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Savvy Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $6,027,555,927
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $341,123,717
- NVIDIA CORPORATION · COM · 67066G104 · shares: $227,271,041
- ISHARES TR · CORE UNIVRSL USD · 46434V613 · shares: $200,603,752
- APPLE INC · COM · 037833100 · shares: $157,716,079
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $132,555,774
- ISHARES TR · MSCI INTL VLU FT · 46435G409 · shares: $131,799,181
- MICROSOFT CORP · COM · 594918104 · shares: $102,843,745
- J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR · 46641Q761 · shares: $90,793,188
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $90,162,794
- SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $75,347,991
Reported holdings
1,429 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 4,456 shares | $71,964 |
| PAYPAL HLDGS INC | COM | 70450Y103 | CALL | 1,300 shares | $68,289 |
| ALGONQUIN POWER & UTILITIES | COM | 015857105 | — | 13,280 shares | $66,798 |
| HIGH INCOME SECS FD | SHS BEN INT | 42968F108 | — | 11,460 shares | $59,134 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 10,270 shares | $57,510 |
| INSIGHT MOLECULAR DIA INC | COM NEW | 68235C206 | — | 15,000 shares | $53,850 |
| WESTERN ASSET HIGH INCOME OP | COM | 95766K109 | — | 16,446 shares | $53,614 |
| MICROSOFT CORP | COM | 594918104 | CALL | 100 shares | $51,290 |
| AXON ENTERPRISE INC | COM | 05464C101 | CALL | 100 shares | $42,252 |
| ENOVIX CORPORATION | COM | 293594107 | — | 12,434 shares | $36,059 |
| CYTOMX THERAPEUTICS INC. | COM | 23284F105 | — | 13,063 shares | $35,531 |
| CLOUDFLARE INC | CL A COM | 18915M107 | PUT | 100 shares | $34,728 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 10,769 shares | $33,007 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 10,474 shares | $30,584 |
| COHERENT CORP | COM | 19247G107 | CALL | 100 shares | $28,781 |
| YUM BRANDS INC | COM | 988498101 | CALL | 200 shares | $27,268 |
| SIDUS SPACE INC | CL A COM NEW | 826165201 | — | 14,420 shares | $26,100 |
| PINTEREST INC | CL A | 72352L106 | CALL | 1,200 shares | $22,668 |
| MERLIN INC | COM | 590106100 | — | 11,939 shares | $22,445 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | PUT | 100 shares | $18,641 |
| AI FINL CORP | COM | 47089W104 | — | 35,112 shares | $16,991 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | CALL | 100 shares | $16,275 |
| GEVO INC | COM PAR | 374396406 | — | 10,200 shares | $13,413 |
| ACTINIUM PHARMACEUTICALS INC | COM | 00507W206 | — | 10,000 shares | $11,200 |
| SEA LTD | SPONSORD ADS | 81141R100 | CALL | 100 shares | $9,736 |
| VERTICAL AEROSPACE LTD | SHS NEW | G9471C206 | — | 13,426 shares | $8,046 |
| ROCKET LAB CORP | COM | 773121108 | CALL | 100 shares | $6,968 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | CALL | 200 shares | $994 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | CALL | 4,000 shares | $0 |