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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
FERG icon
626
Ferguson
FERG
$43.9B
$297K 0.01%
+1,321
New +$299K
CRS icon
627
Carpenter Technology
CRS
$25B
$296K 0.01%
1,204
+2
+0.2% +$511
MTZ icon
628
MasTec
MTZ
$25.6B
$295K 0.01%
+1,384
New +$253K
PPL
629
PPL Corp
PPL
$26.8B
$294K 0.01%
+7,900
New +$284K
OTIS icon
630
Otis Worldwide
OTIS
$27.3B
$293K 0.01%
+3,208
New +$291K
VOX icon
631
Vanguard Communication Services ETF
VOX
$5.52B
$293K 0.01%
1,561
+111
+8% +$19.8K
IP icon
632
International Paper
IP
$22.8B
$290K 0.01%
+6,261
New +$306K
BIBL icon
633
Inspire 100 ETF
BIBL
$481M
$290K 0.01%
6,533
– –
AEIS icon
634
Advanced Energy
AEIS
$11B
$290K 0.01%
1,704
+173
+11% +$26.1K
LNG icon
635
Cheniere Energy
LNG
$54.1B
$288K 0.01%
1,226
+331
+37% +$77.8K
ROL icon
636
Rollins
ROL
$18.5B
$287K 0.01%
+4,890
New +$278K
DTH icon
637
WisdomTree International High Dividend Fund
DTH
$655M
$287K 0.01%
5,843
– –
CNC icon
638
Centene
CNC
$30.1B
$285K 0.01%
+7,987
New +$241K
GRWG icon
639
GrowGeneration
GRWG
$87.1M
$284K 0.01%
151,682
+71,030
+88% +$97.4K
GWRE icon
640
Guidewire Software
GWRE
$12.8B
$282K 0.01%
+1,227
New +$279K
BBVA icon
641
Banco Bilbao Vizcaya Argentaria
BBVA
$152B
$282K 0.01%
14,644
+544
+4% +$9.51K
XYZ
642
Block Inc
XYZ
$49.2B
$282K 0.01%
+3,897
New +$292K
IRM icon
643
Iron Mountain
IRM
$37.1B
$281K 0.01%
2,761
+60
+2% +$5.78K
WEC icon
644
WEC Energy
WEC
$35.9B
$281K 0.01%
+2,454
New +$266K
KRMN
645
Karman Holdings
KRMN
$6.26B
$281K 0.01%
+3,891
New +$213K
SCUS
646
Schwab Ultra-Short Income ETF
SCUS
$242M
$280K 0.01%
+11,079
New +$279K
BRO icon
647
Brown & Brown
BRO
$23.7B
$280K 0.01%
+2,983
New +$291K
MGM icon
648
MGM Resorts International
MGM
$11.7B
$279K 0.01%
+8,059
New +$296K
XLV icon
649
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$279K 0.01%
2,002
+271
+16% +$36.7K
HIG icon
650
Hartford Financial Services
HIG
$39.2B
$278K 0.01%
2,082
-256
-11% -$32.8K
24 25
26
27 28

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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.