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Savant Capital, LLC
Brent Brodeski · Investment Advisor · Index/Passive
Savant Wealth Management, formerly known as Savant Capital, LLC, is a premier independent, fee-only registered investment advisor (RIA) headquartered in Rockford, Illinois. Founded in 1986 by Brent Brodeski and Thomas Muldowney, the firm has grown into a leading national wealth management practice by providing comprehensive financial planning, investment management, and tax advisory services. Savant operates under a fiduciary standard, focusing on delivering objective advice and customized financial solutions to individuals, families, and institutional clients across the United States. The firm is widely recognized for its commitment to academic research and its disciplined, integrated approach to managing client wealth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.8% |
| YTD return | +11.1% |
| Sharpe ratio | 3.76 |
| Win rate | 48% |
| AUM | $2.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.savantwealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 16.5% | +29.5% |
| MSFT | Microsoft Corporation | 14.5% | +3.8% |
| NVDA | NVIDIA Corporation | 12.4% | +12.1% |
| GOOGL | Alphabet Inc Class A | 7.4% | +37.9% |
| AMZN | Amazon.com Inc | 5.9% | +15.0% |
| BRK-A | Berkshire Hathaway Inc | 4.6% | +0.8% |
| UBER | Uber Technologies Inc | 4.5% | -18.5% |
| LLY | Eli Lilly and Company | 3.7% | +28.3% |
| JPM | JPMorgan Chase & Co | 3.4% | +13.2% |
| JNJ | Johnson & Johnson | 3.1% | +36.4% |
| META | Meta Platforms Inc. | 3.1% | +28.2% |
| AVGO | Broadcom Inc | 2.6% | -5.7% |
| MU | Micron Technology Inc | 2.6% | +8.0% |
| KO | The Coca-Cola Company | 2.4% | +23.7% |
| PG | Procter & Gamble Company | 2.4% | -2.6% |
| ABBV | AbbVie Inc | 2.4% | +10.8% |
| XOM | Exxon Mobil Corp | 2.2% | +27.1% |
| RTX | Raytheon Technologies Corp | 2.2% | -10.0% |
| V | Visa Inc. Class A | 2.1% | -0.3% |
| WMT | Walmart Inc. Common Stock | 2.0% | +1.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | XOM | 2.1% → 2.2% |
| Aug 24, 2026 | SELL | UBER | 4.2% → 4.5% |
| Aug 24, 2026 | SELL | GOOGL | 7.4% → 7.4% |
| Aug 24, 2026 | SELL | MSFT | 14.7% → 14.5% |
| Aug 24, 2026 | BUY | AAPL | 16.0% → 16.5% |
Investment Style Analysis
Savant Capital, LLC is widely recognized for employing a Index/Passive strategy. As of Sep 21, 2026, the firm oversees approximately $2.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Savant Capital, LLC made a significant move by increasing exposure to XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Savant’s investment philosophy is centered on Evidence-Based Investing (EBI), a framework grounded in decades of academic research and market data rather than speculation or market timing. The firm emphasizes broad global diversification across asset classes and utilizes strategic asset allocation to capture market returns efficiently. By focusing on compensated risk factors such as small-cap and value stocks, Savant seeks to build resilient portfolios designed to deliver higher expected returns over the long term. Their strategy prioritizes cost-effective implementation, tax efficiency, and disciplined rebalancing to help clients achieve their specific financial goals while managing risk.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Savant Capital, LLC.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Savant Capital, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Savant Capital, LLC's largest holding?
As of the latest filing, Savant Capital, LLC's top position is Apple Inc (AAPL), representing 16.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Savant Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.8% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 3.76, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Savant Capital, LLC primarily invest in?
Savant Capital, LLC has a strong preference for the Semiconductors sector, which makes up 17.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Savant Capital, LLC's portfolio concentrated or diversified?
Savant Capital, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Savant Capital, LLC performed in 2026?
Our AI-simulated model portfolio for Savant Capital, LLC tracks a Year-to-Date (YTD) return of +11.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Brent Brodeski manage Savant Capital, LLC directly?
Yes, Brent Brodeski serves as the key portfolio manager for Savant Capital, LLC, overseeing the investment strategy and final capital allocation decisions.