Savant Capital, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,500 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AVANTIS EMERGING MARKETS EQ | 18.8M | $1.5B | 7.3% | $52.32 | +58.88% | 15 qtrssince 2022-Q3 | Increased 63 |
VANGUARD TOTAL BOND MARKET | 16.9M | $1.2B | 6.0% | $70.74 | +2.36% | 28 qtrssince 2019-Q2 | Increased 100 |
AVANTIS INTL S/C VALUE ETF | 11.5M | $1.2B | 5.6% | $59.63 | +76.53% | 20 qtrssince 2021-Q2 | Increased 62 |
DIMENSIONAL ETF TRUST | 29.1M | $937.5M | 4.5% | $27.44 | +22.48% | 8 qtrssince 2024-Q2 | Increased 63 |
VANGUARD TOTAL INTL BOND ETF | 18.1M | $867.7M | 4.2% | $46.59 | +2.17% | 28 qtrssince 2019-Q2 | Increased 91 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.6M | $833.2M | 4.0% | $276.24 | +21.53% | 29 qtrssince 2019-Q1 | Increased 63 |
DIMENSIONAL US MARKETWIDE VA | 15.4M | $746.2M | 3.6% | $32.00 | +55.83% | 16 qtrssince 2022-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 20.6M | $736.4M | 3.6% | $31.68 | +15.79% | 14 qtrssince 2022-Q4 | Increased 68 |
JPMORGAN US QUALITY FACTOR | 11.4M | $700.1M | 3.4% | $56.29 | +13.58% | 11 qtrssince 2023-Q3 | Increased 65 |
DIMENSIONAL ETF TRUST | 18.9M | $661.5M | 3.2% | $30.56 | +17.65% | 13 qtrssince 2023-Q1 | Increased 68 |
DIMENSIONAL US CORE EQUITY 2 | 12.4M | $481.4M | 2.3% | $33.27 | +21.99% | 20 qtrssince 2021-Q2 | Increased 76 |
DIMENSIONAL INTERNATIONAL VA | 8.8M | $462.2M | 2.2% | $30.82 | +73.57% | 19 qtrssince 2021-Q3 | Increased 55 |
VANGUARD INTERMEDIATE-TERM T | 5.9M | $353.8M | 1.7% | $58.51 | +0.13% | 8 qtrssince 2024-Q2 | Increased 79 |
DIMENSIONAL ETF TRUST | 12.7M | $338.9M | 1.6% | $25.88 | +9.95% | 13 qtrssince 2023-Q1 | Increased 59 |
DIMENSIONAL US TARGET VALUE | 4.8M | $298.7M | 1.4% | $43.27 | +49.30% | 20 qtrssince 2021-Q2 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 6.4M | $296.3M | 1.4% | $43.32 | +3.91% | 11 qtrssince 2023-Q3 | Increased 75 |
ISHARES CORE MSCI DEV MKTS | 3.3M | $275.3M | 1.3% | $86.37 | +0.12% | 14 qtrssince 2022-Q4 | Increased 78 |
VANGUARD FTSE DEVELOPED ETF | 3.8M | $244.1M | 1.2% | $49.72 | +33.96% | 29 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 795,367 | $201.9M | 1.0% | $172.48 | +46.88% | 29 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 3.9M | $186.9M | 0.9% | $44.03 | +6.79% | 14 qtrssince 2022-Q4 | Decreased 0 |
Savant Capital, LLC manages $20.7B across 1500 positions as of Q1 2026. Top holdings: AVEM (7.3%), BND (6.0%), AVDV (5.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 3/5.0.
Active quarter - 224 new positions, 82 exits, 905 increased. Top move: BND (INCREASED, conviction 100). Portfolio: $20.7B across 1500 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer