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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
TMFC icon
701
Motley Fool 100 Index ETF
TMFC
$2.03B
$247K 0.01%
+3,508
New +$235K
CHTR icon
702
Charter Communications
CHTR
$16.9B
$247K 0.01%
+899
New +$272K
MLI icon
703
Mueller Industries
MLI
$14.8B
$247K 0.01%
+4,884
New +$224K
SNV
704
DELISTED
Synovus
SNV
$247K 0.01%
+5,024
New +$257K
TGT icon
705
Target
TGT
$65.6B
$245K 0.01%
2,735
+71
+3% +$6.99K
SPHY icon
706
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$245K 0.01%
+10,244
New +$243K
IPAC icon
707
iShares Core MSCI Pacific ETF
IPAC
$2.68B
$245K 0.01%
3,336
– –
BWA icon
708
BorgWarner
BWA
$13.2B
$244K 0.01%
+5,552
New +$222K
MRVL icon
709
Marvell Technology
MRVL
$165B
$244K 0.01%
2,897
-274
-9% -$20.2K
FHLC icon
710
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$243K 0.01%
+3,637
New +$235K
BP icon
711
BP
BP
$114B
$242K 0.01%
+7,035
New +$236K
PSIX
712
Power Solutions International
PSIX
$641M
$242K 0.01%
+2,466
New +$219K
NBIX icon
713
Neurocrine Biosciences
NBIX
$18.7B
$242K 0.01%
+1,724
New +$234K
INCM icon
714
Franklin Income Focus ETF
INCM
$1.7B
$242K 0.01%
8,722
+59
+0.7% +$1.62K
PCAR icon
715
PACCAR
PCAR
$70.4B
$241K 0.01%
+2,456
New +$242K
NTRA icon
716
Natera
NTRA
$38.6B
$241K 0.01%
+1,495
New +$237K
TEL icon
717
TE Connectivity
TEL
$59.9B
$239K 0.01%
+1,090
New +$218K
DKS icon
718
Dick's Sporting Goods
DKS
$17.9B
$239K 0.01%
+1,077
New +$234K
THC icon
719
Tenet Healthcare
THC
$21.8B
$239K 0.01%
+1,178
New +$209K
BMO icon
720
Bank of Montreal
BMO
$125B
$238K 0.01%
1,831
-36
-2% -$4.26K
FENI icon
721
Fidelity Enhanced International ETF
FENI
$10.9B
$238K 0.01%
6,745
-140
-2% -$4.77K
MOH icon
722
Molina Healthcare
MOH
$10.2B
$237K 0.01%
+1,241
New +$228K
SCI icon
723
Service Corp International
SCI
$11.8B
$237K 0.01%
2,851
+125
+5% +$9.97K
SCHJ icon
724
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$237K 0.01%
+9,483
New +$235K
EXR icon
725
Extra Space Storage
EXR
$31.3B
$235K 0.01%
+1,669
New +$240K
27 28
29
30 31

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ACH
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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.