SATOVSKY ASSET MANAGEMENT LLC
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
72
- Value ($000)
$515,978
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $105.01M | 20 % | 153,309 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $81.9M | 16 % | 1,655,868 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $63.21M | 12 % | 619,836 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $54.65M | 11 % | 1,725,996 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $48.38M | 9 % | 1,272,198 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $27.91M | 5 % | 83,258 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $23.49M | 5 % | 46,728 | ||
ISHARES TR | NEW YORK MUN ETF | 464288323 | $17.33M | 3 % | 323,872 | ||
APPLE INC | COM | 037833100 | $14.61M | 3 % | 53,745 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $12.11M | 2 % | 81,411 |
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