Savvy Advisors, Inc.
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$4.6B
Holdings
1,120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 69%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (110.7k shares)
6.4%
02
$IUSB
ISHARES TR
Q1 2026: New position (1.7k shares)
4.1%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (12.1k shares)
3.6%
04
$IVLU
ISHARES TR
Held since at least Q1 2024
2.4%
05
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: New position (1.7k shares)
2.2%
06
$IVV
ISHARES TR
Q1 2026: New position (7.2k shares)
2.2%
07
$JQUA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.2%
08
$AAPL
APPLE INC
Q1 2026: New position (20.5k shares)
2.1%
09
$AGG
ISHARES TR
Held since at least Q1 2024
1.8%
10
$GIS
GENERAL MILLS INC
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.