Titelia

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

  • USD 100.0 %

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.

RankCountryLinesValueShare
1US9143.4B $99.63 %
2GB104.6M $0.13 %
3TW13.2M $0.09 %
4DK11.3M $0.04 %
5NL11.2M $0.03 %
6JP31M $0.03 %
7ES2559.9K $0.02 %
8MX1316.4K $0.01 %
9KY1287.4K $0.01 %
10DE1216.8K $0.01 %

Positions

RankCompanySharesValueWeight
101iShares Core MSCI Emerging Markets ETF 86,2286M $
102Vanguard Charlotte Funds 122,8175.9M $
103Dimensional ETF Trust 149,9015.8M $
104Netflix Inc 59,6945.7M $
105State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 226,2705.6M $
106Schwab US Broad Market ETF 222,6575.6M $
107Philip Morris International Inc. 33,2265.5M $
108General Electric Co 19,1575.4M $
109Cisco Systems, Inc. 69,7535.4M $
110Avantis Emerging Markets Equity ETF 65,8695.3M $
111TJX Cos Inc/The 32,9305.3M $
112SPDR Series Trust 113,9745.2M $
113iShares Russell 1000 Growth ETF 11,9655.1M $
114Xtrackers MSCI EAFE Hedged Equ 101,6595M $
115Advanced Micro Devices Inc 24,4155M $
116JPMorgan Ultra-Short Municipal Income ETF 95,5594.9M $
117VANGUARD ADMIRAL FDS INC 41,9794.8M $
118Vanguard Bond Index Funds 62,0434.8M $
119Ishares Inc 60,8754.8M $
120VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 59,6444.7M $
121Lockheed Martin Corp 7,7784.7M $
122iShares Trust 41,4704.7M $
123SPDR Series Trust 47,4044.6M $
124Dimensional U S Small Cap ETF 65,1764.6M $
125Bank of America Corp 94,8424.6M $
126Prosperity Bancshares Inc 68,6874.6M $
127PepsiCo Inc 29,4204.6M $
128Vanguard Malvern Funds 91,2854.6M $
129Vanguard Total Bond Market ETF 61,9044.6M $
130ETF Series Solutions 107,7694.5M $
131Coca-Cola Co/The 59,1684.5M $
132Vanguard Core Bond ETF 58,0794.5M $
133AT&T Inc 153,5254.5M $
134Vanguard Total International S 57,5544.4M $
135iShares MSCI International Quality Factor ETF 95,1514.4M $
136iShares Russell 3000 ETF 11,8604.4M $
137NextEra Energy Inc 47,0364.4M $
138Vanguard High Dividend Yield E 29,0304.3M $
139iShares Convertible Bond ETF 40,0674.1M $
140Vanguard Tax-Exempt Bond Index ETF 80,1234M $
141JPMorgan Income ETF 83,9783.9M $
142Abbott Laboratories 37,5553.9M $
143Fidelity Total Bond ETF 83,4283.8M $
144Bristol-Myers Squibb Co 62,5273.8M $
145GE Vernova Inc 4,2883.7M $
146Vanguard Scottsdale Funds 62,6363.7M $
147Vanguard Mid-Cap ETF 12,7263.7M $
148Merck & Co Inc 30,1103.6M $
149Cambria Foreign Shareholder Yi 96,5093.6M $
150Select Sector Spdr Trust 43,4583.6M $
151Charles Schwab Corp/The 37,7073.5M $
152iShares Core S&P Total U.S. Stock Market ETF 24,8593.5M $
153Vanguard Mega Cap Growth ETF 9,6363.5M $
154WisdomTree Trust 160,4973.5M $
155Palo Alto Networks Inc 21,9183.5M $
156ConocoPhillips 26,1403.5M $
157iShares Silver Trust 50,1733.4M $
158Vanguard 0-3 Month Treasury Bi 45,1673.4M $
159QUALCOMM Inc 25,8523.3M $
160Avantis International Equity ETF 39,1543.3M $
161iShares Trust 27,3803.2M $
162Wells Fargo & Co 40,6203.2M $
163Taiwan Semiconductor Manufacturing Co Ltd 9,5543.2M $
164iShares Interest Rate Hedged C 34,8423.2M $
165iShares 0-5 Year High Yield Corporate Bond ETF 75,3703.2M $
166Applied Materials Inc 9,3043.2M $
167Amphenol Corp 24,8003.1M $
168Dimensional ETF Trust 92,5203.1M $
169Schwab US TIPS ETF 117,3553.1M $
170Lowe's Cos Inc 13,0293.1M $
171Sprott Funds Trust 48,3213.1M $
172State Street SPDR Portfolio Developed World ex-US ETF 66,7803M $
173Schwab Fundamental U.S. Large Company ETF 108,8983M $
174State Street SPDR S&P Dividend ETF 20,1662.9M $
175iShares Trust 60,9812.9M $
176Fidelity Covington Trust 52,9222.9M $
177General Dynamics Corp 8,5062.9M $
178Cambria Shareholder Yield ETF 38,1972.9M $
179Legg Mason ETF Investment Trust 71,0472.9M $
180Morgan Stanley 17,4872.9M $
181Avantis International Small Cap Value ETF 28,4632.8M $
182VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 13,1922.8M $
183Oracle Corp 19,2512.8M $
184iShares Trust 66,4362.8M $
185Intuit Inc 6,5292.8M $
186Blackrock Inc 2,9282.8M $
187Alpha Architect US Quantitativ 40,7732.8M $
188Avantis US Equity ETF 25,0472.8M $
189Amgen Inc 7,8652.8M $
190ISHARES TRUST 40,6852.8M $
191Goldman Sachs ETF Trust 32,6372.8M $
192Uber Technologies Inc 37,9782.7M $
193Spinnaker ETF Series 66,9532.7M $
194Sprott Critical Materials ETF 80,1942.7M $
195INVESCO EXCHANGE-TRADED FUND TRUST II 11,1562.7M $
196Texas Instruments Inc 13,5022.6M $
197Deere & Co 4,6452.6M $
198iShares Trust 12,3832.6M $
199Ishares Gold Trust Micro 55,8042.6M $
200iShares MSCI USA Min Vol Factor ETF 27,9952.6M $