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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
JPIE icon
76
JPMorgan Income ETF
JPIE
$10.1B
$4.86M 0.22%
104,791
-52,761
-33% -$2.44M
IWV icon
77
iShares Russell 3000 ETF
IWV
$19.2B
$4.81M 0.22%
+12,698
New +$4.63M
QUAL icon
78
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$4.8M 0.22%
24,697
+8,370
+51% +$1.57M
CVX icon
79
Chevron
CVX
$382B
$4.78M 0.22%
30,805
+5,331
+21% +$826K
JMST icon
80
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.76M 0.22%
93,186
+23,039
+33% +$1.17M
MCD icon
81
McDonald's
MCD
$193B
$4.66M 0.21%
15,325
+1,580
+11% +$481K
PB icon
82
Prosperity Bancshares
PB
$8.9B
$4.51M 0.21%
67,899
+4,637
+7% +$319K
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$121B
$4.33M 0.2%
66,372
+18,150
+38% +$1.17M
SCHF icon
84
Schwab International Equity ETF
SCHF
$64.9B
$4.31M 0.2%
184,938
+50,058
+37% +$1.13M
AVEM icon
85
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$4.3M 0.2%
+57,263
New +$4.09M
JNJ icon
86
Johnson & Johnson
JNJ
$640B
$4.21M 0.19%
22,715
+501
+2% +$85.8K
SPYG icon
87
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$4.16M 0.19%
39,767
-59
-0.1% -$5.88K
IWF icon
88
iShares Russell 1000 Growth ETF
IWF
$117B
$4.14M 0.19%
35,372
+852
+2% +$94.9K
PLTR icon
89
Palantir
PLTR
$295B
$4.12M 0.19%
22,561
+6,936
+44% +$1.12M
ETN icon
90
Eaton
ETN
$141B
$4.07M 0.19%
10,868
+5,494
+102% +$2M
GE icon
91
GE Aerospace
GE
$364B
$3.91M 0.18%
13,013
+4,051
+45% +$1.11M
EMXC icon
92
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$3.87M 0.18%
57,353
+4,008
+8% +$259K
ORCL icon
93
Oracle
ORCL
$339B
$3.78M 0.17%
13,432
+1,800
+15% +$458K
RIGS icon
94
ALPS Strategic Income Fund
RIGS
$60.5M
$3.57M 0.16%
153,253
+75,777
+98% +$1.75M
FBND icon
95
Fidelity Total Bond ETF
FBND
$27.1B
$3.49M 0.16%
75,578
-2,321
-3% -$107K
IVW icon
96
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.45M 0.16%
28,613
-2,231
-7% -$257K
VTEB icon
97
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$3.4M 0.16%
67,875
+12,201
+22% +$600K
SCHR
98
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$3.37M 0.15%
133,965
+68,229
+104% +$1.7M
TFI icon
99
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$3.29M 0.15%
72,201
+12,878
+22% +$577K
PANW icon
100
Palo Alto Networks
PANW
$256B
$3.27M 0.15%
16,064
+2,869
+22% +$549K
2 3
4
5 6

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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.