Savvy Advisors, Inc.
Long book
$3.73B
Q1 2026
Positions
1117
Top-10 weight
28%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsSavvy Advisors, Inc. is a wealth-management firm allocating client money, running a $3.73B US long book across 1117 positions.
The portfolio is moderately concentrated (top 10 ≈ 28% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, ISHR CR UNVRSE USD BD ETF-UI, NVIDIA CORP, ISHARES MSCI INTERNATIONAL V, SCHWAB US LARGE-CAP GROWTH.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+5.5%
Q3 2024
-0.6%
Q4 2024
-2.3%
Q1 2025
+10.0%
Q2 2025
+7.7%
Q3 2025
+2.5%
Q4 2025
-1.8%
Q1 2026
+11.0%
Sector allocation
Technology 41%
Financials 13%
Industrials 10%
Consumer discretionary 9%
Healthcare 7%
Other 4%
Services media 4%
Energy 4%
Long book by quarter
What does Savvy Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 771.9K | $134.6M | 3.6% | +9.0% |
| AAPL APPLE INC | Technology | 308.0K | $78.2M | 2.1% | +25.4% |
| MSFT MICROSOFT CORP | Technology | 131.6K | $48.7M | 1.3% | +18.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 169.1K | $35.2M | 0.9% | +22.1% |
| BUSE FIRST BUSEY CORP | Financials | 1.3M | $32.7M | 0.9% | +960.1% |
| GOOGL ALPHABET INC-CL A | Technology | 98.6K | $28.4M | 0.8% | +16.3% |
| GOOG ALPHABET INC-CL C | Technology | 97.1K | $27.9M | 0.7% | +15.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 188.0K | $27.2M | 0.7% | +22.8% |
| ASTS AST SPACEMOBILE INC | Communications | 270.9K | $22.4M | 0.6% | New |
| AVGO BROADCOM INC | Technology | 69.7K | $21.6M | 0.6% | +12.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 44.0K | $21.1M | 0.6% | +18.5% |
| JPM JPMORGAN CHASE & CO | Financials | 60.1K | $17.7M | 0.5% | +22.4% |
| META META PLATFORMS INC-CLASS A | Technology | 30.1K | $17.2M | 0.5% | +24.3% |
| LLY ELI LILLY & CO | Healthcare | 18.1K | $16.6M | 0.4% | +12.5% |
| TSLA TESLA INC | Industrials | 42.9K | $16.0M | 0.4% | +27.2% |
| XOM EXXON MOBIL CORP | Energy | 93.5K | $15.9M | 0.4% | +7.5% |
| WMT WALMART INC | Consumer discretionary | 109.7K | $13.6M | 0.4% | +29.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 12.2K | $12.1M | 0.3% | +30.3% |
| CVX CHEVRON CORP | Energy | 50.8K | $10.5M | 0.3% | +20.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 42.4K | $10.4M | 0.3% | +30.3% |
| MU MICRON TECHNOLOGY INC | Technology | 30.3K | $10.2M | 0.3% | +32.9% |
| V VISA INC-CLASS A SHARES | Services media | 33.2K | $10.0M | 0.3% | +14.7% |
| ABBV ABBVIE INC | Healthcare | 44.6K | $9.7M | 0.3% | +21.8% |
| CAT CATERPILLAR INC | Industrials | 11.9K | $8.5M | 0.2% | +33.1% |
| MA MASTERCARD INC - A | Services media | 16.8K | $8.4M | 0.2% | +24.3% |
| HD HOME DEPOT INC | Consumer discretionary | 23.7K | $7.8M | 0.2% | +21.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 22.6K | $7.0M | 0.2% | +21.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 45.4K | $6.6M | 0.2% | +48.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 7.7K | $6.5M | 0.2% | +45.7% |
| RTX RTX CORP | Industrials | 33.6K | $6.5M | 0.2% | +31.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 26.0K | $6.3M | 0.2% | +22.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 1142 | $3.75B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 1033 | $3.10B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 820 | $2.18B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 648 | $1.50B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 518 | $994.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 454 | $829.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 352 | $492.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 300 | $306.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 223 | $173.5M | canonical | SEC ↗ |