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Satovsky Asset Management

Latest statistics and disclosures from Satovsky Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VTIP, AVUV, DIHP, DUHP, and represent 69.14% of Satovsky Asset Management's stock portfolio.
Added to shares of these 10 stocks: VTIP, VTI, DIHP, MUNY, DFAR, VUG, XOP, VXUS, GE, NEE.
Started 8 new stock positions in GE, VUG, RTX, PWR, BAC, VXUS, MUNY, NEE.
Reduced shares in these 10 stocks: IVV, DUHP, WBD, , INTU, IWB, MELI, MSFT, IAU, AVUV.
Sold out of its positions in INTU, IWB, MELI, SPY, WBD.
Satovsky Asset Management was a net buyer of stock by $2.3M.
Satovsky Asset Management has $501M in assets under management (AUM), dropping by 6.68%.
Central Index Key (CIK): 0001807288

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Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.8	$104M	-3%	156k	669.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	16.1	$81M	+3%	1.6M	50.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.3	$62M		620k	99.53	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	10.4	$52M		1.7M	30.39	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.5	$48M		1.3M	37.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.3	$27M	+6%	81k	328.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.7	$24M		47k	502.73	View chart
Ishares Tr New York Mun Etf (NYF)	3.5	$18M		329k	53.35	View chart
Apple (AAPL)	2.7	$14M		54k	254.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.4	$12M		81k	145.65	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.0	$9.9M	+3%	413k	23.85	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	1.7	$8.3M		140k	59.21	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	1.6	$7.9M	+3%	60k	132.20	View chart
Microsoft Corporation (MSFT)	1.0	$4.9M		9.5k	517.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.6M		15k	243.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.0M		12k	243.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.3M		31k	72.77	View chart
Amazon (AMZN)	0.4	$2.0M		9.0k	219.57	View chart
Visa Com Cl A (V)	0.3	$1.3M		3.9k	341.42	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		1.5k	734.32	View chart
Tesla Motors (TSLA)	0.2	$978k		2.2k	444.72	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$974k		22k	44.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$678k		6.0k	112.75	View chart
Marriott Intl Cl A (MAR)	0.1	$635k		2.4k	260.47	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$599k	+10%	8.9k	67.44	View chart
Cisco Systems (CSCO)	0.1	$565k		8.3k	68.42	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$557k		20k	27.82	View chart
Hershey Company (HSY)	0.1	$485k		2.6k	187.02	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$445k		19k	23.00	View chart
Johnson & Johnson (JNJ)	0.1	$443k		2.4k	185.43	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.1	$436k		7.0k	62.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$416k		4.8k	87.30	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$414k	NEW	4.0k	102.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$410k		1.2k	355.35	View chart
Oracle Corporation (ORCL)	0.1	$403k		1.4k	281.26	View chart
Consolidated Edison (ED)	0.1	$372k		3.7k	100.51	View chart
JPMorgan Chase & Co. (JPM)	0.1	$370k		1.2k	315.51	View chart
McDonald's Corporation (MCD)	0.1	$367k		1.2k	303.77	View chart
Gilead Sciences (GILD)	0.1	$355k		3.2k	111.01	View chart
At&t (T)	0.1	$343k		12k	28.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$340k		15k	23.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$339k	+13%	9.3k	36.35	View chart
Southern Company (SO)	0.1	$332k		3.5k	94.77	View chart
Labcorp Holdings Com Shs (LH)	0.1	$322k		1.1k	287.18	View chart
Pfizer (PFE)	0.1	$319k		13k	25.48	View chart
UnitedHealth (UNH)	0.1	$314k		909.00	345.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$297k		2.9k	103.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$284k		4.7k	59.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$279k	NEW	582.00	479.61	View chart
AECOM Technology Corporation (ACM)	0.1	$258k		2.0k	130.45	View chart
Goldman Sachs (GS)	0.1	$253k		318.00	796.57	View chart
Enterprise Products Partners (EPD)	0.1	$252k		8.1k	31.27	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.0	$242k		54k	4.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$239k	+7%	390.00	612.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$239k	-4%	1.3k	186.49	View chart
Bristol Myers Squibb (BMY)	0.0	$237k		5.2k	45.10	View chart
Applied Materials (AMAT)	0.0	$226k		1.1k	204.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$224k	NEW	3.1k	73.46	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$221k		2.8k	78.91	View chart
Medtronic SHS (MDT)	0.0	$221k		2.3k	95.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$215k		1.0k	208.61	View chart
Ge Aerospace Com New (GE)	0.0	$214k	NEW	710.00	300.67	View chart
Nextera Energy (NEE)	0.0	$210k	NEW	2.8k	75.48	View chart
Bank of America Corporation (BAC)	0.0	$208k	NEW	4.0k	51.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$205k	NEW	1.2k	167.32	View chart
Quanta Services (PWR)	0.0	$204k	NEW	493.00	414.02	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$204k		3.3k	62.47	View chart

Past Filings by Satovsky Asset Management

SEC 13F filings are viewable for Satovsky Asset Management going back to 2020

Satovsky Asset Management 2025 Q3 filed Nov. 14, 2025
Satovsky Asset Management 2025 Q2 filed Aug. 13, 2025
Satovsky Asset Management 2025 Q1 filed May 1, 2025
Satovsky Asset Management 2024 Q4 filed Feb. 3, 2025
Satovsky Asset Management 2024 Q3 filed Oct. 18, 2024
Satovsky Asset Management 2024 Q2 filed Aug. 5, 2024
Satovsky Asset Management 2024 Q1 filed April 23, 2024
Satovsky Asset Management 2023 Q4 filed Jan. 24, 2024
Satovsky Asset Management 2023 Q3 filed Oct. 23, 2023
Satovsky Asset Management 2023 Q2 filed July 31, 2023
Satovsky Asset Management 2023 Q1 filed April 27, 2023
Satovsky Asset Management 2022 Q4 filed Jan. 25, 2023
Satovsky Asset Management 2022 Q3 filed Oct. 21, 2022
Satovsky Asset Management 2022 Q2 filed Aug. 2, 2022
Satovsky Asset Management 2022 Q1 filed May 3, 2022
Satovsky Asset Management 2021 Q4 filed Feb. 7, 2022

View all past filings

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