Top Institutional Investors

Savant Capital, LLC — 13F Holdings & Portfolio

CIK 1482880 · latest 13F-HR filed 2026-05-04

Backtest portfolio

Savant Capital, LLC manages $20.69B in 13F-reported U.S. long-equity assets across 1,500 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVEM (7.33%), BND (6.00%), AVDV (5.56%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 287 new positions, exited 94, added to 711, and trimmed 320.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$20.69B

Long-equity book

Holdings

1,500

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+287 / −94 / ↑711 / ↓320

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$730.9M +142.8%
  • VANGUARD CHARLOTTE FDS$488.1M +128.6%
  • VANGUARD SCOTTSDALE FDS$305.5M +632.6%
  • ISHARES TR$273.6M +16170.2%
  • DIMENSIONAL ETF TRUST$238.2M +56.3%
Show all 711 →

Top Trims

  • AMERICAN CENTY ETF TR-$46.7M -36.1%
  • J P MORGAN EXCHANGE TRADED F-$27.8M -75.9%
  • VANGUARD INDEX FDS-$27.6M -24.3%
  • MICROSOFT CORP-$26.2M -20.7%
  • ISHARES TR-$20.9M -17.8%
Show all 320 →

New Positions

  • VANGUARD ADMIRAL FDS INC$12.1M
  • PIMCO EQUITY SER$10.6M
  • DIMENSIONAL ETF TRUST$10.0M
  • VANGUARD INSTL INDEX FD$4.9M
  • SPDR SERIES TRUST$4.3M
Show all 287 →

Exited Positions

  • CONFLUENT INC$7.4M
  • ASTRAZENECA PLC$1.5M
  • UNILEVER PLC$1.2M
  • INVESCO EXCH TRD SLF IDX FD$1.2M
  • INVESCO EXCH TRD SLF IDX FD$684.9K
Show all 94 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVEM 025072604 $1.52B 7.33% 18,815,997 SH
2 VANGUARD BD INDEX FDS BND 921937835 $1.24B 6.00% 16,874,567 SH
3 AMERICAN CENTY ETF TR AVDV 025072802 $1.15B 5.56% 11,522,222 SH
4 DIMENSIONAL ETF TRUST DIHP 25434V765 $937.5M 4.53% 29,096,169 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $867.7M 4.19% 18,058,578 SH
6 VANGUARD INDEX FDS VTI 922908769 $833.2M 4.03% 2,597,185 SH
7 DIMENSIONAL ETF TRUST DFUV 25434V724 $746.2M 3.61% 15,398,022 SH
8 DIMENSIONAL ETF TRUST DFLV 25434V666 $736.4M 3.56% 20,622,687 SH
9 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $700.1M 3.38% 11,416,986 SH
10 DIMENSIONAL ETF TRUST DFSV 25434V815 $661.5M 3.20% 18,877,994 SH
11 DIMENSIONAL ETF TRUST DFAC 25434V708 $481.4M 2.33% 12,388,275 SH
12 DIMENSIONAL ETF TRUST DFIV 25434V807 $462.2M 2.23% 8,757,746 SH
13 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $353.8M 1.71% 5,941,533 SH
14 DIMENSIONAL ETF TRUST DFGR 25434V658 $338.9M 1.64% 12,749,013 SH
15 DIMENSIONAL ETF TRUST DFAT 25434V609 $298.7M 1.44% 4,783,669 SH
16 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $296.3M 1.43% 6,431,394 SH
17 ISHARES TR IDEV 46435G326 $275.3M 1.33% 3,294,618 SH
18 VANGUARD TAX-MANAGED FDS VEA 921943858 $244.1M 1.18% 3,809,462 SH
19 APPLE INC AAPL 037833100 $201.9M 0.98% 795,367 SH
20 DIMENSIONAL ETF TRUST DFSD 25434V864 $186.9M 0.90% 3,903,965 SH
21 VANGUARD MALVERN FDS VTIP 922020805 $175.1M 0.85% 3,505,501 SH
22 DIMENSIONAL ETF TRUST DFCF 25434V872 $149.0M 0.72% 3,530,102 SH
23 SPDR SERIES TRUST SPYG 78464A409 $146.4M 0.71% 1,494,852 SH
24 DIMENSIONAL ETF TRUST DFEM 25434V732 $146.0M 0.71% 4,227,172 SH
25 VANGUARD INDEX FDS VOO 922908363 $144.7M 0.70% 242,136 SH
26 AMERICAN CENTY ETF TR AVLV 025072349 $122.0M 0.59% 1,513,146 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $106.5M 0.51% 163,816 SH
28 AMERICAN CENTY ETF TR AVUV 025072877 $106.1M 0.51% 960,379 SH
29 ISHARES TR QUAL 46432F339 $103.0M 0.50% 536,934 SH
30 MICROSOFT CORP MSFT 594918104 $100.3M 0.48% 271,057 SH
31 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $98.6M 0.48% 2,093,938 SH
32 ISHARES TR MTUM 46432F396 $96.4M 0.47% 401,793 SH
33 SCHWAB STRATEGIC TR SCHV 808524409 $94.8M 0.46% 3,109,373 SH
34 SCHWAB STRATEGIC TR SCHC 808524888 $93.9M 0.45% 2,008,640 SH
35 NVIDIA CORPORATION NVDA 67066G104 $89.5M 0.43% 513,063 SH
36 ISHARES TR EFV 464288877 $89.5M 0.43% 1,203,411 SH
37 VANGUARD INDEX FDS VTV 922908744 $88.8M 0.43% 452,560 SH
38 SPDR INDEX SHS FDS SPDW 78463X889 $87.2M 0.42% 1,910,187 SH
39 VANGUARD INDEX FDS VUG 922908736 $86.1M 0.42% 197,160 SH
40 DIMENSIONAL ETF TRUST DFAU 25434V104 $86.1M 0.42% 1,908,237 SH
41 VANGUARD WHITEHALL FDS VWOB 921946885 $86.0M 0.42% 1,309,388 SH
42 AMERICAN CENTY ETF TR AVSF 025072687 $82.6M 0.40% 1,764,025 SH
43 ISHARES TR IVV 464287200 $81.5M 0.39% 124,780 SH
44 VANGUARD MUN BD FDS VTEB 922907746 $80.6M 0.39% 1,615,681 SH
45 DIMENSIONAL ETF TRUST DFAS 25434V500 $77.7M 0.38% 1,092,969 SH
46 SCHWAB STRATEGIC TR SCHB 808524102 $74.5M 0.36% 2,969,874 SH
47 DIMENSIONAL ETF TRUST DFUS 25434V401 $65.8M 0.32% 927,780 SH
48 SCHWAB STRATEGIC TR SCHX 808524201 $64.1M 0.31% 2,500,836 SH
49 ISHARES TR REET 46434V647 $62.6M 0.30% 2,489,929 SH
50 AMAZON COM INC AMZN 023135106 $62.3M 0.30% 299,250 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $20.69B 1,500 0001482880-26-000009
2025-09-30 2026-03-04 $16.48B 1,305 0001482880-26-000008