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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 62.89% of Satovsky Asset Management's stock portfolio.
Added to shares of these 10 stocks: DFIS (+$21M), AVDV (+$21M), VTIP, AVIV, VTI, DUHP, DFAI, MUNY, NXT, SPY.
Started 3 new stock positions in SPY, NXT, WMB.
Reduced shares in these 10 stocks: IVV, NYF, DIHP, AMZN, BMY, BAC, GNR, ITOT, ED, DRTS.
Sold out of its positions in BAC, BMY.
Satovsky Asset Management was a net buyer of stock by $50M.
Satovsky Asset Management has $567M in assets under management (AUM), dropping by 9.79%.
Central Index Key (CIK): 0001807288

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Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.5	$99M		152k	653.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	15.1	$85M	+3%	1.7M	49.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.1	$69M		620k	110.47	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	9.7	$55M		1.7M	32.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.5	$48M	+3%	1.3M	36.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.0	$29M	+7%	89k	320.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.0	$23M		47k	479.20	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.8	$22M	+6686%	641k	33.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$22M	+6066%	216k	99.86	View chart
Ishares Tr New York Mun Etf (NYF)	2.9	$17M	-3%	314k	53.12	View chart
Apple (AAPL)	2.4	$14M		54k	253.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.0	$11M		80k	142.43	View chart
Spdr Series Trust State Street Spd (XOP)	2.0	$11M		61k	181.83	View chart
Spdr Index Shs Fds State Street Spd (GNR)	1.8	$10M	-2%	140k	74.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.8	$10M		428k	23.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.3M		15k	287.56	View chart
Microsoft Corporation (MSFT)	0.6	$3.6M		9.7k	370.16	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$3.6M	+172%	48k	74.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.4M		12k	286.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.7M		31k	88.16	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.3	$1.7M	+47%	17k	102.45	View chart
Amazon (AMZN)	0.3	$1.6M	-16%	7.5k	208.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.2M	+91%	32k	38.96	View chart
Visa Com Cl A (V)	0.2	$1.2M		3.9k	302.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.0M		6.1k	169.66	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$975k		22k	44.02	View chart
Meta Platforms Cl A (META)	0.2	$862k		1.5k	572.27	View chart
Tesla Motors (TSLA)	0.1	$821k		2.2k	371.75	View chart
Marriott Intl Cl A (MAR)	0.1	$801k		2.4k	327.01	View chart
Cisco Systems (CSCO)	0.1	$652k		8.4k	77.59	View chart
Johnson & Johnson (JNJ)	0.1	$586k		2.4k	244.46	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$545k		20k	26.92	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.1	$536k		7.1k	75.49	View chart
Hershey Company (HSY)	0.1	$521k	-3%	2.5k	207.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$476k		1.1k	430.14	View chart
Flextronics Intl Ord (FLEX)	0.1	$458k		7.0k	65.46	View chart
Gilead Sciences (GILD)	0.1	$451k		3.2k	139.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$440k		4.9k	90.53	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$430k		20k	21.95	View chart
Establishment Labs Holdings Ord (ESTA)	0.1	$402k	+78%	7.1k	56.78	View chart
McDonald's Corporation (MCD)	0.1	$381k		1.2k	310.68	View chart
Applied Materials (AMAT)	0.1	$378k		1.1k	341.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$376k		15k	24.75	View chart
Pfizer (PFE)	0.1	$361k		13k	28.08	View chart
At&t (T)	0.1	$354k		12k	28.99	View chart
Agnico (AEM)	0.1	$351k		1.7k	202.94	View chart
JPMorgan Chase & Co. (JPM)	0.1	$349k		1.2k	294.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$345k	+11%	5.4k	64.08	View chart
Southern Company (SO)	0.1	$344k		3.6k	96.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$328k		2.1k	155.09	View chart
Consolidated Edison (ED)	0.1	$327k	-22%	2.9k	113.17	View chart
Enterprise Products Partners (EPD)	0.1	$316k		8.3k	37.84	View chart
Labcorp Holdings Com Shs (LH)	0.1	$304k		1.1k	266.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$301k		2.9k	103.43	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.1	$288k	-24%	41k	7.07	View chart
Nextera Energy (NEE)	0.0	$283k	+8%	3.0k	92.87	View chart
Goldman Sachs (GS)	0.0	$271k		321.00	845.50	View chart
Quanta Services (PWR)	0.0	$271k		493.00	548.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$254k		582.00	436.83	View chart
UnitedHealth (UNH)	0.0	$249k		922.00	270.53	View chart
Nextpower Class A Com (NXT)	0.0	$241k	NEW	2.0k	120.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$240k		2.8k	84.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$240k		3.1k	77.10	View chart
Raytheon Technologies Corp (RTX)	0.0	$240k		1.2k	192.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$235k	-7%	1.2k	196.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$235k		393.00	598.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$233k	NEW	358.00	649.49	View chart
Citigroup Com New (C)	0.0	$223k		2.0k	113.42	View chart
Medtronic SHS (MDT)	0.0	$219k	+6%	2.5k	86.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$212k	-5%	976.00	217.33	View chart
Oracle Corporation (ORCL)	0.0	$212k		1.4k	147.11	View chart
Williams Companies (WMB)	0.0	$206k	NEW	2.8k	72.78	View chart
Ge Aerospace Com New (GE)	0.0	$202k		711.00	283.85	View chart

Past Filings by Satovsky Asset Management

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

Satovsky Asset Management 2026 Q1 filed May 14, 2026
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

View all past filings

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