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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
TLN
776
Talen Energy Corp
TLN
$15.1B
$205K 0.01%
+483
New +$175K
DGRO icon
777
iShares Core Dividend Growth ETF
DGRO
$42.8B
$205K 0.01%
+3,016
New +$199K
POWL icon
778
Powell Industries
POWL
$6.79B
$205K 0.01%
+2,016
New +$171K
NVG icon
779
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$204K 0.01%
+16,620
New +$198K
XLC icon
780
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$202K 0.01%
+1,709
New +$190K
URA icon
781
Global X Uranium ETF
URA
$5.21B
$202K 0.01%
+4,227
New +$174K
DUOL icon
782
Duolingo
DUOL
$6.53B
$201K 0.01%
+624
New +$209K
NUE icon
783
Nucor
NUE
$58.3B
$201K 0.01%
+1,483
New +$210K
PATH icon
784
UiPath
PATH
$6.52B
$201K 0.01%
+15,000
New +$177K
SANM icon
785
Sanmina
SANM
$8.78B
$200K 0.01%
+1,740
New +$196K
BPOP icon
786
Popular Inc
BPOP
$11B
$200K 0.01%
+1,576
New +$188K
HBM icon
787
Hudbay
HBM
$9.76B
$191K 0.01%
12,576
-668
-5% -$7.65K
BRSL
788
Brightstar Lottery PLC
BRSL
$1.9B
$185K 0.01%
10,703
-18
-0.2% -$288
HST icon
789
Host Hotels & Resorts
HST
$17.5B
$181K 0.01%
+10,606
New +$176K
VCV icon
790
Invesco California Value Municipal Income Trust
VCV
$517M
$180K 0.01%
+17,030
New +$176K
ADT icon
791
ADT
ADT
$5.43B
$177K 0.01%
+20,369
New +$175K
BSM icon
792
Black Stone Minerals
BSM
$3.14B
$172K 0.01%
13,117
-2,303
-15% -$29K
MVF
793
DELISTED
BlackRock MuniVest Fund
MVF
$163K 0.01%
23,765
+386
+2% +$2.58K
OBDC icon
794
Blue Owl Capital
OBDC
$5.35B
$162K 0.01%
12,670
+517
+4% +$7.36K
RITM icon
795
Rithm Capital
RITM
$5.58B
$156K 0.01%
13,666
+1,764
+15% +$21.4K
NDMO icon
796
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
$155K 0.01%
14,962
+1,000
+7% +$10K
ILPT
797
Industrial Logistics Properties Trust
ILPT
$582M
$154K 0.01%
26,400
-3,300
-11% -$19K
SLP icon
798
Simulations Plus
SLP
$371M
$153K 0.01%
10,168
– –
KTF
799
DWS Municipal Income Trust
KTF
$345M
$153K 0.01%
+16,676
New +$147K
ACHR icon
800
Archer Aviation
ACHR
$3.42B
$143K 0.01%
14,912
+2,080
+16% +$20.6K
30 31
32
33 34

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BCL
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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.