Grufity logo
Grufity logo

Latest Savvy Advisors, Inc. Stock Portfolio

$4.71Billion | No. of Holdings #1230

Savvy Advisors, Inc. Performance

2026 Q2+5.36%
YTD+3.53%
2025+13.00%

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

On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Savvy Advisors, Inc. reported an equity portfolio of $4.7 Billions as of 30 Jun, 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 3.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), VANGUARD WELLINGTON FD (VFLQ) and AGF INVTS TR (BTAL) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SANDISK CORP and FIRST TR EXCHNG TRADED FD VI (AFLG). Savvy Advisors, Inc. opened new stock positions in WISDOMTREE TR (AGZD), INVESCO EXCHANGE TRADED FD T (CSD) and VIR BIOTECHNOLOGY INC (VIR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (BSAE), VISTRA CORP (VST) and J P MORGAN EXCHANGE TRADED F.
Savvy Advisors, Inc. Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$4.71Billion
  as of Aug 03, 2026

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

Our best estimate is that Savvy Advisors, Inc. made a return of 5.36% in the last quarter. In trailing 12 months, it's portfolio return was 11.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
wisdomtree tr13,148,800
invesco exchange traded fd t11,257,200
vir biotechnology inc10,604,400
invesco exchange traded fd t6,053,460
morgan stanley etf trust3,643,500
mfs active exchange traded f3,486,960
vanguard ny tax free fds3,356,390
space exploration techn corp3,101,680
New stocks bought by Savvy Advisors, Inc.

Additions

Ticker% Inc.
invesco exch trd slf idx fd1,637
vistra corp1,264
invesco exch trd slf idx fd1,175
j p morgan exchange traded f937
invesco exch trd slf idx fd694
vanguard world fd640
vanguard index fds551
vanguard index fds541
Additions to existing portfolio by Savvy Advisors, Inc.

Reductions

Ticker% Reduced
select sector spdr tr-75.14
sandisk corp-71.4
ishares tr-48.61
uber technologies inc-34.91
lowes cos inc-34.78
vaneck etf trust-32.21
salesforce inc-29.19
ishares tr-28.34
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 69.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
Sector%
Others69.6
Technology12.2
Financial Services3.5
Healthcare2.6
Communication Services2.6
Consumer Cyclical2.5
Industrials2.4
Consumer Defensive1.8

Market Cap. Distribution

Savvy Advisors, Inc. has about 28.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED69.8
MEGA-CAP20.1
LARGE-CAP8.1
MID-CAP1.6

Stocks belong to which Index?

About 28.5% 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%
Others71.5
S&P 50026.1
RUSSELL 20002.4
Top 5 Winners (%)%
MU
micron technology inc
230.3 %
INTC
intel corp
175.9 %
sandisk corp
165.8 %
AMD
advanced micro devices inc
165.6 %
STX
seagate technology hldngs pl
144.2 %
Top 5 Winners ($)$
VB
vanguard index fds
37.1 M
MU
micron technology inc
23.6 M
NVDA
nvidia corporation
20.5 M
XLB
select sector spdr tr
16.7 M
BBAX
j p morgan exchange traded f
14.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
VB
vanguard index fds
-70.1 %
IVOG
vanguard admiral fds inc
-69.2 %
EDV
vanguard world fd
-65.5 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-72.1 M
VAW
vanguard world fd
-63.9 M
VB
vanguard index fds
-9.7 M
IJR
ishares tr
-8.9 M
EDV
vanguard world fd
-8.2 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 1230 stocks in it's portfolio. About 26.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Savvy Advisors, Inc. last quarter.

$4.33BTotal Value
491Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Savvy Advisors, Inc., last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
1.34%507,288
$63.12M
1.34%
increased 9.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.99%434,940
$46.81M
0.99%
increased 14.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.44%207,915
$20.86M
0.44%
increased 2.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.2%89,241
$9.50M
0.2%
increased 9.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.07%27,965
$3.28M
0.07%
increased 2.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.07%32,299
$3.11M
0.07%
increased 24.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.06%53,463
$3.08M
0.06%
increased 37.55 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.06%36,018
$2.76M
0.06%
increased 76.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%37,361
$1.99M
0.04%
increased 50.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%13,227
$1.88M
0.04%
increased 0.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.04%22,951
$1.84M
0.04%
increased 41.77 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%23,974
$1.26M
0.03%
decreased 15.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%12,896
$1.22M
0.03%
increased 30.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.03%39,003
$1.19M
0.03%
decreased 13.35 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Savvy Advisors, Inc.'s holding in Ishares Tr over time
0.02%10,063
$1.11M
0.02%
decreased 1.63 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Savvy Advisors, Inc.'s holding in Etf Ser Solutions over time
0.08%82,921
$3.83M
0.08%
decreased 23.06 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Savvy Advisors, Inc.'s holding in Etf Ser Solutions over time
0.03%36,395
$1.54M
0.03%
decreased 26.76 percentreduced