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
+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
CI icon
501
Cigna
CI
$78.4B
$292K 0.02%
+882
New +$284K
CATH icon
502
Global X S&P 500 Catholic Values ETF
CATH
$1.26B
$291K 0.02%
+3,861
New +$269K
FAUG icon
503
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$291K 0.02%
5,937
– –
AZO icon
504
AutoZone
AZO
$51.3B
$290K 0.02%
78
+15
+24% +$55.3K
BINC icon
505
BlackRock Flexible Income ETF
BINC
$16.1B
$288K 0.02%
5,443
+418
+8% +$21.8K
USB icon
506
US Bancorp
USB
$97.9B
$287K 0.02%
+6,351
New +$267K
IWS icon
507
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$284K 0.02%
2,148
-3,006
-58% -$377K
SNPS icon
508
Synopsys
SNPS
$71.6B
$282K 0.02%
551
+19
+4% +$8.85K
RUSHA icon
509
Rush Enterprises Class A
RUSHA
$6.34B
$282K 0.02%
5,483
+954
+21% +$48.5K
IWP icon
510
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$281K 0.02%
2,029
-1,832
-47% -$232K
VGT icon
511
Vanguard Information Technology ETF
VGT
$133B
$280K 0.02%
3,368
-1,552
-32% -$113K
ADI icon
512
Analog Devices
ADI
$172B
$279K 0.02%
+1,170
New +$244K
IRM icon
513
Iron Mountain
IRM
$35.9B
$277K 0.02%
2,701
+33
+1% +$3.11K
VXF icon
514
Vanguard Extended Market ETF
VXF
$30B
$275K 0.02%
1,428
+141
+11% +$25K
DTH icon
515
WisdomTree International High Dividend Fund
DTH
$644M
$271K 0.02%
5,843
– –
ICOW icon
516
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.8B
$270K 0.02%
7,941
-2,450
-24% -$79.1K
BIBL icon
517
Inspire 100 ETF
BIBL
$474M
$270K 0.02%
6,533
– –
AOS icon
518
A.O. Smith
AOS
$8.55B
$268K 0.02%
4,089
+35
+0.9% +$2.29K
BIDU icon
519
Baidu
BIDU
$35.7B
$268K 0.02%
3,122
+45
+1% +$3.88K
BEN icon
520
Franklin Resources
BEN
$16.8B
$267K 0.02%
11,202
-728
-6% -$15K
DFSV
521
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$267K 0.02%
9,074
-290
-3% -$8.03K
EBAY icon
522
eBay
EBAY
$51.2B
$263K 0.02%
+3,530
New +$250K
TGT icon
523
Target
TGT
$66.3B
$263K 0.02%
+2,664
New +$256K
MET icon
524
MetLife
MET
$62.4B
$260K 0.02%
3,234
+681
+27% +$52.6K
IWD icon
525
iShares Russell 1000 Value ETF
IWD
$81.4B
$256K 0.02%
1,317
-1,005
-43% -$186K
19 20
21
22 23

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 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.