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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
+11.2%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.5B
AUM Growth
+$504M
Cap. Flow
+$386M
Cap. Flow %
25.75%
Top 10 Hldgs %
36.37%
Holding
677
New
159
Increased
357
Reduced
118
Closed
29

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$37.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$32M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$12.7M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$11.2M

Top Sells

Rank Stock Value
1
RWM icon
ProShares Short Russell2000
RWM
+$2.83M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.33M
3
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$869K
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$760K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$716K

Sector Composition

Rank Sector Weight
1 Technology 17.05%
2 Financials 4.86%
3 Healthcare 3.47%
4 Consumer Discretionary 3.26%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.99M 0.2%
48,222
+19,086
+66% +$1.12M
QUAL icon
77
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$2.98M 0.2%
16,327
+4,504
+38% +$777K
SCHF icon
78
Schwab International Equity ETF
SCHF
$65.5B
$2.98M 0.2%
134,880
+18,620
+16% +$388K
ABT icon
79
Abbott
ABT
$187B
$2.9M 0.19%
21,305
+637
+3% +$84K
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$2.8M 0.19%
56,707
+23,130
+69% +$1.07M
NFLX icon
81
Netflix
NFLX
$301B
$2.8M 0.19%
20,930
+5,430
+35% +$614K
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$2.73M 0.18%
55,674
-7,649
-12% -$374K
PANW icon
83
Palo Alto Networks
PANW
$260B
$2.7M 0.18%
13,195
+1,019
+8% +$189K
FYLD icon
84
Cambria Foreign Shareholder Yield ETF
FYLD
$688M
$2.68M 0.18%
91,786
-5,137
-5% -$141K
INTU icon
85
Intuit
INTU
$85.6B
$2.68M 0.18%
3,406
+229
+7% +$155K
TFI icon
86
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$2.65M 0.18%
59,323
+35,231
+146% +$1.57M
T icon
87
AT&T
T
$169B
$2.65M 0.18%
91,488
+37,514
+70% +$1.03M
SUB icon
88
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$2.59M 0.17%
24,377
+5,207
+27% +$550K
KO icon
89
Coca-Cola
KO
$380B
$2.58M 0.17%
36,473
+4,379
+14% +$312K
ORCL icon
90
Oracle
ORCL
$346B
$2.54M 0.17%
11,632
+1,220
+12% +$197K
VYM icon
91
Vanguard High Dividend Yield ETF
VYM
$81.9B
$2.47M 0.17%
18,547
+3,691
+25% +$468K
CSCO icon
92
Cisco
CSCO
$456B
$2.39M 0.16%
34,454
+5,194
+18% +$319K
FTEC icon
93
Fidelity MSCI Information Technology Index ETF
FTEC
$19.4B
$2.39M 0.16%
12,096
+5,105
+73% +$883K
SCHW
94
Charles Schwab
SCHW
$184B
$2.38M 0.16%
26,068
+5,293
+25% +$443K
VCSH icon
95
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.35M 0.16%
29,528
+12,972
+78% +$1.02M
GS icon
96
Goldman Sachs
GS
$305B
$2.34M 0.16%
3,309
+330
+11% +$191K
URNM icon
97
Sprott Uranium Miners ETF
URNM
$1.75B
$2.33M 0.16%
48,549
+318
+0.7% +$12.1K
VZ icon
98
Verizon
VZ
$201B
$2.32M 0.16%
53,719
+14,500
+37% +$628K
GE icon
99
GE Aerospace
GE
$377B
$2.31M 0.15%
8,962
+1,004
+13% +$220K
SPOT icon
100
Spotify
SPOT
$105B
$2.3M 0.15%
3,000
+441
+17% +$283K
2 3
4
5 6

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OIMU
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Savvy Advisors Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Savvy Advisors Inc held 677 positions worth $1.5B, up 51% from $994M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Savvy Advisors Inc deployed $386M of net new capital in Q2 2025, opening 159 new positions and adding to 357 existing holdings. Its largest new stake was JPMorgan Active Bond ETF: 205,026 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $1.33M trimmed.

  • Savvy Advisors Inc's largest Q2 2025 buy was JPMorgan Active Bond ETF: 205,026 shares worth $11M.
  • Savvy Advisors Inc added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $37.3M increase.
  • Savvy Advisors Inc's biggest Q2 2025 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $1.33M.
  • Savvy Advisors Inc fully exited ProShares Short Russell2000 in Q2 2025, selling an estimated $2.83M.
  • Savvy Advisors Inc's ten largest holdings make up 36% of its $1.5B portfolio in Q2 2025.
  • Savvy Advisors Inc opened 159 new positions and closed 29 in Q2 2025.
  • Savvy Advisors Inc's portfolio value rose 51% quarter-over-quarter to $1.5B.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.