Titelia

Holdings of Savvy Advisors, Inc.

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Net assets
-
Positions
935 in 10 countries
Top ten
30.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
901Castellum Inc 221,800130.8K $
902PennantPark Floating Rate Capi 16,178130.1K $
903Haleon PLC 12,960129.7K $
904Industrial Logistics Properties Trust 22,700128.9K $
905PIMCO Municipal Income Fund II 16,553125.3K $
906Blend Labs Inc 72,308122.9K $
907Simulations Plus Inc 10,168120.2K $
908Western Asset High Yield Opportunity Fund Inc 10,463111.7K $
909Helmerich & Payne Inc 3,015108.6K $
910VELO3D INC 11,539108.4K $
911Opendoor Technologies Inc 22,176103.8K $
912CERVOMED INC 25,922102.1K $
913Cracker Barrel Old Country Store Inc 3,586100.8K $
914Trump Media & Technology Group Corp 10,832100.5K $
915Mizuho Financial Group Inc 12,00895.3K $
916Lumen Technologies Inc 13,34092.7K $
917Wendy's Co/The 12,75288.6K $
918ADT Inc 12,54682.4K $
919CION Investment Corp. 10,76473.6K $
920High Income Securities Fund 13,01071.8K $
921Nuveen Credit Strategies Income Fund 14,44070.3K $
922SoundHound AI Inc 10,18570K $
923Medical Properties Trust Inc 14,74268.3K $
924Aurora Innovation Inc 15,24362.8K $
925Western Asset High Income Opportunity Fund Inc. 16,44659.7K $
926Community Health Systems Inc 12,68637.3K $
927Vodafone Group PLC 2,16332.5K $
928Nextdoor Holdings Inc 21,26629.8K $
929Gevo Inc 10,20027.8K $
930Network-1 Technologies Inc 16,00023K $
931ALT5 Sigma Corp 20,38022.6K $
932HEALTHY CHOICE WELLNESS CORP 46,00411.5K $
933Actinium Pharmaceuticals Inc 10,00010K $
934T1 Energy Inc 1,2005.3K $
935Gabelli Equity Trust Inc. 24,780173 $

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Sector breakdown

  • Funds 18.2 %
  • Technology 11.0 %
  • Financials 3.4 %
  • Communication 2.8 %
  • Consumer discretionary 2.7 %
  • Industrials 2.4 %
  • Health care 2.4 %
  • Consumer staples 2.3 %
  • Energy 1.0 %
  • Utilities 0.6 %
  • Materials 0.4 %
  • Real estate 0.3 %
  • Unattributed 52.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.6 %
  • United Kingdom 0.1 %
  • Taiwan 0.1 %
  • Denmark 0.0 %
  • Netherlands 0.0 %
  • Japan 0.0 %
  • Spain 0.0 %
  • Mexico 0.0 %
  • Cayman Islands 0.0 %
  • Germany 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States9143.4B $99.63 %
2United Kingdom104.6M $0.13 %
3Taiwan13.2M $0.09 %
4Denmark11.3M $0.04 %
5Netherlands11.2M $0.03 %
6Japan31M $0.03 %
7Spain2559.9K $0.02 %
8Mexico1316.4K $0.01 %
9Cayman Islands1287.4K $0.01 %
10Germany1216.8K $0.01 %
Cite this page

Titelia. "Holdings of Savvy Advisors, Inc.". https://titelia.com/en/funds/US13F2003633