Savvy Advisors, Inc.
CIK 2003633 · Holdings on Mar 31, 2026 · First reported May 11, 2026
Top ten holdings
Q1 2026- VOO6.38%
- IUSB4.14%
- NVDA3.61%
- IVLU2.38%
- SCHG2.24%
- IVV2.18%
- JQUA2.18%
- AAPL2.10%
- AGG1.80%
- EFG1.39%
Share classes counted separately28.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUVWeight increased · +0.92 pp0.06% → 0.98%Shares +312.65K (+1720.21%)
- BUSEWeight increased · +0.79 pp0.09% → 0.88%Shares +1.17M (+960.09%)
- EFGWeight increased · +0.73 pp0.66% → 1.39%Shares +286.00K (+160.40%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $237.90M | 6.38% | 398.13K shares | 6.61% → 6.38%-0.23 pp +72.06K (+22.10%) | Added | ↗▾ |
| 02 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $154.43M | 4.14% | 3.34M shares | 4.27% → 4.14%-0.13 pp +503.62K (+17.73%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $134.62M | 3.61% | 771.91K shares | 4.27% → 3.61%-0.66 pp +63.76K (+9.00%) | Added | ↗▾ |
| 04 | IVLUISHARES MSCI INTERNATIONAL VMSCI INTL VLU FT View history and evidence | $88.87M | 2.38% | 2.24M shares | 1.78% → 2.38%+0.60 pp +791.66K (+54.67%) | Added | ↗▾ |
| 05 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $83.40M | 2.24% | 2.86M shares | 2.50% → 2.24%-0.26 pp +492.05K (+20.75%) | Added | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $81.19M | 2.18% | 124.30K shares | 2.85% → 2.18%-0.67 pp -4.34K (-3.37%) | Reduced | ↗▾ |
| 07 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $81.18M | 2.18% | 1.32M shares | 2.77% → 2.18%-0.59 pp -34.69K (-2.55%) | Reduced | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $78.15M | 2.10% | 307.95K shares | 2.16% → 2.10%-0.06 pp +62.36K (+25.39%) | Added | ↗▾ |
| 09 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $67.08M | 1.80% | 675.70K shares | 1.86% → 1.80%-0.06 pp +98.22K (+17.01%) | Added | ↗▾ |
| 10 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $51.71M | 1.39% | 464.30K shares | 0.66% → 1.39%+0.73 pp +286.00K (+160.40%) | Added | ↗▾ |
Options overlay 24
$17.47M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 6.70K | $4.36M | -3.80K (-36.19%) | ▾ |
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 3.60K | $2.34M | -700 (-16.28%) | ▾ |
ASTSAST SPACEMOBILE INCCOM CL A View history and evidence | Call | 20.00K | $1.66M | +20.00K | ▾ |
3 / 24 options · preview only
Exited positions 83
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UPSD APTUS LARGE CAP UPSIDE ETF | Non-derivative | -53,808 | -$1.44M | SEC filing ↗ | SEC filing ↗ |
| MEAR ISHRS SHORT MAT MUNI ACT ETF | Non-derivative | -20,868 | -$1.05M | SEC filing ↗ | SEC filing ↗ |
| DNLI DENALI THERAPEUTICS INC | Non-derivative | -39,030 | -$644.38K | SEC filing ↗ | SEC filing ↗ |
3 / 83 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2003633 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3745279187
}Research all 1,141 reported holdings.
This page includes 30 of 1,141 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 1,141 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2003633","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"2003633","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.