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
DE Deere & CO Industrials	$144B	$1.36 Million 0.07% of portfolio	2,975	Q3 2025 Reduced 4.09%
MDT Medtronic PLC Healthcare	$128B	$1.53 Million 0.07% of portfolio	16,061	Q3 2025 Added 10.1%
MS Morgan Stanley Financial Services	$270B	$1.56 Million 0.07% of portfolio	9,803	Q3 2025 Reduced 22.17%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.43 Million 0.07% of portfolio	7,859	Q3 2025 Added 1.15%
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.37 Million 0.07% of portfolio	20,404	Q3 2025 Added 13.02%
COIN Coinbase Global, Inc. Technology	$40.3B	$1.33 Million 0.06% of portfolio	3,950	Q3 2025 Added 14.63%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.32 Million 0.06% of portfolio	53,950	Q3 2025 Added 4.34%
UNP Union Pacific Corp Industrials	$136B	$1.31 Million 0.06% of portfolio	5,526	Q3 2025 Added 149.93%
SHEL Shell PLC Energy	$270B	$1.3 Million 0.06% of portfolio	18,208	Q3 2025 Added 23.09%

NVS Novartis Ag Healthcare	$283B	$1.29 Million 0.06% of portfolio	10,067	Q3 2025 Added 7.92%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$1.18 Million 0.06% of portfolio	31,778	Q3 2025 Reduced 1.21%
LDOS Leidos Holdings, Inc. Technology	$26.1B	$1.27 Million 0.06% of portfolio	6,717	Q3 2025 Added 3.75%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.26 Million 0.06% of portfolio	17,649	Q3 2025 Added 12.81%
ADP Automatic Data Processing Inc Industrials	$104B	$1.24 Million 0.06% of portfolio	4,216	Q3 2025 Reduced 2.48%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$1.23 Million 0.06% of portfolio	25,609	Q3 2025 Reduced 6.31%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$1.22 Million 0.06% of portfolio	12,208	Q3 2025 Added 50.2%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.22 Million 0.06% of portfolio	21,982	Q3 2025 Added 14.9%
ACN Accenture PLC Technology	$152B	$1.19 Million 0.06% of portfolio	4,840	Q3 2025 Added 11.24%

FNDF Schwab Fundamental Intl Large ETFs	$0	$1.19 Million 0.06% of portfolio	27,700	Q3 2025 Reduced 3.2%
PH Parker Hannifin Corp Industrials	$107B	$1.35 Million 0.06% of portfolio	1,779	Q3 2025 Added 25.46%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.35 Million 0.06% of portfolio	9,275	Q3 2025 Reduced 5.06%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$1.17 Million 0.06% of portfolio	24,529	Q3 2025 Added 11.1%
DFAE Dimensional ETF Tr ETFs	$0	$1.16 Million 0.06% of portfolio	36,785	Q3 2025 Added 75.11%
NEE Nextera Energy Inc Utilities	$168B	$1.19 Million 0.06% of portfolio	15,762	Q3 2025 Added 2.31%
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Financial Services	$0	$1.36 Million 0.06% of portfolio	87,232	Q3 2025 Reduced 7.08%
ELS Equity Lifestyle Properties Inc Real Estate	$11.6B	$1.1 Million 0.05% of portfolio	18,090	Q3 2025 Reduced 0.57%
MAIN Main Street Capital Corp Financial Services	$4.4B	$1.04 Million 0.05% of portfolio	16,360	Q3 2025 Added 12.4%
IEO Ishares Tr ETFs	$0	$1.05 Million 0.05% of portfolio	11,291	Q3 2025 Reduced 7.34%
BABA Alibaba Group Holding LTD Consumer Cyclical	$418B	$1.06 Million 0.05% of portfolio	5,951	Q3 2025 Reduced 4.52%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.07 Million 0.05% of portfolio	6,109	Q3 2025 Added 9.83%
KMI Kinder Morgan, Inc. Energy	$61.6B	$1.07 Million 0.05% of portfolio	37,737	Q3 2025 Added 45.6%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.1 Million 0.05% of portfolio	10,910	Q3 2025 Added 7.14%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.09 Million 0.05% of portfolio	11,663	Q3 2025 Added 4.72%
REGN Regeneron Pharmaceuticals, Inc. Healthcare	$74.3B	$1.09 Million 0.05% of portfolio	1,942	Q3 2025 Added 22.52%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$1.1 Million 0.05% of portfolio	40,154	Q3 2025 Reduced 17.45%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.09 Million 0.05% of portfolio	18,085	Q3 2025 Added 41.87%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$1.02 Million 0.05% of portfolio	30,594	Q3 2025 Added 16.15%
BA Boeing CO Industrials	$114B	$1.01 Million 0.05% of portfolio	4,663	Q3 2025 Reduced 13.84%
BKNG Booking Holdings Inc. Consumer Cyclical	$191B	$988,000 0.05% of portfolio	183	Q3 2025 Added 26.21%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$986,000 0.05% of portfolio	7,888	Q3 2025 Added 106.22%
IVE Ishares S&P 500 Value ETF ETFs	$0	$978,000 0.05% of portfolio	4,737	Q3 2025 Reduced 16.72%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$977,000 0.05% of portfolio	10,126	Q3 2025 Added 274.76%
LHX L3 Harris Technologies, Inc. Industrials	$55.4B	$943,000 0.05% of portfolio	3,090	Q3 2025 Added 5.93%
VNQ Vanguard Specialized Funds Van ETFs	$0	$944,000 0.05% of portfolio	10,335	Q3 2025 Added 26.76%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$959,000 0.05% of portfolio	8,099	Q3 2025 Added 0.48%
MSTR Microstrategy Inc Technology	$1.87B	$969,000 0.05% of portfolio	3,010	Q3 2025 Added 10.18%
WMB Williams Companies, Inc. Energy	$74.3B	$1.01 Million 0.05% of portfolio	15,989	Q3 2025 Added 30.29%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$971,000 0.05% of portfolio	3,308	Q3 2025 Added 11.68%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$991,000 0.05% of portfolio	20,568	Q3 2025 New
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$1.01 Million 0.05% of portfolio	23,253	Q3 2025 Added 47.13%

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