Savant Capital, Llc Portfolio Stock Holdings

Savant Capital, Llc disclosed 1498 stock positions valued at approximately $20.7 billion in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD BD INDEX FDS, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.

Report Period
March 31, 2026
No. of Stocks
1498
Portfolio Value
$20.7B
Holdings by Sector
Savant Capital, Llc Portfolio Holdings in Q1 2026

1431 holdings in the latest reporting period.

Page 1 of 15
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMERICAN CENTY ETF TRAVEMOther7.33%18,815,997+371,678+2.02%$1,516,193,068
VANGUARD BD INDEX FDSBNDOther6.00%16,874,567+8,819,590+109.49%$1,242,643,134
AMERICAN CENTY ETF TRAVDVOther5.56%11,522,222+82,353+0.72%$1,150,609,105
DIMENSIONAL ETF TRUSTDIHPOther4.53%29,096,169+2,201,583+8.19%$937,478,551
VANGUARD CHARLOTTE FDSBNDXOther4.19%18,058,578+8,452,098+87.98%$867,714,689
VANGUARD INDEX FDSVTIOther4.03%2,597,185+175,403+7.24%$833,202,765
DIMENSIONAL ETF TRUSTDFUVOther3.61%15,398,022-379,820-2.41%$746,188,124
DIMENSIONAL ETF TRUSTDFLVOther3.56%20,622,687+3,125,297+17.86%$736,436,144
J P MORGAN EXCHANGE TRADED FJQUAOther3.38%11,416,986+1,160,024+11.31%$700,089,563
DIMENSIONAL ETF TRUSTDFSVOther3.20%18,877,994+2,794,796+17.38%$661,484,900
DIMENSIONAL ETF TRUSTDFACOther2.33%12,388,275+4,363,314+54.37%$481,408,372
DIMENSIONAL ETF TRUSTDFIVOther2.23%8,757,746+168,287+1.96%$462,233,876
VANGUARD SCOTTSDALE FDSVGITOther1.71%5,941,533+5,295,414+819.57%$353,818,275
DIMENSIONAL ETF TRUSTDFGROther1.64%12,749,013+2,309,628+22.12%$338,868,756
DIMENSIONAL ETF TRUSTDFATOther1.44%4,783,669-47,131-0.98%$298,740,149
J P MORGAN EXCHANGE TRADED FJPIEOther1.43%6,431,394+2,898,914+82.06%$296,294,293
ISHARES TRIDEVOther1.33%3,294,618+3,273,002+15141.57%$275,331,163
VANGUARD TAX-MANAGED FDSVEAOther1.18%3,809,462+98,505+2.65%$244,110,341
APPLE INCAAPLTechnology0.98%795,367+90,284+12.80%$201,856,294
DIMENSIONAL ETF TRUSTDFSDOther0.90%3,903,965-111,094-2.77%$186,921,827
VANGUARD MALVERN FDSVTIPOther0.85%3,505,501-89,361-2.49%$175,099,792
DIMENSIONAL ETF TRUSTDFCFOther0.72%3,530,102-800,538-18.49%$149,040,902
SPDR SERIES TRUSTSPYGOther0.71%1,494,852-26,820-1.76%$146,360,994
DIMENSIONAL ETF TRUSTDFEMOther0.71%4,227,172+1,579,336+59.65%$146,048,813
VANGUARD INDEX FDSVOOOther0.70%242,136-15,055-5.85%$144,688,610
AMERICAN CENTY ETF TRAVLVOther0.59%1,513,146-115,718-7.10%$121,974,668
STATE STR SPDR S&P 500 ETF TSPYOther0.51%163,816-10,710-6.14%$106,536,635
AMERICAN CENTY ETF TRAVUVOther0.51%960,379+193,682+25.26%$106,093,084
ISHARES TRQUALOther0.50%536,934-11,069-2.02%$102,989,331
MICROSOFT CORPMSFTTechnology0.48%271,057+17,517+6.91%$100,337,292
J P MORGAN EXCHANGE TRADED FJCPBOther0.48%2,093,938+504,522+31.74%$98,582,597
ISHARES TRMTUMOther0.47%401,793-25,259-5.91%$96,426,220
SCHWAB STRATEGIC TRSCHVOther0.46%3,109,373-80,869-2.53%$94,835,863
SCHWAB STRATEGIC TRSCHCOther0.45%2,008,640-146,656-6.80%$93,883,856
NVIDIA CORPORATIONNVDATechnology0.43%513,063+70,517+15.93%$89,478,171
ISHARES TREFVOther0.43%1,203,411-68,430-5.38%$89,473,593
VANGUARD INDEX FDSVTVOther0.43%452,560-19,025-4.03%$88,792,372
SPDR INDEX SHS FDSSPDWOther0.42%1,910,187+34,705+1.85%$87,200,045
VANGUARD INDEX FDSVUGOther0.42%197,160+108,031+121.21%$86,117,306
DIMENSIONAL ETF TRUSTDFAUOther0.42%1,908,237+533,988+38.86%$86,099,669
VANGUARD WHITEHALL FDSVWOBOther0.42%1,309,388-17,241-1.30%$86,013,709
AMERICAN CENTY ETF TRAVSFOther0.40%1,764,025-419,346-19.21%$82,556,357
ISHARES TRIVVOther0.39%124,780-7,315-5.54%$81,507,564
VANGUARD MUN BD FDSVTEBOther0.39%1,615,681+146,263+9.95%$80,606,331
DIMENSIONAL ETF TRUSTDFASOther0.38%1,092,969-96,325-8.10%$77,742,855
SCHWAB STRATEGIC TRSCHBOther0.36%2,969,874+170,270+6.08%$74,543,840
DIMENSIONAL ETF TRUSTDFUSOther0.32%927,780-6,638-0.71%$65,788,881
SCHWAB STRATEGIC TRSCHXOther0.31%2,500,836+36,176+1.47%$64,121,429
ISHARES TRREETOther0.30%2,489,929+29,220+1.19%$62,621,724
AMAZON COM INCAMZNConsumer Cyclical0.30%299,250+27,136+9.97%$62,324,717
WISDOMTREE TRDLSOther0.30%751,429-23,667-3.05%$61,241,457
AMERICAN CENTY ETF TRAVDEOther0.30%720,524+59,078+8.93%$61,129,310
VANGUARD INDEX FDSVBROther0.29%278,034-3,674-1.30%$60,402,924
AMERICAN CENTY ETF TRAVUSOther0.29%539,582+151,810+39.15%$59,990,764
VANGUARD BD INDEX FDSBSVOther0.28%751,045+216,428+40.48%$58,889,413
ISHARES TRUSRTOther0.27%956,526+930,103+3520.05%$56,616,781
JOHNSON & JOHNSONJNJHealthcare0.26%223,783+18,538+9.03%$54,701,529
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.26%114,021-31,908-21.87%$54,638,943
ISHARES TRIWFOther0.25%123,582+9,442+8.27%$52,695,561
UBER TECHNOLOGIES INCUBERTechnology0.25%706,429+173,803+32.63%$50,813,427
ISHARES INCIEMGOther0.24%726,177+40,992+5.98%$50,650,809
ISHARES TREFAOther0.24%516,567-37,888-6.83%$50,174,138
DIMENSIONAL ETF TRUSTDFAIOther0.24%1,264,342+215,081+20.50%$49,258,733
ISHARES TRITOTOther0.24%345,197+101,517+41.66%$49,166,292
ELI LILLY & COLLYHealthcare0.23%52,081+3,887+8.07%$47,902,554
AMERICAN CENTY ETF TRAVIVOther0.23%639,155-158,089-19.83%$47,827,965
EXXON MOBIL CORPXOMEnergy0.22%274,395-4,332-1.55%$46,553,799
VANGUARD STAR FDSVXUSOther0.22%595,695+350,062+142.51%$45,934,085
COCA COLA COKOConsumer Defensive0.22%597,051+26,852+4.71%$45,405,740
JPMORGAN CHASE & COJPMFinancial Services0.22%154,146+13,232+9.39%$45,343,717
ISHARES TRIWMOther0.22%181,049-3,925-2.12%$44,900,073
DIMENSIONAL ETF TRUSTDFICOther0.21%1,247,780-38,520-2.99%$44,333,633
ALPHABET INCGOOGLCommunication Services0.21%152,445+20,096+15.18%$43,836,956
DIMENSIONAL ETF TRUSTDFISOther0.21%1,301,248+87,268+7.19%$43,813,007
SCHWAB STRATEGIC TRSCHAOther0.21%1,464,613-52,087-3.43%$42,590,940
ISHARES TRIAGGOther0.20%830,312+62,835+8.19%$41,548,829
DIMENSIONAL ETF TRUSTDISVOther0.19%1,015,915+31,545+3.20%$40,067,685
ISHARES TRSGOVOther0.19%398,007+93,345+30.64%$40,063,409
ALPHABET INCGOOGCommunication Services0.19%138,862+5,906+4.44%$39,833,910
ABBVIE INCABBVHealthcare0.17%163,461+849+0.52%$35,551,057
ISHARES TREMBOther0.17%370,454-13,992-3.64%$34,796,788
CATERPILLAR INCCATIndustrials0.17%48,964+3,494+7.68%$34,688,704
WISDOMTREE TRDGRWOther0.17%390,416-21,201-5.15%$34,294,167
INVESCO QQQ TRQQQOther0.16%58,258+1,165+2.04%$33,625,191
ISHARES TRIXUSOther0.15%362,427+72,140+24.85%$31,400,652
SPDR SERIES TRUSTSLYGOther0.15%314,310+9,728+3.19%$30,368,611
VANGUARD INTL EQUITY INDEX FVEUOther0.15%402,318+4,235+1.06%$30,214,062
ISHARES TRIJHOther0.14%442,127-10,344-2.29%$29,856,807
ISHARES TRIWDOther0.14%138,562-72-0.05%$29,606,462
DIMENSIONAL ETF TRUSTDFGXOther0.14%553,967-140,323-20.21%$29,055,846
LITMAN GREGORY FDS TRDBMFOther0.14%955,805-10,059-1.04%$28,817,516
WALMART INCWMTConsumer Defensive0.14%229,427+8,781+3.98%$28,513,164
ISHARES TRIWVOther0.13%74,289+5,990+8.77%$27,537,525
DIMENSIONAL ETF TRUSTDFAXOther0.13%809,746-33,106-3.93%$27,507,086
ISHARES TRIJROther0.13%220,178-15,535-6.59%$27,370,330
VANGUARD SCOTTSDALE FDSVCITOther0.13%321,325-147,459-31.46%$26,589,633
ISHARES TRIJKOther0.13%259,131-2,583-0.99%$26,073,779
BROADCOM INCAVGOTechnology0.13%83,783+20,139+31.64%$25,931,599
META PLATFORMS INCMETACommunication Services0.12%45,023+2,800+6.63%$25,759,188
VANGUARD INDEX FDSVBOther0.12%98,074-21,469-17.96%$25,687,617
Savant Capital, Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026UPSUnited Parcel Service, Inc.PUT1,100$108,218
Q1 2026TTDThe Trade Desk, Inc.CALL1,200$27,228

Notional value represents the total exposure of the options position.

Savant Capital, Llc Portfolio Stock Holdings | InsiderSet