Savant Capital, LLC
Annual return '25
+20.6%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$21.7B
Holdings
1,497
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$AVEM
AMERICAN CENTY ETF TR
Q3 2025: Increased +3.3% (17.80M → 18.38M shares)
7.3%
02
$BND
VANGUARD BD INDEX FDS
Q4 2025: Increased +17.1% (6.88M → 8.05M shares)
6.0%
03
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Sold 0.6% (11.51M → 11.44M shares)
5.6%
04
$DIHP
DIMENSIONAL ETF TRUST
Q4 2025: Increased +6.3% (25.30M → 26.89M shares)
4.5%
05
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: Increased +25.2% (7.67M → 9.61M shares)
4.2%
06
$VTI
VANGUARD INDEX FDS
Q4 2025: Increased +3.3% (2.34M → 2.42M shares)
4.0%
07
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Sold 1.4% (16.00M → 15.78M shares)
3.6%
08
$DFLV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +13.1% (15.47M → 17.50M shares)
3.6%
09
$JQUA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +11.4% (9.21M → 10.26M shares)
3.4%
10
$DFSV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +21.0% (13.29M → 16.08M shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.