Holdings of Savvy Advisors, Inc.
935 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 30.1 % of the equity sleeve
Sector breakdown
- Funds 18.2 %
- Technology 11.0 %
- Financials 3.4 %
- Communication 2.9 %
- Consumer discretionary 2.7 %
- Industrials 2.3 %
- Health care 2.3 %
- Consumer staples 2.3 %
- Energy 1.0 %
- Utilities 0.6 %
- Materials 0.4 %
- Real estate 0.3 %
- Unattributed 52.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- GB 0.1 %
- TW 0.1 %
- DK 0.0 %
- NL 0.0 %
- JP 0.0 %
- ES 0.0 %
- MX 0.0 %
- KY 0.0 %
- DE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 914 | 3.4B $ | 99.63 % |
| 2 | GB | 10 | 4.6M $ | 0.13 % |
| 3 | TW | 1 | 3.2M $ | 0.09 % |
| 4 | DK | 1 | 1.3M $ | 0.04 % |
| 5 | NL | 1 | 1.2M $ | 0.03 % |
| 6 | JP | 3 | 1M $ | 0.03 % |
| 7 | ES | 2 | 559.9K $ | 0.02 % |
| 8 | MX | 1 | 316.4K $ | 0.01 % |
| 9 | KY | 1 | 287.4K $ | 0.01 % |
| 10 | DE | 1 | 216.8K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 901 | Castellum Inc | 221,800 | 130.8K $ | |
| 902 | PennantPark Floating Rate Capi | 16,178 | 130.1K $ | |
| 903 | Haleon PLC | 12,960 | 129.7K $ | |
| 904 | Industrial Logistics Properties Trust | 22,700 | 128.9K $ | |
| 905 | PIMCO Municipal Income Fund II | 16,553 | 125.3K $ | |
| 906 | Blend Labs Inc | 72,308 | 122.9K $ | |
| 907 | Simulations Plus Inc | 10,168 | 120.2K $ | |
| 908 | Western Asset High Yield Opportunity Fund Inc | 10,463 | 111.7K $ | |
| 909 | Helmerich & Payne Inc | 3,015 | 108.6K $ | |
| 910 | VELO3D INC | 11,539 | 108.4K $ | |
| 911 | Opendoor Technologies Inc | 22,176 | 103.8K $ | |
| 912 | CERVOMED INC | 25,922 | 102.1K $ | |
| 913 | Cracker Barrel Old Country Store Inc | 3,586 | 100.8K $ | |
| 914 | Trump Media & Technology Group Corp | 10,832 | 100.5K $ | |
| 915 | Mizuho Financial Group Inc | 12,008 | 95.3K $ | |
| 916 | Lumen Technologies Inc | 13,340 | 92.7K $ | |
| 917 | Wendy's Co/The | 12,752 | 88.6K $ | |
| 918 | ADT Inc | 12,546 | 82.4K $ | |
| 919 | CION Investment Corp. | 10,764 | 73.6K $ | |
| 920 | High Income Securities Fund | 13,010 | 71.8K $ | |
| 921 | Nuveen Credit Strategies Income Fund | 14,440 | 70.3K $ | |
| 922 | SoundHound AI Inc | 10,185 | 70K $ | |
| 923 | Medical Properties Trust Inc | 14,742 | 68.3K $ | |
| 924 | Aurora Innovation Inc | 15,243 | 62.8K $ | |
| 925 | Western Asset High Income Opportunity Fund Inc. | 16,446 | 59.7K $ | |
| 926 | Community Health Systems Inc | 12,686 | 37.3K $ | |
| 927 | Vodafone Group PLC | 2,163 | 32.5K $ | |
| 928 | Nextdoor Holdings Inc | 21,266 | 29.8K $ | |
| 929 | Gevo Inc | 10,200 | 27.8K $ | |
| 930 | Network-1 Technologies Inc | 16,000 | 23K $ | |
| 931 | ALT5 Sigma Corp | 20,380 | 22.6K $ | |
| 932 | HEALTHY CHOICE WELLNESS CORP | 46,004 | 11.5K $ | |
| 933 | Actinium Pharmaceuticals Inc | 10,000 | 10K $ | |
| 934 | T1 Energy Inc | 1,200 | 5.3K $ | |
| 935 | Gabelli Equity Trust Inc. | 24,780 | 173 $ | |