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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
FJUN icon
526
FT Vest US Equity Buffer ETF June
FJUN
$1.33B
$253K 0.02%
+4,710
New +$239K
NXST icon
527
Nexstar Media Group
NXST
$6.01B
$252K 0.02%
+1,456
New +$239K
GWW icon
528
W.W. Grainger
GWW
$64.2B
$251K 0.02%
+241
New +$250K
TSCO icon
529
Tractor Supply
TSCO
$16.3B
$249K 0.02%
4,727
+349
+8% +$17.8K
IWR icon
530
iShares Russell Mid-Cap ETF
IWR
$55.9B
$248K 0.02%
2,702
-337
-11% -$29.1K
VOX icon
531
Vanguard Communication Services ETF
VOX
$5.68B
$248K 0.02%
1,450
-9
-0.6% -$1.38K
SHYG icon
532
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$246K 0.02%
5,700
-1,266
-18% -$53.6K
SLYG icon
533
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$246K 0.02%
+2,768
New +$231K
MRVL icon
534
Marvell Technology
MRVL
$147B
$245K 0.02%
+3,171
New +$198K
XSOE icon
535
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$245K 0.02%
7,112
-228
-3% -$7.3K
URI icon
536
United Rentals
URI
$65.7B
$244K 0.02%
+324
New +$217K
AON icon
537
Aon
AON
$80.6B
$241K 0.02%
+675
New +$245K
DOCU
538
DocuSign
DOCU
$11.1B
$241K 0.02%
3,090
+157
+5% +$12.7K
RCL icon
539
Royal Caribbean
RCL
$86.8B
$238K 0.02%
+761
New +$181K
ITRI icon
540
Itron
ITRI
$4.54B
$237K 0.02%
+1,803
New +$204K
HSY icon
541
Hershey
HSY
$37.3B
$237K 0.02%
+1,430
New +$236K
BDX icon
542
Becton Dickinson
BDX
$46.4B
$237K 0.02%
1,375
+195
+17% +$35.7K
IUSV icon
543
iShares Core S&P US Value ETF
IUSV
$27.3B
$236K 0.02%
+2,494
New +$225K
EFAV icon
544
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$235K 0.02%
+2,799
New +$229K
STE icon
545
Steris
STE
$22.9B
$235K 0.02%
+978
New +$228K
BOND icon
546
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$235K 0.02%
+2,544
New +$231K
INCM icon
547
Franklin Income Focus ETF
INCM
$1.69B
$234K 0.02%
8,663
+11
+0.1% +$289
WSM icon
548
Williams-Sonoma
WSM
$27.5B
$234K 0.02%
1,434
-32
-2% -$5.02K
STRL icon
549
Sterling Infrastructure
STRL
$15.2B
$234K 0.02%
+1,015
New +$177K
WAB icon
550
Wabtec
WAB
$49.3B
$234K 0.02%
+1,116
New +$215K
20 21
22
23 24

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ACH
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OIMU
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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.