We are live on ! Find out more
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
CCL icon
751
Carnival Corporation Ltd
CCL
$38.1B
$219K 0.01%
+7,584
New +$229K
ROST icon
752
Ross Stores
ROST
$80.8B
$219K 0.01%
+1,437
New +$205K
HASI icon
753
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.8B
$218K 0.01%
+7,112
New +$196K
XLF icon
754
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
$218K 0.01%
4,048
+198
+5% +$10.5K
CW icon
755
Curtiss-Wright
CW
$26.8B
$218K 0.01%
+401
New +$198K
ZM icon
756
Zoom
ZM
$27.8B
$217K 0.01%
+2,633
New +$205K
WAB icon
757
Wabtec
WAB
$49.4B
$216K 0.01%
1,078
-38
-3% -$7.5K
FEM icon
758
First Trust Emerging Markets AlphaDEX Fund
FEM
$737M
$216K 0.01%
+7,962
New +$207K
GNR icon
759
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.77B
$215K 0.01%
+3,636
New +$207K
VFMF icon
760
Vanguard US Multifactor ETF
VFMF
$720M
$215K 0.01%
1,489
– –
QDEC icon
761
FT Vest Growth-100 Buffer ETF December
QDEC
$686M
$215K 0.01%
6,894
-465
-6% -$14K
HIMS icon
762
Hims & Hers Health
HIMS
$6.33B
$214K 0.01%
+3,777
New +$194K
PFFD icon
763
Global X US Preferred ETF
PFFD
$2.15B
$214K 0.01%
10,996
-382
-3% -$7.38K
DOCU
764
DocuSign
DOCU
$10.5B
$214K 0.01%
2,963
-127
-4% -$9.79K
WB icon
765
Weibo
WB
$1.99B
$213K 0.01%
+17,191
New +$188K
AMLP icon
766
Alerian MLP ETF
AMLP
$12.9B
$213K 0.01%
+4,539
New +$219K
DPZ icon
767
Domino's
DPZ
$11.5B
$212K 0.01%
492
+22
+5% +$9.99K
FNCL icon
768
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$212K 0.01%
2,778
-320
-10% -$24.1K
SAP icon
769
SAP
SAP
$211B
$211K 0.01%
+788
New +$222K
CRVO icon
770
CervoMed
CRVO
$23M
$210K 0.01%
+25,922
New +$222K
MANH icon
771
Manhattan Associates
MANH
$11.1B
$209K 0.01%
+1,021
New +$216K
MTD icon
772
Mettler-Toledo International
MTD
$28.3B
$209K 0.01%
+170
New +$213K
FIS icon
773
Fidelity National Information Services
FIS
$23.2B
$208K 0.01%
+3,159
New +$230K
TD icon
774
Toronto Dominion Bank
TD
$199B
$207K 0.01%
+2,587
New +$194K
PKG icon
775
Packaging Corp of America
PKG
$21.8B
$206K 0.01%
+945
New +$195K
29 30
31
32 33

Similar funds

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
OIMU
Osmosis Investment Management UK London, United Kingdom $3.72B AUM
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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.