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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
STRL icon
526
Sterling Infrastructure
STRL
$18.4B
$382K 0.02%
1,124
+109
+11% +$30.9K
VNQI icon
527
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$382K 0.02%
7,994
+1,363
+21% +$63.8K
RGLD icon
528
Royal Gold
RGLD
$16.8B
$380K 0.02%
1,896
+57
+3% +$9.86K
ALL icon
529
Allstate
ALL
$68.4B
$379K 0.02%
1,765
+81
+5% +$16.3K
PYPL icon
530
PayPal
PYPL
$48.6B
$379K 0.02%
5,646
+388
+7% +$27.3K
AUSF icon
531
Global X Adaptive US Factor ETF
AUSF
$896M
$378K 0.02%
8,137
-1,091
-12% -$49.7K
VBK icon
532
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23B
$378K 0.02%
1,270
-33
-3% -$9.53K
LRGF icon
533
iShares US Equity Factor ETF
LRGF
$3.55B
$376K 0.02%
5,447
– –
TPR icon
534
Tapestry
TPR
$30.9B
$376K 0.02%
+3,322
New +$348K
PDX
535
PIMCO Dynamic Income Strategy Fund
PDX
$950M
$376K 0.02%
+15,079
New +$371K
BIDU icon
536
Baidu
BIDU
$37.4B
$376K 0.02%
2,851
-271
-9% -$26.8K
PULS icon
537
PGIM Ultra Short Bond ETF
PULS
$17.7B
$375K 0.02%
+7,533
New +$374K
MTCH icon
538
Match Group
MTCH
$9.11B
$371K 0.02%
+10,499
New +$375K
BSCP
539
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$371K 0.02%
17,919
– –
NUGT icon
540
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$855M
$371K 0.02%
2,400
-4,300
-64% -$426K
EDGI
541
3EDGE Dynamic International Equity ETF
EDGI
$119M
$370K 0.02%
+13,365
New +$356K
ARW icon
542
Arrow Electronics
ARW
$11B
$370K 0.02%
3,060
+1,411
+86% +$177K
TSN icon
543
Tyson Foods
TSN
$21.2B
$370K 0.02%
+6,815
New +$376K
GLDM icon
544
SPDR Gold MiniShares Trust
GLDM
$27.5B
$369K 0.02%
4,826
+1,674
+53% +$115K
DG icon
545
Dollar General
DG
$28B
$368K 0.02%
3,563
+1,569
+79% +$172K
DTE icon
546
DTE Energy
DTE
$29.4B
$368K 0.02%
+2,603
New +$357K
SYY icon
547
Sysco
SYY
$40.6B
$367K 0.02%
+4,461
New +$357K
MRSH
548
Marsh
MRSH
$90.2B
$367K 0.02%
1,821
-217
-11% -$44.6K
MOG.A icon
549
Moog Inc Class A
MOG.A
$11.9B
$367K 0.02%
1,767
+32
+2% +$6.18K
GLW icon
550
Corning
GLW
$121B
$367K 0.02%
+4,471
New +$292K
20 21
22
23 24

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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.