We are live on ! Find out more
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
AVB icon
176
AvalonBay Communities
AVB
$27.2B
$1.27M 0.08%
6,237
+448
+8% +$91.6K
BYLD icon
177
iShares Yield Optimized Bond ETF
BYLD
$449M
$1.26M 0.08%
55,882
-247
-0.4% -$5.49K
SCHO icon
178
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.26M 0.08%
51,707
-3,234
-6% -$78.6K
DBMF icon
179
iMGP DBi Managed Futures Strategy ETF
DBMF
$4B
$1.25M 0.08%
48,641
+10,024
+26% +$254K
BSX icon
180
Boston Scientific
BSX
$68.5B
$1.22M 0.08%
11,392
+2,635
+30% +$267K
PYLD icon
181
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$1.22M 0.08%
45,953
-1,322
-3% -$34.5K
COIN icon
182
Coinbase
COIN
$44.2B
$1.21M 0.08%
3,446
+95
+3% +$22.2K
PICK icon
183
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.18B
$1.21M 0.08%
32,105
-808
-2% -$29K
UBER icon
184
Uber
UBER
$144B
$1.2M 0.08%
12,864
+3,547
+38% +$292K
SNPE icon
185
Xtrackers S&P 500 ESG ETF
SNPE
$2.58B
$1.18M 0.08%
+21,357
New +$1.09M
QQQM icon
186
Invesco NASDAQ 100 ETF
QQQM
$94.9B
$1.17M 0.08%
5,136
+2,528
+97% +$518K
IWM icon
187
iShares Russell 2000 ETF
IWM
$80.4B
$1.16M 0.08%
5,394
-487
-8% -$98K
EYLD icon
188
Cambria Emerging Shareholder Yield ETF
EYLD
$830M
$1.16M 0.08%
32,168
-1,154
-3% -$38.3K
TSM icon
189
TSMC
TSM
$2.03T
$1.16M 0.08%
5,122
+501
+11% +$92.8K
EFIV icon
190
State Street SPDR S&P 500 ESG ETF
EFIV
$982M
$1.16M 0.08%
+19,740
New +$1.07M
LOW icon
191
Lowe's Companies
LOW
$122B
$1.16M 0.08%
5,209
+2,108
+68% +$470K
FNDF icon
192
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$1.15M 0.08%
28,615
+8,102
+39% +$306K
DFGR icon
193
Dimensional Global Real Estate ETF
DFGR
$3.9B
$1.14M 0.08%
42,486
+28,980
+215% +$761K
BA icon
194
Boeing
BA
$175B
$1.13M 0.08%
5,412
+859
+19% +$162K
RDVY icon
195
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$1.13M 0.08%
18,053
+745
+4% +$43.8K
NVS icon
196
Novartis
NVS
$304B
$1.13M 0.08%
9,328
+1,547
+20% +$174K
SCHM icon
197
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.13M 0.08%
40,182
+3,359
+9% +$88.6K
BIL icon
198
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$1.12M 0.07%
12,242
-696
-5% -$63.7K
ELS icon
199
Equity Lifestyle Properties
ELS
$12.8B
$1.12M 0.07%
18,194
-71
-0.4% -$4.53K
MEAR icon
200
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$1.12M 0.07%
22,249
+10,083
+83% +$505K
6 7
8
9 10

Similar funds

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
OIMU
Osmosis Investment Management UK London, United Kingdom $3.72B AUM
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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.