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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
JCPB icon
901
JPMorgan Core Plus Bond ETF
JCPB
$14.6B
$364K 0.01%
7,762
+1,100
+17% +$51.6K
IJJ icon
902
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$364K 0.01%
+2,465
New +$349K
CCL icon
903
Carnival Corporation Ltd
CCL
$32.2B
$364K 0.01%
12,734
+2,805
+28% +$76.6K
DSM
904
BNY Mellon Strategic Municipal Bond Fund
DSM
$283M
$363K 0.01%
59,072
-3,150
-5% -$19.2K
ET icon
905
Energy Transfer Partners
ET
$74B
$360K 0.01%
18,835
+2,231
+13% +$43.2K
AKAM icon
906
Akamai
AKAM
$15.1B
$359K 0.01%
+3,041
New +$379K
MKSI icon
907
MKS Inc
MKSI
$17.6B
$359K 0.01%
+808
New +$253K
MMIN icon
908
NYLIM MacKay Muni Insured ETF
MMIN
$473M
$359K 0.01%
14,841
+227
+2% +$5.45K
NVT icon
909
nVent Electric
NVT
$25.3B
$359K 0.01%
+2,116
New +$330K
GABC icon
910
German American Bancorp
GABC
$1.88B
$359K 0.01%
7,558
+87
+1% +$3.82K
FHLC icon
911
Fidelity MSCI Health Care Index ETF
FHLC
$3.5B
$359K 0.01%
4,643
-150
-3% -$10.8K
CCI icon
912
Crown Castle
CCI
$32.3B
$358K 0.01%
+4,728
New +$415K
PINS icon
913
Pinterest
PINS
$11.6B
$357K 0.01%
+16,981
New +$341K
SCHJ icon
914
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$859M
$357K 0.01%
14,481
+1,942
+15% +$47.9K
QTUM icon
915
Defiance Quantum ETF
QTUM
$5.55B
$357K 0.01%
2,158
-530
-20% -$76.2K
IYH icon
916
iShares US Healthcare ETF
IYH
$3.7B
$357K 0.01%
+5,322
New +$333K
FOCT icon
917
FT Vest US Equity Buffer ETF October
FOCT
$1.19B
$356K 0.01%
6,816
-15
-0.2% -$767
VWOB icon
918
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.35B
$356K 0.01%
5,297
-217
-4% -$14.5K
CPB icon
919
Campbell Soup
CPB
$6.38B
$355K 0.01%
+15,943
New +$336K
BUD icon
920
AB InBev
BUD
$158B
$355K 0.01%
+4,304
New +$338K
LEN icon
921
Lennar Class A
LEN
$20.1B
$354K 0.01%
3,914
+1,463
+60% +$131K
JBL icon
922
Jabil
JBL
$32.5B
$353K 0.01%
917
+88
+11% +$30.4K
PAGP icon
923
Plains GP Holdings
PAGP
$5.52B
$353K 0.01%
14,530
-1,370
-9% -$32.9K
DD icon
924
DuPont de Nemours
DD
$17.8B
$350K 0.01%
2,577
+212
+9% +$30.1K
PHM icon
925
Pultegroup
PHM
$23.7B
$349K 0.01%
2,542
-54
-2% -$6.56K
35 36
37
38 39

Similar funds

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

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.