Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

Savvy Advisors, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 820 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $141M, Nvidia Corp with a value of $133M, Ishares Core Total Usd Bond Ma with a value of $82.9M, Ishares Core S&P 500 ETF with a value of $67.2M, and Apple Inc. with a value of $54.4M.

Examining the 13F form we can see an increase of $636M in the current position value, from $1.46B to 2.09B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.09 Billion

ETFs: $1.33 Billion

Technology: $317 Million

Financial Services: $89.8 Million

Consumer Cyclical: $67.5 Million

Communication Services: $63.6 Million

Industrials: $54.9 Million

Healthcare: $52.3 Million

Consumer Defensive: $46.9 Million

Other: $55.4 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFIV Dimensional ETF Tr ETFs	$0	$7.47 Million 0.36% of portfolio	161,916	Q3 2025 Added 1,071.78%
V Visa Inc. Financial Services	$533B	$7.59 Million 0.36% of portfolio	22,234	Q3 2025 Added 17.13%
XOM Exxon Mobil Corp Energy	$490B	$7.37 Million 0.35% of portfolio	65,359	Q3 2025 Added 24.5%
LLY Eli Lilly & CO Healthcare	$971B	$7.36 Million 0.35% of portfolio	9,648	Q3 2025 Added 40.05%
IEFA Ishares Tr ETFs	$0	$7.15 Million 0.34% of portfolio	81,839	Q3 2025 Added 19.51%
HYDB Ishares Tr Edge High Yield Def ETFs	$0	$6.95 Million 0.33% of portfolio	145,313	Q3 2025 Added 83.74%
ABBV Abb Vie Inc. Healthcare	$414B	$6.93 Million 0.33% of portfolio	29,922	Q3 2025 Added 21.21%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$6.67 Million 0.32% of portfolio	92,048	Q3 2025 Added 20.41%
MA Mastercard Inc Financial Services	$512B	$6.51 Million 0.31% of portfolio	11,447	Q3 2025 Added 6.27%

IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$6.27 Million 0.3% of portfolio	130,949	Q3 2025 New
WMT Walmart Inc. Consumer Defensive	$279B	$6.33 Million 0.3% of portfolio	61,438	Q3 2025 Added 17.05%
AVSC American Centy ETF Tr Avantis	$0	$6.32 Million 0.3% of portfolio	110,402	Q3 2025 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$6.08 Million 0.29% of portfolio	208,777	Q3 2025 Reduced 12.3%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$6.01 Million 0.29% of portfolio	233,691	Q3 2025 Added 3.67%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$5.76 Million 0.28% of portfolio	189,391	Q3 2025 New
HD Home Depot, Inc. Consumer Cyclical	$367B	$5.8 Million 0.28% of portfolio	14,326	Q3 2025 Added 19.06%
GLD Spdr Gold Trust ETFs	$130B	$5.59 Million 0.27% of portfolio	15,716	Q3 2025 Added 1.95%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$5.55 Million 0.27% of portfolio	60,517	Q3 2025 Added 394.34%

VUG Vanguard Growth ETF ETFs	$0	$5.41 Million 0.26% of portfolio	11,280	Q3 2025 Added 1.7%
IBM International Business Machines Corp Technology	$266B	$4.96 Million 0.24% of portfolio	17,568	Q3 2025 Added 4.3%
JPIE J P Morgan Exchange Traded Fd	$0	$4.86 Million 0.23% of portfolio	104,791	Q3 2025 Reduced 33.49%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$4.76 Million 0.23% of portfolio	93,186	Q3 2025 Added 32.84%
CVX Chevron Corp Energy	$303B	$4.78 Million 0.23% of portfolio	30,805	Q3 2025 Added 20.93%
IWV Ishares Russell 3000 ETF ETFs	$0	$4.81 Million 0.23% of portfolio	12,698	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.91 Million 0.23% of portfolio	41,317	Q3 2025 Added 7.94%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$4.8 Million 0.23% of portfolio	24,697	Q3 2025 Added 51.26%
PB Prosperity Bancshares Inc Financial Services	$6.09B	$4.51 Million 0.22% of portfolio	67,899	Q3 2025 Added 7.33%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$4.66 Million 0.22% of portfolio	15,325	Q3 2025 Added 11.5%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.33 Million 0.21% of portfolio	66,372	Q3 2025 Added 37.64%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$4.31 Million 0.21% of portfolio	184,938	Q3 2025 Added 37.11%
AVEM American Centy ETF Tr Avantis ETFs	$0	$4.3 Million 0.21% of portfolio	57,263	Q3 2025 New
SPYG Spdr Portfolio ETFs	$0	$4.16 Million 0.2% of portfolio	39,767	Q3 2025 Reduced 0.15%
JNJ Johnson & Johnson Healthcare	$522B	$4.21 Million 0.2% of portfolio	22,715	Q3 2025 Added 2.26%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.14 Million 0.2% of portfolio	8,843	Q3 2025 Added 2.47%
PLTR Palantir Technologies Inc. Technology	$342B	$4.12 Million 0.2% of portfolio	22,561	Q3 2025 Added 44.39%
GE General Electric CO Industrials	$328B	$3.91 Million 0.19% of portfolio	13,013	Q3 2025 Added 45.2%
ETN Eaton Corp PLC Industrials	$140B	$4.07 Million 0.19% of portfolio	10,868	Q3 2025 Added 102.23%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$3.87 Million 0.19% of portfolio	57,353	Q3 2025 Added 7.51%
ORCL Oracle Corp Technology	$593B	$3.78 Million 0.18% of portfolio	13,432	Q3 2025 Added 15.47%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$3.49 Million 0.17% of portfolio	75,578	Q3 2025 Reduced 2.98%
RIGS Riverfront Strategic Income Fd ETFs	$0	$3.57 Million 0.17% of portfolio	153,253	Q3 2025 Added 97.81%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.45 Million 0.17% of portfolio	28,613	Q3 2025 Reduced 7.23%
PANW Palo Alto Networks Inc Technology	$61.4B	$3.27 Million 0.16% of portfolio	16,064	Q3 2025 Added 21.74%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$3.29 Million 0.16% of portfolio	72,201	Q3 2025 Added 21.71%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$3.37 Million 0.16% of portfolio	133,965	Q3 2025 Added 103.79%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$3.4 Million 0.16% of portfolio	67,875	Q3 2025 Added 21.92%
EMB Ishares Tr ETFs	$0	$3.06 Million 0.15% of portfolio	32,154	Q3 2025 Added 39.11%
VZ Verizon Communications Inc Communication Services	$172B	$3.09 Million 0.15% of portfolio	70,251	Q3 2025 Added 30.77%
NFLX Netflix Inc Communication Services	$49.1B	$3.09 Million 0.15% of portfolio	2,578	Q3 2025 Added 23.17%
CSCO Cisco Systems, Inc. Technology	$319B	$3.09 Million 0.15% of portfolio	45,202	Q3 2025 Added 31.2%

Summary

Portfolio
No. of Stocks 820
Current Value $2.09 Billion
Prior Value $1.46 Billion
Filing
Period Q3 2025
Filing Date November 06, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 206 stocks
Additional Purchases 433 stocks
Sold out of 0 stocks
Reduced holdings in 162 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. Portfolio Holdings