Savvy Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,429
Total value ($000)
$6,027,556
Net value change ($000)
+1,317,917 (28.0%)
New positions
234
Sold out positions
76
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 62,076 37.6%
AAPL 59,212 60.1%
MSFT 46,317 81.9%
VOO 43,667 14.7%
SCHG 28,961 28.0%
QQQ 26,379 104.3%
IUSB 23,267 13.1%
IVLU 22,536 20.6%
VUG 22,289 72.6%
SPYM 20,960 155.6%
Top Reduces (Value $000, Stocks/ETFs)
AGG -31,260 -43.9%
DUHP -19,221 -100.0%
XOM -13,413 -100.0%
XLY -8,946 -91.8%
ASTS -7,932 -33.6%
DFCA -6,107 -63.5%
VONG -6,085 -43.2%
JQUA -4,240 -4.5%
FFIU -4,068 -8.3%
DTD -3,868 -29.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 40,410 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type