EdgeMarket › What Savvy Advisors, Inc. reported owning
What Savvy Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.7BPositions
1,141Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 237.9M | 6.4% | 398.1K | 703.71 | +20.0% |
| IUSB iShares Core Universal USD Bond ETF | 154.4M | 4.1% | 3.3M | 45.43 | -1.7% |
| NVDA NVIDIA CORP | 134.6M | 3.6% | 771.9K | 214.72 | +22.4% |
| IVLU iShares MSCI Intl Value Factor ETF | 88.9M | 2.4% | 2.2M | 44.46 | +26.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 83.4M | 2.2% | 2.9M | 35.32 | +17.3% |
| IVV iShares Core S&P 500 ETF | 81.2M | 2.2% | 124.3K | 769.31 | +20.0% |
| JQUA JPMorgan U.S. Quality Factor ETF | 81.2M | 2.2% | 1.3M | 74.75 | +22.0% |
| AAPL Apple Inc. | 78.2M | 2.1% | 308.0K | 309.35 | +36.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 67.1M | 1.8% | 675.7K | 97.35 | -1.7% |
| EFG iShares MSCI EAFE Growth ETF | 51.7M | 1.4% | 464.3K | 125.70 | +12.3% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 49.0M | 1.3% | 1.0M | 52.38 | +18.1% |
| MSFT MICROSOFT CORP | 48.7M | 1.3% | 131.6K | 483.24 | -4.4% |
| FFIU UVA Unconstrained Medium-Term Fixed Income ETF | 48.5M | 1.3% | 2.2M | 21.42 | -2.2% |
| VTV Vanguard Morningstar Value ETF | 48.4M | 1.3% | 246.9K | 226.40 | +24.6% |
| MUB iShares National Muni Bond ETF | 40.4M | 1.1% | 380.9K | 105.34 | +1.2% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 37.2M | 1.0% | 957.8K | 45.61 | +22.8% |
| AVUV Avantis U.S. Small Cap Value ETF | 36.5M | 1.0% | 330.8K | 126.45 | +33.2% |
| XLK State Street Technology Select Sector SPDR ETF | 36.5M | 1.0% | 274.9K | 183.31 | +41.1% |
| AMZN AMAZON COM INC | 35.2M | 0.9% | 169.1K | 258.63 | +15.6% |
| BSV Vanguard Short-Term Bond ETF | 34.6M | 0.9% | 440.8K | 77.57 | -1.4% |
| VEA Vanguard FTSE Developed Markets ETF | 34.1M | 0.9% | 532.2K | 73.42 | +24.7% |
| BUSE FIRST BUSEY CORP /NV/ | 32.7M | 0.9% | 1.3M | 30.30 | +30.4% |
| GOOGL Alphabet Inc. | 28.4M | 0.8% | 98.6K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 27.9M | 0.7% | 97.1K | 341.75 | +70.7% |
| MTUM iShares MSCI USA Momentum Factor ETF | 27.8M | 0.7% | 116.0K | 305.17 | +25.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 27.8M | 0.7% | 86.6K | 378.24 | +20.5% |
| IAGG iShares International Aggregate Bond Fund | 27.3M | 0.7% | 545.8K | 49.77 | -2.5% |
| PG PROCTER & GAMBLE Co | 27.2M | 0.7% | 188.0K | 144.68 | -9.3% |
| VUG Vanguard Morningstar Growth ETF | 23.9M | 0.6% | 54.7K | 87.50 | +15.9% |
| TBIL F/m US Treasury 3 Month Bill Fund | 23.6M | 0.6% | 472.8K | 49.99 | +0.1% |
| ASTS AST SpaceMobile, Inc. | 22.4M | 0.6% | 270.9K | 68.65 | +52.3% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 21.6M | 0.6% | 460.8K | 46.15 | -0.4% |
| AVGO Broadcom Inc. | 21.6M | 0.6% | 69.7K | 368.45 | +26.5% |
| unmapped CUSIP 084670702 | 21.1M | 0.6% | 44.0K | — | — |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 20.8M | 0.6% | 36.0K | 713.44 | +26.1% |
| IAU ISHARES GOLD TRUST | 20.7M | 0.6% | 234.3K | 86.79 | +37.5% |
| TLH iShares 10-20 Year Treasury Bond ETF | 20.4M | 0.5% | 202.6K | 96.69 | -4.0% |
| SCHF Schwab International Equity ETF | 20.1M | 0.5% | 810.5K | 28.46 | +24.7% |
| EFA iShares MSCI EAFE ETF | 20.0M | 0.5% | 206.1K | 108.24 | +17.1% |
| SPY SPDR S&P 500 ETF TRUST | 19.7M | 0.5% | 30.2K | 765.72 | +20.0% |
| VGT Vanguard Information Tech ETF | 18.3M | 0.5% | 26.3K | 118.42 | +38.5% |
| SCHD Schwab US Dividend Equity ETF | 17.9M | 0.5% | 582.1K | 35.11 | +27.6% |
| JPM JPMORGAN CHASE & CO | 17.7M | 0.5% | 60.1K | 351.58 | +20.3% |
| HYDB iShares High Yield Systematic Bond ETF | 17.4M | 0.5% | 373.8K | 46.54 | -1.5% |
| META Meta Platforms, Inc. | 17.2M | 0.5% | 30.1K | 549.90 | -26.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 16.9M | 0.5% | 88.0K | 221.67 | +18.8% |
| LLY ELI LILLY & Co | 16.6M | 0.4% | 18.1K | 1,255.40 | +78.0% |
| IEFA iShares Core MSCI EAFE ETF | 16.3M | 0.4% | 180.3K | 100.85 | +16.8% |
| DUHP Dimensional US High Profitability ETF | 16.0M | 0.4% | 435.7K | 42.41 | +15.6% |
| TSLA Tesla, Inc. | 16.0M | 0.4% | 42.9K | 362.86 | +12.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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