Savvy Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
1,141
Total value ($000)
$3,745,279
Net value change ($000)
+649,386 (21.0%)
New positions
176
Sold out positions
62
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 34,693 1872.3%
IVLU 33,774 61.3%
VOO 33,412 16.3%
EFG 31,397 154.6%
BUSE 29,804 1026.0%
TBIL 23,140 5356.5%
ASTS 22,446 NEW
IUSB 22,269 16.9%
EFA 16,011 399.5%
SCHWAB STRATEGIC TRUST 14,939 291.8%
Top Reduces (Value $000, Stocks/ETFs)
DBEF -14,489 -74.3%
OEF -11,059 -62.3%
IVV -6,915 -7.8%
TLH -6,126 -23.1%
VTV -5,505 -10.2%
IAU -5,373 -20.6%
MSFT -5,216 -9.7%
ACIO -4,970 -52.4%
JQUA -4,654 -5.4%
OSCV -4,007 -67.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,466 (0.5% 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