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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
AVDE icon
176
Avantis International Equity ETF
AVDE
$19.4B
$4.24M 0.09%
47,536
+8,382
+21% +$752K
IQLT icon
177
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$4.21M 0.09%
84,874
-10,277
-11% -$502K
LMT icon
178
Lockheed Martin
LMT
$121B
$4.18M 0.09%
8,198
+420
+5% +$227K
WFC icon
179
Wells Fargo
WFC
$272B
$4.18M 0.09%
50,524
+9,904
+24% +$796K
ITOT icon
180
iShares Core S&P Total US Stock Market ETF
ITOT
$97B
$4.14M 0.09%
25,202
+343
+1% +$54.4K
JGRO icon
181
JPMorgan Active Growth ETF
JGRO
$9.97B
$4.13M 0.09%
41,908
+37,869
+938% +$3.58M
VTEB icon
182
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$4.12M 0.09%
81,394
+1,271
+2% +$63.9K
VCRB icon
183
Vanguard Core Bond ETF
VCRB
$7.68B
$4.06M 0.09%
52,631
-5,448
-9% -$420K
HYZD icon
184
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$296M
$4.06M 0.09%
180,572
+20,075
+13% +$452K
BND icon
185
Vanguard Total Bond Market
BND
$163B
$4.05M 0.09%
55,229
-6,675
-11% -$490K
APH icon
186
Amphenol
APH
$204B
$4.04M 0.09%
45,828
-3,772
-8% -$272K
NEE icon
187
NextEra Energy
NEE
$174B
$4M 0.08%
45,549
-1,487
-3% -$135K
JPIE icon
188
JPMorgan Income ETF
JPIE
$10.7B
$3.92M 0.08%
85,130
+1,152
+1% +$53K
ORCL icon
189
Oracle
ORCL
$457B
$3.92M 0.08%
26,747
+7,496
+39% +$1.36M
VGSH icon
190
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
$3.89M 0.08%
66,876
+4,240
+7% +$247K
FBND icon
191
Fidelity Total Bond ETF
FBND
$28.2B
$3.88M 0.08%
85,184
+1,756
+2% +$80.1K
ABT icon
192
Abbott
ABT
$187B
$3.86M 0.08%
42,523
+4,968
+13% +$453K
ACIO icon
193
Aptus Collared Investment Opportunity ETF
ACIO
$2.41B
$3.83M 0.08%
82,921
-24,848
-23% -$1.13M
BSCR icon
194
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$3.81M 0.08%
194,334
+129,478
+200% +$2.54M
HEFA icon
195
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.59B
$3.81M 0.08%
81,221
+14,785
+22% +$665K
AIRR icon
196
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.46B
$3.8M 0.08%
28,549
+21,412
+300% +$2.7M
SCHM icon
197
Schwab US Mid-Cap ETF
SCHM
$15B
$3.78M 0.08%
102,651
-6,491
-6% -$223K
MINT icon
198
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$3.78M 0.08%
37,457
+24,938
+199% +$2.51M
BMY icon
199
Bristol-Myers Squibb
BMY
$136B
$3.72M 0.08%
64,644
+2,117
+3% +$122K
FNDF icon
200
Schwab Fundamental International Large Company Index ETF
FNDF
$26.5B
$3.7M 0.08%
70,046
+18,983
+37% +$998K
6 7
8
9 10

Similar funds

IWM
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JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
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
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

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.