Savvy Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
1,261
Total value ($000)
$4,709,639
Net value change ($000)
+964,360 (25.7%)
New positions
201
Sold out positions
85
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 59,554 25.0%
NVDA 30,574 22.7%
IUSB 22,909 14.8%
XLK 21,727 59.5%
MU 21,469 209.5%
IEMG 21,084 350.6%
IVLU 20,392 22.9%
AAPL 20,349 26.0%
SCHG 20,191 24.2%
AVUV 19,144 52.4%
Top Reduces (Value $000, Stocks/ETFs)
TBIL -6,269 -26.6%
XLV -5,401 -73.1%
SGOL -3,868 -24.9%
SPEM -3,676 -7.5%
XOM -2,454 -15.5%
HON -2,142 -100.0%
VFMV -1,842 -100.0%
GLD -1,786 -17.7%
BTAL -1,657 -100.0%
IAU -1,639 -7.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 35,257 (0.7% 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