Satovsky Asset Management

Satovsky Asset Management as of Dec. 31, 2025

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