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Filers›Holding Co.›Savant Capital, LLC
DOSSIER · 13F-HR · Q1 2026

Savant Capital, LLC

Savant's holding co. based in San Francisco, CA — $20.7B in tracked AUM across 1,500 positions as of Q1 2026.

S
Savant·San Francisco, CA·Holding Co.
CIK 0001482880 · last filed Mar 31, 2026
Total AUM
$20.7B
▼ 6.0%
vs prior
Holdings
1,500
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Savant Capital, LLC manages a substantial and highly diversified portfolio valued at approximately $18.90 billion as of the report date September 30, 2025. This represents a robust growth of 17.2% from the previous quarter's value of $16.12 billion. The portfolio consists of 1,908 individual holdings, indicating a strategy heavily reliant on broad diversification rather than concentrated stock picking.

The structure of the portfolio suggests a "core-satellite" or purely ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVEM
AMERICAN CENTY ETF TR
$1.5B18.8M7.3%
02
BND
VANGUARD BD INDEX FDS
$1.2B16.9M6.0%
03
AVDV
AMERICAN CENTY ETF TR
$1.2B11.5M5.6%
04
DIHP
DIMENSIONAL ETF TRUST
$937M29.1M4.5%
05
BNDX
VANGUARD CHARLOTTE FDS
$868M18.1M4.2%
06
VTI
VANGUARD INDEX FDS
$833M2.6M4.0%
07
DFUV
DIMENSIONAL ETF TRUST
$746M15.4M3.6%
08
DFLV
DIMENSIONAL ETF TRUST
$736M20.6M3.6%
09
JQUA
J P MORGAN EXCHANGE TRADED F
$700M11.4M3.4%
10
DFSV
DIMENSIONAL ETF TRUST
$661M18.9M3.2%

Filing history

Filing history loading…
AI Agent · grounded in Savant
haiku-4-5 · 1,500 positions indexed
Sector mix
  • Financials5%
  • Health Care37%
  • Cons. Disc.8%
  • Communications9%
  • Industrials20%
  • Other21%
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