SATOVSKY ASSET MANAGEMENT LLC
Q1 2026 13F Holdings
- Locationnew york, NY
- Num holdings
73
- Value ($000)
$566,495
- Date Filed 05/14/2026
- Form type13F-HR
- CIK 0001807288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $98.97M | 18 % | 151,512 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $85.4M | 15 % | 1,709,627 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $68.48M | 12 % | 619,938 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $55.21M | 10 % | 1,713,676 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $48.22M | 9 % | 1,311,703 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $28.59M | 5 % | 89,121 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $22.57M | 4 % | 47,099 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $21.59M | 4 % | 641,157 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $21.54M | 4 % | 215,718 | ||
ISHARES TR | NEW YORK MUN ETF | 464288323 | $16.68M | 3 % | 314,060 |
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