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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
IBM icon
101
IBM
IBM
$221B
$8.39M 0.18%
29,820
+3,817
+15% +$962K
DIHP icon
102
Dimensional International High Profitability ETF
DIHP
$6.6B
$8.32M 0.18%
243,952
+11,657
+5% +$395K
GLD icon
103
SPDR Gold Trust
GLD
$150B
$8.31M 0.18%
22,562
-904
-4% -$375K
GS icon
104
Goldman Sachs
GS
$302B
$8.25M 0.18%
8,156
+450
+6% +$439K
QUAL icon
105
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$8.1M 0.17%
36,930
+4,225
+13% +$886K
LRCX icon
106
Lam Research
LRCX
$385B
$8.08M 0.17%
18,652
+6,707
+56% +$2.04M
HYMB icon
107
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$7.97M 0.17%
313,162
+86,892
+38% +$2.18M
SHLD icon
108
Global X Defense Tech ETF
SHLD
$6.97B
$7.76M 0.16%
129,990
+28,417
+28% +$1.89M
SPHQ icon
109
Invesco S&P 500 Quality ETF
SPHQ
$18.9B
$7.75M 0.16%
86,064
-1,684
-2% -$140K
PANW icon
110
Palo Alto Networks
PANW
$272B
$7.62M 0.16%
22,333
+415
+2% +$95K
VV icon
111
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$7.55M 0.16%
21,966
+1,299
+6% +$433K
XT icon
112
iShares Future Exponential Technologies ETF
XT
$3.95B
$7.55M 0.16%
91,405
+1,862
+2% +$145K
AVEM icon
113
Avantis Emerging Markets Equity ETF
AVEM
$28.9B
$7.47M 0.16%
77,440
+11,571
+18% +$1.07M
OEF icon
114
iShares S&P 100 ETF
OEF
$20.5B
$7.37M 0.16%
20,131
-889
-4% -$318K
RTX icon
115
RTX Corp
RTX
$271B
$7.35M 0.16%
38,745
+5,134
+15% +$942K
PLTR icon
116
Palantir
PLTR
$419B
$7.33M 0.16%
62,802
+17,374
+38% +$2.37M
SPY icon
117
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$7.17M 0.15%
9,600
+2,900
+43% +$2.1M
SPYG icon
118
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$7.01M 0.15%
58,896
+11,492
+24% +$1.31M
EMXC icon
119
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$6.86M 0.15%
67,049
+6,174
+10% +$583K
PM icon
120
Philip Morris
PM
$284B
$6.74M 0.14%
37,259
+4,033
+12% +$699K
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$77.2B
$6.65M 0.14%
48,385
+6,915
+17% +$913K
SCHV
122
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$6.65M 0.14%
191,005
-37,051
-16% -$1.22M
VO icon
123
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$6.58M 0.14%
81,640
+30,736
+60% +$2.38M
BAC icon
124
Bank of America
BAC
$438B
$6.57M 0.14%
115,321
+20,479
+22% +$1.09M
MCD icon
125
McDonald's
MCD
$181B
$6.45M 0.14%
23,869
+1,263
+6% +$362K
3 4
5
6 7

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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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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.