1y return+17.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $141 against $157 in the S&P 500.2
Savvy Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $297.5M | 6.4% | +8.8% |
| IUSBIshares Tr | $177.3M | 3.8% | +14.9% |
| NVDANvidia Corporation | $165.2M | 3.5% | +7.0% |
| IVLUIshares Tr | $109.3M | 2.3% | +16.7% |
| SCHGSchwab Strategic Tr | $103.6M | 2.2% | +6.9% |
| AAPLApple Inc | $98.5M | 2.1% | +10.5% |
| JQUAJ P Morgan Exchange Traded F | $95.0M | 2.0% | |
| IVVIshares Tr | $86.2M | 1.8% | −7.4% |
| AGGIshares Tr | $71.2M | 1.5% | +6.5% |
| EFGIshares Tr | $63.1M | 1.4% | +9.3% |
| XLKSelect Sector Spdr Tr | $58.3M | 1.2% | +11.2% |
| MSFTMicrosoft Corp | $56.5M | 1.2% | +15.2% |
| AVUVAmerican Centy Etf Tr | $55.7M | 1.2% | +34.9% |
| VTVVanguard Index Fds | $55.4M | 1.2% | +2.9% |
| FFIUSpinnaker Etf Series | $49.2M | 1.1% | +1.6% |
| Dimensional Etf TrustCUSIP 25434V708 | $47.5M | 1.0% | +11.7% |
| MUBIshares Tr | $46.8M | 1.0% | +14.2% |
| AMZNAmazon Com Inc | $45.8M | 1.0% | +13.6% |
| SPEMSpdr Index Shs Fds | $45.3M | 1.0% | −16.2% |
| GOOGLAlphabet Inc | $40.6M | 0.9% | +15.1% |
| VEAVanguard Tax-managed Fds | $39.5M | 0.8% | +4.1% |
| MTUMIshares Tr | $38.8M | 0.8% | −2.5% |
| BUSEFirst Busey Corp | $38.0M | 0.8% | |
| BSVVanguard Bd Index Fds | $37.5M | 0.8% | +9.1% |
| GOOGAlphabet Inc | $36.6M | 0.8% | +6.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $165.2M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $31.2M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $40.6M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $36.6M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $26.1M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $58.3M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $25.3M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $29.8M |
| MTUMIshares Tr | December 31, 2024 | +65.7% | $38.8M |
| SCHGSchwab Strategic Tr | December 31, 2023 | +63.2% | $103.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.1M
- VFMVVanguard Wellington Fd was $1.8M
- BTALAgf Invts Tr was $1.7M
- AOAIshares Tr was $685K
- IXCIshares Tr was $638K
- MKCMccormick & Co Inc was $612K
- CTASimplify Exchange Traded Fun was $489K
- SPHBInvesco Exch Traded Fd Tr II was $469K
- CPRTCopart Inc was $465K
- OMCOmnicom Group Inc was $429K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Savvy Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2003633&type=13F-HR&dateb=&owner=include&count=40CIK 2003633
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2003633/000200363326000004/Filed August 3, 2026 · accession 0002003633-26-000004