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
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Financial Services	$0	$1.41 Million 0.1% of portfolio	93,881	Q2 2025 Reduced 3.08%
DFAX Dimensional ETF Tr	$0	$1.39 Million 0.1% of portfolio	47,311	Q2 2025 Added 51.73%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.45 Million 0.1% of portfolio	32,418	Q2 2025 Added 15.86%
INTC Intel Corp Technology	$89.6B	$1.45 Million 0.1% of portfolio	64,527	Q2 2025 Added 0.45%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$1.25 Million 0.09% of portfolio	48,641	Q2 2025 Added 25.96%
AXP American Express CO Financial Services	$227B	$1.35 Million 0.09% of portfolio	4,246	Q2 2025 Added 30.37%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.29 Million 0.09% of portfolio	3,811	Q2 2025 Added 27.84%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.32 Million 0.09% of portfolio	14,531	Q2 2025 Reduced 4.41%
WFC Wells Fargo & Company Financial Services	$302B	$1.37 Million 0.09% of portfolio	17,149	Q2 2025 Added 34.05%
MDT Medtronic PLC Healthcare	$122B	$1.27 Million 0.09% of portfolio	14,588	Q2 2025 Added 33.46%
CDNS Cadence Design Systems Inc Technology	$97B	$1.35 Million 0.09% of portfolio	4,368	Q2 2025 Added 12.52%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$1.3 Million 0.09% of portfolio	27,334	Q2 2025 Added 140.26%
ACN Accenture PLC Technology	$150B	$1.3 Million 0.09% of portfolio	4,351	Q2 2025 Added 18.94%
ADP Automatic Data Processing Inc Industrials	$124B	$1.33 Million 0.09% of portfolio	4,323	Q2 2025 Added 41.32%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.3 Million 0.09% of portfolio	16,414	Q2 2025 Reduced 5.66%
DNLI Denali Therapeutics Inc. Healthcare	$1.77B	$1.37 Million 0.09% of portfolio	97,793	Q2 2025 New
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$1.34 Million 0.09% of portfolio	45,182	Q2 2025 Reduced 33.82%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.26 Million 0.09% of portfolio	51,707	Q2 2025 Reduced 5.89%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.32 Million 0.09% of portfolio	9,769	Q2 2025 New
AVB Avalonbay Communities Inc Real Estate	$26.1B	$1.27 Million 0.09% of portfolio	6,237	Q2 2025 Added 7.74%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.37 Million 0.09% of portfolio	19,783	Q2 2025 Added 138.38%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.13 Million 0.08% of portfolio	40,182	Q2 2025 Added 9.12%
FNDF Schwab Fundamental Intl Large ETFs	$0	$1.15 Million 0.08% of portfolio	28,615	Q2 2025 Added 39.5%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.17 Million 0.08% of portfolio	5,136	Q2 2025 Added 96.93%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.11 Million 0.08% of portfolio	10,140	Q2 2025 Added 100.0%
NVS Novartis Ag Healthcare	$257B	$1.13 Million 0.08% of portfolio	9,328	Q2 2025 Added 19.88%
NOW Service Now, Inc. Technology	$172B	$1.11 Million 0.08% of portfolio	1,080	Q2 2025 Added 17.26%
PICK Ishares Inc Msci Global Select ETFs	$0	$1.21 Million 0.08% of portfolio	32,105	Q2 2025 Reduced 2.45%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$1.16 Million 0.08% of portfolio	32,168	Q2 2025 Reduced 3.46%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.11 Million 0.08% of portfolio	5,688	Q2 2025 Reduced 12.25%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$1.12 Million 0.08% of portfolio	12,242	Q2 2025 Reduced 5.38%
BSX Boston Scientific Corp Healthcare	$147B	$1.22 Million 0.08% of portfolio	11,392	Q2 2025 Added 30.09%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.16 Million 0.08% of portfolio	5,394	Q2 2025 Reduced 8.28%
LOW Lowes Companies Inc Consumer Cyclical	$152B	$1.16 Million 0.08% of portfolio	5,209	Q2 2025 Added 67.98%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$1.18 Million 0.08% of portfolio	21,357	Q2 2025 New
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$1.16 Million 0.08% of portfolio	5,122	Q2 2025 Added 10.84%
TXN Texas Instruments Inc Technology	$177B	$1.21 Million 0.08% of portfolio	6,202	Q2 2025 Added 7.52%
UBER Uber Technologies, Inc Technology	$182B	$1.2 Million 0.08% of portfolio	12,864	Q2 2025 Added 38.07%
BA Boeing CO Industrials	$139B	$1.13 Million 0.08% of portfolio	5,412	Q2 2025 Added 18.87%
MSTR Microstrategy Inc Technology	$3.68B	$1.1 Million 0.08% of portfolio	2,732	Q2 2025 Added 44.17%
MEAR Blackrock Short Maturity Munic ETFs	$0	$1.12 Million 0.08% of portfolio	22,249	Q2 2025 Added 82.88%
ELS Equity Lifestyle Properties Inc Real Estate	$11.2B	$1.12 Million 0.08% of portfolio	18,194	Q2 2025 Reduced 0.39%
EFIV Spdr Ser Tr Spdr S&P 500 Esg E Technology	$0	$1.16 Million 0.08% of portfolio	19,740	Q2 2025 New
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.13 Million 0.08% of portfolio	18,053	Q2 2025 Added 4.3%
COIN Coinbase Global, Inc. Technology	$45.7B	$1.21 Million 0.08% of portfolio	3,446	Q2 2025 Added 2.83%
BBN Black Rock Taxable Municipal Bond Trust Financial Services	$0	$993,000 0.07% of portfolio	61,683	Q2 2025 Reduced 1.13%
IEO Ishares Tr ETFs	$0	$1.08 Million 0.07% of portfolio	12,186	Q2 2025 Reduced 0.93%
MO Altria Group, Inc. Consumer Defensive	$118B	$1.08 Million 0.07% of portfolio	18,492	Q2 2025 Added 13.16%
PH Parker Hannifin Corp Industrials	$96.6B	$990,000 0.07% of portfolio	1,418	Q2 2025 Added 32.28%
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$953,000 0.07% of portfolio	35,943	Q2 2025 Added 5.03%

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