Managers / Q1 2024 · view latest →
Savvy Advisors, Inc.
CIK 0002003633 · 111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001 · 516-748-7863
Reported Value
$173M
Q1 2024
Positions
223
Filings on Record
10
2019–present window
Filed
May 13, 2024
original filing
Summary
Savvy Advisors, Inc. reported $173M in U.S.-listed holdings across 223 positions for Q1 2024.
Its largest position, Vanguard Index Fds, represents 7.3% of the portfolio.
Compared with Q4 2023, the fund opened 71 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 66.5% · $115M
- Common Stock · 32.4% · $56M
- Other · 0.4% · $655,852
- MLP · 0.3% · $465,017
- ADR · 0.3% · $442,005
- Other · 0.1% · $221,266
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.7B | 1,142 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.1B | 1,033 | Jan 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.2B | 820 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.5B | 648 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $994M | 518 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $832M | 453 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $492M | 351 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $307M | 300 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $173M | 223 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $103M | 157 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.