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SAI

Savvy Advisors Inc Portfolio holdings

AUM $4.71B
1-Year Est. Return 25.36%
This Fund
S&P 500
This Quarter Est. Return
+14.31%
1 Year Est. Return
+25.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.71B
AUM Growth
+$964M
Cap. Flow
+$534M
Cap. Flow %
11.34%
Top 10 Hldgs %
26.9%
Holding
1,351
New
210
Increased
678
Reduced
334
Closed
90

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.3M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$23M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.2M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$15.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$13.8M

Top Sells

Rank Stock Value
1
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$8.65M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.65M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$6.28M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.63M
5
SNDK
Sandisk
SNDK
+$4.07M

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.26%
2 Technology 12.37%
3 Financials 4.32%
4 Communication Services 2.63%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
$34.3M 0.73%
92,755
+6,204
+7% +$2.22M
IAGG icon
27
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$32.9M 0.7%
649,771
+104,016
+19% +$5.21M
MU icon
28
Micron Technology
MU
$1.15T
$31.7M 0.67%
27,476
-2,853
-9% -$2.14M
AVGO icon
29
Broadcom
AVGO
$1.7T
$31.2M 0.66%
82,707
+12,965
+19% +$5.2M
VUG icon
30
Vanguard Morningstar Growth ETF
VUG
$228B
$30.7M 0.65%
356,638
+28,378
+9% +$2.39M
TSLA icon
31
Tesla
TSLA
$1.4T
$29.8M 0.63%
70,839
+27,903
+65% +$11.1M
PG icon
32
Procter & Gamble
PG
$340B
$28.2M 0.6%
192,221
+4,223
+2% +$615K
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$27.1M 0.58%
327,116
+240,888
+279% +$19.2M
LLY icon
34
Eli Lilly
LLY
$1.02T
$26.1M 0.55%
21,784
+3,722
+21% +$3.8M
QQQ icon
35
Invesco QQQ Trust
QQQ
$490B
$25.3M 0.54%
34,350
-1,641
-5% -$1.13M
VMBS icon
36
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.8B
$24.5M 0.52%
522,340
+61,500
+13% +$2.88M
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.08T
$24.4M 0.52%
48,793
+4,805
+11% +$2.31M
RSP icon
38
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$23.8M 0.51%
111,855
+23,881
+27% +$4.89M
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$23.7M 0.5%
31,694
+1,460
+5% +$1.06M
ASTS icon
40
AST SpaceMobile
ASTS
$18.7B
$23.6M 0.5%
265,349
-5,503
-2% -$480K
VGT icon
41
Vanguard Information Technology ETF
VGT
$149B
$23.3M 0.49%
194,680
-15,672
-7% -$1.72M
JPM icon
42
JPMorgan Chase
JPM
$953B
$22.3M 0.47%
68,127
+7,982
+13% +$2.48M
HYDB icon
43
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$21.7M 0.46%
463,561
+89,721
+24% +$4.2M
SCHF icon
44
Schwab International Equity ETF
SCHF
$70.5B
$21.6M 0.46%
781,121
-29,338
-4% -$791K
EFA icon
45
iShares MSCI EAFE ETF
EFA
$80.1B
$21.5M 0.46%
207,040
+940
+0.5% +$96.7K
TLH icon
46
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$20.9M 0.44%
207,915
+5,345
+3% +$534K
DUHP icon
47
Dimensional US High Profitability ETF
DUHP
$12.9B
$19.2M 0.41%
460,604
+24,894
+6% +$993K
IAU icon
48
iShares Gold Trust
IAU
$65.8B
$19M 0.4%
251,889
+17,551
+7% +$1.49M
META icon
49
Meta Platforms (Facebook)
META
$1.57T
$17.9M 0.38%
31,841
+1,713
+6% +$1.05M
DFUV icon
50
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$17.7M 0.38%
322,267
+2,094
+0.7% +$110K
1
2
3 4 5

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JRP
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CA
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NHC
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VFA
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TP
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TCIM
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Savvy Advisors Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Savvy Advisors Inc held 1,351 positions worth $4.71B, up 26% from $3.75B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Savvy Advisors Inc deployed $534M of net new capital in Q2 2026, opening 210 new positions and adding to 678 existing holdings. Its largest new stake was WisdomTree US Total Dividend Fund: 141,011 shares worth $13.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, down from 69% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR Portfolio Emerging Markets ETF, an estimated $8.65M trimmed.

  • Savvy Advisors Inc's largest Q2 2026 buy was WisdomTree US Total Dividend Fund: 141,011 shares worth $13.1M.
  • Savvy Advisors Inc added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $23.3M increase.
  • Savvy Advisors Inc's biggest Q2 2026 reduction was State Street SPDR Portfolio Emerging Markets ETF, cutting an estimated $8.65M.
  • Savvy Advisors Inc fully exited Vanguard US Minimum Volatility ETF in Q2 2026, selling an estimated $1.84M.
  • Savvy Advisors Inc's ten largest holdings make up 27% of its $4.71B portfolio in Q2 2026.
  • Savvy Advisors Inc opened 210 new positions and closed 90 in Q2 2026.
  • Savvy Advisors Inc's portfolio value rose 26% quarter-over-quarter to $4.71B.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.