Savvy Advisors, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,745,279
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
17.47 K
(0.5% of total reported value)
· QoQ Δ:
+16.63 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.3 M | 34.9% | 0 | 742.2 K | -742.2 K |
| ETFs | 2.372 M | 63.7% | 1.511 M | 0 | 1.511 M |
| Debt | 51.42 K | 1.4% | 1.536 K | 0 | 1.536 K |
| Other | 530 | 0.0% | 0 | 137.8 K | -137.8 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
3,745,279
Holdings
1141
QoQ value change ($000)
649,386
(21.0%)
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.