Savant Capital, LLC
Savant Capital, LLC (doing business as Savant Wealth Management) is an independent, nationally recognized, fee-only investment adviser headquartered in Rockford, Illinois. Founded in 1993, the firm provides investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions, along with corporate accounting, tax preparation, trust and estate settlement, payroll, and consulting through affiliated entities. Savant serves over 16,700 clients and has steadily expanded across many U.S. states, recently acquiring Corrigan Financial in Rhode Island to broaden its East Coast presence. The firm is primarily owned by SCMI, Inc.
Investment Strategy
Savant Capital, LLC utilizes a comprehensive, evidence-based investment approach focused on asset allocation, risk management, and long-term wealth building. The firm consults on investment policy, conducts due diligence and market research, and builds diversified portfolios with access to institutional funds. Savant provides both discretionary and non-discretionary portfolio management for individuals, institutions, and retirement plans, emphasizing low-cost, tax-efficient, and academically informed strategies leveraging model portfolios and ongoing monitoring. The firm also offers holistic financial planning and fiduciary advice, integrating investment management with tax and estate solutions to optimize clients’ total financial well-being.
Top Holdings
Equity Positions (1,818)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVEM | AMERICAN CENTY ETF TR | 7.61% | $1.23B | 17,904,707 | $54.45 | $68.54 | +$159.4M |
A AVDV | AMERICAN CENTY ETF TR | 5.40% | $870.8M | 10,983,707 | $63.54 | $79.28 | +$121.8M |
V VTI | VANGUARD INDEX FDS | 4.50% | $725.3M | 2,386,349 | $249.28 | $303.93 | +$119.0M |
D DFUV | DIMENSIONAL ETF TRUST | 4.38% | $706.8M | 16,717,079 | $33.64 | $42.28 | -$5.9M |
D DIHP | DIMENSIONAL ETF TRUST | 4.38% | $705.9M | 23,936,337 | $26.92 | $29.49 | +$141.2M |
Options Positions (7)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $8.8M | 142 | $617.85 | $617.85 | +142 | +$8.8M |
C CAT | CATERPILLAR INC | — | Put | $1.3M | 33 | $388.21 | $329.08 | 0 | +$192.8K |
S SPY | SPDR S&P 500 ETF TR | New | Call | $803.2K | 13 | $617.85 | $617.85 | +13 | +$803.2K |
M MA | MASTERCARD INCORPORATED | New | Put | $561.9K | 10 | $561.94 | $561.94 | +10 | +$561.9K |
A AMGN | AMGEN INC | — | Put | $335.1K | 12 | $279.21 | $310.20 | 0 | -$38.8K |