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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BAC Bank Of America Corp Financial Services	$413B	$1.91 Million 0.09% of portfolio	37,055	Q3 2025 Reduced 3.78%
ADBE Adobe Inc. Technology	$151B	$1.8 Million 0.09% of portfolio	5,104	Q3 2025 Added 37.65%
FDVV Fidelity High Dividend ETF ETFs	$0	$1.81 Million 0.09% of portfolio	32,445	Q3 2025 Added 85.43%
TMUS T Mobile Us, Inc. Communication Services	$269B	$1.88 Million 0.09% of portfolio	7,836	Q3 2025 Added 14.04%
CRM Salesforce, Inc. Technology	$237B	$1.86 Million 0.09% of portfolio	7,836	Q3 2025 Added 6.96%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.84 Million 0.09% of portfolio	7,612	Q3 2025 Added 41.12%
VO Vanguard Mid Cap ETF ETFs	$0	$1.84 Million 0.09% of portfolio	6,269	Q3 2025 Added 19.71%
CMF Ishares California Muni Bond E ETFs	$0	$1.81 Million 0.09% of portfolio	31,756	Q3 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.83 Million 0.09% of portfolio	42,865	Q3 2025 Added 128.99%

DIS Walt Disney CO Communication Services	$193B	$1.93 Million 0.09% of portfolio	16,882	Q3 2025 Reduced 2.61%
COP Conocophillips Energy	$113B	$1.78 Million 0.09% of portfolio	18,867	Q3 2025 Added 1.62%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.83 Million 0.09% of portfolio	36,020	Q3 2025 Added 81.53%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.99 Million 0.09% of portfolio	25,350	Q3 2025 Reduced 5.0%
DFAI Dimensional ETF Tr ETFs	$0	$1.98 Million 0.09% of portfolio	54,556	Q3 2025 Added 151.36%
PGR Progressive Corp Financial Services	$132B	$1.98 Million 0.09% of portfolio	8,026	Q3 2025 Added 25.7%
EFIV Spdr Ser Tr Spdr S&P 500 Esg E Technology	$0	$1.66 Million 0.08% of portfolio	26,114	Q3 2025 Added 32.29%
WM Waste Management Inc Industrials	$85.9B	$1.68 Million 0.08% of portfolio	7,619	Q3 2025 Added 11.58%
PSN Parsons Corp Industrials	$8.56B	$1.68 Million 0.08% of portfolio	20,292	Q3 2025 New

AXP American Express CO Financial Services	$255B	$1.69 Million 0.08% of portfolio	5,075	Q3 2025 Added 19.52%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.69 Million 0.08% of portfolio	6,842	Q3 2025 Added 33.22%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$1.68 Million 0.08% of portfolio	27,919	Q3 2025 Added 30.73%
UNH Unitedhealth Group Inc Healthcare	$300B	$1.65 Million 0.08% of portfolio	4,766	Q3 2025 Reduced 33.92%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.61 Million 0.08% of portfolio	4,393	Q3 2025 Added 15.27%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$1.6 Million 0.08% of portfolio	40,384	Q3 2025 Added 2.86%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.6 Million 0.08% of portfolio	14,347	Q3 2025 Added 41.49%
NEM Newmont Corp Basic Materials	$69.1B	$1.58 Million 0.08% of portfolio	18,775	Q3 2025 Added 10.53%
CDNS Cadence Design Systems Inc Technology	$86.4B	$1.57 Million 0.08% of portfolio	4,469	Q3 2025 Added 2.31%
CEG Constellation Energy Corp Utilities	$111B	$1.62 Million 0.08% of portfolio	4,921	Q3 2025 Added 1.3%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.62 Million 0.08% of portfolio	22,115	Q3 2025 Added 11.79%
APH Amphenol Corp Technology	$79.6B	$1.64 Million 0.08% of portfolio	13,214	Q3 2025 Added 53.63%
WFC Wells Fargo & Company Financial Services	$317B	$1.64 Million 0.08% of portfolio	19,553	Q3 2025 Added 14.02%
UBER Uber Technologies, Inc Technology	$181B	$1.7 Million 0.08% of portfolio	17,382	Q3 2025 Added 35.12%
KR Kroger CO Consumer Defensive	$47.8B	$1.71 Million 0.08% of portfolio	25,297	Q3 2025 Added 15.52%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$1.77 Million 0.08% of portfolio	31,117	Q3 2025 Added 9.91%
DFAX Dimensional ETF Tr	$0	$1.76 Million 0.08% of portfolio	56,078	Q3 2025 Added 18.53%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$1.72 Million 0.08% of portfolio	6,853	Q3 2025 Added 31.56%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.71 Million 0.08% of portfolio	36,913	Q3 2025 Added 13.87%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.46 Million 0.07% of portfolio	14,689	Q3 2025 Added 1.09%
HON Honeywell International Inc Industrials	$132B	$1.52 Million 0.07% of portfolio	7,223	Q3 2025 Reduced 13.19%
WELL Welltower Inc. Real Estate	$89.8B	$1.44 Million 0.07% of portfolio	8,111	Q3 2025 Added 110.89%
C Citigroup Inc Financial Services	$190B	$1.42 Million 0.07% of portfolio	14,008	Q3 2025 Added 12.69%
MRK Merck & Co., Inc. Healthcare	$235B	$1.42 Million 0.07% of portfolio	16,940	Q3 2025 Added 109.52%
TXN Texas Instruments Inc Technology	$177B	$1.5 Million 0.07% of portfolio	7,730	Q3 2025 Added 24.64%
PICK Ishares Inc Msci Global Select ETFs	$0	$1.41 Million 0.07% of portfolio	31,764	Q3 2025 Reduced 1.06%
BSX Boston Scientific Corp Healthcare	$147B	$1.4 Million 0.07% of portfolio	14,337	Q3 2025 Added 25.85%
AVB Avalonbay Communities Inc Real Estate	$24.8B	$1.4 Million 0.07% of portfolio	7,232	Q3 2025 Added 15.95%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.39 Million 0.07% of portfolio	18,718	Q3 2025 Added 151.18%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.39 Million 0.07% of portfolio	15,601	Q3 2025 Reduced 4.95%
ARCC Ares Capital Corp Financial Services	$0	$1.38 Million 0.07% of portfolio	67,432	Q3 2025 Reduced 26.14%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$1.37 Million 0.07% of portfolio	55,098	Q3 2025 Added 70.53%

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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Savvy Advisors, Inc. Portfolio Holdings