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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
RIG icon
1226
Transocean
RIG
$6.53B
$114K ﹤0.01%
+23,243
New +$145K
LUMN icon
1227
Lumen
LUMN
$6.98B
$112K ﹤0.01%
14,617
+1,277
+10% +$11.2K
PTEN icon
1228
Patterson-UTI
PTEN
$4.74B
$110K ﹤0.01%
+12,010
New +$134K
HLN icon
1229
Haleon
HLN
$42.2B
$100K ﹤0.01%
10,719
-2,241
-17% -$20.8K
SB icon
1230
Safe Bulkers
SB
$934M
$99.7K ﹤0.01%
15,800
– –
JFR icon
1231
Nuveen Floating Rate Income Fund
JFR
$1.23B
$92.2K ﹤0.01%
12,023
-16,429
-58% -$124K
BITU icon
1232
ProShares Ultra Bitcoin ETF
BITU
$519M
$86.9K ﹤0.01%
+10,700
New +$137K
CRVO icon
1233
CervoMed
CRVO
$38.7M
$80.4K ﹤0.01%
25,922
– –
CCC
1234
CCC Intelligent Solutions
CCC
$4.42B
$80.3K ﹤0.01%
+15,556
New +$77K
SHOP icon
1235
PUT
Shopify
SHOP
$187B
$79.9K ﹤0.01%
+700
New +$79.9K
AQN icon
1236
Algonquin Power & Utilities
AQN
$4.37B
$78K ﹤0.01%
13,316
-209
-2% -$1.27K
SNAP icon
1237
Snap
SNAP
$9.25B
$76K ﹤0.01%
+17,119
New +$93.6K
MSFT icon
1238
CALL
Microsoft
MSFT
$3.71T
$74.6K ﹤0.01%
+200
New +$80.9K
CION icon
1239
CION Investment
CION
$361M
$67.8K ﹤0.01%
10,876
+112
+1% +$783
MPT
1240
Medical Properties Trust
MPT
$2.39B
$66.6K ﹤0.01%
14,415
-327
-2% -$1.62K
CTMX icon
1241
CytomX Therapeutics
CTMX
$808M
$66.4K ﹤0.01%
+17,700
New +$67.6K
PCF
1242
High Income Securities Fund
PCF
$104M
$62.7K ﹤0.01%
11,460
-1,550
-12% -$8.69K
HIO
1243
Western Asset High Income Opportunity Fund
HIO
$329M
$59.9K ﹤0.01%
16,446
– –
NXDR
1244
Nextdoor Holdings
NXDR
$867M
$48.3K ﹤0.01%
21,266
– –
IRWD icon
1245
Ironwood Pharmaceuticals
IRWD
$704M
$43.5K ﹤0.01%
+10,332
New +$39.8K
SOXS icon
1246
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.33B
$33.6K ﹤0.01%
+1,038
New +$124K
CYH icon
1247
Community Health Systems
CYH
$408M
$33.5K ﹤0.01%
10,028
-2,658
-21% -$7.82K
CRM icon
1248
CALL
Salesforce
CRM
$213B
$31.3K ﹤0.01%
+200
New +$35.2K
PINS icon
1249
CALL
Pinterest
PINS
$11.6B
$25.2K ﹤0.01%
+1,200
New +$24.1K
VOD icon
1250
Vodafone
VOD
$39.1B
$24.2K ﹤0.01%
1,830
-333
-15% -$5.04K
48 49
50
51 52

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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
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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.