Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

Savvy Advisors, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 648 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $112M, Vanguard Index Fds S&P 500 ETF with a value of $101M, Ishares Core Total Usd Bond Ma with a value of $52.2M, Ishares Core S&P 500 ETF with a value of $48.8M, and Spinnaker ETF Ser Uva Unconstr with a value of $44.7M.

Examining the 13F form we can see an increase of $482M in the current position value, from $974M to 1.46B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion

ETFs: $854 Million

Technology: $253 Million

Financial Services: $75.2 Million

Healthcare: $51.4 Million

Consumer Cyclical: $48.8 Million

Communication Services: $48.7 Million

Consumer Defensive: $38.6 Million

Industrials: $34.8 Million

Other: $39.3 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
LMT Lockheed Martin Corp Industrials	$113B	$2.16 Million 0.15% of portfolio	4,670	Q2 2025 Added 196.7%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.22 Million 0.15% of portfolio	51,426	Q2 2025 Reduced 4.16%
PLTR Palantir Technologies Inc. Technology	$367B	$2.13 Million 0.15% of portfolio	15,625	Q2 2025 Added 21.18%
UNH Unitedhealth Group Inc Healthcare	$245B	$2.25 Million 0.15% of portfolio	7,212	Q2 2025 Added 44.5%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$2.15 Million 0.15% of portfolio	27,780	Q2 2025 Reduced 38.55%
EMB Ishares Tr ETFs	$0	$2.14 Million 0.15% of portfolio	23,114	Q2 2025 Added 42.67%
DIS Walt Disney CO Communication Services	$207B	$2.15 Million 0.15% of portfolio	17,334	Q2 2025 Added 0.66%
PLD Prologis, Inc. Real Estate	$96.8B	$2.15 Million 0.15% of portfolio	20,418	Q2 2025 Added 2.01%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$2.24 Million 0.15% of portfolio	6,104	Q2 2025 New
BMY Bristol Myers Squibb CO Healthcare	$99B	$2.15 Million 0.15% of portfolio	46,410	Q2 2025 Added 68.3%
ARCC Ares Capital Corp Financial Services	$0	$2 Million 0.14% of portfolio	91,300	Q2 2025 Added 101.3%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$2.09 Million 0.14% of portfolio	71,350	Q2 2025 Reduced 0.39%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.07 Million 0.14% of portfolio	57,835	Q2 2025 Reduced 15.75%
IEMG Ishares Inc ETFs	$0	$1.97 Million 0.14% of portfolio	36,704	Q2 2025 Added 30.4%
CAT Caterpillar Inc Industrials	$218B	$1.98 Million 0.14% of portfolio	5,105	Q2 2025 Added 19.64%
CRM Salesforce, Inc. Technology	$232B	$2 Million 0.14% of portfolio	7,326	Q2 2025 Added 25.7%
ETN Eaton Corp PLC Industrials	$145B	$1.92 Million 0.13% of portfolio	5,374	Q2 2025 Added 38.51%
BAC Bank Of America Corp Financial Services	$381B	$1.82 Million 0.13% of portfolio	38,509	Q2 2025 Added 21.63%
BX Blackstone Inc. Financial Services	$123B	$1.84 Million 0.13% of portfolio	12,293	Q2 2025 Added 46.89%
NVO Novo Nordisk A S Healthcare	$112B	$1.84 Million 0.13% of portfolio	26,686	Q2 2025 Added 122.12%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.91 Million 0.13% of portfolio	14,814	Q2 2025 Added 1.12%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$1.86 Million 0.13% of portfolio	7,556	Q2 2025 Reduced 1.18%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.94 Million 0.13% of portfolio	26,685	Q2 2025 Added 18.98%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.95 Million 0.13% of portfolio	35,300	Q2 2025 Reduced 4.21%
HON Honeywell International Inc Industrials	$146B	$1.94 Million 0.13% of portfolio	8,320	Q2 2025 Added 34.69%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$1.91 Million 0.13% of portfolio	27,499	Q2 2025 Reduced 1.67%
MS Morgan Stanley Financial Services	$250B	$1.77 Million 0.12% of portfolio	12,595	Q2 2025 Added 4.82%
RIGS Riverfront Strategic Income Fd ETFs	$0	$1.8 Million 0.12% of portfolio	77,476	Q2 2025 Reduced 0.6%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$1.69 Million 0.12% of portfolio	13,653	Q2 2025 Added 104.54%
RTX Raytheon Technologies Corp Industrials	$229B	$1.73 Million 0.12% of portfolio	11,832	Q2 2025 Added 15.43%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.79 Million 0.12% of portfolio	70,851	Q2 2025 Added 6.37%
PGR Progressive Corp Financial Services	$142B	$1.7 Million 0.12% of portfolio	6,385	Q2 2025 Added 25.0%
PEP Pepsico Inc Consumer Defensive	$202B	$1.82 Million 0.12% of portfolio	13,754	Q2 2025 Added 22.18%
AMD Advanced Micro Devices Inc Technology	$282B	$1.66 Million 0.11% of portfolio	11,700	Q2 2025 Added 24.77%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$1.53 Million 0.11% of portfolio	20,163	Q2 2025 Added 131.97%
KR Kroger CO Consumer Defensive	$52.6B	$1.57 Million 0.11% of portfolio	21,899	Q2 2025 Added 103.03%
DE Deere & CO Industrials	$153B	$1.58 Million 0.11% of portfolio	3,102	Q2 2025 Added 10.35%
TMUS T Mobile Us, Inc. Communication Services	$314B	$1.64 Million 0.11% of portfolio	6,871	Q2 2025 Added 23.6%
CEG Constellation Energy Corp Utilities	$111B	$1.57 Million 0.11% of portfolio	4,858	Q2 2025 Added 27.67%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$1.59 Million 0.11% of portfolio	28,311	Q2 2025 Added 76.03%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$1.65 Million 0.11% of portfolio	65,736	Q2 2025 Reduced 7.22%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$1.54 Million 0.11% of portfolio	36,536	Q2 2025 New
WM Waste Management Inc Industrials	$95.6B	$1.56 Million 0.11% of portfolio	6,828	Q2 2025 Added 15.71%
COP Conocophillips Energy	$120B	$1.67 Million 0.11% of portfolio	18,567	Q2 2025 Added 19.97%
VO Vanguard Mid Cap ETF ETFs	$0	$1.47 Million 0.1% of portfolio	5,237	Q2 2025 Added 10.35%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.42 Million 0.1% of portfolio	7,770	Q2 2025 Added 24.68%
ADBE Adobe Inc. Technology	$157B	$1.43 Million 0.1% of portfolio	3,708	Q2 2025 Added 71.91%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$1.41 Million 0.1% of portfolio	27,503	Q2 2025 New
QCOM Qualcomm Inc Technology	$173B	$1.48 Million 0.1% of portfolio	9,294	Q2 2025 Added 35.44%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$1.49 Million 0.1% of portfolio	39,263	Q2 2025 Added 39.78%

Summary

Portfolio
No. of Stocks 648
Current Value $1.46 Billion
Prior Value $974 Million
Filing
Period Q2 2025
Filing Date August 04, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 160 stocks
Additional Purchases 356 stocks
Sold out of 0 stocks
Reduced holdings in 118 stocks

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Savvy Advisors, Inc. Portfolio Holdings