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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
AXON
1001
Axon Enterprise
AXON
$41.9B
$297K 0.01%
+529
New +$221K
ADM icon
1002
Archer Daniels Midland
ADM
$40.8B
$296K 0.01%
+3,877
New +$295K
VOX icon
1003
Vanguard Communication Services ETF
VOX
$5.75B
$295K 0.01%
1,606
+116
+8% +$22.2K
PEG icon
1004
Public Service Enterprise Group
PEG
$36.7B
$295K 0.01%
3,629
+707
+24% +$56.5K
HSY icon
1005
Hershey
HSY
$34.8B
$294K 0.01%
1,674
-122
-7% -$23K
MDA
1006
MDA Space Ltd
MDA
$4.78B
$293K 0.01%
+7,106
New +$258K
WBD icon
1007
Warner Bros
WBD
$70.8B
$293K 0.01%
10,979
+822
+8% +$22.2K
GL icon
1008
Globe Life
GL
$13.4B
$293K 0.01%
1,637
-430
-21% -$67.3K
ATI icon
1009
ATI
ATI
$28.7B
$292K 0.01%
+1,480
New +$251K
FNV icon
1010
Franco-Nevada
FNV
$51.3B
$292K 0.01%
+1,399
New +$326K
CGBL icon
1011
Capital Group Core Balanced ETF
CGBL
$7.71B
$291K 0.01%
+7,670
New +$283K
ORI icon
1012
Old Republic International
ORI
$10B
$291K 0.01%
7,110
-2,546
-26% -$101K
AMD icon
1013
CALL
Advanced Micro Devices
AMD
$780B
$290K 0.01%
500
-200
-29% -$82K
VGIT icon
1014
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$290K 0.01%
4,912
+546
+13% +$32.3K
COR icon
1015
Cencora
COR
$63.2B
$290K 0.01%
1,023
-395
-28% -$114K
FCOM icon
1016
Fidelity MSCI Communication Services Index ETF
FCOM
$1.82B
$289K 0.01%
4,153
– –
KEYS icon
1017
Keysight
KEYS
$55.7B
$287K 0.01%
+821
New +$280K
APA icon
1018
APA Corp
APA
$15B
$287K 0.01%
+8,800
New +$330K
SYF icon
1019
Synchrony
SYF
$26B
$285K 0.01%
3,750
-2,126
-36% -$156K
STT icon
1020
State Street
STT
$53.4B
$284K 0.01%
+1,675
New +$258K
MTCH icon
1021
Match Group
MTCH
$9.61B
$284K 0.01%
7,464
-1,009
-12% -$35.8K
FLRN icon
1022
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
$284K 0.01%
+9,202
New +$283K
HIMS icon
1023
Hims & Hers Health
HIMS
$6.47B
$283K 0.01%
+8,167
New +$219K
EVUS icon
1024
iShares ESG Aware MSCI USA Value ETF
EVUS
$387M
$283K 0.01%
+8,056
New +$277K
UTEN icon
1025
US Treasury 10 Year Note ETF
UTEN
$267M
$283K 0.01%
+6,542
New +$283K
39 40
41
42 43

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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
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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
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.