Savvy Advisors, Inc. 13F Portfolio

CIK 2003633 Filing since Q4 2023 Q2 2026 filed Aug 3, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 3, 2026.

Portfolio Snapshot

608 positions · Q2 2026

Savvy Advisors, Inc. reported 608 positions worth $1.56B for the quarter ended Jun 30, 2026, up 28.0% on the prior quarter. It opened 111 new positions, added to 337, trimmed 149 and exited 55. Its largest holding is Nvidia Corp at 10.6% of the portfolio.

Portfolio Value
$1.56B
+28.0% QoQ · +151.2% YoY
Positions
608
111 new · 55 sold out
Top 10 Concentration
36.8%
of portfolio value
Largest Position
NVDA 10.6%
Nvidia Corp
Net Buying
+$189.65M
$232.02M bought · $42.38M sold
Turnover
3%
of the portfolio traded
Top Sector
Technology
42.5% of value
Track Record
11
quarters on file since Q4 2023

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
42.55%
Technology
Technology42.55%
Financial Services13.58%
Industrials8.71%
Healthcare7.91%
Consumer Discretionary7.39%
Consumer Staples5.53%
Other4.27%
Energy3.05%
Communication Services2.46%
Utilities1.96%
Basic Materials1.69%
Real Estate0.904%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsHealthcareConsumer DiscretionaryConsumer StaplesOtherEnergyCommunication ServicesUtilitiesBasic MaterialsReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
TSLA Tesla, Inc. +27.9K +65.0% $11.74M 1.91%
NVDA Nvidia Corp +53.7K +7.0% $10.74M 10.58%
VIR Vir Biotechnology, Inc. +1.04M – $10.60M 0.679%
AAPL Apple Inc. +32.5K +10.5% $9.40M 6.31%
MSFT Microsoft Corp +20.0K +15.2% $7.46M 3.62%
AMZN Amazon Com Inc +22.9K +13.6% $5.47M 2.93%
GOOGL Alphabet Inc. +14.9K +15.1% $5.32M 2.6%
AVGO Broadcom Inc. +13.0K +18.6% $4.90M 2%
VST Vistra Corp. +28.8K +1,265.0% $4.56M 0.315%
LLY ELI LILLY & Co +3,722 +20.6% $4.46M 1.67%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
SNDK Sandisk Corp -2,853 -71.4% $6.49M 0.166%
MU Micron Technology Inc -2,853 -9.4% $3.29M 2.03%
SGOL abrdn Gold ETF Trust -42.9K -12.3% $1.64M 0.749%
LOW Lowes Companies Inc -4,531 -34.8% $998.99K 0.12%
UBER Uber Technologies, Inc -13.3K -34.9% $956.84K 0.114%
SPGI S&P Global Inc. -2,167 -45.2% $882.60K 0.069%
SCHW Schwab Charles Corp -7,769 -20.6% $716.86K 0.177%
CRM Salesforce, Inc. -3,962 -29.2% $620.68K 0.096%
MKC Mccormick & Co Inc -12.1K -100.0% $611.64K Exited
BSX Boston Scientific Corp -13.3K -41.5% $567.15K 0.051%

New Positions

Q2 2026
Holding Shares Trade Value Weight
VIR Vir Biotechnology, Inc. +1.04M $10.60M 0.679%
SPCX Space Exploration Technologies Corp +18.2K $3.10M 0.199%
RDDT Reddit, Inc. +10.2K $1.77M 0.113%
OUNZ VanEck Merk Gold ETF +30.6K $1.18M 0.076%
HONA Honeywell Aerospace Inc. +5,261 $1.16M 0.074%
DNLI Denali Therapeutics Inc. +45.2K $1.16M 0.074%
VOYA Voya Financial, Inc. +12.4K $1.12M 0.072%
GBTC Grayscale Bitcoin Trust ETF +22.9K $1.04M 0.067%
STNG Scorpio Tankers Inc. +12.3K $852.91K 0.055%
INSW International Seaways, Inc. +10.6K $811.85K 0.052%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
MKC Mccormick & Co Inc -12.1K $611.64K 0.05%
CPRT Copart Inc -14.0K $465.46K 0.038%
OMC Omnicom Group Inc. -5,695 $428.90K 0.035%
EQT EQT Corp -5,933 $377.57K 0.031%
RMBS Rambus Inc -4,308 $370.62K 0.03%
IT Gartner Inc -2,263 $358.32K 0.029%
CRH Crh Public Ltd Co -3,295 $346.38K 0.028%
ROL Rollins Inc -6,382 $340.86K 0.028%
NTRA Natera, Inc. -1,635 $326.98K 0.027%
VIST Vista Energy, S.A.B. de C.V. -4,192 $316.37K 0.026%
Holdings · Q2 2026

608 Positions

As ofJun 30, 2026
Value$1.56B
Top 1036.8%
Avg position$2.57M
# Activity
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Showing 1–15 of 608 positions 13F filings on SEC EDGAR

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About Savvy Advisors, Inc.’s 13F Portfolio

What are Savvy Advisors, Inc.’s largest holdings?

As of its Q2 2026 13F filing, Savvy Advisors, Inc.’s five largest positions were Nvidia Corp (NVDA) at 10.6%, Apple Inc. (AAPL) at 6.3%, Microsoft Corp (MSFT) at 3.6%, Amazon Com Inc (AMZN) at 2.9%, Alphabet Inc. (GOOGL) at 2.6% of the reported portfolio.

How much is Savvy Advisors, Inc.’s portfolio worth?

Savvy Advisors, Inc. reported a 13F portfolio worth $1.56B across 608 positions for Q2 2026. That is up 28.0% from the previous quarter.

What did Savvy Advisors, Inc. buy in Q2 2026?

Its largest purchases by value were Tesla, Inc. ($11.74M), Nvidia Corp ($10.74M), Vir Biotechnology, Inc. ($10.60M). It opened 111 new positions.

What did Savvy Advisors, Inc. sell in Q2 2026?

Its largest sales by value were Sandisk Corp ($6.49M), Micron Technology Inc ($3.29M), abrdn Gold ETF Trust ($1.64M). It exited 55 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Savvy Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.