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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
NTIP icon
1251
Network-1 Technologies
NTIP
$36.6M
$23.5K ﹤0.01%
16,000
– –
MSTU
1252
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$655M
$21.9K ﹤0.01%
+1,351
New +$74K
AIFC
1253
AI Financial Corp
AIFC
$78.4M
$20.5K ﹤0.01%
35,112
+14,732
+72% +$12.3K
NVDA icon
1254
CALL
NVIDIA
NVDA
$5.56T
$20K ﹤0.01%
+100
New +$20.6K
CBRL icon
1255
CALL
Cracker Barrel
CBRL
$1.22B
$16K ﹤0.01%
300
-26,800
-99% -$928K
GEVO icon
1256
Gevo
GEVO
$405M
$15.3K ﹤0.01%
10,200
– –
HCWC
1257
Healthy Choice Wellness
HCWC
$6.51M
$10.3K ﹤0.01%
1,514
+200
+15% +$1.85K
ATNM icon
1258
Actinium Pharmaceuticals
ATNM
$32.3M
$9.8K ﹤0.01%
10,000
– –
RMTI icon
1259
Rockwell Medical
RMTI
$32.2M
$5.5K ﹤0.01%
+1,000
New +$7.91K
RGTI icon
1260
CALL
Rigetti Computing
RGTI
$5.07B
$1.93K ﹤0.01%
+100
New +$1.93K
ACHR icon
1261
CALL
Archer Aviation
ACHR
$4.4B
$946 ﹤0.01%
200
– –
A icon
1262
Agilent Technologies
A
$42.5B
– –
-2,075
Closed -$237K
ADT icon
1263
ADT
ADT
$5.45B
– –
-12,546
Closed -$82.4K
ALB icon
1264
Albemarle
ALB
$14.9B
– –
-1,311
Closed -$235K
AMD icon
1265
PUT
Advanced Micro Devices
AMD
$780B
– –
-400
Closed -$81.4K
AOA icon
1266
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
– –
-7,737
Closed -$685K
ATO icon
1267
Atmos Energy
ATO
$28.3B
– –
-1,131
Closed -$209K
AUR icon
1268
Aurora
AUR
$12.7B
– –
-15,243
Closed -$62.8K
AXP icon
1269
CALL
American Express
AXP
$220B
– –
-100
Closed -$30.2K
BLD
1270
DELISTED
TopBuild
BLD
– –
-597
Closed -$210K
BR icon
1271
Broadridge
BR
$19.7B
– –
-1,715
Closed -$279K
BTAL icon
1272
AGF US Market Neutral Anti-Beta Fund
BTAL
$296M
– –
-118,666
Closed -$1.66M
CASY icon
1273
Casey's General Stores
CASY
$28B
– –
-342
Closed -$249K
CHD icon
1274
Church & Dwight Co
CHD
$23.4B
– –
-3,191
Closed -$298K
CNQ icon
1275
Canadian Natural Resources
CNQ
$104B
– –
-4,335
Closed -$211K
49 50
51
52 53

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CA
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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.