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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
LNG icon
576
Cheniere Energy
LNG
$54.2B
$218K 0.01%
+895
New +$207K
VRSK icon
577
Verisk Analytics
VRSK
$27.9B
$218K 0.01%
+699
New +$212K
AIG icon
578
American International
AIG
$42.5B
$217K 0.01%
+2,538
New +$211K
UPST icon
579
Upstart Holdings
UPST
$2.55B
$217K 0.01%
+3,358
New +$165K
BBVA icon
580
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$217K 0.01%
+14,100
New +$203K
FTNT icon
581
Fortinet
FTNT
$112B
$217K 0.01%
+2,049
New +$207K
QDEC icon
582
FT Vest Growth-100 Buffer ETF December
QDEC
$673M
$216K 0.01%
+7,359
New +$200K
SDVY icon
583
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$215K 0.01%
+6,104
New +$205K
DCI icon
584
Donaldson
DCI
$10.7B
$215K 0.01%
+3,095
New +$208K
PFFD icon
585
Global X US Preferred ETF
PFFD
$2.13B
$214K 0.01%
+11,378
New +$212K
VSXY
586
Victoria's Secret
VSXY
$7.09B
$214K 0.01%
11,549
+1,039
+10% +$20.3K
BNY
587
Bank of New York Mellon
BNY
$103B
$213K 0.01%
+2,334
New +$198K
PNC icon
588
PNC Financial Services
PNC
$99.1B
$212K 0.01%
1,140
-50
-4% -$8.46K
VOOV icon
589
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$212K 0.01%
+1,125
New +$203K
DPZ icon
590
Domino's
DPZ
$11.9B
$212K 0.01%
+470
New +$221K
VSS icon
591
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$212K 0.01%
+1,574
New +$194K
XAR icon
592
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.78B
$212K 0.01%
+1,003
New +$182K
IGM icon
593
iShares Expanded Tech Sector ETF
IGM
$9.57B
$211K 0.01%
+1,881
New +$185K
GSUS icon
594
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.09B
$211K 0.01%
+2,461
New +$194K
DUHP icon
595
Dimensional US High Profitability ETF
DUHP
$12.1B
$210K 0.01%
+5,916
New +$198K
ARW icon
596
Arrow Electronics
ARW
$10.5B
$210K 0.01%
+1,649
New +$189K
XLG icon
597
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$210K 0.01%
+4,033
New +$192K
AFRM icon
598
Affirm
AFRM
$23.5B
$210K 0.01%
+3,037
New +$157K
FDLO icon
599
Fidelity Low Volatility Factor ETF
FDLO
$1.42B
$209K 0.01%
+3,329
New +$200K
BBY icon
600
Best Buy
BBY
$19B
$207K 0.01%
+3,078
New +$209K
22 23
24
25 26

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OIMU
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SPPAM
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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.