Savvy Advisors, Inc. holds a diversified book of 1117 stocks worth $3.7B as of Q1 2026 (disclosed May 11, 2026, a ~41-day 13F lag). This quarter they opened Ast Spacemobile Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book. They also disclosed $5.4M in put options (a bearish bet) and $12.1M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +40% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2003633/holdings"
Use Arkolith to show Savvy Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +42.1%, a 1.9-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Savvy Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Savvy Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mariner, LLC | 79 / 80 | $42.7B |
| HighTower Advisors, LLC | 79 / 80 | $36.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $24.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $22.4B |
| Farther Finance Advisors, LLC | 79 / 80 | $4.3B |
| MORGAN STANLEY | 78 / 80 | $599.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $529.1B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $185.5B |
Ranked by how many of Savvy Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $237.9M | 398.1K | 6.4% | ▲+22% Added · +72K sh | |
| 2 | Ishares TR CORE UNIVRSL USD | $154.4M | 3.34M | 4.1% | ▲+18% Added · +504K sh | |
| 3 | Nvidia Corporation COM | $134.6M | 771.9K | 3.6% | ▲+9.0% Added · +64K sh | |
| 4 | Ishares TR MSCI INTL VLU FT | $88.9M | 2.24M | 2.4% | ▲+55% Added · +792K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $83.4M | 2.86M | 2.2% | ▲+21% Added · +492K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $81.2M | 124.3K | 2.2% | ▼−3.4% Reduced · −4K sh | |
| 7 | J P Morgan Exchange Traded F US QUALTY FCTR | $81.2M | 1.32M | 2.2% | ▼−2.5% Reduced · −35K sh | |
| 8 | Apple Inc COM | $78.2M | 308.0K | 2.1% | ▲+25% Added · +62K sh | |
| 9 | Ishares TR CORE US AGGBD ET | $67.1M | 675.7K | 1.8% | ▲+17% Added · +98K sh | |
| 10 | Ishares TR EAFE GRWTH ETF | $51.7M | 464.3K | 1.4% | ▲+160% Added · +286K sh | |
| 11 | SPDR Index SHS FDS STATE STREET SPD | $49.0M | 1.04M | 1.3% | ▲+35% Added · +271K sh | |
| 12 | Microsoft Corp COM | $48.7M | 131.6K | 1.3% | ▲+18% Added · +20K sh | |
| 13 | Spinnaker ETF Series UVA UNCONSTRAIND | $48.5M | 2.22M | 1.3% | ▲+1.6% Added · +36K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $48.4M | 246.9K | 1.3% | ▼−13% Reduced · −36K sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $40.4M | 380.9K | 1.1% | ▲+40% Added · +108K sh | |
| 16 | Dimensional ETF Trust US CORE EQUITY 2 | $37.2M | 957.8K | 1.0% | ▲+43% Added · +288K sh | |
| 17 | American Centy ETF TR US SML CP VALU | $36.5M | 330.8K | 1.0% | ▲18× Added · +313K sh | |
| 18 | Select Sector SPDR TR STATE STREET TEC | $36.5M | 274.9K | 1.0% | ▲+18% Added · +43K sh | |
| 19 | Amazon Com Inc COM | $35.2M | 169.1K | 0.9% | ▲+22% Added · +31K sh | |
| 20 | Vanguard BD Index FDS SHORT TRM BOND | $34.6M | 440.8K | 0.9% | ▲+11% Added · +44K sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $34.1M | 532.2K | 0.9% | ▼−6.3% Reduced · −36K sh | |
| 22 | First Busey Corp COM NEW | $32.7M | 1.29M | 0.9% | ▲11× Added · +1.2M sh | |
| 23 | Alphabet Inc CAP STK CL A | $28.4M | 98.6K | 0.8% | ▲+16% Added · +14K sh | |
| 24 | Alphabet Inc CAP STK CL C | $27.9M | 97.1K | 0.7% | ▲+15% Added · +13K sh | |
| 25 | Ishares TR MSCI USA MMENTM | $27.8M | 116.0K | 0.7% | ▲+17% Added · +17K sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $27.8M | 86.6K | 0.7% | ▲+81% Added · +39K sh | |
| 27 | Ishares TR CORE INTL AGGR | $27.3M | 545.8K | 0.7% | ▲+83% Added · +248K sh | |
| 28 | Procter & Gamble Co COM | $27.2M | 188.0K | 0.7% | ▲+23% Added · +35K sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $23.9M | 54.7K | 0.6% | ▲+8.5% Added · +4K sh | |
| 30 | RBB FD Inc F/M US TREASURY | $23.6M | 472.8K | 0.6% | ▲55× Added · +464K sh | |
| 31 | Ast Spacemobile Inc COM CL A | $22.4M | 270.9K | 0.6% | ▲New New position | |
| 32 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $21.6M | 460.8K | 0.6% | ▼−2.0% Reduced · −10K sh | |
| 33 | Broadcom Inc COM | $21.6M | 69.7K | 0.6% | ▲+12% Added · +7K sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $21.1M | 44.0K | 0.6% | ▲+18% Added · +7K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $20.8M | 36.0K | 0.6% | ▼−1.8% Reduced · −675 sh | |
| 36 | Ishares Gold TR ISHARES NEW | $20.7M | 234.3K | 0.6% | ▼−27% Reduced · −86K sh | |
| 37 | Ishares TR 10-20 YR TRS ETF | $20.4M | 202.6K | 0.5% | ▼−22% Reduced · −58K sh | |
| 38 | Schwab Strategic TR INTL EQTY ETF | $20.1M | 810.5K | 0.5% | ▲+281% Added · +597K sh | |
| 39 | Ishares TR MSCI EAFE ETF | $20.0M | 206.1K | 0.5% | ▲+394% Added · +164K sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $19.7M | 30.2K | 0.5% | ▼−4.8% Reduced · −2K sh | |
| 41 | Vanguard World FD INF TECH ETF | $18.3M | 26.3K | 0.5% | ▲+14% Added · +3K sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $17.9M | 582.1K | 0.5% | ▲+42% Added · +172K sh | |
| 43 | JPMorgan Chase & Co COM | $17.7M | 60.1K | 0.5% | ▲+22% Added · +11K sh | |
| 44 | Ishares TR HIGH YLD SYSTM B | $17.4M | 373.8K | 0.5% | ▲+71% Added · +156K sh | |
| 45 | Meta Platforms Inc CL A | $17.2M | 30.1K | 0.5% | ▲+24% Added · +6K sh | |
| 46 | Invesco Exchange Traded FD T S&P500 EQL WGT | $16.9M | 88.0K | 0.5% | ▲+171% Added · +55K sh | |
| 47 | Eli Lilly & Co COM | $16.6M | 18.1K | 0.4% | ▲+13% Added · +2K sh | |
| 48 | Ishares TR CORE MSCI EAFE | $16.3M | 180.3K | 0.4% | ▲+26% Added · +38K sh | |
| 49 | Dimensional ETF Trust US HIGH PROFITAB | $16.0M | 435.7K | 0.4% | ▲+22% Added · +78K sh | |
| 50 | Tesla Inc COM | $16.0M | 42.9K | 0.4% | ▲+27% Added · +9K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $4.4M | 7K |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.3M | 4K |
| CALL · bullish | AST SPACEMOBILE INCASTS | $1.7M | 20K |
| CALL · bullish | EURONET WORLDWIDE INCEEFT | $1.5M | 22K |
| CALL · bullish | PAYPAL HOLDINGS INCPYPL | $1.4M | 30K |
| CALL · bullish | PAYCOM SOFTWARE INCPAYC | $1.2M | 10K |
| CALL · bullish | CRACKER BARREL OLD COUNTRYCBRL | $762K | 27K |
| CALL · bullish | VODAFONE GROUP PLC-SP ADRVOD | $751K | 50K |
| PUT · bearish | SPOTIFY TECHNOLOGY SASPOT | $727K | 2K |
| CALL · bullish | FISERV INCFISV | $698K | 13K |
| CALL · bullish | QUANTUMSCAPE CORPQS | $447K | 70K |
| CALL · bullish | ADOBE INCADBE | $438K | 2K |
| CALL · bullish | HELMERICH & PAYNEHP | $270K | 8K |
| CALL · bullish | UNITEDHEALTH GROUP INCUNH | $189K | 700 |
| PUT · bearish | NVIDIA CORPNVDA | $174K | 1K |
| CALL · bullish | ADVANCED MICRO DEVICESAMD | $142K | 700 |
| CALL · bullish | COMSTOCK INCLODE | $118K | 39K |
| CALL · bullish | MARVELL TECHNOLOGY INCMRVL | $99K | 1K |
| PUT · bearish | ADVANCED MICRO DEVICESAMD | $81K | 400 |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $58K | 100 |
| CALL · bullish | T1 ENERGY INCTE | $44K | 10K |
| CALL · bullish | AMERICAN EXPRESS COAXP | $30K | 100 |
| CALL · bullish | COREWEAVE INC-CL ACRWV | $15K | 200 |
| CALL · bullish | ARCHER AVIATION INC-AACHR | $1K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 1,142 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 1,033 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 820 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 648 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 518 | $994.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 453 | $831.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 351 | $492.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 300 | $306.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 223 | $173.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 157 | $103.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.