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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 68.44% of Satovsky Asset Management's stock portfolio.
Added to shares of these 10 stocks: VTIP, MUNY, VTI, AVIV, FLEX, DUHP, IUSG, AVDV, DFIS, DIHP.
Started 7 new stock positions in C, ESTA, AVDV, FLEX, IUSG, AEM, DFIS.
Reduced shares in these 10 stocks: IVV, , NYF, MDLZ, BRK.B, GOOG, IAU, GLD, AAPL, JNJ.
Sold out of its positions in ACM, MDLZ.
Satovsky Asset Management was a net buyer of stock by $6.6M.
Satovsky Asset Management has $516M in assets under management (AUM), dropping by 2.98%.
Central Index Key (CIK): 0001807288

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Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.4	$105M		153k	684.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	15.9	$82M	+3%	1.7M	49.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.3	$63M		620k	101.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	10.6	$55M		1.7M	31.66	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.4	$48M		1.3M	38.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.4	$28M	+2%	83k	335.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.6	$24M		47k	502.65	View chart
Ishares Tr New York Mun Etf (NYF)	3.4	$17M		324k	53.51	View chart
Apple (AAPL)	2.8	$15M		54k	271.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.3	$12M		81k	148.69	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.9	$9.7M	+2%	423k	22.90	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	1.7	$8.9M		143k	62.14	View chart
Spdr Series Trust State Street Spd (XOP)	1.5	$7.7M	+2%	61k	126.26	View chart
Microsoft Corporation (MSFT)	0.9	$4.7M	+2%	9.7k	483.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.6M		15k	313.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$3.8M	-2%	12k	313.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.5M		31k	81.17	View chart
Amazon (AMZN)	0.4	$2.1M		9.0k	230.82	View chart
Visa Com Cl A (V)	0.3	$1.4M		3.9k	350.71	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$1.2M	+96%	17k	71.23	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$1.2M	+185%	12k	103.23	View chart
Meta Platforms Cl A (META)	0.2	$994k		1.5k	660.12	View chart
Tesla Motors (TSLA)	0.2	$989k		2.2k	449.72	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$964k		22k	43.53	View chart
Marriott Intl Cl A (MAR)	0.1	$758k		2.4k	310.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$729k		6.1k	120.34	View chart
Cisco Systems (CSCO)	0.1	$644k		8.4k	77.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$628k	+76%	17k	38.11	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$553k		20k	27.41	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.1	$494k		7.1k	69.63	View chart
Johnson & Johnson (JNJ)	0.1	$494k		2.4k	206.96	View chart
Hershey Company (HSY)	0.1	$472k		2.6k	181.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$443k	-3%	1.1k	396.17	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$440k		20k	22.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$435k		4.9k	89.46	View chart
Flex Ord (FLEX)	0.1	$423k	NEW	7.0k	60.42	View chart
Gilead Sciences (GILD)	0.1	$395k		3.2k	122.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$380k		1.2k	322.14	View chart
Consolidated Edison (ED)	0.1	$372k		3.7k	99.32	View chart
McDonald's Corporation (MCD)	0.1	$372k		1.2k	305.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$365k	+3%	15k	24.04	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$355k	NEW	2.1k	167.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$329k	NEW	3.5k	93.97	View chart
Pfizer (PFE)	0.1	$316k		13k	24.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$311k	NEW	9.4k	32.94	View chart
Southern Company (SO)	0.1	$308k		3.5k	87.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$303k	+2%	4.8k	62.47	View chart
At&t (T)	0.1	$303k		12k	24.84	View chart
UnitedHealth (UNH)	0.1	$303k		917.00	330.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$298k		2.9k	102.39	View chart
Agnico (AEM)	0.1	$293k	NEW	1.7k	169.58	View chart
Establishment Labs Holdings Ord (ESTA)	0.1	$288k	NEW	4.0k	72.88	View chart
Bristol Myers Squibb (BMY)	0.1	$287k		5.3k	53.94	View chart
Labcorp Holdings Com Shs (LH)	0.1	$285k		1.1k	250.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$284k		582.00	487.89	View chart
Applied Materials (AMAT)	0.1	$284k		1.1k	256.88	View chart
Goldman Sachs (GS)	0.1	$282k		320.00	880.12	View chart
Oracle Corporation (ORCL)	0.1	$280k		1.4k	194.97	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.1	$265k		54k	4.95	View chart
Enterprise Products Partners (EPD)	0.1	$263k		8.2k	32.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$247k		1.3k	191.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$246k		392.00	627.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$235k		3.1k	75.45	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$233k		2.8k	82.32	View chart
Medtronic SHS (MDT)	0.0	$228k	+2%	2.4k	96.05	View chart
Citigroup Com New (C)	0.0	$228k	NEW	2.0k	116.70	View chart
Raytheon Technologies Corp (RTX)	0.0	$227k		1.2k	183.36	View chart
Nextera Energy (NEE)	0.0	$225k		2.8k	80.28	View chart
Bank of America Corporation (BAC)	0.0	$222k		4.0k	55.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$220k		1.0k	211.84	View chart
Ge Aerospace Com New (GE)	0.0	$219k		710.00	308.21	View chart
Quanta Services (PWR)	0.0	$208k		493.00	421.75	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 Q4 filed Feb. 13, 2026
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

View all past filings

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