Savvy Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
1,033
Total value ($000)
$3,095,893
Net value change ($000)
+920,486 (42.3%)
New positions
245
Sold out positions
64
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 63,823 45.4%
IUSB 49,269 59.4%
JQUA 33,839 65.1%
IVLU 25,626 87.0%
SCHG 25,105 48.1%
SPEM 21,375 144.5%
IVV 20,883 31.1%
VTV 19,529 56.7%
VUG 19,182 354.6%
XLK 12,584 60.4%
Top Reduces (Value $000, Stocks/ETFs)
IMTM -3,206 -51.1%
RIGS -2,286 -64.1%
NVO -1,013 -37.4%
EDGF -974 -100.0%
JAAA -907 -49.6%
NVDA -784 -0.6%
ODFL -730 -100.0%
iSHARES TRUST -662 -100.0%
RBLX -646 -100.0%
ORCL -624 -16.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 841 (0.0% of total reported value)
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