Latest Savvy Advisors, Inc. Stock Portfolio
Savvy Advisors, Inc. Performance:
2025 Q2: 8.05%YTD: 4.64%2024: 0.09%
Performance for 2025 Q2 is 8.05%, and YTD is 4.64%, and 2024 is 0.09%.
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 $1.5 Billions as of 30 Jun, 2025.
The top stock holdings of Savvy Advisors, Inc. are NVDA, VB, ACWF. The fund has invested 7.5% of it's portfolio in NVIDIA CORPORATION and 6.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off PROSHARES TR (BZQ), SCHWAB STRATEGIC TR (FNDA) and BLACKROCK ETF TRUST II (HYMU) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and SELECT SECTOR SPDR TR (XLB). Savvy Advisors, Inc. opened new stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (ACSG), OREILLY AUTOMOTIVE INC (ORLY) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Savvy Advisors, Inc. are NVDA, VB, ACWF. The fund has invested 7.5% of it's portfolio in NVIDIA CORPORATION and 6.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off PROSHARES TR (BZQ), SCHWAB STRATEGIC TR (FNDA) and BLACKROCK ETF TRUST II (HYMU) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and SELECT SECTOR SPDR TR (XLB). Savvy Advisors, Inc. opened new stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (ACSG), OREILLY AUTOMOTIVE INC (ORLY) and SCHWAB STRATEGIC TR (FNDA).
Savvy Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Savvy Advisors, Inc. made a return of 8.05% in the last quarter. In trailing 12 months, it's portfolio return was 6.51%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 10,987,300 |
| j p morgan exchange traded f | 7,297,810 |
| schwab strategic tr | 6,586,740 |
| vanguard world fd | 2,235,110 |
| vanguard malvern fds | 1,804,860 |
| dimensional etf trust | 1,544,000 |
| ishares tr | 1,405,130 |
| denali therapeutics inc | 1,368,120 |
New stocks bought by Savvy Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| dbx etf tr | 4,933 |
| oreilly automotive inc | 1,929 |
| schwab strategic tr | 910 |
| ishares tr | 523 |
| ishares tr | 478 |
| j p morgan exchange traded f | 312 |
| dimensional etf trust | 214 |
| dimensional etf trust | 208 |
Additions to existing portfolio by Savvy Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -46.86 |
| vanguard bd index fds | -38.55 |
| vanguard scottsdale fds | -35.14 |
| vanguard scottsdale fds | -34.81 |
| dimensional etf trust | -33.82 |
| ishares tr | -31.3 |
| ishares tr | -31.27 |
| ishares tr | -28.95 |
Savvy Advisors, Inc. reduced stake in above stock
Sold off
Sector Distribution
Savvy Advisors, Inc. has about 62.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 62.4 |
| Technology | 16.8 |
| Financial Services | 3.7 |
| Healthcare | 3.2 |
| Consumer Cyclical | 3.2 |
| Communication Services | 3 |
| Consumer Defensive | 2.6 |
| Industrials | 2.2 |
| Energy | 1.1 |
Market Cap. Distribution
Savvy Advisors, Inc. has about 35.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 62.3 |
| MEGA-CAP | 24.3 |
| LARGE-CAP | 11.6 |
| MID-CAP | 1.1 |
Stocks belong to which Index?
About 35.3% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64 |
| S&P 500 | 35.3 |
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 647 stocks in it's portfolio. About 36.4% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Savvy Advisors, Inc. last quarter.
Last Reported on: 04 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.68 | 195,748 | 40,161,700 | added | 38.51 | ||
| AAXJ | ishares tr | 0.96 | 128,037 | 14,340,100 | added | 10.61 | ||
| AAXJ | ishares tr | 0.81 | 116,166 | 12,137,000 | added | 49.14 | ||
| AAXJ | ishares tr | 0.72 | 105,751 | 10,744,300 | added | 38.24 | ||
| AAXJ | ishares tr | 0.17 | 24,377 | 2,592,250 | added | 27.16 | ||
| AAXJ | ishares tr | 0.14 | 23,114 | 2,140,790 | added | 42.67 | ||
| AAXJ | ishares tr | 0.07 | 12,186 | 1,079,680 | reduced | -0.93 | ||
| AAXJ | ishares tr | 0.06 | 15,434 | 979,720 | reduced | -28.02 | ||
| AAXJ | ishares tr | 0.05 | 15,287 | 806,542 | reduced | -1.25 | ||
| AAXJ | ishares tr | 0.05 | 6,854 | 796,189 | added | 5.17 | ||
| AAXJ | ishares tr | 0.04 | 5,850 | 549,272 | reduced | -31.3 | ||
| AAXJ | ishares tr | 0.03 | 7,083 | 514,783 | added | 13.93 | ||
| AAXJ | ishares tr | 0.03 | 6,237 | 380,083 | new | |||
| AAXJ | ishares tr | 0.02 | 15,336 | 348,434 | reduced | -2.08 | ||
| ABBV | abbvie inc | 0.31 | 24,686 | 4,582,200 | added | 21.99 | ||
| ABC | cencora inc | 0.02 | 1,085 | 325,337 | added | 8.94 | ||
| ABT | abbott labs | 0.19 | 21,305 | 2,897,710 | added | 3.08 | ||
| ACES | alps etf tr | 0.12 | 77,476 | 1,801,780 | reduced | -0.6 | ||
| ACN | accenture plc ireland | 0.09 | 4,351 | 1,300,470 | added | 18.94 | ||
| ACSG | dbx etf tr | 0.77 | 263,123 | 11,511,600 | added | 4,933 | ||