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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
SCMB icon
976
Schwab Municipal Bond ETF
SCMB
$4.15B
$315K 0.01%
12,200
– –
TEL icon
977
TE Connectivity
TEL
$60.4B
$315K 0.01%
1,562
+165
+12% +$35.2K
NOBL icon
978
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$314K 0.01%
5,585
-63
-1% -$3.41K
AZO icon
979
AutoZone
AZO
$48.7B
$313K 0.01%
98
-30
-23% -$99.7K
TAGG icon
980
T. Rowe Price QM US Bond ETF
TAGG
$2.61B
$312K 0.01%
7,341
-614
-8% -$26.1K
CHKP icon
981
Check Point Software Technologies
CHKP
$14B
$312K 0.01%
2,371
+755
+47% +$98.2K
DFIP icon
982
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
$309K 0.01%
7,486
+313
+4% +$13.1K
GRNJ
983
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$526M
$308K 0.01%
9,808
+1,473
+18% +$44K
VFLO icon
984
VictoryShares Free Cash Flow ETF
VFLO
$11.2B
$307K 0.01%
+6,708
New +$292K
SWK icon
985
Stanley Black & Decker
SWK
$14.7B
$307K 0.01%
3,257
-93
-3% -$7.29K
IPAC icon
986
iShares Core MSCI Pacific ETF
IPAC
$2.85B
$306K 0.01%
3,739
+99
+3% +$8.05K
ACGL icon
987
Arch Capital
ACGL
$33.5B
$306K 0.01%
3,149
-1,227
-28% -$116K
CHE icon
988
Chemed
CHE
$6.79B
$305K 0.01%
+655
New +$275K
BE icon
989
Bloom Energy
BE
$74.5B
$305K 0.01%
+1,007
New +$258K
KEY icon
990
KeyCorp
KEY
$23.7B
$305K 0.01%
13,217
+1,275
+11% +$27.8K
REMX icon
991
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.22B
$305K 0.01%
+3,441
New +$334K
AUSF icon
992
Global X Adaptive US Factor ETF
AUSF
$926M
$304K 0.01%
6,228
-893
-13% -$43.8K
FLRG icon
993
Fidelity US Multifactor ETF
FLRG
$297M
$304K 0.01%
7,406
+1,400
+23% +$56K
AON icon
994
Aon
AON
$68.5B
$303K 0.01%
913
-102
-10% -$32.9K
SRLN icon
995
State Street Blackstone Senior Loan ETF
SRLN
$5.56B
$302K 0.01%
+7,497
New +$303K
COHR icon
996
Coherent
COHR
$55.2B
$301K 0.01%
+762
New +$270K
BWA icon
997
BorgWarner
BWA
$13.8B
$300K 0.01%
4,523
-1,224
-21% -$77.5K
UBS icon
998
UBS Group
UBS
$170B
$300K 0.01%
+6,059
New +$276K
TTWO icon
999
Take-Two Interactive
TTWO
$40.1B
$300K 0.01%
+1,201
New +$265K
XSOE icon
1000
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.17B
$298K 0.01%
6,052
-197
-3% -$9.15K
38 39
40
41 42

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IWM
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JRP
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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
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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
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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.