Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SATOVSKY ASSET MANAGEMENT LLC (CIK 1807288) reported $566.5M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($99.0M, 17.47%), VTIP ($85.4M, 15.07%), AVUV ($68.5M, 12.09%), DIHP ($55.2M, 9.75%), DUHP ($48.2M, 8.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $99.0M | 17.47% | 151,512 | Trimmed |
| 2 | VTIP | VANGUARD MALVERN FDS | $85.4M | 15.07% | 1.7M | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $68.5M | 12.09% | 619,938 | Added |
| 4 | DIHP | DIMENSIONAL ETF TRUST | $55.2M | 9.75% | 1.7M | Trimmed |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $48.2M | 8.51% | 1.3M | Added |
| 6 | VTI | VANGUARD INDEX FDS | $28.6M | 5.05% | 89,121 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.6M | 3.98% | 47,099 | Added |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $21.6M | 3.81% | 641,157 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $21.5M | 3.80% | 215,718 | Added |
| 10 | NYF | ISHARES TR | $16.7M | 2.94% | 314,060 | Trimmed |
| 11 | AAPL | APPLE INC | $13.6M | 2.40% | 53,461 | Trimmed |
| 12 | ITOT | ISHARES TR | $11.4M | 2.02% | 80,160 | Trimmed |
| 13 | XOP | SPDR SERIES TRUST | $11.1M | 1.96% | 61,023 | Added |
| 14 | GNR | SPDR INDEX SHS FDS | $10.4M | 1.84% | 139,713 | Trimmed |
| 15 | DFAR | DIMENSIONAL ETF TRUST | $10.1M | 1.79% | 428,038 | Added |
| 16 | GOOGL | ALPHABET INC | $4.3M | 0.75% | 14,787 | Added |
| 17 | MSFT | MICROSOFT CORP | $3.6M | 0.63% | 9,714 | Added |
| 18 | AVIV | AMERICAN CENTY ETF TR | $3.6M | 0.63% | 47,591 | Added |
| 19 | GOOG | ALPHABET INC | $3.4M | 0.61% | 11,988 | Added |
| 20 | IAU | ISHARES GOLD TR | $2.7M | 0.48% | 30,559 | Trimmed |
| 21 | MUNY | VANGUARD NY TAX FREE FDS | $1.7M | 0.31% | 16,952 | Added |
| 22 | AMZN | AMAZON COM INC | $1.6M | 0.28% | 7,548 | Trimmed |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 0.22% | 31,579 | Added |
| 24 | V | VISA INC | $1.2M | 0.21% | 3,873 | Added |
| 25 | XOM | EXXON MOBIL CORP | $1.0M | 0.18% | 6,078 | Added |
Source: SEC Form 13F filings · as of 2026-03-31