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
201Lam Research Corp 11,9452.6M $
202Sandisk Corp/DE 3,9962.5M $
203Salesforce Inc 13,5712.5M $
204SPDR SERIES TRUST 26,6332.5M $
205Walt Disney Co/The 26,0742.5M $
206Schwab Fundamental International Equity Etf 51,0632.5M $
207iShares Russell 2000 ETF 10,0722.5M $
208VanEck Morningstar Wide Moat ETF 25,8152.5M $
209Citigroup Inc 21,8942.5M $
210WisdomTree Trust 61,7542.5M $
211Waste Management Inc 10,7772.5M $
212American Express Co 8,1332.5M $
213Schwab U.S. Small-Cap ETF 84,4982.5M $
214Newmont Corp 22,5642.4M $
215Vanguard Real Estate ETF 27,4732.4M $
216iShares J.P. Morgan USD Emerging Markets Bond ETF 25,9152.4M $
217Invesco S&P MidCap Momentum ET 16,6482.4M $
218Pacer Funds Trust 38,4252.4M $
219VanEck Fallen Angel High Yield 83,4932.4M $
220PIMCO Multisector Bond Active 90,5142.4M $
221iShares Core MSCI International Developed Markets ETF 28,3422.4M $
222Vanguard FTSE All World ex-US 16,1532.4M $
223Union Pacific Corp 9,5322.3M $
224Welltower Inc 11,6192.3M $
225Kroger Co/The 31,2822.3M $
226Blackstone Inc 19,4272.2M $
227Freeport-McMoRan Inc 37,9972.2M $
228iShares Trust 26,9932.2M $
229iShares California Muni Bond ETF 38,8682.2M $
230Vanguard Index Funds 10,1512.2M $
231Progressive Corp/The 11,0832.2M $
232Prologis Inc 16,4502.2M $
233Altria Group, Inc. 32,7972.2M $
234BlackRock ETF Trust II 41,4412.2M $
235Honeywell International Inc 9,4752.1M $
236KLA Corp 1,4502.1M $
237Starbucks Corp 23,7992.1M $
238Kinder Morgan, Inc. 62,8912.1M $
239United Parcel Service Inc 21,0832.1M $
240S&P Global Inc 4,7962M $
241Emerson Electric Co. 15,5122M $
242Parker-Hannifin Corp 2,2452M $
243Boston Scientific Corp 32,0172M $
244State Street SPDR S&P 600 Smal 20,7362M $
245FIDELITY COVINGTON TRUST 9,6102M $
246iShares iBoxx USD Investment Grade Corporate Bond ETF 18,2472M $
247JPMorgan Limited Duration Bond ETF 37,8802M $
248First Trust Rising Dividend Achievers ETF 28,6642M $
249Stryker Corp 5,9372M $
250Vanguard FTSE All-World ex-US ETF 25,8341.9M $
251Duke Energy Corp 14,7661.9M $
252Xcel Energy Inc 24,0291.9M $
253US Bancorp 35,9301.9M $
254Vanguard International Dividend Appreciation ETF 21,0291.9M $
255Vanguard Index Funds 10,0391.8M $
256Vanguard U.S. Minimum Volatility ETF 13,8291.8M $
257Automatic Data Processing Inc 9,0521.8M $
258Shell PLC 19,7431.8M $
259UnitedHealth Group Inc 6,7801.8M $
260Fidelity Covington Trust 49,0141.8M $
261VanEck High Yield Muni ETF 36,3021.8M $
262Fidelity Covington Trust 49,9111.8M $
263Pfizer Inc 64,3341.8M $
264Constellation Energy Corp. 6,3841.8M $
265Williams Cos Inc/The 24,3921.8M $
266American Electric Power Co Inc 13,4071.8M $
267Intel Corp 39,6991.8M $
268Southern Copper Corp 10,1601.7M $
269Novartis AG 11,4361.7M $
270First Trust Value Line Dividen 36,4231.7M $
271Valero Energy Corp 6,8971.7M $
272ABRDN PRECIOUS METALS BASKET ETF TRUST 7,7641.7M $
273BlackRock ETF Trust 29,0821.7M $
274Regeneron Pharmaceuticals, Inc. 2,1811.7M $
275T-Mobile US Inc 8,0161.7M $
276MP Materials Corp 34,6571.7M $
277Parsons Corp 30,8701.7M $
278iShares Trust 4,6561.7M $
279FQF TR 118,6661.7M $
280Illinois Tool Works Inc 6,3471.7M $
281DBX ETF Trust 27,5271.6M $
282L3Harris Technologies Inc 4,7401.6M $
283Cadence Design Systems Inc 5,8791.6M $
284Schwab U.S. Aggregate Bond ETF 69,5741.6M $
285Ares Capital Corp 88,8241.6M $
286iShares ESG MSCI KLD 400 ETF 13,1961.6M $
287Gilead Sciences Inc 11,4021.6M $
288Comstock Inc 512,5651.6M $
289Dollar General Corp 13,1451.6M $
290Alpha Architect 1-3 Month Box 13,4191.6M $
291Vanguard Scottsdale Funds 28,1341.6M $
292Booking Holdings Inc 3691.6M $
293Quanta Services Inc 2,7871.5M $
294Schwab Short-Term U.S. Treasury ETF 62,7841.5M $
295iShares Trust 20,3881.5M $
296FedEx Corp 4,2041.5M $
297iShares Trust 17,1571.5M $
298iShares Trust 28,2491.5M $
299Northrop Grumman Corp 2,1751.5M $
300Cambria Emerging Shareholder Y 35,4451.5M $