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SAI

Savvy Advisors Inc Portfolio holdings

AUM $4.71B
1-Year Est. Return 25.36%
This Fund
S&P 500
This Quarter Est. Return
+14.31%
1 Year Est. Return
+25.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.71B
AUM Growth
+$964M
Cap. Flow
+$534M
Cap. Flow %
11.34%
Top 10 Hldgs %
26.9%
Holding
1,351
New
210
Increased
678
Reduced
334
Closed
90

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.3M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$23M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.2M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$15.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$13.8M

Top Sells

Rank Stock Value
1
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$8.65M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.65M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$6.28M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.63M
5
SNDK
Sandisk
SNDK
+$4.07M

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.26%
2 Technology 12.37%
3 Financials 4.32%
4 Communication Services 2.63%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
51
iShares Core MSCI EAFE ETF
IEFA
$197B
$17.7M 0.38%
183,407
+3,093
+2% +$297K
SCHD icon
52
Schwab US Dividend Equity ETF
SCHD
$112B
$17.7M 0.38%
558,571
-23,483
-4% -$745K
VB icon
53
Vanguard Morningstar Small-Cap ETF
VB
$81B
$17.4M 0.37%
57,241
+935
+2% +$268K
TBIL
54
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
$17.3M 0.37%
347,022
-125,736
-27% -$6.28M
XCEM icon
55
Columbia EM Core ex-China ETF
XCEM
$2.12B
$16.8M 0.36%
317,166
-21,952
-6% -$1.07M
SCHX icon
56
Schwab US Large- Cap ETF
SCHX
$74.5B
$16.2M 0.34%
551,255
+45
+0% +$1.28K
VWO icon
57
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$16.1M 0.34%
270,263
+5,722
+2% +$336K
AMD icon
58
Advanced Micro Devices
AMD
$780B
$15.4M 0.33%
26,563
+2,148
+9% +$881K
ABBV icon
59
AbbVie
ABBV
$453B
$15.2M 0.32%
60,465
+15,907
+36% +$3.42M
DFIV icon
60
Dimensional International Value ETF
DFIV
$22.5B
$14.4M 0.3%
265,857
+22,151
+9% +$1.22M
CAT icon
61
Caterpillar
CAT
$374B
$14.2M 0.3%
13,373
+1,429
+12% +$1.26M
SGOV icon
62
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$14.2M 0.3%
140,738
+28,800
+26% +$2.9M
VONG icon
63
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$14.1M 0.3%
110,114
+21,854
+25% +$2.71M
ZAP
64
Global X U.S. Electrification ETF
ZAP
$462M
$13.9M 0.29%
400,321
+75,227
+23% +$2.53M
JBND icon
65
JPMorgan Active Bond ETF
JBND
$8.65B
$13.7M 0.29%
256,492
+40,946
+19% +$2.19M
VTIP icon
66
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$13.6M 0.29%
270,802
+179,517
+197% +$9.02M
SPYM
67
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$13.5M 0.29%
153,247
+1,032
+0.7% +$88K
XOM icon
68
ExxonMobil
XOM
$656B
$13.4M 0.28%
98,108
+4,586
+5% +$686K
DTD icon
69
WisdomTree US Total Dividend Fund
DTD
$1.67B
$13.1M 0.28%
+141,011
New +$12.9M
JNJ icon
70
Johnson & Johnson
JNJ
$663B
$13.1M 0.28%
51,624
+9,178
+22% +$2.14M
V icon
71
Visa
V
$700B
$12.9M 0.27%
37,620
+4,457
+13% +$1.43M
IJH icon
72
iShares Core S&P Mid-Cap ETF
IJH
$126B
$12.9M 0.27%
167,203
+8,422
+5% +$618K
DFUS
73
Dimensional US Equity ETF
DFUS
$21.7B
$12.6M 0.27%
153,965
+6,960
+5% +$550K
BCI icon
74
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.4B
$12.5M 0.27%
559,713
+187,625
+50% +$4.55M
WMT icon
75
Walmart Inc
WMT
$850B
$12.4M 0.26%
109,728
-16
-0% -$1.99K
1 2
3
4 5

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JRP
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CA
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NHC
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VFA
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TP
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TCIM
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Savvy Advisors Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Savvy Advisors Inc held 1,351 positions worth $4.71B, up 26% from $3.75B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Savvy Advisors Inc deployed $534M of net new capital in Q2 2026, opening 210 new positions and adding to 678 existing holdings. Its largest new stake was WisdomTree US Total Dividend Fund: 141,011 shares worth $13.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, down from 69% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR Portfolio Emerging Markets ETF, an estimated $8.65M trimmed.

  • Savvy Advisors Inc's largest Q2 2026 buy was WisdomTree US Total Dividend Fund: 141,011 shares worth $13.1M.
  • Savvy Advisors Inc added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $23.3M increase.
  • Savvy Advisors Inc's biggest Q2 2026 reduction was State Street SPDR Portfolio Emerging Markets ETF, cutting an estimated $8.65M.
  • Savvy Advisors Inc fully exited Vanguard US Minimum Volatility ETF in Q2 2026, selling an estimated $1.84M.
  • Savvy Advisors Inc's ten largest holdings make up 27% of its $4.71B portfolio in Q2 2026.
  • Savvy Advisors Inc opened 210 new positions and closed 90 in Q2 2026.
  • Savvy Advisors Inc's portfolio value rose 26% quarter-over-quarter to $4.71B.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.