Latest Savvy Advisors, Inc. Stock Portfolio

Savvy Advisors, Inc. Performance:

2025 Q4: -0.02%YTD: 10.93%2024: 3.86%

Performance for 2025 Q4 is -0.02%, and YTD is 10.93%, and 2024 is 3.86%.

About Savvy Advisors, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Savvy Advisors, Inc. reported an equity portfolio of $3.1 Billions as of 31 Dec, 2025.

The top stock holdings of Savvy Advisors, Inc. are VB, ACWF, NVDA. The fund has invested 6.6% of it's portfolio in VANGUARD INDEX FDS and 4.3% of portfolio in ISHARES TR.

The fund managers got completely rid off ADVISORS INNER CIRCLE FD II, OLD DOMINION FREIGHT LINE IN (ODFL) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in ALPS ETF TR (ACES), T ROWE PRICE ETF INC (TAGG) and PUTNAM ETF TRUST (PFUT). Savvy Advisors, Inc. opened new stock positions in ETF SER SOLUTIONS (ACIO), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).

Savvy Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Savvy Advisors, Inc. made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 10.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
etf ser solutions	9,492,020
select sector spdr tr	8,218,150
ishares tr	6,410,620
etf ser solutions	5,967,300
etf ser solutions	4,909,360
vanguard admiral fds inc	4,681,880
select sector spdr tr	3,276,150
wisdomtree tr	3,222,230

New stocks bought by Savvy Advisors, Inc.

Additions

Ticker	% Inc.
select sector spdr tr	2,573
ishares tr	2,569
invesco exchange traded fd t	1,564
world gold tr	1,376
netflix inc	1,294
servicenow inc	1,037
invesco exchange traded fd t	751
ishares tr	743

Additions to existing portfolio by Savvy Advisors, Inc.

Reductions

Ticker	% Reduced
alps etf tr	-63.7
ishares tr	-51.23
janus detroit str tr	-49.4
denali therapeutics inc	-49.37
novo-nordisk a s	-31.74
ishares inc	-30.59
j p morgan exchange traded f	-30.25
intel corp	-21.3

Savvy Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Savvy Advisors, Inc.

Sector Distribution

Savvy Advisors, Inc. has about 70% of it's holdings in Others sector.

Sector	%
Others	70
Technology	11.6
Financial Services	3.1
Communication Services	2.9
Consumer Cyclical	2.7
Healthcare	2.6
Industrials	2.3
Consumer Defensive	2

Market Cap. Distribution

Savvy Advisors, Inc. has about 28.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70
MEGA-CAP	18
LARGE-CAP	10.3

Stocks belong to which Index?

About 27.6% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.7
S&P 500	27.6

Top 5 Winners (%)		%
	sandisk corp	110.1 %
VSCO	victorias secret and co	97.3 %
MU	micron technology inc	58.0 %
CIEN	ciena corp	57.2 %
SLV	ishares silver tr	50.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.4 M
GOOG	alphabet inc	5.0 M
VB	vanguard index fds	4.1 M
LLY	eli lilly & co	4.0 M
AAPL	apple inc	4.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.3 %
GLDM	world gold tr	-74.3 %
NOW	servicenow inc	-73.2 %
TPL	texas pacific land corporati	-61.8 %
	healthy choice wellness corp	-60.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-21.3 M
XLB	select sector spdr tr	-21.1 M
NOW	servicenow inc	-4.2 M
MSFT	microsoft corp	-3.5 M
	ishares bitcoin trust etf	-2.6 M

Savvy Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Savvy Advisors, Inc.

Savvy Advisors, Inc. has 1001 stocks in it's portfolio. About 30.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Savvy Advisors, Inc. last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.16	245,595	66,767,400	added	14.95

AAXJ	ishares tr	0.94	272,482	29,185,500	added	36.95

AAXJ	ishares tr	0.86	260,937	26,529,500	added	61.19

AAXJ	ishares tr	0.66	178,301	20,312,100	added	30.47

AAXJ	ishares tr	0.26	74,150	7,911,770	reduced	-0.15

AAXJ	ishares tr	0.16	51,488	4,957,250	added	60.13

AAXJ	ishares tr	0.10	26,817	3,200,640	new

AAXJ	ishares tr	0.06	34,150	1,962,260	added	7.54

AAXJ	ishares tr	0.05	11,543	1,487,120	added	70.00

AAXJ	ishares tr	0.04	12,088	1,331,530	added	487

AAXJ	ishares tr	0.03	17,518	926,355	added	3.07

AAXJ	ishares tr	0.03	10,254	915,245	reduced	-9.18

AAXJ	ishares tr	0.03	11,757	911,557	added	71.89

AAXJ	ishares tr	0.02	11,240	754,521	reduced	-18.77

AAXJ	ishares tr	0.02	10,363	740,054	reduced	-4.8

AAXJ	ishares tr	0.02	4,572	637,071	reduced	-0.41

ABBV	abbvie inc	0.27	36,568	8,355,340	added	22.21

ABT	abbott labs	0.12	30,120	3,773,700	added	47.2

ACES	alps etf tr	0.04	55,626	1,282,180	reduced	-63.7

ACIO	etf ser solutions	0.31	217,209	9,492,020	new