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David Kaplan

Savvy Advisors, Inc.

Assets Managed
$3.745B
Holdings
1117
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
20.98%(2Q avg: 31.65%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Savvy Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1117 positions.

Assets under management

The assets under management (AUM) of Savvy Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.745B in assets, with a quarterly growth rate of 20.98% and a 2-quarter average growth rate of 31.65%. The portfolio is managed by David Kaplan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 22.1%
6.36%
$237.903M
398,130 shares@ $597.56 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 17.74%
4.13%
$154.428M
3.343M shares@ $46.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.15%
3.6%
$134.796M
772,911 shares@ $174.4 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 54.68%
2.38%
$88.871M
2.24M shares@ $39.68 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 20.76%
2.23%
$83.404M
2.863M shares@ $29.13 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.37%
2.17%
$81.193M
124,298 shares@ $653.22 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Decreased -2.55%
2.17%
$81.18M
1.324M shares@ $61.32 avg price
AAPL
Apple Inc
Recent Activity
Increased 25.39%
2.09%
$78.155M
307,951 shares@ $253.8 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 17.01%
1.8%
$67.077M
675,703 shares@ $99.27 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 160.41%
1.39%
$51.709M
464,300 shares@ $111.38 avg price

1-10 of 1117