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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
FSK icon
426
FS KKR Capital
FSK
$2.96B
$497K 0.02%
33,281
+9,337
+39% +$177K
STE icon
427
Steris
STE
$22.3B
$496K 0.02%
2,003
+1,025
+105% +$245K
VT icon
428
Vanguard Total World Stock ETF
VT
$77.1B
$493K 0.02%
3,581
-345
-9% -$45.8K
MCO icon
429
Moody's
MCO
$82.8B
$492K 0.02%
1,033
+77
+8% +$38.8K
ASML icon
430
ASML
ASML
$626B
$492K 0.02%
508
+131
+35% +$103K
AVLV icon
431
Avantis US Large Cap Value ETF
AVLV
$18B
$490K 0.02%
6,787
+445
+7% +$31.4K
MSCI icon
432
MSCI
MSCI
$41.6B
$489K 0.02%
861
+346
+67% +$196K
VMI icon
433
Valmont Industries
VMI
$9.3B
$483K 0.02%
1,246
+261
+26% +$94.9K
XLE icon
434
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$483K 0.02%
10,816
+58
+0.5% +$2.54K
SPMD icon
435
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$482K 0.02%
8,429
+4,397
+109% +$248K
BIIB icon
436
Biogen
BIIB
$30B
$482K 0.02%
3,438
+373
+12% +$50.4K
AGIO icon
437
Agios Pharmaceuticals
AGIO
$1.79B
$481K 0.02%
11,993
-9,788
-45% -$368K
AVAV icon
438
AeroVironment
AVAV
$7.56B
$480K 0.02%
1,525
+22
+1% +$5.69K
VTWO icon
439
Vanguard Russell 2000 ETF
VTWO
$17.3B
$477K 0.02%
4,872
-86
-2% -$7.98K
SNOW icon
440
Snowflake
SNOW
$102B
$476K 0.02%
+2,111
New +$453K
EA icon
441
Electronic Arts
EA
$53B
$475K 0.02%
2,356
+357
+18% +$59.1K
FDLO icon
442
Fidelity Low Volatility Factor ETF
FDLO
$1.44B
$474K 0.02%
7,195
+3,866
+116% +$248K
BSCQ icon
443
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$474K 0.02%
24,210
– –
LVHI icon
444
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.35B
$471K 0.02%
13,547
-617
-4% -$21K
EEM icon
445
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$467K 0.02%
8,751
+326
+4% +$16.4K
TBUX icon
446
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.29B
$467K 0.02%
9,372
+752
+9% +$37.5K
JEPQ icon
447
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$466K 0.02%
8,109
+2,517
+45% +$140K
TRV icon
448
Travelers Companies
TRV
$78.1B
$464K 0.02%
+1,662
New +$445K
KMB icon
449
Kimberly-Clark
KMB
$36.3B
$462K 0.02%
3,718
+1,248
+51% +$161K
PAYX icon
450
Paychex
PAYX
$41.6B
$460K 0.02%
3,632
+79
+2% +$11K
16 17
18
19 20

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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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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.