We are live on ! Find out more
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
SHYG icon
451
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$460K 0.02%
10,632
+4,932
+87% +$212K
JCI icon
452
Johnson Controls International
JCI
$88.8B
$458K 0.02%
4,165
+1,302
+45% +$139K
BDX icon
453
Becton Dickinson
BDX
$45.6B
$458K 0.02%
2,446
+1,071
+78% +$199K
MPC icon
454
Marathon Petroleum
MPC
$92.4B
$456K 0.02%
2,367
+113
+5% +$19.9K
EQIX icon
455
Equinix
EQIX
$101B
$454K 0.02%
579
+164
+40% +$128K
ENVX icon
456
Enovix
ENVX
$892M
$453K 0.02%
45,418
+29,141
+179% +$323K
DFGP icon
457
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.33B
$452K 0.02%
8,131
-84
-1% -$4.61K
NULV icon
458
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
$452K 0.02%
10,306
+409
+4% +$17.4K
CTAS icon
459
Cintas
CTAS
$81.9B
$448K 0.02%
2,183
+39
+2% +$8.33K
FV icon
460
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$447K 0.02%
7,227
+530
+8% +$32.3K
TDG icon
461
TransDigm Group
TDG
$70.2B
$445K 0.02%
338
+98
+41% +$140K
EIM
462
Eaton Vance Municipal Bond Fund
EIM
$494M
$444K 0.02%
44,665
-10,513
-19% -$102K
CGGR icon
463
Capital Group Growth ETF
CGGR
$23.8B
$444K 0.02%
+10,102
New +$427K
TBIL
464
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$442K 0.02%
8,836
+4,390
+99% +$219K
INCY icon
465
Incyte
INCY
$24.2B
$442K 0.02%
+5,206
New +$412K
NGG icon
466
National Grid
NGG
$80.4B
$441K 0.02%
6,161
+655
+12% +$45.9K
MCK icon
467
McKesson
MCK
$100B
$441K 0.02%
571
+156
+38% +$110K
LCTU icon
468
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.21B
$440K 0.02%
6,058
-106
-2% -$7.4K
AAON icon
469
Aaon
AAON
$7.3B
$438K 0.02%
+4,690
New +$384K
DOW icon
470
Dow Inc
DOW
$21.9B
$438K 0.02%
19,102
-605
-3% -$15.1K
AMP icon
471
Ameriprise Financial
AMP
$48.3B
$438K 0.02%
891
+41
+5% +$21K
CBOE icon
472
Cboe Global Markets
CBOE
$32.5B
$438K 0.02%
1,785
+161
+10% +$38.7K
DASH icon
473
DoorDash
DASH
$85.5B
$435K 0.02%
+1,601
New +$402K
SPIB icon
474
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$435K 0.02%
12,828
-1,339
-9% -$45.1K
USB icon
475
US Bancorp
USB
$98.2B
$433K 0.02%
8,965
+2,614
+41% +$124K
17 18
19
20 21

Similar funds

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
OIMU
Osmosis Investment Management UK London, United Kingdom $3.72B AUM
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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.