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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
EVTR icon
201
Eaton Vance Total Return Bond ETF
EVTR
$6B
$3.64M 0.08%
+71,850
New +$3.65M
IVE icon
202
iShares S&P 500 Value ETF
IVE
$50.1B
$3.64M 0.08%
16,039
+3,656
+30% +$817K
LQDH icon
203
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$554M
$3.61M 0.08%
38,798
+3,956
+11% +$368K
CRWD icon
204
CrowdStrike
CRWD
$218B
$3.6M 0.08%
18,856
+6,340
+51% +$901K
VIG icon
205
Vanguard Dividend Appreciation ETF
VIG
$113B
$3.59M 0.08%
15,181
+1,989
+15% +$457K
LIN icon
206
Linde
LIN
$220B
$3.59M 0.08%
6,918
-219
-3% -$111K
SLV icon
207
iShares Silver Trust
SLV
$32.2B
$3.58M 0.08%
66,898
+16,725
+33% +$1.11M
AVDV icon
208
Avantis International Small Cap Value ETF
AVDV
$20.7B
$3.54M 0.08%
34,348
+5,885
+21% +$626K
FYLD icon
209
Cambria Foreign Shareholder Yield ETF
FYLD
$735M
$3.53M 0.08%
96,771
+262
+0.3% +$9.98K
MFSV
210
MFS Active Value ETF
MFSV
$608M
$3.49M 0.07%
+122,050
New +$3.39M
QMOM icon
211
Alpha Architect US Quantitative Momentum ETF
QMOM
$429M
$3.46M 0.07%
43,998
+3,225
+8% +$248K
FNDX icon
212
Schwab Fundamental US Large Company Index ETF
FNDX
$27.9B
$3.46M 0.07%
111,288
+2,390
+2% +$72.1K
LVHI icon
213
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.92B
$3.42M 0.07%
84,194
+13,147
+19% +$537K
DE icon
214
Deere & Co
DE
$187B
$3.4M 0.07%
5,367
+722
+16% +$418K
BSCQ icon
215
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.41B
$3.39M 0.07%
173,869
+132,835
+324% +$2.6M
DFSV
216
Dimensional US Small Cap Value ETF
DFSV
$8.49B
$3.38M 0.07%
87,160
+11,160
+15% +$417K
MUNY
217
Vanguard New York Tax-Exempt Bond ETF
MUNY
$492M
$3.36M 0.07%
+32,273
New +$3.33M
C icon
218
Citigroup
C
$231B
$3.32M 0.07%
23,720
+1,826
+8% +$238K
SYLD icon
219
Cambria Shareholder Yield ETF
SYLD
$1.03B
$3.3M 0.07%
41,743
+3,546
+9% +$278K
XLP icon
220
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$3.3M 0.07%
39,671
-3,787
-9% -$316K
USMV icon
221
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$3.29M 0.07%
34,139
+6,144
+22% +$583K
IEI icon
222
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$3.28M 0.07%
27,965
+585
+2% +$68.9K
IMTM icon
223
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.36B
$3.27M 0.07%
61,331
+350
+0.6% +$18.3K
FDVV icon
224
Fidelity High Dividend ETF
FDVV
$10.5B
$3.22M 0.07%
53,348
+426
+0.8% +$25.3K
SPOT icon
225
Spotify
SPOT
$112B
$3.21M 0.07%
6,995
+4,164
+147% +$1.99M
7 8
9
10 11

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JRP
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CA
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NHC
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VFA
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TP
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TCIM
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EC
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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.