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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
EG icon
551
Everest Group
EG
$14.5B
$366K 0.02%
+1,045
New +$353K
FDEC icon
552
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$364K 0.02%
7,387
-200
-3% -$9.58K
LYFT icon
553
Lyft
LYFT
$5.9B
$363K 0.02%
+16,510
New +$276K
TPL icon
554
Texas Pacific Land
TPL
$27.2B
$362K 0.02%
+1,164
New +$367K
COR icon
555
Cencora
COR
$60.7B
$362K 0.02%
1,157
+72
+7% +$21.2K
NZF icon
556
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$360K 0.02%
28,688
+2,787
+11% +$33.4K
VXF icon
557
Vanguard Extended Market ETF
VXF
$30.4B
$357K 0.02%
1,706
+278
+19% +$56.2K
NULG icon
558
Nuveen ESG Large-Cap Growth ETF
NULG
$2.67B
$356K 0.02%
3,578
+417
+13% +$40.5K
TAGG icon
559
T. Rowe Price QM US Bond ETF
TAGG
$2.33B
$353K 0.02%
8,204
+12
+0.1% +$513
CME icon
560
CME Group
CME
$96.1B
$353K 0.02%
1,306
+103
+9% +$28K
ORI icon
561
Old Republic International
ORI
$10.6B
$352K 0.02%
+8,286
New +$320K
QBTS icon
562
D-Wave Quantum Inc. Common Stock
QBTS
$6.66B
$351K 0.02%
14,201
-24,342
-63% -$443K
HOOD icon
563
Robinhood
HOOD
$77.9B
$350K 0.02%
+2,442
New +$266K
ADI icon
564
Analog Devices
ADI
$179B
$349K 0.02%
1,422
+252
+22% +$60.6K
VST icon
565
Vistra
VST
$50.1B
$349K 0.02%
1,779
+604
+51% +$120K
FXI icon
566
iShares China Large-Cap ETF
FXI
$4.37B
$347K 0.02%
8,438
– –
RGTI icon
567
Rigetti Computing
RGTI
$4.94B
$346K 0.02%
11,629
-17,386
-60% -$305K
DHR icon
568
Danaher
DHR
$138B
$346K 0.02%
1,747
-1,480
-46% -$294K
JGRO icon
569
JPMorgan Active Growth ETF
JGRO
$9.31B
$346K 0.02%
3,688
-1,299
-26% -$116K
AOS icon
570
A.O. Smith
AOS
$8.24B
$345K 0.02%
4,698
+609
+15% +$43.5K
ITT icon
571
ITT
ITT
$17.3B
$345K 0.02%
+1,928
New +$323K
RUSHA icon
572
Rush Enterprises Class A
RUSHA
$6.21B
$344K 0.02%
6,431
+948
+17% +$52.8K
XLI icon
573
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$342K 0.02%
2,219
+108
+5% +$16.4K
FJUL icon
574
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
$341K 0.02%
+6,233
New +$332K
LMBS icon
575
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$339K 0.02%
+6,818
New +$337K
21 22
23
24 25

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BCL
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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.