Savvy Advisors Inc.: Portfolio Shifts in Q1 2026
As of June 30, 2026, Savvy Advisors Inc.'s portfolio held a total value of $4.52 billion with changes observed across various holdings during the quarter.
On Savvy Advisors, Inc.'s portfolio as of June 30, 2026, totaling $4.52 billion, the investment firm has shown activity in several sectors during this quarter based on changes to their holdings.
Technology Sector Focus
Savvy Advisors demonstrated a continued interest in Technology stocks and ETFs by increasing positions in VOO (Vanguard S&P 500 ETF) and IVV (iShares Core S&P 500 ETF), both significant holdings. The firm also added substantial exposure to the VUG fund, which tracks consumer-focused technology companies.
Growth in Real Estate and Alternative Strategies
The investor significantly boosted their allocation to Real Estate Investment Trusts (REITs) by adding positions in AGNC (AGNC Investment Corp.) and BSCU (Invesco Core Plus Fund). Additionally, Savvy Advisors increased holdings in several IUSB, which is an iShares Core UCITS ETF tracking large-cap US stocks. The firm also added exposure to the highly concentrated BSCV (Invesco Core Plus Value Fund) and BSCT (Invesco Core Plus Growth Fund), indicating a focus on specific investment strategies within certain sectors.
Healthcare and Utilities Adjustments
In Healthcare, Savvy Advisors increased their position in SCHG (Schwab Strategic Allocation ETF). They also added shares to BCI (ABRDN Emerging Companies Growth ETF) which focuses on smaller companies. Conversely, the firm reduced their stake in SPEM (SPDR Portfolio Small Cap Blend ETF), a small-cap focused fund.
Energy and Consumer Sectors
The investor added shares to VTIP (Vanguard Short-Term Corporate Bond Index Fund) during this period. They also increased holdings of IVLU (iShares Core MSCI World Minimum Volatility UCITS ETF), suggesting a tactical approach towards low-volatility stocks.
Significant New Positions
Savvy Advisors established new positions in several funds and ETFs this quarter, including VUG (Vanguard Information Technology ETF), IEMG (iShares Edge MSCI USA Momentum Factor ETF), SCHG (Schwab Strategic Allocation ETF), BCI (ABRDN ETFS Emerging Companies Growth ETF), VTIP (Vanguard Short-Term Corporate Bond Index Fund), and BSCV (Invesco Core Plus Value Fund). These additions signal a strategic shift towards specific sectors like Technology, Momentum investing within the US market, and alternative investment strategies.
No Disclosures for Certain Sectors
Regarding activities in other sectors such as Energy or Consumer Defensive during this quarter, no changes are disclosed by Savvy Advisors based on their filing data. Similarly, there is no information provided about any sales activity within the Technology sector itself.