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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
BEN icon
676
Franklin Resources
BEN
$17.2B
$259K 0.01%
11,193
-9
-0.1% -$222
CL icon
677
Colgate-Palmolive
CL
$73.3B
$259K 0.01%
3,236
-2,358
-42% -$201K
LVS icon
678
Las Vegas Sands
LVS
$32.3B
$258K 0.01%
+4,801
New +$252K
EME icon
679
Emcor
EME
$35.7B
$257K 0.01%
+395
New +$240K
INOD icon
680
Innodata
INOD
$1.96B
$256K 0.01%
+3,324
New +$168K
XSOE icon
681
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$256K 0.01%
6,739
-373
-5% -$13.4K
FLRG icon
682
Fidelity US Multifactor ETF
FLRG
$290M
$255K 0.01%
+6,635
New +$245K
AER icon
683
AerCap
AER
$24.1B
$254K 0.01%
+2,101
New +$245K
WPC icon
684
W.P. Carey
WPC
$16.9B
$254K 0.01%
+3,753
New +$246K
ADSK icon
685
Autodesk
ADSK
$49.6B
$253K 0.01%
797
-202
-20% -$61.6K
OMC icon
686
Omnicom Group
OMC
$21.8B
$253K 0.01%
+3,100
New +$234K
VOOV icon
687
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$253K 0.01%
1,267
+142
+13% +$27.6K
FPE icon
688
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$253K 0.01%
+13,853
New +$250K
EVSD
689
Eaton Vance Short Duration Income ETF
EVSD
$1.35B
$253K 0.01%
+4,914
New +$252K
KEY icon
690
KeyCorp
KEY
$24.2B
$253K 0.01%
13,511
+150
+1% +$2.78K
ARKW icon
691
ARK Web x.0 ETF
ARKW
$1.65B
$252K 0.01%
1,442
+77
+6% +$12.2K
RHI icon
692
Robert Half
RHI
$3.81B
$251K 0.01%
+7,391
New +$277K
HPQ icon
693
HP
HPQ
$24.6B
$251K 0.01%
+9,202
New +$245K
IGIB icon
694
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$251K 0.01%
+4,632
New +$248K
CYBR
695
DELISTED
CyberArk
CYBR
$250K 0.01%
+518
New +$222K
IXN icon
696
iShares Global Tech ETF
IXN
$8.34B
$249K 0.01%
2,417
-27
-1% -$2.61K
AFRM icon
697
Affirm
AFRM
$24.5B
$249K 0.01%
3,410
+373
+12% +$28.4K
DKNG icon
698
DraftKings
DKNG
$11.8B
$248K 0.01%
+6,635
New +$294K
CPRT icon
699
Copart
CPRT
$27.4B
$248K 0.01%
+5,517
New +$260K
CTM icon
700
Castellum
CTM
$67.4M
$247K 0.01%
227,000
+35,900
+19% +$41.7K
26 27
28
29 30

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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.