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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
SDVY icon
576
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$333K 0.02%
8,747
+2,643
+43% +$98K
CI icon
577
Cigna
CI
$76.1B
$331K 0.02%
1,149
+267
+30% +$79K
FTCB icon
578
First Trust Core Investment Grade ETF
FTCB
$2.53B
$331K 0.02%
+15,527
New +$328K
SUSC icon
579
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$330K 0.02%
14,024
-12
-0.1% -$279
EES icon
580
WisdomTree US SmallCap Earnings Fund
EES
$720M
$330K 0.02%
5,910
+2
+0% +$108
VEEV icon
581
Veeva Systems
VEEV
$32.7B
$330K 0.02%
+1,108
New +$312K
XERS icon
582
Xeris Biopharma Holdings
XERS
$1.45B
$329K 0.02%
40,465
– –
AVDE icon
583
Avantis International Equity ETF
AVDE
$18.2B
$329K 0.02%
4,169
-129
-3% -$9.82K
GCOW icon
584
Pacer Global Cash Cows Dividend ETF
GCOW
$3.43B
$329K 0.02%
8,292
-425
-5% -$16.7K
HII icon
585
Huntington Ingalls Industries
HII
$12.6B
$327K 0.02%
+1,136
New +$303K
FCOM icon
586
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$327K 0.02%
4,602
-186
-4% -$12.6K
ET icon
587
Energy Transfer Partners
ET
$69.6B
$327K 0.02%
19,031
-322
-2% -$5.64K
AIG icon
588
American International
AIG
$41.8B
$326K 0.02%
4,154
+1,616
+64% +$129K
KKR icon
589
KKR & Co
KKR
$90.7B
$325K 0.01%
2,501
+774
+45% +$110K
IWN icon
590
iShares Russell 2000 Value ETF
IWN
$14.4B
$325K 0.01%
+1,838
New +$310K
VOOG icon
591
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$325K 0.01%
4,470
+978
+28% +$67.6K
ALNY icon
592
Alnylam Pharmaceuticals
ALNY
$27.5B
$324K 0.01%
+710
New +$289K
VSXY
593
Victoria's Secret
VSXY
$7.01B
$323K 0.01%
11,895
+346
+3% +$7.77K
IFGL icon
594
iShares International Developed Real Estate ETF
IFGL
$84M
$322K 0.01%
13,986
-1,350
-9% -$30.8K
MCHP icon
595
Microchip Technology
MCHP
$40.7B
$319K 0.01%
4,973
-538
-10% -$36.5K
UAL icon
596
United Airlines
UAL
$40.1B
$319K 0.01%
+3,308
New +$318K
EBAY icon
597
eBay
EBAY
$50.4B
$319K 0.01%
3,505
-25
-0.7% -$2.21K
CNI icon
598
Canadian National Railway
CNI
$76.9B
$316K 0.01%
3,349
-1,261
-27% -$122K
BTC
599
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$314K 0.01%
+6,201
New +$315K
HPE icon
600
Hewlett Packard
HPE
$62.4B
$313K 0.01%
12,748
+1,803
+16% +$39.9K
22 23
24
25 26

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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.