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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
CINF icon
1176
Cincinnati Financial
CINF
$26.3B
$203K ﹤0.01%
+1,099
New +$182K
BF.A icon
1177
Brown-Forman Class A
BF.A
$12.4B
$203K ﹤0.01%
+7,435
New +$204K
LVS icon
1178
Las Vegas Sands
LVS
$28.7B
$203K ﹤0.01%
4,403
-666
-13% -$34.5K
DAVE icon
1179
Dave Inc
DAVE
$4.86B
$203K ﹤0.01%
+544
New +$141K
SU icon
1180
Suncor Energy
SU
$78.8B
$203K ﹤0.01%
3,773
+560
+17% +$35.5K
LAR
1181
Lithium Argentina AG
LAR
$1.11B
$202K ﹤0.01%
+24,482
New +$227K
DNOV icon
1182
FT Vest US Equity Deep Buffer ETF November
DNOV
$403M
$202K ﹤0.01%
+3,941
New +$199K
KVYO icon
1183
Klaviyo
KVYO
$5.3B
$202K ﹤0.01%
+13,402
New +$222K
TRP icon
1184
TC Energy
TRP
$65.2B
$202K ﹤0.01%
+3,048
New +$202K
UMAY icon
1185
Innovator US Equity Ultra Buffer ETF May
UMAY
$142M
$202K ﹤0.01%
5,312
-414
-7% -$15.6K
ILPT
1186
Industrial Logistics Properties Trust
ILPT
$549M
$201K ﹤0.01%
22,700
– –
EMGF icon
1187
iShares Emerging Markets Equity Factor ETF
EMGF
$1.97B
$201K ﹤0.01%
+2,743
New +$192K
FWONA icon
1188
Liberty Media Series A
FWONA
$22.2B
$201K ﹤0.01%
+2,292
New +$189K
TECK icon
1189
Teck Resources
TECK
$33.9B
$200K ﹤0.01%
+3,365
New +$205K
DIV icon
1190
Global X SuperDividend US ETF
DIV
$794M
$199K ﹤0.01%
10,440
+12
+0.1% +$230
GLO
1191
Clough Global Opportunities Fund
GLO
$242M
$198K ﹤0.01%
32,430
– –
ENVX icon
1192
Enovix
ENVX
$729M
$194K ﹤0.01%
32,019
+176
+0.6% +$1.17K
LYG icon
1193
Lloyds Banking Group
LYG
$88B
$193K ﹤0.01%
33,024
+1,705
+5% +$9.25K
FORM icon
1194
CALL
FormFactor
FORM
$8.12B
$192K ﹤0.01%
+1,200
New +$159K
MSIF
1195
MSC Income Fund Inc
MSIF
$574M
$191K ﹤0.01%
+16,479
New +$202K
ESPR
1196
DELISTED
Esperion Therapeutics
ESPR
$190K ﹤0.01%
60,000
– –
SLP icon
1197
Simulations Plus
SLP
$373M
$188K ﹤0.01%
10,287
+119
+1% +$1.83K
CBRL icon
1198
Cracker Barrel
CBRL
$1.22B
$185K ﹤0.01%
3,472
-114
-3% -$3.95K
VCV icon
1199
Invesco California Value Municipal Income Trust
VCV
$502M
$184K ﹤0.01%
17,030
– –
MFG icon
1200
Mizuho Financial
MFG
$136B
$182K ﹤0.01%
18,961
+6,953
+58% +$62.5K
46 47
48
49 50

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IWM
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JRP
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CA
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NHC
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VFA
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TP
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TCIM
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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.