Savvy Advisors Inc Portfolio holdings
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 | |
|---|---|---|---|---|---|---|
676
Vodafone
VOD
$37.1B
| – | – |
-11,076
| Closed | -$104K |
|
|
SST.WS
677
DELISTED
System1, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
SST.WS
| – | – |
-16,995
| Closed | -$255 |
|
Similar funds
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.