Satovsky Asset Management LLC Top Holdings and 13F Report (2025) About Satovsky Asset Management LLCInvestment ActivitySatovsky Asset Management LLC has $469.67 million in total holdings as of June 30, 2025.Satovsky Asset Management LLC owns shares of 64 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.66% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Satovsky Asset Management LLC has purchased 55 new stocks and bought additional shares in 28 stocks.Satovsky Asset Management LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $99,937,394Vanguard Short-Term Inflation-Protected Securities ETF $77,291,909Avantis U.S. Small Cap Value ETF $56,473,114Dimensional International High Profitability ETF $50,072,730Dimensional US High Profitability ETF $45,582,052 Largest New Holdings this Quarter 78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF $559,154 Holding025072364 - Avantis International Large Cap Value ETF $501,410 Holding78464A516 - SPDR Bloomberg International Treasury Bond ETF $452,183 Holding427866108 - Hershey $430,395 Holding461202103 - Intuit $225,933 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 4,335 shares (about $1.32M)Vanguard Short-Term Inflation-Protected Securities ETF 20,722 shares (about $1.04M)Avantis U.S. Small Cap Value ETF 7,277 shares (about $662.94K)SPDR Bloomberg Short Term International Treasury Bond ETF 19,920 shares (about $559.15K)Avantis International Large Cap Value ETF 8,057 shares (about $501.41K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,790 shares (about $2.35M)Berkshire Hathaway 4,755 shares (about $2.31M)Tesla 2,929 shares (about $930.43K)Microsoft 581 shares (about $289.00K)iShares Core S&P Total U.S. Stock Market ETF 2,033 shares (about $274.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSatovsky Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$99,937,394$2,353,207 ▼-2.3%160,95621.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$77,291,909$1,041,529 ▲1.4%1,537,78116.5%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$56,473,114$662,935 ▲1.2%619,90212.0%ETFDIHPDimensional International High Profitability ETF$50,072,730$433,562 ▲0.9%1,697,95610.7%ETFDUHPDimensional US High Profitability ETF$45,582,052$157,673 ▼-0.3%1,281,8359.7%ETFVTIVanguard Total Stock Market ETF$23,180,335$1,317,531 ▲6.0%76,2694.9%ETFBRK.BBerkshire Hathaway$22,786,256$2,309,812 ▼-9.2%46,9084.9%FinanceNYFiShares New York Muni Bond ETF$17,145,189$151,988 ▼-0.9%328,8303.7%ETFAAPLApple$11,004,902$34,058 ▼-0.3%53,6382.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$11,004,203$274,538 ▼-2.4%81,4882.3%ETFDFARDimensional US Real Estate ETF$9,359,157$230,260 ▲2.5%398,9412.0%ETFGNRSPDR S&P Global Natural Resources ETF$7,487,912$178,179 ▲2.4%138,0511.6%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$7,262,384$133,976 ▲1.9%57,7301.5%ETFMSFTMicrosoft$4,750,380$289,002 ▼-5.7%9,5501.0%Computer and TechnologyGOOGLAlphabet$2,599,945$70,845 ▲2.8%14,7530.6%Computer and TechnologyGOOGAlphabet$2,178,206$37,075 ▲1.7%12,2790.5%Computer and TechnologyIAUiShares Gold Trust$1,985,293$27,563 ▼-1.4%31,8360.4%FinanceAMZNAmazon.com$1,977,362$52,215 ▼-2.6%9,0130.4%Retail/WholesaleVVisa$1,367,304$2,130 ▲0.2%3,8510.3%Business ServicesMETAMeta Platforms$1,106,258$738 ▲0.1%1,4990.2%Computer and TechnologyAVREAvantis Real Estate ETF$960,897$707 ▼-0.1%21,7590.2%ETFTSLATesla$698,534$930,426 ▼-57.1%2,1990.1%Auto/Tires/TrucksMARMarriott International$664,210$1,639 ▲0.2%2,4310.1%Consumer DiscretionaryXOMExxon Mobil$642,422$196,856 ▲44.2%5,9590.1%EnergyCSCOCisco Systems$569,844$3,400 ▼-0.6%8,2130.1%Computer and TechnologyBWZSPDR Bloomberg Short Term International Treasury Bond ETF$559,154$559,154 ▲New Holding19,9200.1%ETFAVIVAvantis International Large Cap Value ETF$501,410$501,410 ▲New Holding8,0570.1%ETFBWXSPDR Bloomberg International Treasury Bond ETF$452,183$452,183 ▲New Holding19,2500.1%FinanceHSYHershey$430,395$430,395 ▲New Holding2,5940.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$397,751$7,095 ▲1.8%4,7650.1%ETFEDConsolidated Edison$367,961$3,010 ▲0.8%3,6670.1%UtilitiesJNJJohnson & Johnson$362,434$3,818 ▼-1.0%2,3730.1%MedicalGILDGilead Sciences$352,205$2,661 ▲0.8%3,1770.1%MedicalGLDSPDR Gold Shares$351,6530.0%1,1540.1%FinanceMCDMcDonald's$350,752$2,044 ▲0.6%1,2010.1%Retail/WholesaleTAT&T$350,124$66,448 ▼-16.0%12,0980.1%Computer and TechnologyJPMJPMorgan Chase & Co.$338,922$6,668 ▲2.0%1,1690.1%FinanceWBDWarner Bros. Discovery$323,9420.0%28,2670.1%Consumer DiscretionarySCHFSchwab International Equity ETF$322,904$2,055 ▲0.6%14,6110.1%ETFSOSouthern$319,110$2,663 ▲0.8%3,4750.1%UtilitiesSGDMSprott Gold Miners ETF$317,793$10,540 ▼-3.2%7,0250.1%ETFORCLOracle$312,747$10,279 ▼-3.2%1,4300.1%Computer and TechnologyPFEPfizer$297,814$10,787 ▼-3.5%12,2860.1%MedicalLABCORP HOLDINGS INC$293,627$1,050 ▲0.4%1,1190.1%COM SHSSTIPiShares 0-5 Year TIPS Bond ETF$292,022$4,425 ▲1.5%2,8380.1%ETFDFAIDimensional International Core Equity Market ETF$284,628$3,665 ▲1.3%8,2330.1%ETFUNHUnitedHealth Group$281,688$2,184 ▲0.8%9030.1%MedicalVEAVanguard FTSE Developed Markets ETF$268,500$1,311 ▼-0.5%4,7100.1%ETFEPDEnterprise Products Partners$246,102$4,062 ▲1.7%7,9360.1%EnergyBMYBristol Myers Squibb$239,388$2,917 ▲1.2%5,1710.1%MedicalVTVVanguard Value ETF$236,2650.0%1,3370.1%ETFSPYSPDR S&P 500 ETF Trust$230,430$15,444 ▼-6.3%3730.0%FinanceINTUIntuit$225,933$225,933 ▲New Holding2870.0%Computer and TechnologyGSThe Goldman Sachs Group$224,873$224,873 ▲New Holding3180.0%FinanceACMAECOM$223,540$223,540 ▲New Holding1,9810.0%ConstructionMDLZMondelez International$218,398$1,484 ▲0.7%3,2380.0%Consumer StaplesIWBiShares Russell 1000 ETF$212,668$212,668 ▲New Holding6260.0%ETFMELIMercadoLibre$209,090$209,090 ▲New Holding800.0%Retail/WholesaleAVDEAvantis International Equity ETF$207,043$207,043 ▲New Holding2,7970.0%ETFVOOVanguard S&P 500 ETF$206,404$38,665 ▼-15.8%3630.0%ETFAMATApplied Materials$201,296$201,296 ▲New Holding1,1000.0%Computer and TechnologyMDTMedtronic$200,584$1,482 ▲0.7%2,3010.0%MedicalVBRVanguard Small-Cap Value ETF$200,341$10,144 ▼-4.8%1,0270.0%ETFDRTSAlpha Tau Medical$167,2510.0%53,6060.0%MedicalNVDANVIDIA$0$613,948 ▼-100.0%00.0%Computer and TechnologySPGMSPDR Portfolio MSCI Global Stock Market ETF$0$368,590 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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