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Savvy Advisors

Latest statistics and disclosures from Savvy Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, NVDA, IUSB, IVV, AAPL, and represent 21.97% of Savvy Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$32M), IUSB (+$30M), BSV (+$28M), DFAC (+$22M), VEA (+$18M), MTUM (+$16M), VGT (+$16M), AGG (+$16M), IVV (+$15M), SCHG (+$14M).
Started 206 new stock positions in ACMR, CYBR, HCA, SCUS, CGGR, FPE, FJUL, FDX, MLI, FAST.
Reduced shares in these 10 stocks: AMGN (-$11M), JPIE, SCHV, UNH, NUGT, GBIL, QBTS, FOCT, RGTI, ARCC.
Sold out of its positions in BHP, Biovie, BINC, CHD, FANG, QTUM, EW, FDS, FOCT, FBRT.
Savvy Advisors was a net buyer of stock by $568M.
Savvy Advisors has $2.2B in assets under management (AUM), dropping by 45.15%.
Central Index Key (CIK): 0002003633

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Positions held by Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 820 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Savvy Advisors has 820 total positions. Only the first 250 positions are shown.

Sign up to view all of the Savvy Advisors Sept. 30, 2025 positions
Download the Savvy Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$141M	+28%	230k	612.38	View chart
NVIDIA Corporation (NVDA)	6.1	$133M		712k	186.58	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$83M	+57%	1.8M	46.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$67M	+27%	100k	669.30	View chart
Apple (AAPL)	2.5	$54M	+9%	214k	254.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$52M	+35%	1.6M	31.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.4	$52M	+35%	827k	62.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$47M	+50%	470k	100.25	View chart
Microsoft Corporation (MSFT)	2.1	$47M	+3%	90k	517.95	View chart
Spinnaker Etf Series Uva Unconstraind (FFIU)	2.1	$46M		2.0M	22.39	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$34M	+44%	185k	186.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$31M	+815%	392k	78.91	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.4	$30M	+23%	831k	35.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$27M	+202%	451k	59.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$24M	+213%	94k	256.45	View chart
Amazon (AMZN)	1.1	$24M	+8%	110k	219.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$24M	+963%	615k	38.57	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$21M	+71%	199k	106.49	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$21M	+19%	74k	281.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$18M	+5%	27k	666.19	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.8	$18M		480k	36.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$17M	+3%	71k	243.10	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$17M	+53%	162k	102.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$16M	+5102%	22k	746.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$16M	+8%	27k	600.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$16M	+6%	137k	113.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$15M	+62%	326k	46.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$15M	+19%	316k	46.81	View chart
Broadcom (AVGO)	0.7	$15M	+19%	44k	329.91	View chart
Procter & Gamble Company (PG)	0.7	$14M	+11%	94k	153.65	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$14M	+17%	309k	46.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$14M	+47%	196k	72.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$14M	+18%	58k	243.55	View chart
Meta Platforms Cl A (META)	0.6	$14M	+7%	19k	734.38	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$13M	+5763%	347k	37.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$13M	NEW	293k	44.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$13M	+22%	495k	26.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$13M	+7%	39k	328.17	View chart
Tesla Motors (TSLA)	0.6	$13M	+26%	29k	444.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$12M	+10%	23k	502.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$12M	+101%	46k	254.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$11M	+711%	223k	51.23	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$11M	+2%	211k	54.16	View chart
JPMorgan Chase & Co. (JPM)	0.5	$11M	+11%	35k	315.43	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.5	$11M	+24%	294k	36.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$11M	+247%	197k	54.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$9.9M	+21%	30k	332.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$9.9M	+838%	152k	65.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$9.5M	+1236%	291k	32.79	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$9.3M	+40%	188k	49.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$8.4M	-2%	307k	27.30	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$8.2M	NEW	164k	49.83	View chart
Costco Wholesale Corporation (COST)	0.4	$8.1M	+71%	8.8k	925.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$7.9M	+204%	74k	106.78	View chart
Visa Com Cl A (V)	0.3	$7.6M	+17%	22k	341.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$7.5M	+1071%	162k	46.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.4M	+24%	65k	112.75	View chart
Eli Lilly & Co. (LLY)	0.3	$7.4M	+40%	9.6k	763.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$7.1M	+19%	82k	87.31	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$7.0M	+83%	145k	47.84	View chart
Abbvie (ABBV)	0.3	$6.9M	+21%	30k	231.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$6.7M	+20%	92k	72.44	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.5M	+6%	11k	568.83	View chart
Wal-Mart Stores (WMT)	0.3	$6.3M	+17%	61k	103.06	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$6.3M	NEW	110k	57.25	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$6.3M	NEW	131k	47.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$6.1M	-12%	209k	29.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$6.0M	+3%	234k	25.71	View chart
Home Depot (HD)	0.3	$5.8M	+19%	14k	405.19	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$5.8M	NEW	189k	30.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.6M		16k	355.47	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$5.6M	+394%	61k	91.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.4M		11k	479.61	View chart
International Business Machines (IBM)	0.2	$5.0M	+4%	18k	282.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.9M	+7%	41k	118.83	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$4.9M	-33%	105k	46.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$4.8M	NEW	13k	378.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.8M	+51%	25k	194.50	View chart
Chevron Corporation (CVX)	0.2	$4.8M	+20%	31k	155.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$4.8M	+32%	93k	51.04	View chart
McDonald's Corporation (MCD)	0.2	$4.7M	+11%	15k	303.90	View chart
Prosperity Bancshares (PB)	0.2	$4.5M	+7%	68k	66.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$4.3M	+37%	66k	65.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.3M	+37%	185k	23.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$4.3M	NEW	57k	75.11	View chart
Johnson & Johnson (JNJ)	0.2	$4.2M	+2%	23k	185.42	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$4.2M		40k	104.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.1M	+2%	8.8k	468.39	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.1M	+44%	23k	182.42	View chart
Eaton Corp SHS (ETN)	0.2	$4.1M	+102%	11k	374.24	View chart
Ge Aerospace Com New (GE)	0.2	$3.9M	+45%	13k	300.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$3.9M	+7%	57k	67.51	View chart
Oracle Corporation (ORCL)	0.2	$3.8M	+15%	13k	281.24	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	0.2	$3.6M	+97%	153k	23.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.5M	-2%	76k	46.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.5M	-7%	29k	120.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.4M	+21%	68k	50.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$3.4M	+103%	134k	25.13	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$3.3M	+21%	72k	45.57	View chart
Palo Alto Networks (PANW)	0.2	$3.3M	+21%	16k	203.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.2M		10k	307.87	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.2M	+31%	48k	65.92	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.1M	+58%	19k	167.33	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.1M	-4%	119k	26.30	View chart
Cisco Systems (CSCO)	0.1	$3.1M	+31%	45k	68.42	View chart
Netflix (NFLX)	0.1	$3.1M	+23%	2.6k	1198.84	View chart
Verizon Communications (VZ)	0.1	$3.1M	+30%	70k	43.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.1M	+39%	32k	95.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$3.0M	+673%	66k	45.76	View chart
Micron Technology (MU)	0.1	$3.0M	+532%	18k	167.32	View chart
Pepsi (PEP)	0.1	$2.9M	+49%	21k	140.44	View chart
Goldman Sachs (GS)	0.1	$2.9M	+9%	3.6k	796.29	View chart
Philip Morris International (PM)	0.1	$2.9M	+3%	18k	162.20	View chart
Caterpillar (CAT)	0.1	$2.9M	+17%	6.0k	477.18	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$2.8M	-3%	47k	60.43	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$2.8M		91k	31.19	View chart
Abbott Laboratories (ABT)	0.1	$2.7M	-3%	21k	133.94	View chart
Intel Corporation (INTC)	0.1	$2.7M	+25%	81k	33.55	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.7M	+19%	61k	44.19	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.7M	+82%	49k	55.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.7M	+2%	19k	140.95	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.7M	+7%	28k	95.47	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$2.7M	+415%	35k	75.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.6M	+5%	38k	68.46	View chart
TJX Companies (TJX)	0.1	$2.6M	+31%	18k	144.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.6M	+23%	15k	170.85	View chart
Intuit (INTU)	0.1	$2.5M	+8%	3.7k	682.99	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.5M	-5%	11k	222.17	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.5M	+206%	58k	42.37	View chart
Coca-Cola Company (KO)	0.1	$2.4M		37k	66.32	View chart
At&t (T)	0.1	$2.4M	-5%	87k	28.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.4M	+2%	4.8k	499.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.4M		30k	79.93	View chart
Prologis (PLD)	0.1	$2.4M		21k	114.52	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.3M	-5%	5.8k	402.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M	+13%	81k	27.90	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	+18%	14k	161.79	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$2.2M	+41%	52k	42.76	View chart
Qualcomm (QCOM)	0.1	$2.2M	+43%	13k	166.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.2M	+195%	23k	95.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.2M	+134%	44k	49.46	View chart
Amgen (AMGN)	0.1	$2.1M	-83%	7.6k	282.19	View chart
General Dynamics Corporation (GD)	0.1	$2.1M	+188%	6.3k	341.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.1M	+49%	7.7k	279.30	View chart
Bristol Myers Squibb (BMY)	0.1	$2.1M		47k	45.10	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$2.1M		72k	29.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.1M	+6%	16k	135.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.1M	-2%	27k	78.09	View chart
Altria (MO)	0.1	$2.1M	+72%	32k	66.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.1M	-6%	23k	89.57	View chart
Spotify Technology S A SHS (SPOT)	0.1	$2.1M		3.0k	698.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.0M		36k	57.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.0M		7.4k	273.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.0M	+25%	25k	80.17	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.0M	+3%	28k	70.85	View chart
Ge Vernova (GEV)	0.1	$2.0M	+27%	3.3k	614.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$2.0M	-5%	25k	78.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.0M	+151%	55k	36.35	View chart
Progressive Corporation (PGR)	0.1	$2.0M	+25%	8.0k	246.96	View chart
Global X Fds U S Electrificat (ZAP)	0.1	$2.0M	NEW	67k	29.52	View chart
Walt Disney Company (DIS)	0.1	$1.9M	-2%	17k	114.50	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	-3%	37k	51.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.9M	+53%	70k	26.84	View chart
Blackrock (BLK)	0.1	$1.9M	+9%	1.6k	1165.98	View chart
Metropcs Communications (TMUS)	0.1	$1.9M	+14%	7.8k	239.39	View chart
salesforce (CRM)	0.1	$1.9M	+6%	7.8k	236.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M	+41%	7.6k	241.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+19%	6.3k	293.74	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$1.8M	NEW	51k	36.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.8M	+128%	43k	42.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.8M	+81%	36k	50.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.8M	NEW	32k	57.04	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.8M	+85%	32k	55.71	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.8M	+37%	5.1k	352.76	View chart
ConocoPhillips (COP)	0.1	$1.8M		19k	94.59	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$1.8M	-2%	23k	78.41	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.8M	+9%	31k	56.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.8M	+18%	56k	31.38	View chart
Linde SHS (LIN)	0.1	$1.8M	+114%	3.7k	475.00	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+31%	6.9k	251.30	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.7M	+13%	37k	46.24	View chart
Kroger (KR)	0.1	$1.7M	+15%	25k	67.41	View chart
Uber Technologies (UBER)	0.1	$1.7M	+35%	17k	97.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.7M		7.9k	215.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.7M	+33%	6.8k	247.12	View chart
American Express Company (AXP)	0.1	$1.7M	+19%	5.1k	332.19	View chart
Parsons Corporation (PSN)	0.1	$1.7M	NEW	20k	82.92	View chart
Waste Management (WM)	0.1	$1.7M	+11%	7.6k	220.82	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$1.7M	+30%	28k	60.03	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$1.7M	+32%	26k	63.59	View chart
UnitedHealth (UNH)	0.1	$1.6M	-33%	4.8k	345.28	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	+14%	20k	83.82	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	+53%	13k	123.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.6M	+11%	22k	73.46	View chart
Constellation Energy (CEG)	0.1	$1.6M		4.9k	329.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.6M	+15%	4.4k	365.51	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.6M	+2%	40k	39.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.6M	+41%	14k	111.47	View chart
Newmont Mining Corporation (NEM)	0.1	$1.6M	+10%	19k	84.31	View chart
Comstock Com Shs (LODE)	0.1	$1.6M	+13%	462k	3.42	View chart
Cadence Design Systems (CDNS)	0.1	$1.6M	+2%	4.5k	351.28	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M	-22%	9.8k	158.96	View chart
Medtronic SHS (MDT)	0.1	$1.5M	+10%	16k	95.24	View chart
Honeywell International (HON)	0.1	$1.5M	-13%	7.2k	210.50	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.5M		15k	99.53	View chart
Welltower Inc Com reit (WELL)	0.1	$1.4M	+110%	8.1k	178.15	View chart
Citigroup Com New (C)	0.1	$1.4M	+12%	14k	101.50	View chart
Merck & Co (MRK)	0.1	$1.4M	+109%	17k	83.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.4M	+24%	7.7k	183.73	View chart
Ishares Msci Gbl Etf New (PICK)	0.1	$1.4M		32k	44.50	View chart
Boston Scientific Corporation (BSX)	0.1	$1.4M	+25%	14k	97.63	View chart
AvalonBay Communities (AVB)	0.1	$1.4M	+15%	7.2k	193.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.4M	+151%	19k	74.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.4M	-4%	16k	89.03	View chart
Ares Capital Corporation (ARCC)	0.1	$1.4M	-26%	67k	20.41	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$1.4M	+70%	55k	24.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.4M	+13%	20k	67.26	View chart
Deere & Company (DE)	0.1	$1.4M	-4%	3.0k	457.27	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$1.4M	-7%	87k	15.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.4M	-5%	9.3k	145.65	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.3M	+25%	1.8k	757.95	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.3M	+14%	4.0k	337.48	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.3M	+4%	54k	24.40	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M	+149%	5.5k	236.37	View chart
Shell Spon Ads (SHEL)	0.1	$1.3M	+23%	18k	71.53	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M	+7%	10k	128.24	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.1	$1.3M		56k	22.92	View chart
Leidos Holdings (LDOS)	0.1	$1.3M	+3%	6.7k	188.97	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M	+12%	18k	71.37	View chart
Automatic Data Processing (ADP)	0.1	$1.2M	-2%	4.2k	293.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.2M	-6%	26k	48.03	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.2M	+50%	12k	100.05	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$1.2M	+14%	22k	55.33	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	+11%	4.8k	246.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.2M	-3%	28k	42.96	View chart
Nextera Energy (NEE)	0.1	$1.2M	+2%	16k	75.49	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$1.2M		32k	37.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.2M		43k	27.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.2M	+11%	25k	47.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.2M	+75%	37k	31.53	View chart
Stryker Corporation (SYK)	0.1	$1.1M	+46%	3.1k	369.63	View chart
3M Company (MMM)	0.1	$1.1M	+27%	7.3k	155.19	View chart
S&p Global (SPGI)	0.1	$1.1M	+42%	2.3k	486.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.1M	-4%	38k	29.64	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.1M		22k	50.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M	+2%	14k	82.58	View chart
Denali Therapeutics (DNLI)	0.1	$1.1M	-21%	77k	14.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.1M		12k	93.64	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M	-23%	35k	32.07	View chart
Xcel Energy (XEL)	0.1	$1.1M	+5%	14k	80.65	View chart

Past Filings by Savvy Advisors

SEC 13F filings are viewable for Savvy Advisors going back to 2023

Savvy Advisors 2025 Q3 filed Nov. 6, 2025
Savvy Advisors 2025 Q2 filed Aug. 4, 2025
Savvy Advisors 2025 Q1 filed May 12, 2025
Savvy Advisors 2024 Q4 filed Feb. 13, 2025
Savvy Advisors 2024 Q3 filed Nov. 5, 2024
Savvy Advisors 2024 Q2 filed Aug. 14, 2024
Savvy Advisors 2024 Q1 filed May 13, 2024
Savvy Advisors 2023 Q4 filed Feb. 8, 2024

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