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Latest Savvy Advisors, Inc. Stock Portfolio

$3.75Billion | No. of Holdings #1114

Savvy Advisors, Inc. Performance

2026 Q1-1.74%
YTD-1.74%
2025+13.00%

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

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Savvy Advisors, Inc. reported an equity portfolio of $3.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Savvy Advisors, Inc. are VB, ACWF, NVDA. The fund has invested 6.3% of it's portfolio in VANGUARD INDEX FDS and 4.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ETF SER SOLUTIONS (BIGY), ISHARES U S ETF TR (CCRV) and DENALI THERAPEUTICS INC (DNLI) stocks. They significantly reduced their stock positions in WORLD GOLD TR (GLDM), FIDELITY COVINGTON TRUST and DBX ETF TR (ACSG). Savvy Advisors, Inc. opened new stock positions in AST SPACEMOBILE INC (ASTS), ABRDN ETFS (BCD) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to RBB FD INC (EERN), VANGUARD SCOTTSDALE FDS (BNDW) and AMERICAN CENTY ETF TR (AEMB).
Savvy Advisors, Inc. Equity Portfolio Value
Last Reported on: 11 May, 2026
$3.75Billion
  as of May 11, 2026

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

Our best estimate is that Savvy Advisors, Inc. made a return of -1.74% in the last quarter. In trailing 12 months, it's portfolio return was 13.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ast spacemobile inc22,445,500
abrdn etfs9,038,020
global x fds7,195,430
ishares tr5,337,420
ssga active tr4,265,010
ea series trust4,160,300
cambria etf tr2,880,400
ea series trust2,785,210
New stocks bought by Savvy Advisors, Inc.

Additions

Ticker% Inc.
rbb fd inc5,355
vanguard scottsdale fds4,239
american centy etf tr1,720
first busey corp960
vaneck etf trust801
ishares tr530
calamos etf tr524
ishares tr393
Additions to existing portfolio by Savvy Advisors, Inc.

Reductions

Ticker% Reduced
dbx etf tr-74.93
etf ser solutions-69.16
fidelity covington trust-62.95
etf ser solutions-61.7
ishares tr-59.37
etf ser solutions-58.13
vanguard bd index fds-54.6
etf ser solutions-50.38
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 70.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others70.5
Technology10.9
Financial Services3.6
Communication Services2.6
Consumer Cyclical2.5
Industrials2.4
Healthcare2.3
Consumer Defensive2.1
Energy1.3

Market Cap. Distribution

Savvy Advisors, Inc. has about 27.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED70.5
MEGA-CAP18.9
LARGE-CAP8.6
MID-CAP1.6

Stocks belong to which Index?

About 28% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others71.9
S&P 50025.8
RUSSELL 20002.2
Top 5 Winners (%)%
GLDM
world gold tr
366.2 %
sandisk corp
132.2 %
STKL
sunopta inc
70.5 %
DOW
dow hldgs inc
70.4 %
POWL
powell inds inc
69.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
4.5 M
GLDM
world gold tr
3.1 M
AGT
ishares tr
3.0 M
CVX
chevron corporation
2.5 M
sandisk corp
2.2 M
Top 5 Losers (%)%
cervomed inc
-50.1 %
QBTS
d-wave quantum inc
-42.8 %
MDB
mongodb inc
-41.1 %
WDAY
workday inc
-39.4 %
AGT
ishares tr
-36.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-13.8 M
VB
vanguard index fds
-10.7 M
FNDA
schwab strategic tr
-9.1 M
NVDA
nvidia corporation
-9.0 M
AAPL
apple inc
-5.0 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 1114 stocks in it's portfolio. About 28.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Savvy Advisors, Inc. last quarter.

$3.49BTotal Value
494Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Savvy Advisors, Inc., last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
1.38%464,300
$51.71M
1.38%
increased 160.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
1.08%380,909
$40.43M
1.08%
increased 39.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.54%202,570
$20.40M
0.54%
decreased 22.37 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.23%81,632
$8.69M
0.23%
increased 10.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.09%27,380
$3.25M
0.09%
increased 2.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.06%25,915
$2.43M
0.06%
decreased 49.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.06%38,868
$2.21M
0.06%
increased 13.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%13,196
$1.60M
0.04%
increased 14.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%20,388
$1.52M
0.04%
increased 96.74 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%28,249
$1.48M
0.04%
increased 61.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%45,012
$1.36M
0.04%
increased 339.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%24,854
$1.32M
0.04%
increased 131.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%16,189
$1.29M
0.03%
increased 301.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%10,230
$1.28M
0.03%
decreased 0.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%10,758
$1.19M
0.03%
decreased 11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%13,054
$1.02M
0.03%
increased 11.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%9,858
$936.1K
0.03%
increased 146.57 percentadded