Savvy Advisors Inc Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$30.3M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$29.8M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$27.5M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$20.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$17.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$11.1M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$2.44M |
| 3 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$832K |
| 4 |
UnitedHealth
UNH
|
+$740K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
851
Verisk Analytics
VRSK
$27.7B
| – | – |
-699
| Closed | -$218K |
|
852
Weyerhaeuser
WY
$17.6B
| – | – |
-11,733
| Closed | -$301K |
|
853
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| – | – |
-4,033
| Closed | -$210K |
|
|
MKZR
854
MacKenzie Realty Capital
MKZR
$2.84M
| – | – |
-8,713
| Closed | -$58.4K |
|
Similar funds
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.