Latest Savvy Advisors, Inc. Stock Portfolio

Savvy Advisors, Inc. Performance:

2025 Q3: 4.01%YTD: 8.73%2024: 6%

Performance for 2025 Q3 is 4.01%, and YTD is 8.73%, and 2024 is 6%.

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 $2.2 Billions as of 30 Sep, 2025.

The top stock holdings of Savvy Advisors, Inc. are VB, NVDA, ACWF. The fund has invested 6.5% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), QUANTUM COMPUTING INC (QUBT) and FRANKLIN BSP RLTY TR INC (FBRT) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), DIREXION SHS ETF TR (BRZU) and D-WAVE QUANTUM INC (QBTS). Savvy Advisors, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD WORLD FD (VAW) and ISHARES BITCOIN TRUST ETF.

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

Our best estimate is that Savvy Advisors, Inc. made a return of 4.01% in the last quarter. In trailing 12 months, it's portfolio return was 8.73%.

New Buys

Ticker	$ Bought
dimensional etf trust	13,081,700
dimensional etf trust	8,173,290
american centy etf tr	6,320,540
ishares tr	6,269,850
dimensional etf trust	5,756,540
ishares tr	4,811,600
american centy etf tr	4,301,050
global x fds	1,967,360

New stocks bought by Savvy Advisors, Inc.

Additions

Ticker	% Inc.
dimensional etf trust	5,763
vanguard world fd	5,102
dimensional etf trust	1,236
dimensional etf trust	1,071
dimensional etf trust	963
ishares bitcoin trust etf	838
vanguard bd index fds	815
ishares tr	711

Additions to existing portfolio by Savvy Advisors, Inc.

Reductions

Ticker	% Reduced
amgen inc	-83.45
agios pharmaceuticals inc	-44.94
blackrock etf trust	-38.69
unitedhealth group inc	-33.92
j p morgan exchange traded f	-33.49
first tr exchng traded fd vi	-32.96
ishares tr	-29.47
ares capital corp	-26.14

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 67% of it's holdings in Others sector.

Sector	%
Others	67
Technology	14.5
Financial Services	3.1
Consumer Cyclical	3
Communication Services	2.8
Industrials	2.4
Healthcare	2.2
Consumer Defensive	2.1

Market Cap. Distribution

Savvy Advisors, Inc. has about 31.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67
MEGA-CAP	20.7
LARGE-CAP	10.6
MID-CAP	1.2

Stocks belong to which Index?

About 30.3% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68.9
S&P 500	30.3

Top 5 Winners (%)		%
RGTI	rigetti computing inc	151.2 %
XERS	xeris biopharma holdings inc	74.3 %
QBTS	d-wave quantum inc	68.8 %
VSCO	victorias secret and co	44.6 %
IONQ	ionq inc	43.1 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	20.2 M
AAPL	apple inc	9.7 M
GOOG	alphabet inc	4.6 M
IJR	ishares tr	3.8 M
GOOG	alphabet inc	3.2 M

Top 5 Losers (%)		%
EAT	brinker intl inc	-29.7 %
POWI	power integrations inc	-28.1 %
CMG	chipotle mexican grill inc	-27.5 %
FSK	fs kkr cap corp	-21.9 %
MSTR	strategy inc	-18.8 %

Top 5 Losers ($)		$
PG	procter and gamble co	-0.5 M
INTU	intuit	-0.4 M
PM	philip morris intl inc	-0.3 M
COST	costco whsl corp new	-0.3 M
NFLX	netflix inc	-0.3 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 818 stocks in it's portfolio. About 33.2% of the portfolio is in top 10 stocks. PG 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: 06 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.02	4,690	438,234	new

AAPL	apple inc	2.50	213,658	54,403,800	added	9.15

AAXJ	ishares tr	0.97	198,963	21,187,500	added	71.27

AAXJ	ishares tr	0.77	161,879	16,671,900	added	53.08

AAXJ	ishares tr	0.72	136,664	15,563,300	added	6.74

AAXJ	ishares tr	0.36	74,264	7,929,920	added	204

AAXJ	ishares tr	0.14	32,154	3,060,750	added	39.11

AAXJ	ishares tr	0.08	31,756	1,811,380	new

AAXJ	ishares tr	0.05	11,291	1,045,550	reduced	-7.34

AAXJ	ishares tr	0.04	16,997	901,353	added	11.19

AAXJ	ishares tr	0.04	13,837	899,576	added	121

AAXJ	ishares tr	0.04	6,790	855,231	reduced	-0.93

AAXJ	ishares tr	0.03	10,885	738,324	reduced	-29.47

AAXJ	ishares tr	0.03	4,591	622,748	new

AAXJ	ishares tr	0.02	6,840	524,754	reduced	-3.43

ABBV	abbvie inc	0.32	29,922	6,928,070	added	21.21

ABT	abbott labs	0.13	20,462	2,740,670	reduced	-3.96

ACES	alps etf tr	0.16	153,253	3,568,390	added	97.81

ACN	accenture plc ireland	0.06	4,840	1,193,480	added	11.24

ACSG	dbx etf tr	0.66	309,312	14,358,300	added	17.55