SATOVSKY ASSET MANAGEMENT LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SATOVSKY ASSET MANAGEMENT LLC 13F Holdings
CIK 0001807288 · NEW YORK, NY
As of Sep 30, 2025, SATOVSKY ASSET MANAGEMENT LLC reported
67 positions worth $501.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 155,531 |
|
04.1M20.78% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 1,596,379 | $80.8M | 16.13% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 619,638 | $61.7M | 12.31% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 1,716,270 | $52.2M | 10.41% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 1,261,271 | $47.6M | 9.51% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 81,142 | $26.6M | 5.31% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 46,982 | $23.6M | 4.71% |
| ISHARES NEW YORK MUNI BOND ETF | NYF | — | 328,557 |
7.5M | 3.50% |
| APPLE INC | AAPL | Technology | 53,755 |
3.7M | 2.73% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 81,345 |
1.8M | 2.36% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 413,093 | $9.9M | 1.97% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 139,893 | $8.3M | 1.65% |
| STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF | XOP | — | 59,609 | $7.9M | 1.57% |
| MICROSOFT CORP | MSFT | Technology | 9,467 | $4.9M | 0.98% |
| ALPHABET INC | GOOGL | Equity | 14,766 | $3.6M | 0.72% |
| ALPHABET INC | GOOG | Equity | 12,289 | $3.0M | 0.60% |
| ISHARES GOLD TRUST | IAU | — | 31,253 | $2.3M | 0.45% |
| AMAZON.COM INC | AMZN | Equity | 9,013 | $2.0M | 0.39% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,857 |
.3M | 0.26% |
| META PLATFORMS INC | META | Communication Services | 1,500 |
.1M | 0.22% |
| TESLA INC | TSLA | Consumer Cyclical | 2,199 | $977.9K | 0.20% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 21,900 | $974.1K | 0.19% |
| EXXON MOBIL CORP | XOM | Energy | 6,010 | $677.6K | 0.14% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 2,437 | $634.8K | 0.13% |
| AMERICAN CENTY ETF TR | — | — | 8,878 | $598.7K | 0.12% |