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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
SPOT icon
151
Spotify
SPOT
$108B
$2.09M 0.1%
2,990
-10
-0.3% -$6.99K
COWZ icon
152
Pacer US Cash Cows 100 ETF
COWZ
$19B
$2.05M 0.09%
35,661
+361
+1% +$20.5K
IWY icon
153
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$2.03M 0.09%
7,413
-143
-2% -$37K
IDEV icon
154
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$2.02M 0.09%
25,218
+5,055
+25% +$393K
BLV icon
155
Vanguard Long-Term Bond ETF
BLV
$5.74B
$2.02M 0.09%
28,443
+944
+3% +$65.5K
GEV icon
156
GE Vernova
GEV
$240B
$2.01M 0.09%
3,269
+714
+28% +$433K
SPYM
157
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$1.99M 0.09%
25,350
-1,335
-5% -$101K
DFAI
158
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$1.98M 0.09%
54,556
+32,852
+151% +$1.16M
PGR icon
159
Progressive
PGR
$128B
$1.98M 0.09%
8,026
+1,641
+26% +$405K
ZAP
160
Global X U.S. Electrification ETF
ZAP
$453M
$1.97M 0.09%
+66,645
New +$1.86M
DIS icon
161
Walt Disney
DIS
$171B
$1.93M 0.09%
16,882
-452
-3% -$53.2K
BAC icon
162
Bank of America
BAC
$429B
$1.91M 0.09%
37,055
-1,454
-4% -$70.9K
PYLD icon
163
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$1.89M 0.09%
70,389
+24,436
+53% +$649K
BLK icon
164
Blackrock
BLK
$167B
$1.89M 0.09%
1,619
+147
+10% +$164K
TMUS icon
165
T-Mobile US
TMUS
$195B
$1.88M 0.09%
7,836
+965
+14% +$234K
CRM icon
166
Salesforce
CRM
$154B
$1.86M 0.09%
7,836
+510
+7% +$129K
IWM icon
167
iShares Russell 2000 ETF
IWM
$79.1B
$1.84M 0.08%
7,612
+2,218
+41% +$509K
VO icon
168
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.84M 0.08%
25,076
+4,128
+20% +$296K
COWG icon
169
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.17B
$1.84M 0.08%
+50,699
New +$1.79M
SPDW icon
170
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$1.83M 0.08%
42,865
+24,146
+129% +$1M
JAAA icon
171
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$1.83M 0.08%
36,020
+16,178
+82% +$820K
CMF icon
172
iShares California Muni Bond ETF
CMF
$4.55B
$1.81M 0.08%
+31,756
New +$1.78M
FDVV icon
173
Fidelity High Dividend ETF
FDVV
$10.1B
$1.81M 0.08%
32,445
+14,948
+85% +$813K
ADBE icon
174
Adobe
ADBE
$105B
$1.8M 0.08%
5,104
+1,396
+38% +$501K
COP icon
175
ConocoPhillips
COP
$144B
$1.78M 0.08%
18,867
+300
+2% +$28.4K
5 6
7
8 9

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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.