Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Savant Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Savant Capital, LLC (CIK 1482880) reported $20.69B across 1,491 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVEM ($1.52B, 7.33%), BND ($1.24B, 6.00%), AVDV ($1.15B, 5.56%), DIHP ($937.5M, 4.53%), BNDX ($867.7M, 4.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVEMAMERICAN CENTY ETF TR$1.52B7.33%18.8MAdded
2BNDVANGUARD BD INDEX FDS$1.24B6.00%16.9MAdded
3AVDVAMERICAN CENTY ETF TR$1.15B5.56%11.5MAdded
4DIHPDIMENSIONAL ETF TRUST$937.5M4.53%29.1MAdded
5BNDXVANGUARD CHARLOTTE FDS$867.7M4.19%18.1MAdded
6VTIVANGUARD INDEX FDS$833.2M4.03%2.6MAdded
7DFUVDIMENSIONAL ETF TRUST$746.2M3.61%15.4MTrimmed
8DFLVDIMENSIONAL ETF TRUST$736.4M3.56%20.6MAdded
9JQUAJ P MORGAN EXCHANGE TRADED F$700.1M3.38%11.4MAdded
10DFSVDIMENSIONAL ETF TRUST$661.5M3.20%18.9MAdded
11DFACDIMENSIONAL ETF TRUST$481.4M2.33%12.4MAdded
12DFIVDIMENSIONAL ETF TRUST$462.2M2.23%8.8MAdded
13VGITVANGUARD SCOTTSDALE FDS$353.8M1.71%5.9MAdded
14DFGRDIMENSIONAL ETF TRUST$338.9M1.64%12.7MAdded
15DFATDIMENSIONAL ETF TRUST$298.7M1.44%4.8MTrimmed
16JPIEJ P MORGAN EXCHANGE TRADED F$296.3M1.43%6.4MAdded
17IDEVISHARES TR$275.3M1.33%3.3MAdded
18VEAVANGUARD TAX-MANAGED FDS$244.1M1.18%3.8MAdded
19AAPLAPPLE INC$201.9M0.98%795,367Added
20DFSDDIMENSIONAL ETF TRUST$186.9M0.90%3.9MTrimmed
21VTIPVANGUARD MALVERN FDS$175.1M0.85%3.5MTrimmed
22DFCFDIMENSIONAL ETF TRUST$149.0M0.72%3.5MTrimmed
23SPYGSPDR SERIES TRUST$146.4M0.71%1.5MTrimmed
24DFEMDIMENSIONAL ETF TRUST$146.0M0.71%4.2MAdded
25VOOVANGUARD INDEX FDS$144.7M0.70%242,136Trimmed

Source: SEC Form 13F filings · as of 2026-03-31