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Margaret M. Baer

Savant Capital, Llc

Assets Managed
$20.695B
Holdings
1498
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
17.71%(2Q avg: 5.36%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Savant Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1498 positions.

Assets under management

The assets under management (AUM) of Savant Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 20.695B in assets, with a quarterly growth rate of 17.71% and a 2-quarter average growth rate of 5.36%. The portfolio is managed by Margaret M. Baer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.02%
7.33%
$1.516B
18.816M shares@ $80.59 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 109.5%
6.01%
$1.243B
16.875M shares@ $73.65 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 0.72%
5.56%
$1.151B
11.522M shares@ $99.87 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 8.19%
4.53%
$937.479M
29.096M shares@ $32.22 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 87.99%
4.2%
$867.715M
18.059M shares@ $48.06 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.25%
4.03%
$833.203M
2.597M shares@ $320.81 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.4%
3.61%
$746.188M
15.398M shares@ $48.46 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 17.87%
3.56%
$736.436M
20.623M shares@ $35.71 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 11.31%
3.39%
$700.09M
11.417M shares@ $61.32 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 17.38%
3.2%
$661.485M
18.878M shares@ $35.04 avg price

1-10 of 1498