Savant Capital, LLC

ROCKFORD, IL · CIK 1482880 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 1993 · limited liability company

Assets managed$55.6bn
Staff659 · 238 in investment roles
Main clients (by assets)High net worth individuals 60%, Individuals 28%, Other advisers 6%
Form ADV · 2026-07-30SEC adviser record

$34.1bn reported value +64.5% vs Q1 2026

1,836positions

41.8%in top 10

415 new 1,109 added 281 reduced 77 sold out vs Q1 2026

Options: 0 call positions (— notional), 2 put positions ($1.8m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	35,718,154	$2.6bn7.71%	7.71%	Added +18.8m	+18,843,587 111.7%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,369,114	$1.9bn5.46%	5.46%	Added +2.8m	+2,771,929 106.7%
3	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	38,533,386	$1.9bn5.46%	5.46%	Added +20.5m	+20,474,808 113.4%
4	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	19,140,381	$1.8bn5.42%	5.42%	Added +324.4k	+324,384 1.7%
5	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	11,690,609	$1.2bn3.54%	3.54%	Added +168.4k	+168,387 1.5%
6	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	32,381,844	$1.1bn3.25%	3.25%	Added +3.3m	+3,285,675 11.3%
7	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	25,486,113	$1.0bn2.97%	2.97%	Added +4.9m	+4,863,426 23.6%
8	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		25,008,847	$976.1m2.87%	2.87%	Added +6.1m	+6,130,853 32.5%
9	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	12,544,726	$906.7m2.66%	2.66%	Added +1.1m	+1,127,740 9.9%
10	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	15,249,311	$839.1m2.46%	2.46%	Reduced -148.7k	-148,711 -1.0%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	13,605,470	$603.6m1.77%	1.77%	Added +1.2m	+1,217,195 9.8%
12	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	10,548,529	$574.1m1.69%	1.69%	Added +1.8m	+1,790,783 20.4%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,233,142	$559.9m1.64%	1.64%	Added +4.4m	+4,423,680 116.1%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	15,348,111	$444.6m1.31%	1.31%	Added +2.6m	+2,599,098 20.4%
15	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	6,509,112	$384.2m1.13%	1.13%	Added +567.6k	+567,579 9.6%
16	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	5,350,293	$375.0m1.10%	1.10%	Added +566.6k	+566,624 11.8%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	556,625	$362.2m1.06%	1.06%	Added +314.5k	+314,489 129.9%
18	APPLE INC COM AAPL	AAPL	1,223,022	$362.0m1.06%	1.06%	Added +427.7k	+427,655 53.8%
19	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	7,049,255	$353.1m1.04%	1.04%	Added +3.5m	+3,543,754 101.1%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	2,986,077	$323.8m0.95%	0.95%	Added +1.5m	+1,491,225 99.8%
21	ISHARES TR CORE MSCI INTL IDEV	IDEV	3,499,288	$311.7m0.92%	0.92%	Added +204.7k	+204,670 6.2%
22	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	6,215,784	$286.2m0.84%	0.84%	Reduced -215.6k	-215,610 -3.4%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,335,326	$283.3m0.83%	0.83%	Added +882.8k	+882,766 195.1%
24	MICROSOFT CORP COM MSFT	MSFT	688,858	$275.7m0.81%	0.81%	Added +417.8k	+417,801 154.1%
25	NVIDIA CORPORATION COM NVDA	NVDA	1,327,136	$258.2m0.76%	0.76%	Added +814.1k	+814,073 158.7%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	335,303	$235.3m0.69%	0.69%	Added +171.5k	+171,487 104.7%
27	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,888,047	$232.3m0.68%	0.68%	Added +705.1k	+705,087 59.6%
28	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	6,378,613	$208.7m0.61%	0.61%	Added +3.3m	+3,269,240 105.1%
29	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	794,000	$187.8m0.55%	0.55%	Added +516.0k	+515,966 185.6%
30	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	3,916,077	$185.7m0.55%	0.55%	Added +1.9m	+1,907,437 95.0%
31	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	3,788,921	$181.9m0.53%	0.53%	Added +1.9m	+1,878,734 98.3%
32	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	2,702,926	$179.7m0.53%	0.53%	Added +1.4m	+1,393,538 106.4%
33	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	4,375,866	$177.8m0.52%	0.52%	Added +148.7k	+148,694 3.5%
34	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	3,654,844	$174.5m0.51%	0.51%	Reduced -249.1k	-249,121 -6.4%
35	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	3,290,574	$165.3m0.49%	0.49%	Added +1.7m	+1,674,893 103.7%
36	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	5,943,212	$160.7m0.47%	0.47%	Added +3.0m	+2,973,338 100.1%
37	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	3,399,250	$143.5m0.42%	0.42%	Reduced -130.9k	-130,852 -3.7%
38	ISHARES TR MSCI USA MMENTM MTUM	MTUM	413,948	$141.1m0.41%	0.41%	Added +12.2k	+12,155 3.0%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	185,143	$139.9m0.41%	0.41%	Added +60.4k	+60,363 48.4%
40	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	5,054,516	$139.4m0.41%	0.41%	Added +2.6m	+2,553,680 102.1%
41	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	1,478,222	$134.8m0.40%	0.40%	Reduced -34.9k	-34,924 -2.3%
42	AMAZON COM INC COM AMZN	AMZN	520,986	$132.4m0.39%	0.39%	Added +221.7k	+221,736 74.1%
43	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	585,575	$128.9m0.38%	0.38%	Added +573.8k	+573,772 4861.2%
44	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	1,475,277	$121.9m0.36%	0.36%	Added +723.8k	+723,848 96.3%
45	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	948,506	$118.3m0.35%	0.35%	Reduced -11.9k	-11,873 -1.2%
46	ISHARES TR EAFE VALUE ETF EFV	EFV	1,522,673	$118.3m0.35%	0.35%	Added +319.3k	+319,262 26.5%
47	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	530,640	$116.5m0.34%	0.34%	Reduced -6.3k	-6,294 -1.2%
48	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	3,231,643	$114.6m0.34%	0.34%	Added +2.8m	+2,752,495 574.5%
49	ALPHABET INC CAP STK CL C GOOG	GOOG	304,126	$111.1m0.33%	0.33%	Added +165.3k	+165,264 119.0%
50	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	2,629,312	$109.5m0.32%	0.32%	Added +1.6m	+1,613,397 158.8%
51	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	2,107,505	$109.0m0.32%	0.32%	Added +199.3k	+199,268 10.4%
52	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	1,279,755	$105.4m0.31%	0.31%	Added +186.8k	+186,786 17.1%
53	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	1,341,056	$104.9m0.31%	0.31%	Added +590.0k	+590,011 78.6%
54	ISHARES INC CORE MSCI EMKT IEMG	IEMG	1,277,733	$104.4m0.31%	0.31%	Added +551.6k	+551,556 76.0%
55	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	1,252,540	$102.8m0.30%	0.30%	Added +324.8k	+324,760 35.0%
56	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	198,549	$100.6m0.30%	0.30%	Added +84.5k	+84,528 74.1%
57	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	2,917,095	$95.0m0.28%	0.28%	Added +1.5m	+1,452,482 99.2%
58	UBER TECHNOLOGIES INC COM UBER	UBER	1,303,095	$93.9m0.28%	0.28%	Added +596.7k	+596,666 84.5%
59	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	1,925,537	$90.4m0.27%	0.27%	Reduced -168.4k	-168,401 -8.0%
60	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	1,099,658	$89.2m0.26%	0.26%	Added +504.0k	+503,963 84.6%
61	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	655,079	$83.9m0.25%	0.25%	Added +115.5k	+115,497 21.4%
62	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		1,938,510	$81.5m0.24%	0.24%	Added +1.3m	+1,303,554 205.3%
63	ELI LILLY & CO COM LLY	LLY	67,429	$79.6m0.23%	0.23%	Added +15.3k	+15,348 29.5%
64	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	1,490,561	$77.9m0.23%	0.23%	Added +1.0m	+1,015,826 214.0%
65	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,803,215	$74.9m0.22%	0.22%	Added +538.9k	+538,873 42.6%
66	JPMORGAN CHASE & CO COM JPM	JPM	221,096	$74.4m0.22%	0.22%	Added +67.0k	+66,950 43.4%
67	META PLATFORMS INC CL A META	META	128,719	$74.0m0.22%	0.22%	Added +83.7k	+83,696 185.9%
68	ISHARES TR GLOBAL REIT ETF REET	REET	2,597,306	$71.8m0.21%	0.21%	Added +107.4k	+107,377 4.3%
69	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	896,755	$70.7m0.21%	0.21%	Added +686.8k	+686,774 327.1%
70	ALPHABET INC CAP STK CL A GOOGL	GOOGL	194,380	$70.5m0.21%	0.21%	Added +41.9k	+41,935 27.5%
71	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	768,169	$70.4m0.21%	0.21%	Added +377.8k	+377,753 96.8%
72	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	773,812	$69.0m0.20%	0.20%	Added +53.3k	+53,288 7.4%
73	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	200,771	$68.8m0.20%	0.20%	Added +137.4k	+137,447 217.1%
74	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,185,286	$68.3m0.20%	0.20%	Added +725.0k	+725,037 157.5%
75	JOHNSON & JOHNSON COM JNJ	JNJ	265,777	$67.5m0.20%	0.20%	Added +42.0k	+41,994 18.8%
76	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	626,233	$67.5m0.20%	0.20%	Added +311.9k	+311,923 99.2%
77	ISHARES TR RUS 1000 GRW ETF IWF	IWF	535,565	$66.5m0.20%	0.20%	Added +41.2k	+41,237 8.3%
78	BROADCOM INC COM AVGO	AVGO	164,959	$65.5m0.19%	0.19%	Added +81.2k	+81,176 96.9%
79	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	816,019	$64.9m0.19%	0.19%	Added +413.7k	+413,701 102.8%
80	VANGUARD INDEX FDS SMALL CP ETF VB	VB	225,605	$64.4m0.19%	0.19%	Added +127.5k	+127,531 130.0%
81	ISHARES TR CRE U S REIT ETF USRT	USRT	950,667	$63.2m0.19%	0.19%	Reduced -5.9k	-5,859 -0.6%
82	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	1,673,458	$62.4m0.18%	0.18%	Added +425.7k	+425,678 34.1%
83	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	748,988	$61.7m0.18%	0.18%	Added +427.7k	+427,663 133.1%
84	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	2,196,815	$58.2m0.17%	0.17%	Added +1.3m	+1,262,918 135.2%
85	ISHARES TR SP SMCP600VL ETF IJS	IJS	414,318	$57.6m0.17%	0.17%	Added +270.4k	+270,416 187.9%
86	ISHARES TR RUSSELL 2000 ETF IWM	IWM	190,233	$57.2m0.17%	0.17%	Added +9.2k	+9,184 5.1%
87	ISHARES TR MSCI EAFE ETF EFA	EFA	539,407	$56.1m0.16%	0.16%	Added +22.8k	+22,840 4.4%
88	ISHARES TR CORE S&P TTL STK ITOT	ITOT	339,693	$55.8m0.16%	0.16%	Reduced -5.5k	-5,504 -1.6%
89	PROCTER AND GAMBLE CO COM PG	PG	381,163	$55.6m0.16%	0.16%	Added +205.7k	+205,713 117.2%
90	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	75,660	$55.5m0.16%	0.16%	Added +17.4k	+17,402 29.9%
91	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	661,768	$54.6m0.16%	0.16%	Added +342.7k	+342,737 107.4%
92	WALMART INC COM WMT	WMT	457,892	$54.2m0.16%	0.16%	Added +228.5k	+228,465 99.6%
93	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	357,846	$53.8m0.16%	0.16%	Added +182.3k	+182,268 103.8%
94	CATERPILLAR INC COM CAT	CAT	49,781	$52.8m0.15%	0.15%	Added +817	+817 1.7%
95	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,638,568	$52.6m0.15%	0.15%	Added +946.4k	+946,420 136.7%
96	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	1,019,305	$51.8m0.15%	0.15%	Added +610.3k	+610,292 149.2%
97	WOODWARD INC COM WWD	WWD	131,585	$51.6m0.15%	0.15%	Added +67.1k	+67,091 104.0%
98	ABBVIE INC COM ABBV	ABBV	205,994	$51.5m0.15%	0.15%	Added +42.5k	+42,533 26.0%
99	COCA COLA CO COM KO	KO	622,711	$51.0m0.15%	0.15%	Added +25.7k	+25,660 4.3%
100	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	394,894	$49.7m0.15%	0.15%	Added +192.0k	+192,029 94.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		13,694	$6.2m13.7k shares
CHESAPEAKE UTILS CORP CPK	CPK	11,445	$1.4m11.4k shares
PROASSURANCE CORP PRA	PRA	51,999	$1.3m52.0k shares
HOLOGIC INC HOLX	HOLX	15,209	$1.1m15.2k shares
COTERRA ENERGY INC CTRA	CTRA	20,259	$711.9k20.3k shares
CARNIVAL CORP		23,596	$610.7k23.6k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	9,379	$575.4k9.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	4,173	$573.3k4.2k shares
FORESTAR GROUP INC FOR	FOR	20,612	$503.8k20.6k shares
THOMSON REUTERS CORP		4,814	$433.2k4.8k shares
ELANCO ANIMAL HEALTH INC ELAN	ELAN	17,785	$425.6k17.8k shares
ASSURED GUARANTY LTD AGO	AGO	5,172	$421.4k5.2k shares
AFFILIATED MANAGERS GROUP IN AMG	AMG	1,495	$413.7k1.5k shares
FIRSTSERVICE CORP NEW FSV	FSV	2,845	$395.3k2.8k shares
AIR LEASE CORP AL	AL	6,067	$394.0k6.1k shares
FRESH DEL MONTE PRODUCE INC DMC	DMC	9,167	$369.1k9.2k shares
LI AUTO INC LI	LI	20,107	$358.5k20.1k shares
AIM ETF PRODUCTS TRUST ARLU	ARLU	11,950	$342.9k11.9k shares
FIRST TR EXCHANGE-TRADED FD GRID	GRID	2,057	$336.5k2.1k shares
INVESCO QUALITY MUN INCOME T IQI	IQI	33,131	$318.7k33.1k shares
APTIV PLC APTV	APTV	4,588	$318.6k4.6k shares
INVESCO VALUE MUN INCOME TR IIM	IIM	25,769	$313.4k25.8k shares
INGREDION INC INGR	INGR	2,602	$293.2k2.6k shares
INSMED INC INSM	INSM	1,789	$292.5k1.8k shares
FIRST TR EXCHANGE TRADED FD RDVY	RDVY	4,237	$289.3k4.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	5,500	$1.6m5.5k shares	New
UNITED PARCEL SERVICE INC UPS · Put	UPS	Put	2,200	$236.5k2.2k shares	Added

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
DIMENSIONAL ETF TRUST DIHP · 13G · filed 2025-08-07	DIHP	18.0%≈ $816.8m	new	13G	2025-08-07
DIMENSIONAL ETF TRUST DFGR · 13G · filed 2026-02-06	DFGR	10.6%≈ $324.1m	+3.2 pts	13G	2026-02-06
AIM ETF PRODUCTS TRUST MARU · 13G · filed 2025-08-07	MARU	9.5%≈ $2.1m	new	13G	2025-08-07
AIM ETF PRODUCTS TRUST JNEU · 13G · filed 2026-02-09	JNEU	8.6%≈ $2.5m	new	13G	2026-02-09
AMERICAN CENTY ETF TR AVDV · 13G · filed 2025-08-07	AVDV	8.3%≈ $1.1bn	new	13G	2025-08-07
AMERICAN CENTY ETF TR AVEM · 13G · filed 2026-05-08	AVEM	7.2%≈ $1.8bn	-6.2 pts	13G	2026-05-08
WISDOMTREE TR DLS · 13G · filed 2025-11-05	DLS	6.3%≈ $67.4m	new	13G	2025-11-05
SPDR INDEX SHS FDS XCNY · 13G · filed 2025-08-07	XCNY	6.1%	new	13G	2025-08-07
AIM ETF PRODUCTS TRUST NVBU · 13G · filed 2025-08-07	NVBU	6.0%≈ $1.9m	new	13G	2025-08-07
AIM ETF PRODUCTS TRUST FEBU · 13G · filed 2026-02-09	FEBU	5.3%≈ $2.5m	new	13G	2026-02-09