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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) |
|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 437076102 | — | 38,644 shares | $10,993,804 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 215,366 shares | $10,813,537 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 101,209 shares | $10,580,399 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 47,584 shares | $10,575,026 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 26,533 shares | $10,541,643 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 107,661 shares | $10,122,287 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 162,423 shares | $9,928,925 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 134,763 shares | $9,818,797 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 41,963 shares | $9,790,326 |
| APPLIED MATLS INC | COM | 038222105 | — | 19,038 shares | $9,735,420 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 401,947 shares | $9,526,135 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 27,028 shares | $9,509,920 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 37,888 shares | $9,393,664 |
| VIR BIOTECHNOLOGY INC | COM | 92764N102 | — | 837,570 shares | $9,364,033 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 397,778 shares | $9,335,859 |
| RTX CORPORATION | COM | 75513E101 | — | 50,027 shares | $9,287,571 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | — | 99,351 shares | $9,281,376 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 41,421 shares | $9,109,756 |
| GE AEROSPACE | COM NEW | 369604301 | — | 28,987 shares | $9,052,217 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 9,811 shares | $8,833,865 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 117,069 shares | $8,825,832 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 38,498 shares | $8,788,405 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 16,189 shares | $8,708,704 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 123,204 shares | $8,518,331 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 288,784 shares | $8,464,257 |
| ISHARES TR | MBS ETF | 464288588 | — | 94,144 shares | $8,437,151 |
| MERCK & CO INC | COM | 58933Y105 | — | 57,975 shares | $8,424,396 |
| COCA COLA CO | COM | 191216100 | — | 97,369 shares | $8,381,488 |
| INTEL CORP | COM | 458140100 | — | 69,700 shares | $8,380,015 |
| BLACKROCK ETF TRUST II | ISHA SH TERM ETF | 092528884 | — | 166,856 shares | $8,311,098 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 25,141 shares | $8,259,076 |
| NETFLIX INC. | COM | 64110L106 | — | 118,185 shares | $8,223,326 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 86,390 shares | $8,206,144 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 21,254 shares | $8,120,832 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 96,544 shares | $8,117,458 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 102,875 shares | $8,067,470 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 81,153 shares | $8,040,684 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 61,963 shares | $7,988,881 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 114,741 shares | $7,946,935 |
| BANK OF AMER CORP | COM | 060505104 | — | 145,344 shares | $7,911,089 |
| ISHARES TR | CONV BD ETF | 46435G102 | — | 68,993 shares | $7,791,702 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 231,095 shares | $7,785,581 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 138,025 shares | $7,759,749 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 49,721 shares | $7,716,715 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 60,921 shares | $7,630,906 |
| MCDONALDS CORP | COM | 580135101 | — | 32,923 shares | $7,603,310 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 126,549 shares | $7,603,038 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 28,528 shares | $7,552,720 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 89,993 shares | $7,505,435 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 116,572 shares | $7,348,680 |
| EATON CORP PLC | SHS | G29183103 | — | 17,009 shares | $7,308,816 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 152,860 shares | $7,011,701 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 114,420 shares | $7,009,396 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 59,066 shares | $6,992,819 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 42,015 shares | $6,986,228 |
| ISHARES TR | LONG TERM MUNI | 46438G448 | — | 145,272 shares | $6,756,584 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | 33740U752 | — | 163,877 shares | $6,640,296 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 143,096 shares | $6,638,241 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 80,289 shares | $6,598,148 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 143,260 shares | $6,430,956 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 136,264 shares | $6,332,440 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 147,477 shares | $6,307,604 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 168,273 shares | $6,305,201 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 47,644 shares | $6,130,794 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 16,458 shares | $6,041,538 |
| SSGA ACTIVE TR | STATE STREET US | 78470P838 | — | 180,319 shares | $6,037,617 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 13,904 shares | $6,002,010 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 61,560 shares | $5,986,103 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 125,678 shares | $5,952,108 |
| QUALCOMM INC | COM | 747525103 | — | 32,311 shares | $5,946,475 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 125,869 shares | $5,899,485 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 114,973 shares | $5,813,059 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 73,580 shares | $5,696,595 |
| TEXAS INSTRS INC | COM | 882508104 | — | 20,193 shares | $5,655,881 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 37,261 shares | $5,621,249 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 55,399 shares | $5,602,459 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 142,160 shares | $5,588,314 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 65,735 shares | $5,584,879 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 70,515 shares | $5,447,306 |
| MICRON TECHNOLOGY INC | COM | 595112103 | CALL | 5,100 shares | $5,432,061 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 96,421 shares | $5,255,909 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 26,919 shares | $5,215,644 |
| GE VERNOVA INC | COM | 36828A101 | — | 5,483 shares | $5,211,688 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 203,764 shares | $5,173,562 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 | — | 55,185 shares | $5,136,620 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | — | 41,997 shares | $5,113,592 |
| WELLTOWER INC | COM | 95040Q104 | — | 22,057 shares | $5,078,302 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 26,974 shares | $5,073,205 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 48,997 shares | $5,058,488 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 50,945 shares | $5,034,884 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 92,835 shares | $4,989,857 |
| ORACLE CORP | COM | 68389X105 | — | 36,173 shares | $4,966,582 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 67,178 shares | $4,945,634 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 26,910 shares | $4,934,413 |
| AMPHENOL CORP | CL A | 032095101 | — | 58,431 shares | $4,925,709 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 93,019 shares | $4,870,480 |
| PEPSICO INC | COM | 713448108 | — | 38,296 shares | $4,852,857 |
| EA SERIES TRUST | INTL QUAN VALUE | 02072L201 | — | 133,502 shares | $4,814,080 |
| AT&T INC | COM | 00206R102 | — | 197,056 shares | $4,808,178 |
| DEERE & CO | COM | 244199105 | — | 7,128 shares | $4,786,992 |