SATOVSKY ASSET MANAGEMENT LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
67
- Value ($000)
$501,023
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001807288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $104.10 M | 21 % | 155,531 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $80.82 M | 16 % | 1,596,379 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $61.67 M | 12 % | 619,638 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $52.17 M | 10 % | 1,716,270 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $47.64 M | 10 % | 1,261,271 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $26.63 M | 5 % | 81,142 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $23.62 M | 5 % | 46,982 | ||
NYF ISHARES TR | NEW YORK MUN ETF | 464288323 | $17.53 M | 4 % | 328,557 | ||
AAPL APPLE INC | COM | 037833100 | $13.69 M | 3 % | 53,755 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $11.85 M | 2 % | 81,345 |
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