Savvy Advisors, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,095,893
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 1,033 | 3,095,893 | 13F-HR | Savvy Advisors, Inc. |
| Q3 2025 | 11/6/2025 | 820 | 2,175,407 | 13F-HR | Savvy Advisors, Inc. |
| Q2 2025 | 8/4/2025 | 648 | 1,498,745 | 13F-HR | Savvy Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
842
(0.0% of total reported value)
· QoQ Δ:
+842
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.042 M | 66.1% | 599.8 K | 0 | 599.8 K |
| ETFs | 861.1 K | 27.9% | 261.3 K | 0 | 261.3 K |
| Debt | 49.89 K | 1.6% | 3.472 K | 0 | 3.472 K |
| Other | 138.4 K | 4.5% | 51.74 K | 0 | 51.74 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
3,095,893
Holdings
1033
QoQ value change ($000)
920,486
(42.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.