Satovsky Asset Management

Satovsky Asset Management as of March 31, 2026

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