Savvy Advisors, Inc.

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CIK 2003633

13F portfolio (2026-Q1)

$3.7B

Positions

1,117

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

1117

Top 5

18.8%

Top 10

28.4%

Effective N

76.9

HHI

0.013

This quarter

177 new · 0 exit →

By sector

Unclassified69.2%

Information Technology10.8%

Financials4.4%

Consumer Discretionary3.3%

Communication Services3.2%

Industrials2.5%

Health Care2.1%

Materials1.5%

Other3.0%

By market cap

Unknown69.9%

Mega (>$200B)19.4%

Large ($10–200B)9.2%

Mid ($2–10B)1.4%

Small ($300M–2B)0.1%

Micro (<$300M)0.1%

By region

Other69.2%

North America30.4%

Europe0.2%

Asia-Pacific0.2%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	69.76%	581
Semiconductors & Semiconductor Equipment	5.13%	23
Technology Hardware & Equipment	2.92%	22
Specialty Retail	2.28%	22
Banks	2.23%	36
Software & IT Services	2.23%	23
Software	1.98%	25
Pharmaceuticals & Biotechnology	1.72%	27
Oil, Gas & Consumable Fuels	1.16%	26
Chemicals	1.03%	17
Diversified Telecommunication Services	0.94%	6
Machinery	0.90%	27
Commercial Services & Supplies	0.89%	21
Utilities	0.78%	32
Aerospace & Defense	0.68%	17
Capital Markets	0.68%	23
Automobiles & Components	0.51%	6
Insurance	0.41%	23
Metals & Mining	0.39%	16
Equity Real Estate Investment Trusts (REITs)	0.39%	19
Electrical Equipment & Components	0.33%	5
Health Care Equipment & Supplies	0.33%	15
Hotels, Restaurants & Leisure	0.32%	10
Beverages	0.27%	4
Media & Entertainment	0.24%	7
Tobacco	0.22%	3
Road & Rail	0.18%	7
Construction & Engineering	0.15%	9
Communications Equipment	0.13%	4
Distributors	0.12%	10
Food & Staples Retailing	0.09%	3
Airlines	0.07%	3
Transportation Infrastructure	0.07%	5
Entertainment	0.07%	1
Food Products	0.07%	5
Textiles, Apparel & Luxury Goods	0.05%	4
Health Care Providers & Services	0.04%	4
Life Sciences Tools & Services	0.04%	5
Marine	0.03%	5
Professional Services	0.03%	4
Agricultural Products	0.03%	1
Household Durables	0.02%	2
Real Estate Management & Development	0.02%	2
Paper & Forest Products	0.02%	2
Construction Materials	0.02%	2
Media & Publishing	0.01%	1
Diversified Consumer Services	0.01%	1
Leisure Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	6.38%
2	IUSB	ISHARES TR	Unclassified	4.14%
3	NVDA	NVIDIA CORP	Information Technology	3.61%
4	IVLU	ISHARES TR	Unclassified	2.38%
5	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	2.24%
6	IVV	ISHARES TR	Unclassified	2.18%
7	JQUA	J P MORGAN EXCHANGE TRADED F	Unclassified	2.18%
8	AAPL	Apple Inc.	Information Technology	2.10%
9	AGG	ISHARES TR	Unclassified	1.80%
10	EFG	ISHARES TR	Unclassified	1.39%

537/1117 names classified · sector 30.8% of weight · industry 30.2% · mkt cap 30.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, INTC · other

Health CareAMGN, LLY, ABBV, JNJ, PFE · other

FinancialsBRK.B, JPM, V, PB, BUSE · other

Consumer DiscretionaryAMZN, TSLA, WMT, HD, MAR · other

Communication ServicesGOOGL, META, GOOG, VZ, ASTS · other

IndustrialsCAT, RTX, WM, ACN, ETN · other

MaterialsPG, DOW, FCX, UAN, LODE · other

EnergyXOM, CVX, COP, PSX, SHEL · other

UtilitiesCEG, NEE, EXC, AEP, VST · other

Consumer StaplesKO, PM, PEP, KR, CVS · other

Real EstatePLD, AVB, AMT, AGNC, NLY · other

UnclassifiedVOO, IUSB, IVV, FFIU, SCHX · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 30.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 28% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (428 classified)Savvy Advisors, Inc. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareMaterialsEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for Savvy Advisors, Inc.: centroid Large Core. Heaviest cells: Large Growth 12.7%, Large Core 6.6%, Large Value 4.6%.

Classified: 28.4% of book weight (428/1117 names) · unclassified 71.6%: VOO, IUSB, IVLU, SCHG, IVV, JQUA, AGG, EFG, SPEM, FFIU +679 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 1,117 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	398,130	$238M	6.4%	ADD 22%
2	IUSBISHARES TR	3,343,314	$154M	4.1%	ADD 18%
3	NVDANVIDIA CORPORATION	771,911	$135M	3.6%	ADD 9%
4	IVLUISHARES TR	2,239,680	$89M	2.4%	ADD 55%
5	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	2,863,182	$83M	2.2%	ADD 21%
6	IVVISHARES TR	124,298	$81M	2.2%	TRIM −3%
7	JQUAJ P MORGAN EXCHANGE TRADED F	1,323,874	$81M	2.2%	TRIM −3%
8	AAPLAPPLE INC	307,951	$78M	2.1%	ADD 25%
9	AGGISHARES TR	675,703	$67M	1.8%	ADD 17%
10	EFGISHARES TR	464,300	$52M	1.4%	ADD 160%
11	SPEMSPDR INDEX SHS FDS	1,043,960	$49M	1.3%	ADD 35%
12	MSFTMICROSOFT CORP	131,552	$49M	1.3%	ADD 18%
13	FFIUSPINNAKER ETF SERIES	2,219,956	$49M	1.3%	HOLD
14	VTVVANGUARD INDEX FDS	246,874	$48M	1.3%	TRIM −13%
15	MUBISHARES TR	380,909	$40M	1.1%	ADD 40%
16	DFACDIMENSIONAL ETF TRUST	957,846	$37M	1.0%	ADD 43%
17	AVUVAMERICAN CENTY ETF TR	330,824	$37M	1.0%	ADD 1720%
18	XLKSELECT SECTOR SPDR TR	274,877	$37M	1.0%	ADD 18%
19	AMZNAMAZON COM INC	169,061	$35M	0.9%	ADD 22%
20	BSVVANGUARD BD INDEX FDS	440,801	$35M	0.9%	ADD 11%
21	VEAVANGUARD TAX-MANAGED FDS	532,225	$34M	0.9%	TRIM −6%
22	BUSEFIRST BUSEY CORP	1,294,378	$33M	0.9%	ADD 960%
23	GOOGLALPHABET INC	98,641	$28M	0.8%	ADD 16%
24	GOOGALPHABET INC	97,095	$28M	0.7%	ADD 15%
25	MTUMISHARES TR	115,983	$28M	0.7%	ADD 17%
26	VTIVANGUARD INDEX FDS	86,551	$28M	0.7%	ADD 81%
27	IAGGISHARES TR	545,755	$27M	0.7%	ADD 83%
28	PGPROCTER AND GAMBLE CO	187,998	$27M	0.7%	ADD 23%
29	VUGVANGUARD INDEX FDS	54,710	$24M	0.6%	ADD 9%
30	TBILRBB FD INC	472,758	$24M	0.6%	ADD 5355%
31	ASTSAST SPACEMOBILE INC	270,852	$22M	0.6%	NEW
32	VMBSVANGUARD SCOTTSDALE FDS	460,840	$22M	0.6%	TRIM −2%
33	AVGOBROADCOM INC	69,742	$22M	0.6%	ADD 12%
34	BRK.BBERKSHIRE HATHAWAY INC DEL	43,988	$21M	0.6%	ADD 18%
35	QQQINVESCO QQQ TR	35,991	$21M	0.6%	HOLD
36	IAUISHARES GOLD TR	234,338	$21M	0.6%	TRIM −27%
37	TLHISHARES TR	202,570	$20M	0.5%	TRIM −22%
38	SCHFSCHWAB STRATEGIC TR	810,459	$20M	0.5%	ADD 281%
39	EFAISHARES TR	206,100	$20M	0.5%	ADD 394%
40	SPYSTATE STR SPDR S&P 500 ETF T	30,234	$20M	0.5%	TRIM −5%
41	VGTVANGUARD WORLD FD	26,294	$18M	0.5%	ADD 14%
42	SCHDSCHWAB STRATEGIC TR	582,054	$18M	0.5%	ADD 42%
43	JPMJPMORGAN CHASE & CO	60,145	$18M	0.5%	ADD 22%
44	HYDBISHARES TR	373,840	$17M	0.5%	ADD 71%
45	METAMETA PLATFORMS INC	30,128	$17M	0.5%	ADD 24%
46	RSPINVESCO EXCHANGE TRADED FD T	87,974	$17M	0.5%	ADD 171%
47	LLYELI LILLY & CO	18,062	$17M	0.4%	ADD 13%
48	IEFAISHARES TR	180,314	$16M	0.4%	ADD 26%
49	DUHPDIMENSIONAL ETF TRUST	435,710	$16M	0.4%	ADD 22%
50	TSLATESLA INC	42,936	$16M	0.4%	ADD 27%
51	XOMEXXON MOBIL CORP	93,522	$16M	0.4%	ADD 7%
52	SGOLETFS GOLD TR	348,804	$16M	0.4%	TRIM −24%
53	DFUVDIMENSIONAL ETF TRUST	320,173	$16M	0.4%	ADD 8%
54	VBVANGUARD INDEX FDS	56,306	$15M	0.4%	ADD 7%
55	VWOVANGUARD INTL EQUITY INDEX F	264,541	$14M	0.4%	TRIM −2%
56	SCHXSCHWAB U.S. LARGE-CAP ETF	551,210	$14M	0.4%	ADD 6%
57	XCEMCOLUMBIA ETF TR II	339,118	$14M	0.4%	TRIM −13%
58	WMTWALMART INC	109,744	$14M	0.4%	ADD 30%
59	DFIVDIMENSIONAL ETF TRUST	243,706	$13M	0.3%	HOLD
60	COSTCOSTCO WHSL CORP NEW	12,156	$12M	0.3%	ADD 30%
61	SPYMSPDR SERIES TRUST	152,215	$12M	0.3%	ADD 3%
62	JBNDJ P MORGAN EXCHANGE TRADED F	215,546	$12M	0.3%	ADD 2%
63	DMBSDOUBLELINE ETF TRUST	231,819	$11M	0.3%	ADD 10%
64	SGOVISHARES TR	111,938	$11M	0.3%	ADD 531%
65	IJHISHARES TR	158,781	$11M	0.3%	ADD 4%
66	CVXCHEVRON CORP NEW	50,771	$11M	0.3%	ADD 20%
67	ZAPGLOBAL X FDS	325,094	$10M	0.3%	ADD 8%
68	DFUSDIMENSIONAL ETF TRUST	147,005	$10M	0.3%	ADD 55%
69	DFICDIMENSIONAL ETF TRUST	292,937	$10M	0.3%	HOLD
70	JNJJOHNSON & JOHNSON	42,446	$10M	0.3%	ADD 30%
71	MUMICRON TECHNOLOGY INC	30,329	$10M	0.3%	ADD 33%
72	GLDSPDR GOLD TR	23,466	$10M	0.3%	ADD 28%
73	VVISA INC	33,163	$10M	0.3%	ADD 15%
74	IBITISHARES BITCOIN TRUST ETF	259,787	$10M	0.3%	ADD 35%
75	ABBVABBVIE INC	44,558	$10M	0.3%	ADD 22%
76	VONGVANGUARD SCOTTSDALE FDS	88,260	$10M	0.3%	ADD 4239%
77	DFCFDIMENSIONAL ETF TRUST	223,156	$9M	0.3%	ADD 134%
78	BCIETFS TR	372,088	$9M	0.2%	NEW
79	DFCADIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	177,330	$9M	0.2%	ADD 7%
80	SUBISHARES TR	81,632	$9M	0.2%	ADD 10%
81	IXUSISHARES TR	100,254	$9M	0.2%	TRIM −12%
82	SCHRSCHWAB STRATEGIC TR	348,606	$9M	0.2%	ADD 109%
83	CATCATERPILLAR INC	11,944	$8M	0.2%	ADD 33%
84	MAMASTERCARD INCORPORATED	16,776	$8M	0.2%	ADD 24%
85	SPYVSPDR SERIES TRUST	138,516	$8M	0.2%	ADD 3%
86	AVSCAMERICAN CENTY ETF TR	125,355	$8M	0.2%	ADD 10%
87	HDHOME DEPOT INC	23,720	$8M	0.2%	ADD 22%
88	IWDISHARES TR	35,261	$8M	0.2%	TRIM −3%
89	DIHPDIMENSIONAL ETF TRUST	232,295	$7M	0.2%	ADD 19%
90	XLVSELECT SECTOR SPDR TR	50,390	$7M	0.2%	TRIM −6%
91	SHLDGLOBAL X FDS	101,573	$7M	0.2%	NEW
92	MCDMCDONALDS CORP	22,606	$7M	0.2%	ADD 22%
93	SCHVSCHWAB STRATEGIC TR	228,056	$7M	0.2%	TRIM −7%
94	XLYSELECT SECTOR SPDR TR	62,821	$7M	0.2%	TRIM −9%
95	OEFISHARES TR	21,020	$7M	0.2%	TRIM −59%
96	PLTRPALANTIR TECHNOLOGIES INC	45,428	$7M	0.2%	ADD 49%
97	SPHQINVESCO EXCHANGE TRADED FD T	87,748	$7M	0.2%	TRIM −3%
98	GSGOLDMAN SACHS GROUP INC	7,706	$7M	0.2%	ADD 46%
99	RTXRTX CORPORATION	33,611	$6M	0.2%	ADD 32%
100	IBMINTERNATIONAL BUSINESS MACHS	26,003	$6M	0.2%	ADD 22%
101	QUALISHARES TR	32,705	$6M	0.2%	ADD 19%
102	VZVERIZON COMMUNICATIONS INC	124,634	$6M	0.2%	ADD 11%
103	VVVANGUARD INDEX FDS	20,667	$6M	0.2%	ADD 87%
104	IJRISHARES TR	49,619	$6M	0.2%	HOLD
105	XTISHARES TR	89,543	$6M	0.2%	TRIM −3%
106	BILSPDR SERIES TRUST	66,407	$6M	0.2%	ADD 6%
107	IEMGISHARES INC	86,228	$6M	0.2%	TRIM −4%
108	BNDXVANGUARD CHARLOTTE FDS	122,817	$6M	0.2%	ADD 216%
109	DFAIDIMENSIONAL ETF TRUST	149,901	$6M	0.2%	ADD 121%
110	NFLXNETFLIX INC	59,694	$6M	0.2%	ADD 66%
111	HYMBSPDR SERIES TRUST	226,270	$6M	0.2%	ADD 115%
112	SCHBSCHWAB STRATEGIC TR	222,657	$6M	0.1%	TRIM −2%
113	PMPHILIP MORRIS INTL INC	33,226	$5M	0.1%	ADD 25%
114	GEGE AEROSPACE	19,157	$5M	0.1%	ADD 29%
115	CSCOCISCO SYS INC	69,753	$5M	0.1%	ADD 32%
116	LMUBISHARES TR	106,898	$5M	0.1%	NEW
117	AVEMAMERICAN CENTY ETF TR	65,869	$5M	0.1%	ADD 13%
118	TJXTJX COS INC NEW	32,930	$5M	0.1%	ADD 15%
119	TFISPDR SERIES TRUST	113,974	$5M	0.1%	ADD 70%
120	IWFISHARES TR	11,965	$5M	0.1%	ADD 30%
121	DBEFDBX ETF TR	101,659	$5M	0.1%	TRIM −75%
122	AMDADVANCED MICRO DEVICES INC	24,415	$5M	0.1%	ADD 50%
123	JMSTJ P MORGAN EXCHANGE TRADED F	95,559	$5M	0.1%	ADD 3%
124	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	41,979	$5M	0.1%	HOLD
125	BIVVANGUARD BD INDEX FDS	62,043	$5M	0.1%	ADD 122%
126	EMXCISHARES INC	60,875	$5M	0.1%	ADD 3%
127	VCSHVANGUARD SCOTTSDALE FDS	59,644	$5M	0.1%	ADD 5%
128	LMTLOCKHEED MARTIN CORP	7,778	$5M	0.1%	HOLD
129	IVWISHARES TR	41,470	$5M	0.1%	ADD 23%
130	DFSDDIMENSIONAL ETF TRUST	97,554	$5M	0.1%	ADD 201%
131	SPYGSPDR SERIES TRUST STATE STREET SPD	47,404	$5M	0.1%	ADD 10%
132	DFASDIMENSIONAL ETF TRUST	65,176	$5M	0.1%	ADD 21%
133	BACBANK AMERICA CORP	94,842	$5M	0.1%	ADD 68%
134	PBPROSPERITY BANCSHARES INC	68,687	$5M	0.1%	HOLD
135	PEPPEPSICO INC	29,420	$5M	0.1%	ADD 5%
136	VTIPVANGUARD MALVERN FDS	91,285	$5M	0.1%	ADD 231%
137	ETNEATON CORP PLC	12,746	$5M	0.1%	ADD 7%
138	BNDVANGUARD BD INDEX FDS	61,904	$5M	0.1%	ADD 36%
139	ACIOETF SER SOLUTIONS	107,769	$5M	0.1%	TRIM −50%
140	KOCOCA COLA CO	59,168	$4M	0.1%	ADD 24%
141	VCRBVANGUARD MALVERN FDS	58,079	$4M	0.1%	ADD 64%
142	TAT&T INC	153,525	$4M	0.1%	ADD 6%
143	VXUSVANGUARD STAR FDS	57,554	$4M	0.1%	ADD 101%
144	IQLTISHARES TR	95,151	$4M	0.1%	ADD 10%
145	IWVISHARES TR	11,860	$4M	0.1%	TRIM −6%
146	NEENEXTERA ENERGY INC	47,036	$4M	0.1%	ADD 26%
147	VYMVANGUARD WHITEHALL FDS	29,030	$4M	0.1%	ADD 32%
148	ALLWSSGA ACTIVE TR	147,834	$4M	0.1%	NEW
149	IVALEA SERIES TRUST	122,506	$4M	0.1%	NEW
150	ICVTISHARES TR CONV BD ETF	40,067	$4M	0.1%	ADD 174%
151	VTEBVANGUARD MUN BD FDS	80,123	$4M	0.1%	ADD 20%
152	JPIEJ P MORGAN EXCHANGE TRADED F	83,978	$4M	0.1%	TRIM −22%
153	ABTABBOTT LABS	37,555	$4M	0.1%	ADD 25%
154	FBNDFIDELITY TOTAL BOND ETF	83,428	$4M	0.1%	TRIM −15%
155	BMYBRISTOL-MYERS SQUIBB CO	62,527	$4M	0.1%	ADD 9%
156	GEVGE VERNOVA INC	4,288	$4M	0.1%	ADD 20%
157	DFAUDIMENSIONAL ETF TRUST	82,196	$4M	0.1%	ADD 22%
158	ONEYSPDR SERIES TRUST	30,747	$4M	0.1%	ADD 13%
159	VGSHVANGUARD SHORT-TERM TREASURY ETF	62,636	$4M	0.1%	ADD 79%
160	VOVANGUARD INDEX FDS	12,726	$4M	0.1%	ADD 23%
161	MRKMERCK & CO INC	30,110	$4M	0.1%	ADD 18%
162	FYLDCAMBRIA ETF TR	96,509	$4M	0.1%	ADD 7%
163	XLPSELECT SECTOR SPDR TR	43,458	$4M	0.1%	ADD 3%
164	SCHWSCHWAB CHARLES CORP	37,707	$4M	0.1%	ADD 15%
165	ITOTISHARES TR	24,859	$4M	0.1%	ADD 56%
166	MGKVanguard Mega Cap Growth ETF	9,636	$4M	0.1%	ADD 38%
167	LINLINDE PLC	7,137	$4M	0.1%	ADD 28%
168	HYZDWISDOMTREE TR	160,497	$4M	0.1%	ADD 12%
169	PANWPALO ALTO NETWORKS INC	21,918	$4M	0.1%	ADD 21%
170	COPCONOCOPHILLIPS	26,140	$3M	0.1%	ADD 8%
171	SLVISHARES SILVER TR	50,173	$3M	0.1%	TRIM −17%
172	VBILVANGUARD INSTL INDEX FD	45,167	$3M	0.1%	ADD 30%
173	SCHMSCHWAB STRATEGIC TR	109,142	$3M	0.1%	ADD 191%
174	QCOMQUALCOMM INC	25,852	$3M	0.1%	ADD 35%
175	AVDEAMERICAN CENTY ETF TR	39,154	$3M	0.1%	ADD 186%
176	IEIISHARES TR	27,380	$3M	0.1%	ADD 2%
177	WFCWELLS FARGO CO NEW	40,620	$3M	0.1%	ADD 42%
178	TSMTAIWAN SEMICONDUCTOR MFG LTD	9,554	$3M	0.1%	ADD 22%
179	LQDHISHARES U S ETF TR	34,842	$3M	0.1%	ADD 11%
180	SHYGISHARES TR	75,370	$3M	0.1%	ADD 270%
181	AMATAPPLIED MATLS INC	9,304	$3M	0.1%	ADD 56%
182	APHAMPHENOL CORP	24,800	$3M	0.1%	ADD 40%
183	DFAEDIMENSIONAL ETF TRUST	92,520	$3M	0.1%	ADD 75%
184	SCHPSCHWAB STRATEGIC TR	117,355	$3M	0.1%	TRIM −5%
185	LOWLOWES COS INC	13,029	$3M	0.1%	ADD 5%
186	URNMSPROTT FDS TR	48,321	$3M	0.1%	ADD 2%
187	SPDWSPDR INDEX SHS FDS	66,780	$3M	0.1%	HOLD
188	DIVOAMPLIFY ETF TR	67,796	$3M	0.1%	ADD 23%
189	FNDXSCHWAB STRATEGIC TR	108,898	$3M	0.1%	HOLD
190	SDYSPDR SER TR	20,166	$3M	0.1%	ADD 6%
191	IMTMISHARES TR	60,981	$3M	0.1%	TRIM −5%
192	FDVVFIDELITY COVINGTON TRUST	52,922	$3M	0.1%	ADD 5%
193	GDGENERAL DYNAMICS CORP	8,506	$3M	0.1%	ADD 19%
194	SYLDCAMBRIA ETF TR	38,197	$3M	0.1%	NEW
195	LVHILEGG MASON ETF INVT	71,047	$3M	0.1%	HOLD
196	MSMORGAN STANLEY	17,487	$3M	0.1%	ADD 27%
197	AVDVAMERICAN CENTY ETF TR	28,463	$3M	0.1%	ADD 23%
198	VIGVANGUARD SPECIALIZED FUNDS	13,192	$3M	0.1%	ADD 4%
199	ORCLORACLE CORP	19,251	$3M	0.1%	ADD 19%
200	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	66,436	$3M	0.1%	ADD 9%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

120K

117K

178K

230K

326K

398K

$238M

IUSBISHARES TR

640K

938K

1.1M

1.8M

2.8M

3.3M

$154M

NVDANVIDIA CORPORATION

642K

658K

708K

712K

708K

772K

$135M

IVLUISHARES TR

513K

520K

672K

831K

1.4M

2.2M

$89M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

348K

899K

1.2M

1.6M

2.4M

2.9M

$83M

IVVISHARES TR

14K

79K

100K

129K

124K

$81M

JQUAJ P MORGAN EXCHANGE TRADED F

333K

493K

611K

826K

1.4M

1.3M

$81M

AAPLAPPLE INC

113K

141K

196K

214K

246K

308K

$78M

AGGISHARES TR

42K

50K

312K

470K

577K

676K

$67M

EFGISHARES TR

126K

116K

128K

137K

178K

464K

$52M

SPEMSPDR INDEX SHS FDS

147K

197K

265K

316K

773K

1.0M

$49M

MSFTMICROSOFT CORP

46K

58K

87K

90K

111K

132K

$49M

FFIUSPINNAKER ETF SERIES

1.6M

1.8M

2.1M

2.0M

2.2M

$49M

VTVVANGUARD INDEX FDS

69K

108K

128K

185K

282K

247K

$48M

MUBISHARES TR

69K

78K

116K

199K

272K

381K

$40M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Savvy Advisors, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 1,117 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Savvy Advisors, Inc.