SATOVSKY ASSET MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, SATOVSKY ASSET MANAGEMENT LLC held in its portfolio 72 assets valued at $515,978,040 (i.e. $515.98M).
The most valuable assets in the portfolio included: ISHARES TR ($105.01M), VANGUARD MALVERN FDS ($81.90M), and AMERICAN CENTY ETF TR ($63.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SATOVSKY ASSET MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 153309 | 105007162 | CORE S&P500 ETF |
| VANGUARD MALVERN FDS | 1655868 | 81899250 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 619836 | 63210842 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 1725996 | 54653664 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 1272198 | 48381705 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 83258 | 27913887 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 46728 | 23487879 | CL B NEW |
| ISHARES TR | 323872 | 17330388 | NEW YORK MUN ETF |
| APPLE INC | 53745 | 14611115 | COM |
| ISHARES TR | 81411 | 12105058 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 422647 | 9679129 | US REAL ESTATE E |
| SPDR INDEX SHS FDS | 142670 | 8865519 | GLB NAT RESRCE |
| SPDR SERIES TRUST | 60980 | 7699386 | STATE STREET SPD |
| MICROSOFT CORP | 9685 | 4683787 | COM |
| ALPHABET INC | 14777 | 4625264 | CAP STK CL A |
| ALPHABET INC | 11980 | 3759467 | CAP STK CL C |
| ISHARES GOLD TR | 30648 | 2487698 | ISHARES NEW |
| AMAZON COM INC | 9014 | 2080611 | COM |
| VISA INC | 3865 | 1355505 | COM CL A |
| AMERICAN CENTY ETF TR | 17435 | 1241865 | INTERNATIONAL LR |
| VANGUARD NY TAX FREE FDS | 11480 | 1185108 | TAX EXEMPT BD |
| META PLATFORMS INC | 1505 | 993475 | CL A |
| TESLA INC | 2199 | 988934 | COM |
| AMERICAN CENTY ETF TR | 22140 | 963761 | REAL ESTATE ETF |
| MARRIOTT INTL INC NEW | 2442 | 757745 | CL A |
| EXXON MOBIL CORP | 6060 | 729247 | COM |
| CISCO SYS INC | 8358 | 643822 | COM |
| DIMENSIONAL ETF TRUST | 16468 | 627580 | INTL CORE EQT MK |
| SPDR SERIES TRUST | 20162 | 552648 | BLOOMBERG SHORT |
| SPROTT ETF TRUST | 7095 | 494042 | GOLD MINERS ETF |
| JOHNSON & JOHNSON | 2385 | 493600 | COM |
| HERSHEY CO | 2594 | 471969 | COM |
| SPDR GOLD TR | 1118 | 442917 | GOLD SHS |
| SPDR SERIES TRUST | 19510 | 439563 | BLOOMBERG INTL T |
| ISHARES TR | 4857 | 434487 | CORE MSCI EAFE |
| FLEX LTD | 7000 | 422940 | ORD |
| GILEAD SCIENCES INC | 3220 | 395171 | COM |
| JPMORGAN CHASE & CO. | 1179 | 379798 | COM |
| CONSOLIDATED EDISON INC | 3749 | 372340 | COM |
| MCDONALDS CORP | 1218 | 372152 | COM |
| SCHWAB STRATEGIC TR | 15190 | 365164 | INTL EQTY ETF |
| ISHARES TR | 2113 | 354915 | CORE S&P US GWT |
| AMERICAN CENTY ETF TR | 3498 | 328703 | INTL SMCP VLU |
| PFIZER INC | 12708 | 316435 | COM |
| DIMENSIONAL ETF TRUST | 9448 | 311214 | INTL SMALL CAP E |
| SOUTHERN CO | 3533 | 308052 | COM |
| VANGUARD TAX-MANAGED FDS | 4848 | 302868 | VAN FTSE DEV MKT |
| AT&T INC | 12183 | 302626 | COM |
| UNITEDHEALTH GROUP INC | 917 | 302615 | COM |
| ISHARES TR | 2907 | 297662 | 0-5 YR TIPS ETF |
| AGNICO EAGLE MINES LTD | 1725 | 292522 | COM |
| ESTABLISHMENT LABS HLDGS | 3957 | 288386 | COM |
| BRISTOL-MYERS SQUIBB CO | 5315 | 286694 | COM |
| LABCORP HOLDINGS INC | 1136 | 284891 | COM SHS |
| VANGUARD INDEX FDS | 582 | 283953 | GROWTH ETF |
| APPLIED MATLS INC | 1105 | 283853 | COM |
| GOLDMAN SACHS GROUP INC | 320 | 281640 | COM |
| ORACLE CORP | 1435 | 279780 | COM |
| ALPHA TAU MEDICAL LTD | 53606 | 265350 | ORDINARY SHARES |
| ENTERPRISE PRODS PARTNERS L | 8211 | 263250 | COM |
| VANGUARD INDEX FDS | 1294 | 247169 | VALUE ETF |
| VANGUARD INDEX FDS | 392 | 245999 | S&P 500 ETF SHS |
| VANGUARD STAR FDS | 3110 | 234650 | VG TL INTL STK F |
| AMERICAN CENTY ETF TR | 2830 | 232975 | INTL EQT ETF |
| MEDTRONIC PLC | 2372 | 227821 | SHS |
| CITIGROUP INC | 1950 | 227567 | COM NEW |
| RTX CORPORATION | 1239 | 227185 | COM |
| NEXTERA ENERGY INC | 2801 | 224859 | COM |
| BANK AMERICA CORP | 4042 | 222327 | COM |
| VANGUARD INDEX FDS | 1037 | 219683 | SM CP VAL ETF |
| GE AEROSPACE | 710 | 218827 | COM NEW |
| QUANTA SVCS INC | 493 | 207925 | COM |
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