We are live on ! Find out more
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
IOO icon
1126
iShares Global 100 ETF
IOO
$9.22B
$225K ﹤0.01%
+1,650
New +$224K
NBIX icon
1127
Neurocrine Biosciences
NBIX
$15.8B
$225K ﹤0.01%
+1,337
New +$198K
THG icon
1128
Hanover Insurance
THG
$7.95B
$225K ﹤0.01%
1,052
-126
-11% -$23.9K
GUNR icon
1129
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.36B
$225K ﹤0.01%
4,566
+29
+0.6% +$1.56K
REGL icon
1130
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$224K ﹤0.01%
2,451
-78
-3% -$6.97K
AOS icon
1131
A.O. Smith
AOS
$8.22B
$224K ﹤0.01%
3,576
-2,515
-41% -$152K
DIA icon
1132
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$224K ﹤0.01%
428
-409
-49% -$204K
VFH icon
1133
Vanguard Financials ETF
VFH
$13.6B
$223K ﹤0.01%
+1,694
New +$216K
BSJU icon
1134
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$323M
$222K ﹤0.01%
+8,607
New +$222K
TENB icon
1135
Tenable Holdings
TENB
$3.77B
$222K ﹤0.01%
+6,020
New +$142K
FXI icon
1136
iShares China Large-Cap ETF
FXI
$4.28B
$222K ﹤0.01%
7,028
-1,818
-21% -$64.8K
NDAQ icon
1137
Nasdaq
NDAQ
$54.2B
$222K ﹤0.01%
2,811
-842
-23% -$73.9K
TFPM icon
1138
Triple Flag Precious Metals
TFPM
$6.99B
$221K ﹤0.01%
7,368
+1,026
+16% +$33K
KHC icon
1139
Kraft Heinz
KHC
$29.5B
$219K ﹤0.01%
+9,265
New +$214K
QYLD icon
1140
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$219K ﹤0.01%
11,870
+803
+7% +$14.4K
CMS icon
1141
CMS Energy
CMS
$21.5B
$218K ﹤0.01%
+2,854
New +$214K
FERG icon
1142
Ferguson
FERG
$44.2B
$218K ﹤0.01%
918
+26
+3% +$6.27K
SSO icon
1143
ProShares Ultra S&P500
SSO
$9.11B
$216K ﹤0.01%
+3,206
New +$205K
JXN icon
1144
Jackson Financial
JXN
$9.52B
$216K ﹤0.01%
2,106
+126
+6% +$13.7K
BBY icon
1145
Best Buy
BBY
$19B
$215K ﹤0.01%
2,832
-2,642
-48% -$175K
FEM icon
1146
First Trust Emerging Markets AlphaDEX Fund
FEM
$824M
$215K ﹤0.01%
6,717
-845
-11% -$27.4K
MAA icon
1147
Mid-America Apartment Communities
MAA
$14.9B
$214K ﹤0.01%
1,543
-149
-9% -$19.4K
CVNA icon
1148
Carvana
CVNA
$53.7B
$212K ﹤0.01%
+3,216
New +$227K
PFIX icon
1149
Simplify Interest Rate Hedge ETF
PFIX
$176M
$212K ﹤0.01%
4,882
-1,837
-27% -$84.9K
NVG icon
1150
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.59B
$212K ﹤0.01%
16,524
+63
+0.4% +$793
44 45
46
47 48

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.