Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025

Savvy Advisors, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 820 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $141M, Nvidia Corp with a value of $133M, Ishares Core Total Usd Bond Ma with a value of $82.9M, Ishares Core S&P 500 ETF with a value of $67.2M, and Apple Inc. with a value of $54.4M.

Examining the 13F form we can see an increase of $636M in the current position value, from $1.46B to 2.09B.

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 $2.09 Billion
ETFs: $1.33 Billion
Technology: $317 Million
Financial Services: $89.8 Million
Consumer Cyclical: $67.5 Million
Communication Services: $63.6 Million
Industrials: $54.9 Million
Healthcare: $52.3 Million
Consumer Defensive: $46.9 Million
Other: $55.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Million 0.07% of portfolio
67,432
Q3 2025 Reduced 26.14%
$0
$1.36 Million 0.06% of portfolio
87,232
Q3 2025 Reduced 7.08%
$0
$934,000 0.04% of portfolio
56,322
Q3 2025 Reduced 8.69%
$0
$923,000 0.04% of portfolio
40,390
Q3 2025 Added 14.95%
$0
$657,000 0.03% of portfolio
41,888
Q3 2025 New
$0
$539,000 0.03% of portfolio
89,536
Q3 2025 Reduced 17.41%
$0
$673,000 0.03% of portfolio
108,517
Q3 2025 Reduced 5.16%
$0
$360,000 0.02% of portfolio
28,688
Q3 2025 Added 10.76%
$0
$496,000 0.02% of portfolio
33,281
Q3 2025 Added 39.0%
$0
$426,000 0.02% of portfolio
72,059
Q3 2025 Reduced 13.73%
$0
$443,000 0.02% of portfolio
44,665
Q3 2025 Reduced 19.05%
$48.2M
$247,000 0.01% of portfolio
227,000
Q3 2025 Added 18.79%
$0
$204,000 0.01% of portfolio
16,620
Q3 2025 New
$0
$180,000 0.01% of portfolio
17,030
Q3 2025 New
$0
$112,000 0.01% of portfolio
11,249
Q3 2025 New
$0
$129,000 0.01% of portfolio
11,084
Q3 2025 Reduced 39.41%
$0
$155,000 0.01% of portfolio
14,962
Q3 2025 Added 7.16%
$0
$163,000 0.01% of portfolio
23,765
Q3 2025 Added 1.65%
$0
$293,000 0.01% of portfolio
15,079
Q3 2025 New
$34.7M
$25,000 0.0% of portfolio
16,000
Q1 2024 New
$1.94M
$41,000 0.0% of portfolio
124,750
Q3 2025 Reduced 1.38%
$6.49M
$40,000 0.0% of portfolio
19,871
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 820
  • Current Value $2.09 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 206 stocks
  • Additional Purchases 433 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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