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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
+7.83%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.18B
AUM Growth
+$677M
Cap. Flow
+$548M
Cap. Flow %
25.21%
Top 10 Hldgs %
33.18%
Holding
854
New
206
Increased
433
Reduced
162
Closed
34

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.3M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$29.8M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$27.5M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$20.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.6M

Top Sells

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$11.1M
2
JPIE icon
JPMorgan Income ETF
JPIE
+$2.44M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$832K
4
UNH icon
UnitedHealth
UNH
+$740K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$632K

Sector Composition

Rank Sector Weight
1 Technology 14.78%
2 Financials 4.04%
3 Consumer Discretionary 3.12%
4 Communication Services 2.93%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BX icon
126
Blackstone
BX
$104B
$2.59M 0.12%
15,142
+2,849
+23% +$488K
INTU icon
127
Intuit
INTU
$91.1B
$2.53M 0.12%
3,711
+305
+9% +$220K
FTEC icon
128
Fidelity MSCI Information Technology Index ETF
FTEC
$18.9B
$2.53M 0.12%
11,385
-711
-6% -$148K
SLV icon
129
iShares Silver Trust
SLV
$27.7B
$2.45M 0.11%
57,881
+39,007
+207% +$1.4M
KO icon
130
Coca-Cola
KO
$383B
$2.45M 0.11%
36,881
+408
+1% +$28.1K
T icon
131
AT&T
T
$164B
$2.44M 0.11%
86,522
-4,966
-5% -$141K
LMT icon
132
Lockheed Martin
LMT
$131B
$2.39M 0.11%
4,790
+120
+3% +$54.4K
VCSH icon
133
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.38M 0.11%
29,749
+221
+0.7% +$17.6K
PLD icon
134
Prologis
PLD
$136B
$2.37M 0.11%
20,665
+247
+1% +$27.2K
MGK icon
135
Vanguard Morningstar Mega Cap Growth ETF
MGK
$31.3B
$2.32M 0.11%
28,780
-1,740
-6% -$134K
SCHA icon
136
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$2.25M 0.1%
80,492
+9,641
+14% +$258K
AMD icon
137
Advanced Micro Devices
AMD
$700B
$2.23M 0.1%
13,806
+2,106
+18% +$340K
DFCF icon
138
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$2.22M 0.1%
51,850
+15,314
+42% +$650K
QCOM icon
139
Qualcomm
QCOM
$164B
$2.22M 0.1%
13,326
+4,032
+43% +$640K
USMV icon
140
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$2.22M 0.1%
23,297
+15,420
+196% +$1.44M
BNDX icon
141
Vanguard Total International Bond ETF
BNDX
$82B
$2.17M 0.1%
43,782
+25,142
+135% +$1.24M
AMGN icon
142
Amgen
AMGN
$209B
$2.15M 0.1%
7,603
-38,347
-83% -$11.1M
GD icon
143
General Dynamics
GD
$103B
$2.14M 0.1%
6,268
+4,096
+189% +$1.29M
TSM icon
144
TSMC
TSM
$1.94T
$2.14M 0.1%
7,651
+2,529
+49% +$618K
BMY icon
145
Bristol-Myers Squibb
BMY
$129B
$2.13M 0.1%
47,277
+867
+2% +$40.5K
ANGL icon
146
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$2.13M 0.1%
71,682
+332
+0.5% +$9.72K
XMMO icon
147
Invesco S&P MidCap Momentum ETF
XMMO
$6.9B
$2.13M 0.1%
15,746
+932
+6% +$123K
BIV icon
148
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.11M 0.1%
27,061
-719
-3% -$55.7K
MO icon
149
Altria Group
MO
$125B
$2.1M 0.1%
31,822
+13,330
+72% +$845K
VIGI icon
150
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$2.1M 0.1%
23,441
-1,760
-7% -$157K
4 5
6
7 8

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BCL
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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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DGM
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Savvy Advisors Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Savvy Advisors Inc held 854 positions worth $2.18B, up 45% from $1.5B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Savvy Advisors Inc deployed $548M of net new capital in Q3 2025, opening 206 new positions and adding to 433 existing holdings. Its largest new stake was Dimensional US Marketwide Value ETF: 292,722 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 17% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Amgen, an estimated $11.1M trimmed.

  • Savvy Advisors Inc's largest Q3 2025 buy was Dimensional US Marketwide Value ETF: 292,722 shares worth $13.1M.
  • Savvy Advisors Inc added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $30.3M increase.
  • Savvy Advisors Inc's biggest Q3 2025 reduction was Amgen, cutting an estimated $11.1M.
  • Savvy Advisors Inc fully exited FT Vest US Equity Buffer ETF October in Q3 2025, selling an estimated $550K.
  • Savvy Advisors Inc's ten largest holdings make up 33% of its $2.18B portfolio in Q3 2025.
  • Savvy Advisors Inc opened 206 new positions and closed 34 in Q3 2025.
  • Savvy Advisors Inc's portfolio value rose 45% quarter-over-quarter to $2.18B.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.