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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) |
|---|---|---|---|---|---|
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 77,071 shares | $2,143,333 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 28,247 shares | $2,138,827 |
| KRANESHARES TRUST | CHINA TECHNO & S | 500767694 | — | 96,315 shares | $2,138,193 |
| CUMMINS INC | COM | 231021106 | — | 4,137 shares | $2,137,141 |
| SPDR SERIES TRUST | SPDR S&P 500 ESG | 78468R531 | — | 28,618 shares | $2,119,449 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 39,422 shares | $2,105,126 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 16,144 shares | $2,100,145 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 17,565 shares | $2,083,936 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | — | 37,898 shares | $2,080,411 |
| GOLDMAN SACHS ETF TR | ULTR SHOR BD ETF | 381430230 | — | 41,220 shares | $2,079,954 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | — | 66,052 shares | $2,062,614 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 8,813 shares | $2,041,251 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 106,580 shares | $2,035,686 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 13,925 shares | $2,035,591 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 5,679 shares | $2,019,964 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 55,424 shares | $2,014,674 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 12,974 shares | $2,014,201 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 4,430 shares | $2,013,282 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 19,587 shares | $2,000,815 |
| SOUTHERN CO | COM | 842587107 | — | 24,047 shares | $1,993,231 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 13,767 shares | $1,991,144 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 9,956 shares | $1,971,284 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 28,371 shares | $1,943,697 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | — | 10,388 shares | $1,935,192 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 24,680 shares | $1,932,722 |
| CAMBRIA ETF TR | EMRG SHAREHLDR | 132061706 | — | 40,457 shares | $1,925,759 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 35,583 shares | $1,925,033 |
| US BANCORP | COM NEW | 902973304 | — | 33,275 shares | $1,921,964 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 35,372 shares | $1,915,749 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 40,637 shares | $1,906,289 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 13,813 shares | $1,901,767 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | — | 25,849 shares | $1,897,180 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 24,444 shares | $1,887,329 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 21,792 shares | $1,880,451 |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 33737M102 | — | 18,952 shares | $1,873,153 |
| CVS HEALTH CORP | COM | 126650100 | — | 21,822 shares | $1,869,905 |
| LOWES COS INC | COM | 548661107 | — | 10,038 shares | $1,849,882 |
| INTUIT | COM | 461202103 | — | 6,674 shares | $1,840,103 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 34,648 shares | $1,831,505 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 65,167 shares | $1,822,057 |
| ETFIS SER TR I | VIRTUS NEWFLEET | 26923G707 | — | 82,328 shares | $1,816,979 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 43,923 shares | $1,811,840 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 19,604 shares | $1,804,568 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 9,678 shares | $1,804,093 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 9,778 shares | $1,797,381 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 27,700 shares | $1,789,134 |
| FEDEX CORP | COM | 31428X106 | — | 6,233 shares | $1,776,842 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 47,892 shares | $1,769,609 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 2,318 shares | $1,758,033 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 12,953 shares | $1,732,060 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 17,808 shares | $1,730,938 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 15,373 shares | $1,725,441 |
| 3M CO | COM | 88579Y101 | — | 10,502 shares | $1,723,917 |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | — | 33,193 shares | $1,722,950 |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHRT | 61774R858 | — | 35,006 shares | $1,720,899 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 18,172 shares | $1,715,822 |
| KINSALE CAP GROUP INC | COM | 49714P108 | — | 5,279 shares | $1,703,937 |
| FIRST TR EXCH TRD ALPHDX FD | LATIN AMER ALP | 33737J125 | — | 66,378 shares | $1,697,491 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 5,349 shares | $1,690,620 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 | — | 27,959 shares | $1,676,410 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 10,280 shares | $1,674,661 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 6,911 shares | $1,667,614 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 18,970 shares | $1,665,560 |
| CORNING INC | COM | 219350105 | — | 10,799 shares | $1,660,442 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 28,643 shares | $1,656,166 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 33,458 shares | $1,654,817 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 29,192 shares | $1,654,042 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 20,358 shares | $1,653,086 |
| CENCORA INC | COM | 03073E105 | — | 5,502 shares | $1,652,013 |
| FIRST TR EXCHANGE-TRADED FD | DJ GLBL DIVID | 33734X200 | — | 49,721 shares | $1,649,240 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 17,012 shares | $1,643,019 |
| ROYAL BK CDA | COM | 780087102 | — | 8,291 shares | $1,629,834 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 26,890 shares | $1,627,380 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 19,229 shares | $1,623,283 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 14,246 shares | $1,618,025 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 6,288 shares | $1,617,732 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | — | 35,601 shares | $1,614,855 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 59,510 shares | $1,609,748 |
| INTERPARFUMS INC | COM | 458334109 | — | 14,440 shares | $1,602,301 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 25,497 shares | $1,599,451 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | — | 15,888 shares | $1,590,548 |
| SPDR SERIES TRUST | ST LON TREAS ETF | 78464A664 | — | 65,826 shares | $1,569,954 |
| MCKESSON CORP | COM | 58155Q103 | — | 1,832 shares | $1,564,261 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 23,405 shares | $1,554,995 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 28,239 shares | $1,550,295 |
| T-MOBILE US INC | COM | 872590104 | — | 9,485 shares | $1,546,839 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 15,056 shares | $1,538,866 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F854 | — | 31,930 shares | $1,518,265 |
| AFLAC INC | COM | 001055102 | — | 13,562 shares | $1,515,963 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 9,010 shares | $1,502,870 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 15,914 shares | $1,500,372 |
| DBX ETF TR | XTRACKRS S&P 500 | 233051143 | — | 21,237 shares | $1,485,103 |
| REDDIT INC | CL A | 75734B100 | — | 10,387 shares | $1,479,557 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 6,656 shares | $1,474,965 |
| ADOBE INC | COM | 00724F101 | — | 6,139 shares | $1,472,992 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 3,039 shares | $1,469,285 |
| PALMER SQUARE FUNDS TR | CR OPPOR ETF | 696930106 | — | 71,384 shares | $1,467,655 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 22,849 shares | $1,459,845 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 30,755 shares | $1,454,411 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 8,599 shares | $1,453,593 |