Savvy Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
820
Total value ($000)
$2,175,407
Net value change ($000)
+676,662 (45.1%)
New positions
206
Sold out positions
34
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 39,415 38.9%
IUSB 30,661 58.7%
DFAC 21,654 1044.6%
NVDA 20,968 18.7%
VEA 18,540 217.9%
IVV 18,439 37.8%
SCHG 16,949 48.0%
MTUM 16,899 234.1%
AGG 16,169 52.3%
VGT 16,072 5740.0%
Top Reduces (Value $000, Stocks/ETFs)
AMGN -10,684 -83.3%
JPIE -2,435 -33.4%
GBIL -633 -61.2%
ARCC -629 -31.4%
UNH -604 -26.8%
FOCT -550 -100.0%
SCHV -509 -7.7%
QUBT -444 -100.0%
FBRT -441 -100.0%
SMH -432 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type