SATOVSKY ASSET MANAGEMENT LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    67

  • Value ($000)

    $501,023

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001807288
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$104.10M
21 %

155,531

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$80.82M
16 %

1,596,379

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$61.67M
12 %

619,638

D
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
25434V765
$52.17M
10 %

1,716,270

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$47.64M
10 %

1,261,271

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$26.63M
5 %

81,142

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$23.62M
5 %

46,982

N
NYF

ISHARES TR

NEW YORK MUN ETF
464288323
$17.53M
4 %

328,557

A
AAPL

APPLE INC

COM
037833100
$13.69M
3 %

53,755

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$11.85M
2 %

81,345

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