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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
ESGV icon
276
Vanguard ESG US Stock ETF
ESGV
$13.1B
$959K 0.04%
8,099
+39
+0.5% +$4.44K
VTES icon
277
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$947K 0.04%
9,292
– –
VNQ icon
278
Vanguard Real Estate ETF
VNQ
$39.2B
$945K 0.04%
10,335
+2,182
+27% +$198K
LHX icon
279
L3Harris
LHX
$51.5B
$944K 0.04%
3,090
+173
+6% +$47.3K
BBN icon
280
BlackRock Taxable Municipal Bond Trust
BBN
$976M
$935K 0.04%
56,322
-5,361
-9% -$87K
B
281
Barrick Mining
B
$61.6B
$932K 0.04%
28,444
+5,161
+22% +$131K
AEP icon
282
American Electric Power
AEP
$69.7B
$925K 0.04%
8,223
+2,085
+34% +$228K
TSLX icon
283
Sixth Street Specialty
TSLX
$1.64B
$923K 0.04%
40,390
+5,252
+15% +$126K
EMR icon
284
Emerson Electric
EMR
$84B
$922K 0.04%
7,026
+413
+6% +$56.3K
LRCX icon
285
Lam Research
LRCX
$376B
$921K 0.04%
6,875
+231
+3% +$24.5K
AMAT icon
286
Applied Materials
AMAT
$408B
$917K 0.04%
4,477
+1,452
+48% +$263K
DUK icon
287
Duke Energy
DUK
$97.8B
$914K 0.04%
7,387
+1,700
+30% +$206K
ANET icon
288
Arista Networks
ANET
$227B
$905K 0.04%
6,209
+2,928
+89% +$377K
BAB icon
289
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$902K 0.04%
33,045
-2,898
-8% -$77.5K
IGSB icon
290
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$901K 0.04%
16,997
+1,710
+11% +$90.3K
PRU icon
291
Prudential Financial
PRU
$42.5B
$900K 0.04%
8,672
+780
+10% +$82.1K
ACWX icon
292
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$900K 0.04%
13,837
+7,600
+122% +$475K
SBUX icon
293
Starbucks
SBUX
$120B
$884K 0.04%
10,447
+3,430
+49% +$307K
SO icon
294
Southern Company
SO
$109B
$880K 0.04%
9,281
+2,443
+36% +$228K
TLT icon
295
iShares 20+ Year Treasury Bond ETF
TLT
$41.9B
$876K 0.04%
9,805
-1,347
-12% -$118K
HMOP icon
296
Hartford Municipal Opportunities ETF
HMOP
$776M
$864K 0.04%
22,182
-1,635
-7% -$62.9K
BSCR icon
297
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$863K 0.04%
43,803
-378
-0.9% -$7.44K
GM icon
298
General Motors
GM
$80.2B
$861K 0.04%
+14,121
New +$787K
OGE icon
299
OGE Energy
OGE
$9.82B
$859K 0.04%
18,561
+339
+2% +$15.2K
DSI icon
300
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$855K 0.04%
6,790
-64
-0.9% -$7.74K
10 11
12
13 14

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BCL
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ACH
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SCA
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HA
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OIMU
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SPPAM
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DGM
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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.