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Savvy Advisors, Inc.

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13F filer, CIK 2003633, NEW YORK, NY

Savvy Advisors, Inc. reported $3,095,892,814 across 1,033 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-20. Its ten largest share positions make up 30.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002003633-26-000001

Period
2025-12-31
Reported value
$3.1B
Holdings
1,033
Top 10 weight
30.81%
New
277
Sold out
64

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+96,367$60.4M
IUSBadded+1,065,133$49.6M
JQUAadded+532,063$33.6M
SCHGadded+734,008$23.9M
IVLUadded+617,396$23.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IMTMreduced-67,084-$3.22M
RIGSreduced-97,627-$2.25M
EDGFexited-39,195-$974K
JAAAreduced-17,794-$900K
SGOLreduced-19,502-$801K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002003633-26-000001, largest first. % of portfolio is the value over $3,095,050,663, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AIFCAI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,871 shares; 2025Q4: 14,380 shares 14,380$15.8K<0.01%-5,491Timeline
ATNMACTINIUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000$13.6K<0.01%newTimeline
HCWCHEALTHY CHOICE WELLNESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,504 shares; 2025Q3: 59,104 shares; 2025Q4: 48,204 shares 48,204$12.1K<0.01%-10,900Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall4,300$365Knew
SPYSTATE STR SPDR S&P 500 ETF T SHSput10,500$179Knew
SPOTSPOTIFY TECHNOLOGY S A STOKput2,300$107Knew
AMDADVANCED MICRO DEVICES INC COMcall700$79Knew
UNHUNITEDHEALTH GROUP INC COMcall600$44.9Knew
LODECOMSTOCK INC COMMON STOCKcall22,700$33.6Knew
BRK-BBERKSHIRE HATHAWAY INC DEL COMput6,300$11.6Knew
LLYELI LILLY & CO COMput500$11Knew
AMDADVANCED MICRO DEVICES INC COMput400$5.37Knew
QQQINVESCO QQQ TR COMput100$1.46Knew
AMZNAMAZON COM INC COMcall100$1.25Knew
MSFTMICROSOFT CORP COMcall500$810new
GLDSPDR GOLD TR GOLD SHScall100$755new
RCLROYAL CARIBBEAN GROUP Stockcall100$483new
GSGOLDMAN SACHS GROUP INC COMcall100$430new
METAMETA PLATFORMS INC COMcall400$250new
AXPAMERICAN EXPRESS CO COMcall100$215new
HOODROBINHOOD MKTS INC COMcall100$182new
FERGFERGUSON ENTERPRISES INC Stockcall400$99new
INTCINTEL CORP COMcall400$75new
FCXFREEPORT MCMORAN INC Stockcall100$64new
GOOGLALPHABET INC COMput200$25new
RGTIRIGETTI COMPUTING INC Stockcall600$23new
POWIPOWER INTEGRATIONS INC Stockcall600$4new
OPENOPENDOOR TECHNOLOGIES INC COMcall200$4new
PANWPALO ALTO NETWORKS INC COMcall400$1new
ACHRARCHER AVIATION INC COM CL Acall1,500$1new
NFLXNETFLIX INC. COMcall2,000$0new
MPTMEDICAL PROPERTIES TRUST INC REITcall1,000$0new
NLYANNALY CAPITAL MANAGEMENT IN REITcall2,000$0new

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EDGFADVISORS INNER CIRCLE FD II39,195$974Kshares
ODFLOLD DOMINION FREIGHT LINE IN5,188$730Kshares
ISHARES TRISHARES TR28,334$662Kshares
RBLXROBLOX CORP4,667$646Kshares
EDGHADVISORS INNER CIRCLE FD II19,827$572Kshares
AGIOAGIOS PHARMACEUTICALS INC11,993$481Kshares
DSMBNY MELLON STRATEGIC MUN BD72,059$427Kshares
ICOWPACER FDS TR11,020$401Kshares
SECTNORTHERN LTS FD TR IV6,240$393Kshares
INVESCOINVESCO17,919$371Kshares
NUGTDIREXION SHARES ETF TRUST2,400$371Kshares
EDGIADVISORS INNER CIRCLE FD II13,365$370Kshares
EGEVEREST GROUP LTD1,045$366Kshares
VEEVVEEVA SYS INC1,108$330Kshares
ACMRACM RESH INC7,943$311Kshares
USIGISHARES TR5,846$305Kshares
CHWYCHEWY INC7,345$297Kshares
ZSZSCALER INC990$297Kshares
LNGCHENIERE ENERGY INC1,226$288Kshares
GWREGUIDEWIRE SOFTWARE INC1,227$282Kshares
KRMNKARMAN HLDGS INC3,891$281Kshares
BROBROWN & BROWN INC2,983$280Kshares
MGMMGM RESORTS INTERNATIONAL8,059$279Kshares
SSBSOUTHSTATE BK CORP2,749$272Kshares
GDXJVANECK ETF TRUST2,731$270Kshares
WSMWILLIAMS SONOMA INC1,379$270Kshares
TFXTELEFLEX INCORPORATED2,172$266Kshares
CMGCHIPOTLE MEXICAN GRILL INC6,733$264Kshares
TXRHTEXAS ROADHOUSE INC1,569$261Kshares
INODINNODATA INC3,324$256Kshares
RHIROBERT HALF INC.7,391$251Kshares
TMFCRBB FD INC3,508$247Kshares
PSIXPOWER SOLUTIONS INTL INC2,466$242Kshares
MOHMOLINA HEALTHCARE INC1,241$237Kshares
EXREXTRA SPACE STORAGE INC1,669$235Kshares
OXYOCCIDENTAL PETE CORP4,920$232Kshares
OVVOVINTIV INC5,663$229Kshares
GSUSGOLDMAN SACHS ETF TR2,461$227Kshares
CSGSCSG SYS INTL INC3,504$226Kshares
HFXINYLIM ETF TR7,201$223Kshares
SMRNUSCALE PWR CORP6,151$221Kshares
HIMSHIMS & HERS HEALTH INC3,777$214Kshares
PFFDGLOBAL X FDS10,996$214Kshares
DOCUDOCUSIGN INC2,963$214Kshares
WBWEIBO CORP17,191$213Kshares
DPZDOMINOS PIZZA INC492$212Kshares
FNCLFIDELITY COVINGTON TRUST2,778$212Kshares
MANHMANHATTAN ASSOCIATES INC1,021$209Kshares
FISFIDELITY NATL INFORMATION SV3,159$208Kshares
PKGPACKAGING CORP AMER945$206Kshares
TLNTALEN ENERGY CORP483$205Kshares
URAGLOBAL X FDS4,227$202Kshares
DUOLDUOLINGO INC624$201Kshares
PATHUIPATH INC15,000$201Kshares
BPOPPOPULAR INC1,576$200Kshares
HSTHOST HOTELS & RESORTS INC10,606$181Kshares
BSMBLACK STONE MINERALS L P13,117$172Kshares
OBDCBLUE OWL CAPITAL CORPORATION12,670$162Kshares
RITMRITHM CAPITAL CORP13,666$156Kshares
GHIGREYSTONE HOUSING IMPACT INV12,900$133Kshares
AIFFFIREFLY NEUROSCIENCE INC21,500$62.6Kshares
SOPHSOPHIA GENETICS SA10,000$47.6Kshares
OPITQOFFICE PPTYS INCOME TR COM SHS124,750$41.1Kshares
POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK15,334$14.4Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002003633-26-000001 base2026-01-20acceptance time not in the bulk data set