Savvy Advisors, Inc.

RIA/Wealth

Savvy Advisors, Inc. is a RIA/Wealth based in New York, NY led by Ritik (Nmn) Malhotra, managing $2.2B across 815 long positions as of Q3 2025 with 63% ETF concentration.

CEORitik (Nmn) Malhotra

Portfolio Value: $2.2B
Positions: 815
Top Holding: VOO at 6.48%
Last Reported: Q3 2025

Address900 Broadway, Unit 202, New York, NY, 10003, United States

Top Holdings

Largest long holdings in Savvy Advisors, Inc.'s portfolio (33.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$140.7M	6.48%	+$31.5M Bought	— 229.7K shares	Q4 2023 Held for 1y 11m
2 Nvidia NVDA	Semiconductors Technology	$132.9M	6.12%	+$721.9K Bought	0.00% 712.1K shares	Q4 2023 Held for 1y 11m
3 iShares Core Total USD Bond Market IUSB	ETF ETF	$82.9M	3.82%	+$30.1M Bought	— 1.8M shares	Q4 2023 Held for 1y 11m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$67.2M	3.10%	+$14.6M Bought	— 100.4K shares	Q1 2024 Held for 1y 8m
5 Apple AAPL	Consumer Electronics Technology	$54.4M	2.51%	+$4.6M Bought	0.00% 213.7K shares	Q4 2023 Held for 1y 11m
6 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$52.2M	2.41%	+$13.7M Bought	— 1.6M shares	Q4 2023 Held for 1y 11m
7 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$52.0M	2.40%	+$13.6M Bought	— 826.5K shares	Q4 2023 Held for 1y 11m
8 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$47.1M	2.17%	+$15.8M Bought	— 469.7K shares	Q4 2023 Held for 1y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$46.8M	2.16%	+$1.8M Bought	0.00% 90.3K shares	Q4 2023 Held for 1y 11m
10 UVA Unconstrained Medium-Term Fixed Income FFIU	ETF ETF	$45.8M	2.11%	-$236.7K Sold	— 2.0M shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Savvy Advisors, Inc.'s latest filing

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Market Value

$2.2B

Prior: $1.5B

Q/Q Change

+44.85%

+$671.9M

Net Flows % of MV

+25.74%

Turnover Ratio

14.73%

New Purchases

190 stocks

$112.5M

Added To

431 stocks

+$484.2M

Sold Out Of

34 stocks

$9.0M

Reduced Holdings

162 stocks

-$29.2M

Increased Positions

Position	Shares Δ	Change
1 DFUV Dimensional US Marketwide Value DFUV	New	0 → 292.7K +$13.1M
2 Dimensional California Municipal Bond DFCA	New	0 → 164.0K +$8.2M
3 Avantis U.S. Small Cap Equity AVSC	New	0 → 110.4K +$6.3M
4 iShares MSCI Intl Momentum Factor IMTM	New	0 → 130.9K +$6.3M
5 Dimensional International High Profitability DIHP	New	0 → 189.4K +$5.8M

Decreased Positions

Position	Shares Δ	Change
1 FOCT FT Vest U.S. Equity Buffer ETF FOCT	Sold	12.3K → 0 −$549.8K
2 Quantum Computing Inc. QUBT	Sold	23.1K → 0 −$443.7K
3 Franklin BSP Realty Trust FBRT	Sold	41.2K → 0 −$440.5K
4 VanEck Semiconductor SMH	Sold	1.5K → 0 −$432.0K
5 RWX SPDR Dow Jones International Real Estate RWX	Sold	15.0K → 0 −$410.9K

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Analytics

Portfolio insights and performance metrics for Savvy Advisors, Inc.

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Sector Allocation

ETF

62.60%

Technology

14.70%

Financial Services

3.90%

Consumer Cyclical

3.10%

Communication Services

2.90%

Industrials

2.60%

Healthcare

2.30%

Consumer Defensive

2.10%

Energy

1.10%

Utilities

0.60%

Real Estate

0.60%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

23.13%

Large Cap ($10B - $200B)

9.83%

Mid Cap ($2B - $10B)

1.03%

Small Cap ($300M - $2B)

0.14%

Micro Cap ($50M - $300M)

0.11%

Nano Cap (< $50M)

0.09%

N/A (ETF or Unknown)

65.67%

Portfolio Concentration

Top 10 Holdings %

33.27%

Top 20 Holdings %

44.96%

Top 50 Holdings %

63.24%

Top 100 Holdings %

75.58%