AI Portfolio Summary
In 2026 Q1, Savant Capital, LLC maintained a portfolio of 1586 distinct positions. They heavily accumulated shares in AMERICAN CENTY ETF T, increasing their position by 2.0%. The fund also reduced its exposure to AMERICAN CENTY ETF T by 19.2%.
Total Positions
1586
Quarter
2026 Q1
Top Holding
AVEM (7.3%)
Top 10 Concentration
45.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1586
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 7.33% | 8.08% |
#1
Prev: #1
|
5.4 | 371,678 | 2.0% |
P
S
|
18,815,997 | $1,516,193,068 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BND
VANGUARD BD IND...
|
ETF | 6.00% | 3.39% |
#2
6
Prev: #8
|
6.9 | 8,819,590 | 109.5% |
P
S
|
16,874,567 | $1,242,643,134 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 5.56% | 6.11% |
#3
1
Prev: #2
|
3.7 | 82,353 | 0.7% |
P
S
|
11,522,222 | $1,150,609,105 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 4.53% | 4.84% |
#4
1
Prev: #3
|
4.3 | 2,201,583 | 8.2% |
P
S
|
29,096,169 | $937,478,551 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.19% | 2.64% |
#5
5
Prev: #10
|
5.2 | 8,452,098 | 88.0% |
P
S
|
18,058,578 | $867,714,689 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 4.03% | 4.62% |
#6
2
Prev: #4
|
3.6 | 175,403 | 7.2% |
P
S
|
2,597,185 | $833,202,765 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.61% | 4.18% |
#7
2
Prev: #5
|
1.9 | -379,820 | -2.4% |
P
S
|
15,398,022 | $746,188,124 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 3.56% | 3.40% |
#8
1
Prev: #7
|
3.4 | 3,125,297 | 17.9% |
P
S
|
20,622,687 | $736,436,144 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 3.38% | 3.69% |
#9
3
Prev: #6
|
3.4 | 1,160,024 | 11.3% |
P
S
|
11,416,986 | $700,089,563 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 3.20% | 3.01% |
#10
1
Prev: #9
|
3.3 | 2,794,796 | 17.4% |
P
S
|
18,877,994 | $661,484,900 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.33% | 1.81% |
#11
1
Prev: #12
|
3.9 | 4,363,314 | 54.4% |
P
S
|
12,388,275 | $481,408,372 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.23% | 2.44% |
#12
1
Prev: #11
|
1.4 | 168,287 | 2.0% |
P
S
|
8,757,746 | $462,233,876 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.71% | 0.22% |
#13
60
Prev: #73
|
3.7 | 5,295,414 | 819.6% |
P
S
|
5,941,533 | $353,818,275 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.64% | 1.57% |
#14
Prev: #14
|
3.2 | 2,309,628 | 22.1% |
P
S
|
12,749,013 | $338,868,756 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.44% | 1.64% |
#15
2
Prev: #13
|
1.1 | -47,131 | -1.0% |
P
S
|
4,783,669 | $298,740,149 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 1.43% | 0.93% |
#16
4
Prev: #20
|
3.6 | 2,898,914 | 82.1% |
P
S
|
6,431,394 | $296,294,293 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 1.33% | 0.01% |
#17
403
Prev: #420
|
3.5 | 3,273,002 | 15141.6% |
P
S
|
3,294,618 | $275,331,163 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.18% | 1.32% |
#18
3
Prev: #15
|
1.0 | 98,505 | 2.7% |
P
S
|
3,809,462 | $244,110,341 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.98% | 1.09% |
#19
2
Prev: #17
|
2.4 | 90,284 | 12.8% |
P
S
|
795,367 | $201,856,294 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.90% | 1.10% |
#20
4
Prev: #16
|
0.9 | -111,094 | -2.8% |
P
S
|
3,903,965 | $186,921,827 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.85% | 1.01% |
#21
2
Prev: #19
|
0.8 | -89,361 | -2.5% |
P
S
|
3,505,501 | $175,099,792 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.72% | 1.05% |
#22
4
Prev: #18
|
0.8 | -800,538 | -18.5% |
P
S
|
3,530,102 | $149,040,902 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.71% | 0.92% |
#23
2
Prev: #21
|
0.8 | -26,820 | -1.8% |
P
S
|
1,494,852 | $146,360,994 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.71% | 0.50% |
#24
11
Prev: #35
|
3.3 | 1,579,336 | 59.6% |
P
S
|
4,227,172 | $146,048,813 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.70% | 0.92% |
#25
3
Prev: #22
|
0.8 | -15,055 | -5.9% |
P
S
|
242,136 | $144,688,610 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.59% | 0.70% |
#26
3
Prev: #23
|
0.7 | -115,718 | -7.1% |
P
S
|
1,513,146 | $121,974,668 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.51% | 0.68% |
#27
2
Prev: #25
|
0.7 | -10,710 | -6.1% |
P
S
|
163,816 | $106,536,635 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.51% | 0.44% |
#28
11
Prev: #39
|
2.7 | 193,682 | 25.3% |
P
S
|
960,379 | $106,093,084 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QUAL
ISHARES TR
|
ETF | 0.50% | 0.62% |
#29
3
Prev: #26
|
0.7 | -11,069 | -2.0% |
P
S
|
536,934 | $102,989,331 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.48% | 0.70% |
#30
6
Prev: #24
|
2.2 | 17,517 | 6.9% |
P
S
|
271,057 | $100,337,292 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.48% | 0.43% |
#31
9
Prev: #40
|
2.7 | 504,522 | 31.7% |
P
S
|
2,093,938 | $98,582,597 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.47% | 0.61% |
#32
5
Prev: #27
|
0.7 | -25,259 | -5.9% |
P
S
|
401,793 | $96,426,220 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.46% | 0.54% |
#33
3
Prev: #30
|
0.7 | -80,869 | -2.5% |
P
S
|
3,109,373 | $94,835,863 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.45% | 0.56% |
#34
5
Prev: #29
|
0.7 | -146,656 | -6.8% |
P
S
|
2,008,640 | $93,883,856 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.43% | 0.47% |
#35
3
Prev: #38
|
2.2 | 70,517 | 15.9% |
P
S
|
513,063 | $89,478,171 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EFV
ISHARES TR
|
ETF | 0.43% | 0.52% |
#36
5
Prev: #31
|
0.7 | -68,430 | -5.4% |
P
S
|
1,203,411 | $89,473,593 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.43% | 0.51% |
#37
4
Prev: #33
|
0.7 | -19,025 | -4.0% |
P
S
|
452,560 | $88,792,372 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.42% | 0.47% |
#38
2
Prev: #36
|
0.7 | 34,705 | 1.9% |
P
S
|
1,910,187 | $87,200,045 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.42% | 0.25% |
#39
22
Prev: #61
|
3.2 | 108,031 | 121.2% |
P
S
|
197,160 | $86,117,306 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.37% |
#40
6
Prev: #46
|
2.7 | 533,988 | 38.9% |
P
S
|
1,908,237 | $86,099,669 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.42% | 0.51% |
#41
7
Prev: #34
|
0.7 | -17,241 | -1.3% |
P
S
|
1,309,388 | $86,013,709 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 0.40% | 0.58% |
#42
14
Prev: #28
|
0.7 | -419,346 | -19.2% |
P
S
|
1,764,025 | $82,556,357 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.39% | 0.51% |
#43
11
Prev: #32
|
0.7 | -7,315 | -5.5% |
P
S
|
124,780 | $81,507,564 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.39% | 0.42% |
#44
3
Prev: #41
|
2.2 | 146,263 | 10.0% |
P
S
|
1,615,681 | $80,606,331 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.38% | 0.47% |
#45
8
Prev: #37
|
0.7 | -96,325 | -8.1% |
P
S
|
1,092,969 | $77,742,855 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.36% | 0.42% |
#46
4
Prev: #42
|
2.1 | 170,270 | 6.1% |
P
S
|
2,969,874 | $74,543,840 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.39% |
#47
3
Prev: #44
|
0.6 | -6,638 | -0.7% |
P
S
|
927,780 | $65,788,881 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.31% | 0.38% |
#48
3
Prev: #45
|
0.6 | 36,176 | 1.5% |
P
S
|
2,500,836 | $64,121,429 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
REET
ISHARES TR
|
ETF | 0.30% | 0.35% |
#49
Prev: #49
|
0.6 | 29,220 | 1.2% |
P
S
|
2,489,929 | $62,621,724 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.30% | 0.36% |
#50
3
Prev: #47
|
2.1 | 27,136 | 10.0% |
P
S
|
299,250 | $62,324,717 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 1586 holdings