DOSSIER · 13F-HR · Q3 2026

Savant Capital, LLC

$35.0B in tracked AUM across 2,418 positions as of Q3 2026.

SC
CIK 0001482880 · last filed Sep 30, 2026
Total AUM
$35.0B
as of Q3 2026
Holdings
2,418
+567 QoQ
positions
Whale Score
65
65
tracked
Activity
2518
+705 new, −138 sold
changes this Q
AI Analysis · Q3 2026

Savant Capital, LLC filed its latest 13F-HR for Q3 2026. 2518 position changes this quarter — 705 new, 138 exited, 1159 added, 516 trimmed.

Quarter at a glance — Q3 2026

2518 material changes this filing.

NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+31.4M sh
+$1.2B
3.4%
TRIM
BNDVANGUARD BD INDEX FDS
-14.5M sh
$-1.1B
4.3%
EXIT
DFSVDIMENSIONAL ETF TRUST
-25.0M sh
$-976M
—
TRIM
BNDXVANGUARD CHARLOTTE FDS
-15.7M sh
$-787M
3.1%
TRIM
VTIVANGUARD INDEX FDS
-1.7M sh
$-497M
3.9%
ADD
AAPLAPPLE INC
+607K sh
+$248M
1.7%
ADD
DFLVDIMENSIONAL ETF TRUST
+4.9M sh
+$211M
3.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AVEM
AMERICAN CENTY ETF TR
$1.8B19.5M5.3%
02
BND
VANGUARD BD INDEX FDS
$1.5B21.2M4.3%
03
VTI
VANGUARD INDEX FDS
$1.4B3.6M3.9%
04
AVDV
AMERICAN CENTY ETF TR
$1.3B11.9M3.7%
05
DFLV
DIMENSIONAL ETF TRUST
$1.2B30.4M3.5%
06
DIHP
DIMENSIONAL ETF TRUST
$1.2B36.0M3.5%
07
DFSV
DFA INVT DIMENSIONS GROUP IN
$1.2B31.4M3.4%
08
BNDX
VANGUARD CHARLOTTE FDS
$1.1B22.9M3.1%
09
JQUA
J P MORGAN EXCHANGE TRADED F
$991M13.4M2.8%
10
DFUV
DIMENSIONAL ETF TRUST
$842M15.3M2.4%

Filing history

2026Q3Sep 30
$35.0B▲ 2.6%
2,418 positionsView →
2026Q2Jun 30
$34.1B▲ 64.5%
1,838 positionsView →
2026Q1Mar 31
$20.7B▲ 17.7%
1,500 positionsView →
2025Q4Dec 31
$17.6B▲ 6.7%
1,362 positionsView →
2025Q3Sep 30
$16.5B▲ 18.4%
1,305 positionsLocked
2025Q2Jun 30
$13.9B▲ 17.8%
1,227 positionsLocked
2025Q1Mar 31
$11.8B▼ 7.2%
1,072 positionsLocked
2024Q4Dec 31
$12.7B▲ 5.6%
1,422 positionsLocked
2024Q3Sep 30
$12.0B▲ 20.6%
1,380 positionsLocked
2024Q2Jun 30
$10.0B▲ 14.6%
1,261 positionsLocked
2024Q1Mar 31
$8.7B▲ 12.3%
1,106 positionsLocked
2023Q4Dec 31
$7.8B▲ 15.7%
843 positionsLocked
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