Savvy Advisors, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,709,639
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 1,261 | 4,709,639 | 13F-HR | Savvy Advisors, Inc. |
| Q1 2026 | 5/11/2026 | 1,141 | 3,745,279 | 13F-HR | Savvy Advisors, Inc. |
| 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):
35.26 K
(0.7% of total reported value)
· QoQ Δ:
+17.79 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.646 M | 35.3% | 346.2 K | 0 | 346.2 K |
| ETFs | 2.968 M | 63.6% | 595.7 K | 0 | 595.7 K |
| Debt | 55.31 K | 1.2% | 3.888 K | 0 | 3.888 K |
| Other | 328 | 0.0% | 0 | 202 | -202 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
4,709,639
Holdings
1261
QoQ value change ($000)
964,360
(25.7%)
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.