Managers / Q3 2024 · view latest →
Savvy Advisors, Inc.
CIK 0002003633 · 111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001 · 516-748-7863
Reported Value
$492M
Q3 2024
Positions
351
Filings on Record
10
2019–present window
Filed
Nov 5, 2024
original filing
Summary
Savvy Advisors, Inc. reported $492M in U.S.-listed holdings across 351 positions for Q3 2024.
Its largest position, Vanguard Index Fds, represents 10.3% of the portfolio.
Compared with Q2 2024, the fund opened 74 new positions and exited 23.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 65.3% · $322M
- Common Stock · 32.2% · $158M
- REIT · 1.3% · $6M
- Other · 0.8% · $4M
- ADR · 0.3% · $1M
- Other · 0.2% · $766,847
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 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 ↗.