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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
CHKP icon
726
Check Point Software Technologies
CHKP
$13.1B
$234K 0.01%
1,133
+91
+9% +$18.3K
CALI
727
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$428M
$234K 0.01%
4,620
+593
+15% +$30K
VTEC icon
728
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.8B
$233K 0.01%
+2,332
New +$228K
OXY icon
729
Occidental Petroleum
OXY
$55.6B
$232K 0.01%
+4,920
New +$222K
HSY icon
730
Hershey
HSY
$35.9B
$232K 0.01%
1,241
-189
-13% -$34.3K
BKR icon
731
Baker Hughes
BKR
$59.5B
$231K 0.01%
+4,748
New +$209K
SYF icon
732
Synchrony
SYF
$25.1B
$231K 0.01%
+3,252
New +$236K
ROP icon
733
Roper Technologies
ROP
$38.5B
$230K 0.01%
462
-447
-49% -$238K
FNOV icon
734
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$230K 0.01%
4,342
-20
-0.5% -$1.03K
CIEN icon
735
Ciena
CIEN
$52.7B
$229K 0.01%
+1,575
New +$160K
OVV icon
736
Ovintiv
OVV
$17B
$229K 0.01%
+5,663
New +$231K
A icon
737
Agilent Technologies
A
$39.2B
$228K 0.01%
+1,777
New +$215K
GSUS icon
738
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.14B
$227K 0.01%
2,461
– –
SHV icon
739
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$227K 0.01%
2,057
-8
-0.4% -$882
IUSV icon
740
iShares Core S&P US Value ETF
IUSV
$27.2B
$227K 0.01%
2,268
-226
-9% -$22K
CSX icon
741
CSX Corp
CSX
$93B
$226K 0.01%
+6,359
New +$217K
CSGS
742
DELISTED
CSG Systems International
CSGS
$226K 0.01%
+3,504
New +$223K
CGDV icon
743
Capital Group Dividend Value ETF
CGDV
$37.4B
$225K 0.01%
+5,363
New +$220K
HUM icon
744
Humana
HUM
$44B
$224K 0.01%
+862
New +$227K
AME icon
745
Ametek
AME
$55B
$223K 0.01%
+1,188
New +$219K
HFXI icon
746
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$2.02B
$223K 0.01%
+7,201
New +$218K
MKTX icon
747
MarketAxess Holdings
MKTX
$5.78B
$223K 0.01%
+1,278
New +$250K
ENB icon
748
Enbridge
ENB
$121B
$222K 0.01%
+4,402
New +$207K
AHR icon
749
American Healthcare REIT
AHR
$10.7B
$222K 0.01%
+5,276
New +$212K
SMR icon
750
NuScale Power
SMR
$2.98B
$221K 0.01%
+6,151
New +$245K
28 29
30
31 32

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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.