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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.75B
1-Year Est. Return 21.95%
This Fund
S&P 500
This Quarter Est. Return
+7.83%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.18B
AUM Growth
+$677M
Cap. Flow
+$548M
Cap. Flow %
25.21%
Top 10 Hldgs %
33.18%
Holding
854
New
206
Increased
433
Reduced
162
Closed
34

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.3M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$29.8M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$27.5M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$20.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.6M

Top Sells

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$11.1M
2
JPIE icon
JPMorgan Income ETF
JPIE
+$2.44M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$832K
4
UNH icon
UnitedHealth
UNH
+$740K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$632K

Sector Composition

Rank Sector Weight
1 Technology 14.78%
2 Financials 4.04%
3 Consumer Discretionary 3.12%
4 Communication Services 2.93%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
226
Novartis
NVS
$297B
$1.29M 0.06%
10,067
+739
+8% +$90.2K
BYLD icon
227
iShares Yield Optimized Bond ETF
BYLD
$447M
$1.28M 0.06%
56,002
+120
+0.2% +$2.72K
LDOS icon
228
Leidos
LDOS
$14.2B
$1.27M 0.06%
6,717
+243
+4% +$42.3K
VEU icon
229
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$1.26M 0.06%
17,649
+2,004
+13% +$138K
ADP icon
230
Automatic Data Processing
ADP
$105B
$1.24M 0.06%
4,216
-107
-2% -$32.2K
EAGG icon
231
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$1.23M 0.06%
25,609
-1,725
-6% -$82K
ICVT icon
232
iShares Convertible Bond ETF
ICVT
$7.22B
$1.22M 0.06%
12,208
+4,080
+50% +$384K
SPYV icon
233
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$1.22M 0.06%
21,982
+2,850
+15% +$153K
ACN icon
234
Accenture
ACN
$101B
$1.19M 0.05%
4,840
+489
+11% +$128K
FNDF icon
235
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$1.19M 0.05%
27,700
-915
-3% -$38.1K
NEE icon
236
NextEra Energy
NEE
$183B
$1.19M 0.05%
15,762
+356
+2% +$26K
EYLD icon
237
Cambria Emerging Shareholder Yield ETF
EYLD
$835M
$1.18M 0.05%
31,778
-390
-1% -$14.5K
DFGR icon
238
Dimensional Global Real Estate ETF
DFGR
$3.85B
$1.18M 0.05%
43,048
+562
+1% +$15.2K
JCPB icon
239
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$1.17M 0.05%
24,529
+2,450
+11% +$115K
DFAE icon
240
Dimensional Emerging Core Equity Market ETF
DFAE
$9.3B
$1.16M 0.05%
36,785
+15,778
+75% +$475K
SYK icon
241
Stryker
SYK
$125B
$1.15M 0.05%
3,107
+987
+47% +$381K
MMM icon
242
3M
MMM
$90.7B
$1.14M 0.05%
7,349
+1,577
+27% +$243K
SPGI icon
243
S&P Global
SPGI
$122B
$1.13M 0.05%
2,332
+696
+43% +$373K
SCHM icon
244
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.13M 0.05%
38,260
-1,922
-5% -$56K
MEAR icon
245
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$1.12M 0.05%
22,249
– –
IXUS icon
246
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$1.12M 0.05%
13,558
+337
+3% +$26.8K
DNLI icon
247
Denali Therapeutics
DNLI
$3.7B
$1.12M 0.05%
77,093
-20,700
-21% -$297K
FTCS icon
248
First Trust Capital Strength ETF
FTCS
$7.91B
$1.11M 0.05%
11,848
+109
+0.9% +$10.1K
DFEM icon
249
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.82B
$1.11M 0.05%
34,566
-10,616
-23% -$328K
XEL icon
250
Xcel Energy
XEL
$49.1B
$1.1M 0.05%
13,697
+715
+6% +$51.7K
8 9
10
11 12

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Savvy Advisors Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Savvy Advisors Inc held 854 positions worth $2.18B, up 45% from $1.5B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Savvy Advisors Inc deployed $548M of net new capital in Q3 2025, opening 206 new positions and adding to 433 existing holdings. Its largest new stake was Dimensional US Marketwide Value ETF: 292,722 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 17% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Amgen, an estimated $11.1M trimmed.

  • Savvy Advisors Inc's largest Q3 2025 buy was Dimensional US Marketwide Value ETF: 292,722 shares worth $13.1M.
  • Savvy Advisors Inc added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $30.3M increase.
  • Savvy Advisors Inc's biggest Q3 2025 reduction was Amgen, cutting an estimated $11.1M.
  • Savvy Advisors Inc fully exited FT Vest US Equity Buffer ETF October in Q3 2025, selling an estimated $550K.
  • Savvy Advisors Inc's ten largest holdings make up 33% of its $2.18B portfolio in Q3 2025.
  • Savvy Advisors Inc opened 206 new positions and closed 34 in Q3 2025.
  • Savvy Advisors Inc's portfolio value rose 45% quarter-over-quarter to $2.18B.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.