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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
CIBR icon
601
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$313K 0.01%
+4,118
New +$304K
MBB icon
602
iShares MBS ETF
MBB
$38.9B
$313K 0.01%
3,287
-2,563
-44% -$241K
CRH icon
603
CRH
CRH
$63.2B
$312K 0.01%
+2,601
New +$275K
IWO icon
604
iShares Russell 2000 Growth ETF
IWO
$14.3B
$312K 0.01%
+974
New +$294K
VTR icon
605
Ventas
VTR
$48B
$311K 0.01%
+4,447
New +$299K
ACMR icon
606
ACM Research
ACMR
$5.42B
$311K 0.01%
+7,943
New +$236K
NXST icon
607
Nexstar Media Group
NXST
$5.82B
$310K 0.01%
1,570
+114
+8% +$22.3K
MEDP icon
608
Medpace
MEDP
$16.1B
$309K 0.01%
+601
New +$262K
PAGP icon
609
Plains GP Holdings
PAGP
$5.21B
$308K 0.01%
+16,900
New +$323K
ELV icon
610
Elevance Health
ELV
$81.5B
$307K 0.01%
949
+139
+17% +$43.2K
STX icon
611
Seagate
STX
$194B
$306K 0.01%
+1,297
New +$221K
XAR icon
612
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$306K 0.01%
1,303
+300
+30% +$65.5K
USIG icon
613
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$305K 0.01%
+5,846
New +$302K
EMGF icon
614
iShares Emerging Markets Equity Factor ETF
EMGF
$1.82B
$304K 0.01%
5,378
+1,526
+40% +$82.3K
AON icon
615
Aon
AON
$76.5B
$304K 0.01%
853
+178
+26% +$64.4K
NDAQ icon
616
Nasdaq
NDAQ
$52.7B
$304K 0.01%
+3,439
New +$319K
LECO icon
617
Lincoln Electric
LECO
$14.3B
$304K 0.01%
+1,288
New +$302K
ED icon
618
Consolidated Edison
ED
$40.1B
$302K 0.01%
3,002
+680
+29% +$68.2K
FAST icon
619
Fastenal
FAST
$54.7B
$300K 0.01%
+6,125
New +$289K
UAN icon
620
CVR Partners
UAN
$1.36B
$299K 0.01%
3,323
-808
-20% -$72.9K
TXT icon
621
Textron
TXT
$14.7B
$299K 0.01%
3,536
-238
-6% -$19.4K
DMXF icon
622
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$299K 0.01%
3,944
+7
+0.2% +$521
CFG icon
623
Citizens Financial Group
CFG
$30.3B
$298K 0.01%
+5,615
New +$279K
CHWY icon
624
Chewy
CHWY
$9.25B
$297K 0.01%
+7,345
New +$283K
ZS icon
625
Zscaler
ZS
$24.5B
$297K 0.01%
+990
New +$282K
23 24
25
26 27

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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.