Savant Capital, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,500 positions
AMERICAN CENTY ETF TR | 18.8M | $1.5B | 7.3% | $51.55 | +54.37% | 15 qtrssince 2022-Q3 | Increased 63 |
VANGUARD BD INDEX FDS | 16.9M | $1.2B | 6.0% | $70.74 | +2.36% | 28 qtrssince 2019-Q2 | Increased 100 |
AMERICAN CENTY ETF TR | 11.5M | $1.2B | 5.6% | $58.43 | +67.89% | 20 qtrssince 2021-Q2 | Increased 62 |
DIMENSIONAL ETF TRUST | 29.1M | $937.5M | 4.5% | $26.84 | +18.49% | 8 qtrssince 2024-Q2 | Increased 63 |
VANGUARD CHARLOTTE FDS | 18.1M | $867.7M | 4.2% | $46.36 | +2.17% | 28 qtrssince 2019-Q2 | Increased 91 |
VANGUARD INDEX FDS | 2.6M | $833.2M | 4.0% | $273.34 | +16.73% | 29 qtrssince 2019-Q1 | Increased 63 |
DIMENSIONAL ETF TRUST | 15.4M | $746.2M | 3.6% | $31.74 | +51.62% | 16 qtrssince 2022-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 20.6M | $736.4M | 3.6% | $31.26 | +13.40% | 14 qtrssince 2022-Q4 | Increased 68 |
J P MORGAN EXCHANGE TRADED F | 11.4M | $700.1M | 3.4% | $55.64 | +9.65% | 11 qtrssince 2023-Q3 | Increased 65 |
DIMENSIONAL ETF TRUST | 18.9M | $661.5M | 3.2% | $30.09 | +15.58% | 13 qtrssince 2023-Q1 | Increased 68 |
DIMENSIONAL ETF TRUST | 12.4M | $481.4M | 2.3% | $32.53 | +18.91% | 20 qtrssince 2021-Q2 | Increased 76 |
DIMENSIONAL ETF TRUST | 8.8M | $462.2M | 2.2% | $30.10 | +71.95% | 19 qtrssince 2021-Q3 | Increased 55 |
VANGUARD SCOTTSDALE FDS | 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% | $25.14 | +4.32% | 13 qtrssince 2023-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 4.8M | $298.7M | 1.4% | $43.10 | +43.87% | 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 TR | 3.3M | $275.3M | 1.3% | $86.37 | +0.12% | 14 qtrssince 2022-Q4 | Increased 78 |
VANGUARD TAX-MANAGED FDS | 3.8M | $244.1M | 1.2% | $49.20 | +29.25% | 29 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 795,367 | $201.9M | 1.0% | $159.34 | +58.99% | 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: Steady Compounder. HoldingsIntel Score: 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR