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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
(+51%)
Cap. Flow
+$386M
Cap. Flow
% of AUM
25.75%
Top 10 Holdings %
Top 10 Hldgs %
36.37%
Holding
677
New
159
Increased
357
Reduced
118
Closed
29
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$37.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$32M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$25.6M |
| 4 |
Microsoft
MSFT
|
+$12.7M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$11.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Short Russell2000
RWM
|
+$2.83M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.33M |
| 3 |
Schwab Municipal Bond ETF
SCMB
|
+$869K |
| 4 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$760K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
MVF
626
DELISTED
BlackRock MuniVest Fund
MVF
| $154K | 0.01% |
23,379
+360
| +2% | +$2.43K |
|
627
Enovix
ENVX
$803M
| $147K | 0.01% |
+16,277
| New | +$106K |
|
628
Haleon
HLN
$45.3B
| $144K | 0.01% |
+13,885
| New | +$146K |
|
629
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
| $141K | 0.01% |
13,962
+3,124
| +29% | +$31.1K |
|
630
Hudbay
HBM
$9.76B
| $141K | 0.01% |
+13,244
| New | +$110K |
|
631
Archer Aviation
ACHR
$3.42B
| $139K | 0.01% |
+12,832
| New | +$120K |
|
|
ILPT
632
Industrial Logistics Properties Trust
ILPT
$582M
| $135K | 0.01% |
+29,700
| New | +$98.3K |
|
633
Rithm Capital
RITM
$5.58B
| $134K | 0.01% |
+11,902
| New | +$131K |
|
634
Algonquin Power & Utilities
AQN
$4.59B
| $108K | 0.01% |
+18,800
| New | +$103K |
|
635
Lloyds Banking Group
LYG
$85.2B
| $96.9K | 0.01% |
22,809
+1,464
| +7% | +$5.82K |
|
636
Viatris
VTRS
$20.8B
| $91.4K | 0.01% |
+10,236
| New | +$86.5K |
|
|
STKL
637
DELISTED
SunOpta
STKL
| $88.9K | 0.01% |
+15,333
| New | +$80.5K |
|
638
Safe Bulkers
SB
$772M
| $87.4K | 0.01% |
+24,200
| New | +$86.6K |
|
639
Nordic American Tanker
NAT
$1.36B
| $81.3K | 0.01% |
+30,919
| New | +$80.7K |
|
640
GrowGeneration
GRWG
$84.7M
| $75.4K | 0.01% |
80,652
| – | – |
|
|
MKZR
641
MacKenzie Realty Capital
MKZR
$2.84M
| $58.4K | ﹤0.01% |
8,713
+7,246
| +494% | +$74.4K |
|
642
Community Health Systems
CYH
$382M
| $39.8K | ﹤0.01% |
+11,700
| New | +$37.6K |
|
|
NXDR
643
Nextdoor Holdings
NXDR
$885M
| $35.3K | ﹤0.01% |
21,266
| – | – |
|
|
OPI
644
DELISTED
Office Properties Income Trust
OPI
| $31.2K | ﹤0.01% |
+126,500
| New | +$35.6K |
|
|
HCWC
645
Healthy Choice Wellness
HCWC
$4.92M
| $22.8K | ﹤0.01% |
+56,504
| New | +$23.3K |
|
646
Network-1 Technologies
NTIP
$37.5M
| $19.5K | ﹤0.01% |
16,000
| – | – |
|
647
Polestar Automotive Holding UK
PSNY
$1.97B
| $17K | ﹤0.01% |
529
-16
| -3% | -$508 |
|
648
BioVie
BIVI
$9.5M
| $9.25K | ﹤0.01% |
+1,000
| New | +$9.88K |
|
649
Ambev
ABEV
$47.9B
| – | – |
-32,639
| Closed | -$76K |
|
|
AMRN
650
Amarin Corp
AMRN
$297M
| – | – |
-1,095
| Closed | -$9.81K |
|
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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.