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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
+11.2%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.5B
AUM Growth
+$504M
Cap. Flow
+$386M
Cap. Flow %
25.75%
Top 10 Hldgs %
36.37%
Holding
677
New
159
Increased
357
Reduced
118
Closed
29

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$37.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$32M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$12.7M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$11.2M

Top Sells

Rank Stock Value
1
RWM icon
ProShares Short Russell2000
RWM
+$2.83M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.33M
3
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$869K
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$760K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$716K

Sector Composition

Rank Sector Weight
1 Technology 17.05%
2 Financials 4.86%
3 Healthcare 3.47%
4 Consumer Discretionary 3.26%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$655B
$11M 0.73%
36,225
-88
-0.2% -$24.8K
JBND icon
27
JPMorgan Active Bond ETF
JBND
$8.45B
$11M 0.73%
+205,026
New +$10.9M
TLH icon
28
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$10.7M 0.72%
105,751
+29,253
+38% +$2.94M
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.07T
$10.2M 0.68%
20,941
+6,097
+41% +$3.1M
AVGO icon
30
Broadcom
AVGO
$1.82T
$10.2M 0.68%
36,879
+13,752
+59% +$2.99M
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$71.1B
$9.9M 0.66%
404,893
+10,627
+3% +$240K
VMBS icon
32
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$9.28M 0.62%
200,321
+54,458
+37% +$2.49M
JPM icon
33
JPMorgan Chase
JPM
$947B
$9.08M 0.61%
31,318
+9,559
+44% +$2.44M
GOOG icon
34
Alphabet (Google) Class C
GOOG
$3.99T
$8.63M 0.58%
48,670
+11,848
+32% +$1.96M
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$227B
$8.51M 0.57%
149,243
+21,199
+17% +$1.14M
SCHD icon
36
Schwab US Dividend Equity ETF
SCHD
$103B
$8.35M 0.56%
314,912
+105,145
+50% +$2.75M
IAU icon
37
iShares Gold Trust
IAU
$63.4B
$8.26M 0.55%
132,461
+21,656
+20% +$1.34M
XCEM icon
38
Columbia EM Core ex-China ETF
XCEM
$1.91B
$8.09M 0.54%
236,697
-4,919
-2% -$154K
OEF icon
39
iShares S&P 100 ETF
OEF
$19.8B
$7.43M 0.5%
24,428
+6,959
+40% +$1.94M
JPIE icon
40
JPMorgan Income ETF
JPIE
$10.1B
$7.3M 0.49%
+157,552
New +$7.22M
MTUM icon
41
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
$7.22M 0.48%
30,041
+5,337
+22% +$1.16M
TSLA icon
42
Tesla
TSLA
$1.22T
$7.18M 0.48%
22,597
+8,544
+61% +$2.57M
V icon
43
Visa
V
$689B
$6.74M 0.45%
18,983
+5,642
+42% +$1.97M
SCHV
44
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$6.59M 0.44%
+238,046
New +$6.26M
DMBS icon
45
DoubleLine Mortgage ETF
DMBS
$701M
$6.58M 0.44%
134,091
+9,990
+8% +$484K
MA icon
46
Mastercard
MA
$487B
$6.05M 0.4%
10,772
+3,636
+51% +$2.01M
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$188B
$5.72M 0.38%
68,478
+18,512
+37% +$1.47M
XOM icon
48
ExxonMobil
XOM
$642B
$5.66M 0.38%
52,497
+16,594
+46% +$1.77M
VB icon
49
Vanguard Small-Cap ETF
VB
$79.9B
$5.38M 0.36%
22,695
-324
-1% -$72.3K
SCHB icon
50
Schwab US Broad Market ETF
SCHB
$42.8B
$5.37M 0.36%
225,410
+203,096
+910% +$4.47M
1
2
3 4 5

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OIMU
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SPPAM
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Savvy Advisors Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Savvy Advisors Inc held 677 positions worth $1.5B, up 51% from $994M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Savvy Advisors Inc deployed $386M of net new capital in Q2 2025, opening 159 new positions and adding to 357 existing holdings. Its largest new stake was JPMorgan Active Bond ETF: 205,026 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $1.33M trimmed.

  • Savvy Advisors Inc's largest Q2 2025 buy was JPMorgan Active Bond ETF: 205,026 shares worth $11M.
  • Savvy Advisors Inc added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $37.3M increase.
  • Savvy Advisors Inc's biggest Q2 2025 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $1.33M.
  • Savvy Advisors Inc fully exited ProShares Short Russell2000 in Q2 2025, selling an estimated $2.83M.
  • Savvy Advisors Inc's ten largest holdings make up 36% of its $1.5B portfolio in Q2 2025.
  • Savvy Advisors Inc opened 159 new positions and closed 29 in Q2 2025.
  • Savvy Advisors Inc's portfolio value rose 51% quarter-over-quarter to $1.5B.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.