Savant Capital, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,305 positions
AMERICAN CENTY ETF TR | 18.4M | $1.4B | 8.4% | $50.91 | +43.40% | 13 qtrssince 2022-Q3 | Increased 64 |
AMERICAN CENTY ETF TR | 11.5M | $1B | 6.2% | $58.14 | +47.96% | 18 qtrssince 2021-Q2 | Increased 65 |
VANGUARD INDEX FDS | 2.3M | $769.2M | 4.7% | $267.96 | +21.09% | 27 qtrssince 2019-Q1 | Increased 79 |
DIMENSIONAL ETF TRUST | 25.3M | $769M | 4.7% | $26.14 | +13.88% | 6 qtrssince 2024-Q2 | Increased 62 |
DIMENSIONAL ETF TRUST | 16M | $714.8M | 4.3% | $31.74 | +38.83% | 14 qtrssince 2022-Q2 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 9.2M | $579.4M | 3.5% | $54.16 | +14.79% | 9 qtrssince 2023-Q3 | Increased 64 |
VANGUARD BD INDEX FDS | 6.9M | $511.8M | 3.1% | $68.32 | +4.98% | 26 qtrssince 2019-Q2 | Increased 65 |
DIMENSIONAL ETF TRUST | 15.5M | $509.1M | 3.1% | $30.07 | +7.77% | 12 qtrssince 2022-Q4 | Increased 68 |
DIMENSIONAL ETF TRUST | 13.3M | $423.3M | 2.6% | $28.60 | +9.68% | 11 qtrssince 2023-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 8.6M | $394.6M | 2.4% | $29.60 | +51.35% | 17 qtrssince 2021-Q3 | Increased 54 |
VANGUARD CHARLOTTE FDS | 7.7M | $379.6M | 2.3% | $44.99 | +5.11% | 26 qtrssince 2019-Q2 | Increased 61 |
DIMENSIONAL ETF TRUST | 7.4M | $285M | 1.7% | $28.32 | +34.94% | 18 qtrssince 2021-Q2 | Increased 50 |
DIMENSIONAL ETF TRUST | 4.8M | $279.2M | 1.7% | $42.99 | +33.48% | 18 qtrssince 2021-Q2 | Increased 48 |
VANGUARD TAX-MANAGED FDS | 3.5M | $211.9M | 1.3% | $48.17 | +21.17% | 27 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 7.7M | $209.6M | 1.3% | $24.51 | +6.96% | 11 qtrssince 2023-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 4.1M | $196.1M | 1.2% | $44.03 | +5.42% | 12 qtrssince 2022-Q4 | Increased 55 |
APPLE INC | 722,747 | $184M | 1.1% | $147.31 | +72.22% | 27 qtrssince 2019-Q1 | Increased 51 |
VANGUARD MALVERN FDS | 3.4M | $173.2M | 1.1% | $45.18 | +5.49% | 11 qtrssince 2023-Q1 | Increased 52 |
SPDR SERIES TRUST | 1.6M | $165.1M | 1.0% | $67.53 | +53.95% | 24 qtrssince 2019-Q4 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 3.5M | $163.6M | 1.0% | $41.93 | +5.20% | 9 qtrssince 2023-Q3 | Increased 47 |
Savant Capital, LLC manages $16.5B across 1305 positions as of Q3 2025. Top holdings: AVEM (8.4%), AVDV (6.2%), VTI (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 154 new positions, 74 exits, 653 increased. Top move: VTI (INCREASED, conviction 79). Portfolio: $16.5B across 1305 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