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
+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
CDNS icon
201
Cadence Design Systems
CDNS
$91.6B
$1.57M 0.07%
4,469
+101
+2% +$34.7K
MS icon
202
Morgan Stanley
MS
$319B
$1.56M 0.07%
9,803
-2,792
-22% -$412K
MDT icon
203
Medtronic
MDT
$112B
$1.53M 0.07%
16,061
+1,473
+10% +$135K
HON icon
204
Honeywell
HON
$76.4B
$1.52M 0.07%
7,664
-1,164
-13% -$243K
AVUV icon
205
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.46M 0.07%
14,689
+158
+1% +$15.3K
WELL icon
206
Welltower
WELL
$174B
$1.44M 0.07%
8,111
+4,265
+111% +$701K
C icon
207
Citigroup
C
$213B
$1.42M 0.07%
14,008
+1,577
+13% +$150K
MRK icon
208
Merck
MRK
$322B
$1.42M 0.07%
16,940
+8,855
+110% +$729K
TXN icon
209
Texas Instruments
TXN
$248B
$1.42M 0.07%
7,730
+1,528
+25% +$299K
PICK icon
210
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
$1.41M 0.07%
31,764
-341
-1% -$13.9K
BSX icon
211
Boston Scientific
BSX
$68.4B
$1.4M 0.06%
14,337
+2,945
+26% +$305K
AVB icon
212
AvalonBay Communities
AVB
$27.5B
$1.4M 0.06%
7,232
+995
+16% +$194K
BND icon
213
Vanguard Total Bond Market
BND
$158B
$1.39M 0.06%
18,718
+11,266
+151% +$830K
AVDV icon
214
Avantis International Small Cap Value ETF
AVDV
$18.6B
$1.39M 0.06%
15,601
-813
-5% -$68.3K
ARCC icon
215
Ares Capital
ARCC
$13.4B
$1.38M 0.06%
67,432
-23,868
-26% -$530K
HYMB icon
216
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$1.37M 0.06%
55,098
+22,789
+71% +$558K
RDVY icon
217
First Trust Rising Dividend Achievers ETF
RDVY
$24.4B
$1.37M 0.06%
20,404
+2,351
+13% +$153K
DE icon
218
Deere & Co
DE
$165B
$1.36M 0.06%
2,975
-127
-4% -$62.6K
GBAB
219
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$380M
$1.36M 0.06%
87,232
-6,649
-7% -$102K
ITOT icon
220
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$1.35M 0.06%
9,275
-494
-5% -$69.3K
PH icon
221
Parker-Hannifin
PH
$120B
$1.35M 0.06%
1,779
+361
+25% +$266K
COIN icon
222
Coinbase
COIN
$42.2B
$1.33M 0.06%
3,950
+504
+15% +$171K
SCHO icon
223
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.32M 0.06%
53,950
+2,243
+4% +$54.6K
UNP icon
224
Union Pacific
UNP
$174B
$1.31M 0.06%
5,526
+3,315
+150% +$747K
SHEL icon
225
Shell
SHEL
$244B
$1.3M 0.06%
18,208
+3,415
+23% +$246K
7 8
9
10 11

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 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.