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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.75B
1-Year Est. Return 21.95%
This Fund
S&P 500
This Quarter Est. Return
+11.2%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.5B
AUM Growth
+$504M
Cap. Flow
+$386M
Cap. Flow %
25.75%
Top 10 Hldgs %
36.37%
Holding
677
New
159
Increased
357
Reduced
118
Closed
29

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$37.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$32M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$12.7M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$11.2M

Top Sells

Rank Stock Value
1
RWM icon
ProShares Short Russell2000
RWM
+$2.83M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.33M
3
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$869K
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$760K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$716K

Sector Composition

Rank Sector Weight
1 Technology 17.05%
2 Financials 4.86%
3 Healthcare 3.47%
4 Consumer Discretionary 3.26%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO
126
Novo Nordisk
NVO
$225B
$1.84M 0.12%
26,686
+14,672
+122% +$998K
BX icon
127
Blackstone
BX
$107B
$1.84M 0.12%
12,293
+3,924
+47% +$539K
BAC icon
128
Bank of America
BAC
$439B
$1.82M 0.12%
38,509
+6,848
+22% +$288K
PEP icon
129
PepsiCo
PEP
$195B
$1.82M 0.12%
13,754
+2,497
+22% +$336K
VCRB icon
130
Vanguard Core Bond ETF
VCRB
$7.21B
$1.8M 0.12%
+23,265
New +$1.78M
RIGS icon
131
ALPS Strategic Income Fund
RIGS
$60.5M
$1.8M 0.12%
77,476
-468
-0.6% -$10.7K
SCHA icon
132
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.79M 0.12%
70,851
+4,242
+6% +$100K
MS icon
133
Morgan Stanley
MS
$333B
$1.77M 0.12%
12,595
+579
+5% +$71.1K
RTX icon
134
RTX Corp
RTX
$295B
$1.73M 0.12%
11,832
+1,582
+15% +$211K
PGR icon
135
Progressive
PGR
$128B
$1.7M 0.11%
6,385
+1,277
+25% +$350K
TJX icon
136
TJX Companies
TJX
$178B
$1.69M 0.11%
13,653
+6,978
+105% +$885K
COP icon
137
ConocoPhillips
COP
$139B
$1.67M 0.11%
18,567
+3,091
+20% +$278K
AMD icon
138
Advanced Micro Devices
AMD
$741B
$1.66M 0.11%
11,700
+2,323
+25% +$253K
SCHR
139
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.65M 0.11%
65,736
-5,119
-7% -$127K
TMUS icon
140
T-Mobile US
TMUS
$196B
$1.64M 0.11%
6,871
+1,312
+24% +$320K
VIG icon
141
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.59M 0.11%
7,770
+1,538
+25% +$298K
VGLT icon
142
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$1.59M 0.11%
28,311
+12,228
+76% +$678K
DE icon
143
Deere & Co
DE
$173B
$1.58M 0.11%
3,102
+291
+10% +$142K
KR icon
144
Kroger
KR
$36.3B
$1.57M 0.1%
21,899
+11,113
+103% +$767K
CEG icon
145
Constellation Energy
CEG
$92.8B
$1.57M 0.1%
4,858
+1,053
+28% +$279K
WM icon
146
Waste Management
WM
$96.1B
$1.56M 0.1%
6,828
+927
+16% +$215K
BLK icon
147
Blackrock
BLK
$170B
$1.54M 0.1%
1,472
+436
+42% +$412K
DFCF icon
148
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$1.54M 0.1%
+36,536
New +$1.52M
LODE icon
149
Comstock
LODE
$215M
$1.54M 0.1%
406,680
+81,670
+25% +$227K
IDEV icon
150
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$1.53M 0.1%
20,163
+11,471
+132% +$829K
4 5
6
7 8

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ACH
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SCA
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HA
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OIMU
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SPPAM
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Savvy Advisors Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Savvy Advisors Inc held 677 positions worth $1.5B, up 51% from $994M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Savvy Advisors Inc deployed $386M of net new capital in Q2 2025, opening 159 new positions and adding to 357 existing holdings. Its largest new stake was JPMorgan Active Bond ETF: 205,026 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $1.33M trimmed.

  • Savvy Advisors Inc's largest Q2 2025 buy was JPMorgan Active Bond ETF: 205,026 shares worth $11M.
  • Savvy Advisors Inc added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $37.3M increase.
  • Savvy Advisors Inc's biggest Q2 2025 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $1.33M.
  • Savvy Advisors Inc fully exited ProShares Short Russell2000 in Q2 2025, selling an estimated $2.83M.
  • Savvy Advisors Inc's ten largest holdings make up 36% of its $1.5B portfolio in Q2 2025.
  • Savvy Advisors Inc opened 159 new positions and closed 29 in Q2 2025.
  • Savvy Advisors Inc's portfolio value rose 51% quarter-over-quarter to $1.5B.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.