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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
EFG icon
26
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$15.6M 0.72%
136,664
+8,627
+7% +$961K
VMBS icon
27
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$15.3M 0.7%
325,880
+125,559
+63% +$5.83M
SPEM icon
28
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$14.8M 0.68%
316,073
+51,403
+19% +$2.29M
AVGO icon
29
Broadcom
AVGO
$1.81T
$14.6M 0.67%
44,103
+7,224
+20% +$2.22M
PG icon
30
Procter & Gamble
PG
$347B
$14.4M 0.66%
94,040
+9,989
+12% +$1.56M
DBEF icon
31
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
$14.4M 0.66%
309,312
+46,189
+18% +$2.09M
IAU icon
32
iShares Gold Trust
IAU
$62.5B
$14.2M 0.65%
195,577
+63,116
+48% +$4.12M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.07T
$14.1M 0.65%
57,723
+9,053
+19% +$1.9M
META icon
34
Meta Platforms (Facebook)
META
$1.51T
$13.7M 0.63%
18,663
+1,300
+7% +$968K
DUHP icon
35
Dimensional US High Profitability ETF
DUHP
$12.3B
$13.1M 0.6%
346,887
+340,971
+5,764% +$12.5M
DFUV icon
36
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$13.1M 0.6%
+292,722
New +$12.7M
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$71.3B
$13M 0.6%
494,508
+89,615
+22% +$2.28M
VTI icon
38
Vanguard Total Stock Market ETF
VTI
$656B
$12.8M 0.59%
38,968
+2,743
+8% +$866K
TSLA icon
39
Tesla
TSLA
$1.21T
$12.7M 0.58%
28,548
+5,951
+26% +$2.06M
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.11T
$11.6M 0.54%
23,162
+2,221
+11% +$1.08M
VB icon
41
Vanguard Small-Cap ETF
VB
$80.2B
$11.6M 0.53%
45,684
+22,989
+101% +$5.7M
IAGG icon
42
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$11.4M 0.53%
223,196
+195,693
+712% +$10M
JBND icon
43
JPMorgan Active Bond ETF
JBND
$8.47B
$11.4M 0.52%
210,526
+5,500
+3% +$295K
JPM icon
44
JPMorgan Chase
JPM
$950B
$11M 0.51%
35,007
+3,689
+12% +$1.1M
XCEM icon
45
Columbia EM Core ex-China ETF
XCEM
$1.86B
$10.7M 0.49%
293,899
+57,202
+24% +$2M
VWO icon
46
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$10.7M 0.49%
196,878
+140,171
+247% +$7.22M
OEF icon
47
iShares S&P 100 ETF
OEF
$19.8B
$9.92M 0.46%
29,798
+5,370
+22% +$1.71M
IBIT icon
48
iShares Bitcoin Trust
IBIT
$47.4B
$9.86M 0.45%
151,658
+135,494
+838% +$8.81M
DFIC icon
49
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$9.55M 0.44%
291,202
+269,406
+1,236% +$8.6M
DMBS icon
50
DoubleLine Mortgage ETF
DMBS
$703M
$9.33M 0.43%
187,820
+53,729
+40% +$2.64M
1
2
3 4 5

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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.