StockDriftsStockDriftsTop 50 Savvy Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.36% | 433.1K | $297.5M | +8.78%(+34.97K) | $570.50(+24.63%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.79% | 3.84M | $177.3M | +14.93%(+499.30K) | $46.28(-1.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.53% | 825.6K | $165.2M | +6.96%(+53.69K) | $132.02(+66.99%) | 2026-06-30 | |
| IVLU | ISHARES TR | 2.34% | 2.61M | $109.3M | +16.65%(+373.02K) | $35.71(+23.91%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.22% | 3.06M | $103.6M | +6.92%(+198.14K) | $29.41(+21.66%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.11% | 340.4K | $98.5M | +10.54%(+32.47K) | $236.93(+29.43%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.03% | 1.31M | $95.0M | -0.69%(-9.08K) | $59.41(+25.63%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.84% | 115.2K | $86.2M | -7.35%(-9.14K) | $614.85(+26.43%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.52% | 719.5K | $71.2M | +6.49%(+43.83K) | $99.30(-1.89%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.35% | 507.3K | $63.1M | +9.26%(+42.99K) | $110.60(+14.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.02% |
Savvy Advisors, Inc. reports $4.71B in US-listed equity holdings across 1,232 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.4%), IUSB (3.8%) and NVDA (3.5%). The top 20 holdings account for 37.81% of reported assets. Its disclosed equity book has returned +42.62% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Savvy Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2003633). View Savvy Advisors, Inc.’s 13F filings on SEC