3 Million
Consumer Cyclical: $84.2 Million
Healthcare: $80.3 Million
Industrials: $71.5 Million
Consumer Defensive: $63.6 Million
Other: $77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Bondbloxx ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 6.93%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2025 New
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 378.1%
-
$0 0.0% of portfolio
-
Q4 2025 New
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 9.34%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q4 2025 Added 33.76%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q4 2025 Added 17.6%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 19.08%
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 New
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 15.07%
Birkenstock Holding PLC
-
$0 0.0% of portfolio
-
Q4 2025 New
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.04%
Ishares Tr
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 0.01%
-
$0 0.0% of portfolio
-
Q4 2025 New
Vanguard Instl Index Fd
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 0.21%
Neos ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 8.34%
-
$0 0.0% of portfolio
-
Q4 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 New
Palmer Square Funds Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Bluerock Pvt Real Estate Fd
-
$0 0.0% of portfolio
-
Q4 2025 New
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q4 2025 Added 109.47%
Fidelity Greenwood Street Tr
-
$0 0.0% of portfolio
-
Q4 2025 New
$0
$0 0.0% of portfolio
12,504
Q4 2025 Added 7.73%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2025 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q4 2025 Added 2.27%
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q4 2025 Added 57.93%
-
$0 0.0% of portfolio
-
Q4 2025 Added 1.02%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 1.92%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 0.4%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 12.14%
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q4 2025 Added 14.23%
-
$0 0.0% of portfolio
-
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 50.0%
-
$0 0.0% of portfolio
-
Q4 2025 New
$23.9B
$0 0.0% of portfolio
-
Q4 2025 Added 0.58%
Oxford Lane Cap Corp
-
$0 0.0% of portfolio
-
Q4 2025 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 New
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q4 2025 Added 24.22%
Fs Specialty Lending Fd
-
$0 0.0% of portfolio
-
Q4 2025 New
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Unilever PLC
-
$0 0.0% of portfolio
-
Q4 2025 New
Gsk PLC
-
$0 0.0% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,033
  • Current Value $2.99 Billion
  • Prior Value $2.09 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 247 stocks
  • Additional Purchases 585 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email