Satovsky Asset Management LLC Top Holdings and 13F Report (2026) About Satovsky Asset Management LLCInvestment ActivitySatovsky Asset Management LLC has $566.50 million in total holdings as of March 31, 2026.Satovsky Asset Management LLC owns shares of 73 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.39% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Satovsky Asset Management LLC has purchased 72 new stocks and bought additional shares in 49 stocks.Satovsky Asset Management LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $98,969,138Vanguard Short-Term Inflation-Protected Securities ETF $85,395,874Avantis U.S. Small Cap Value ETF $68,484,512Dimensional International High Profitability ETF $55,214,637Dimensional US High Profitability ETF $48,218,207 Largest New Holdings this Quarter 65290E101 - Nextpower $241,100 Holding78462F103 - SPDR S&P 500 ETF Trust $232,517 Holding969457100 - Williams Companies $206,188 Holding Largest Purchases this Quarter Dimensional International Small Cap ETF 631,709 shares (about $21.27M)Avantis International Small Cap Value ETF 212,220 shares (about $21.19M)Vanguard Short-Term Inflation-Protected Securities ETF 53,759 shares (about $2.69M)Avantis International Large Cap Value ETF 30,156 shares (about $2.26M)Vanguard Total Stock Market ETF 5,863 shares (about $1.88M) Largest Sales this Quarter iShares Core S&P 500 ETF 1,797 shares (about $1.17M)iShares New York Muni Bond ETF 9,812 shares (about $521.21K)Dimensional International High Profitability ETF 12,320 shares (about $396.95K)Amazon.com 1,466 shares (about $305.32K)SPDR S&P Global Natural Resources ETF 2,957 shares (about $220.80K) 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$98,969,138$1,173,818 â–¼-1.2%151,51217.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$85,395,874$2,685,262 â–²3.2%1,709,62715.1%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$68,484,512$11,268 â–²0.0%619,93812.1%ETFDIHPDimensional International High Profitability ETF$55,214,637$396,950 â–¼-0.7%1,713,6769.7%ETFDUHPDimensional US High Profitability ETF$48,218,207$1,452,204 â–²3.1%1,311,7038.5%ETFVTIVanguard Total Stock Market ETF$28,590,831$1,880,904 â–²7.0%89,1215.0%ETFBRK.BBerkshire Hathaway$22,569,985$177,784 â–²0.8%47,0994.0%FinanceDFISDimensional International Small Cap ETF$21,587,762$21,269,648 â–²6,686.2%641,1573.8%ETFAVDVAvantis International Small Cap Value ETF$21,541,567$21,192,257 â–²6,066.9%215,7183.8%ETFNYFiShares New York Muni Bond ETF$16,682,858$521,213 â–¼-3.0%314,0602.9%ETFAAPLApple$13,567,894$72,077 â–¼-0.5%53,4612.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$11,417,161$178,179 â–¼-1.5%80,1602.0%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$11,095,771$7,819 â–²0.1%61,0232.0%ETFGNRSPDR S&P Global Natural Resources ETF$10,432,369$220,799 â–¼-2.1%139,7131.8%ETFDFARDimensional US Real Estate ETF$10,123,102$127,497 â–²1.3%428,0381.8%ETFGOOGLAlphabet$4,252,157$2,876 â–²0.1%14,7870.8%Computer and TechnologyMSFTMicrosoft$3,595,736$10,735 â–²0.3%9,7140.6%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$3,561,247$2,256,581 â–²173.0%47,5910.6%ETFGOOGAlphabet$3,438,994$2,295 â–²0.1%11,9880.6%Computer and TechnologyIAUiShares Gold Trust$2,694,081$7,846 â–¼-0.3%30,5590.5%FinanceVANGUARD NY TAX FREE FDS$1,736,723$560,603 â–²47.7%16,9520.3%TAX EXEMPT BDAMZNAmazon.com$1,572,022$305,324 â–¼-16.3%7,5480.3%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$1,230,313$588,722 â–²91.8%31,5790.2%ETFVVisa$1,170,607$2,418 â–²0.2%3,8730.2%Business ServicesXOMExxonMobil$1,031,215$3,054 â–²0.3%6,0780.2%EnergyAVREAvantis Real Estate ETF$975,302$704 â–²0.1%22,1560.2%ETFMETAMeta Platforms$861,843$572 â–²0.1%1,5060.2%Computer and TechnologyTSLATesla$820,824$3,346 â–²0.4%2,2080.1%Auto/Tires/TrucksMARMarriott International$800,519$1,962 â–²0.2%2,4480.1%Consumer DiscretionaryCSCOCisco Systems$651,987$3,492 â–²0.5%8,4030.1%Computer and TechnologyJNJJohnson & Johnson$585,982$2,934 â–²0.5%2,3970.1%MedicalBWZSPDR Bloomberg Short Term International Treasury Bond ETF$544,523$1,750 â–²0.3%20,2270.1%ETFSGDMSprott Gold Miners ETF$535,6200.0%7,0950.1%ETFHSYHershey$520,457$18,707 â–¼-3.5%2,5040.1%Consumer StaplesGLDSPDR Gold Shares$475,730$5,162 â–¼-1.1%1,1060.1%FinanceFLEXFlex$458,2200.0%7,0000.1%Computer and TechnologyGILDGilead Sciences$451,413$2,648 â–²0.6%3,2390.1%MedicalIEFAiShares Core MSCI EAFE ETF$439,6840.0%4,8570.1%ETFBWXSPDR Bloomberg International Treasury Bond ETF$429,750$1,515 â–²0.4%19,5790.1%FinanceESTAEstablishment Labs$401,719$177,040 â–²78.8%7,0750.1%MedicalMCDMcDonald's$380,889$2,485 â–²0.7%1,2260.1%Retail/WholesaleAMATApplied Materials$378,013$342 â–²0.1%1,1060.1%Computer and TechnologySCHFSchwab International Equity ETF$375,9490.0%15,1900.1%ETFPFEPfizer$361,005$4,156 â–²1.2%12,8560.1%MedicalTAT&T$353,758$580 â–²0.2%12,2030.1%Computer and TechnologyAEMAgnico Eagle Mines$350,875$812 â–²0.2%1,7290.1%Basic MaterialsJPMJPMorgan Chase & Co.$348,635$1,765 â–²0.5%1,1850.1%FinanceVEAVanguard FTSE Developed Markets ETF$345,012$34,347 â–²11.1%5,3840.1%ETFSOSouthern$343,589$2,606 â–²0.8%3,5600.1%UtilitiesIUSGiShares Core S&P U.S. Growth ETF$328,163$465 â–²0.1%2,1160.1%ManufacturingEDConsolidated Edison$326,833$97,439 â–¼-23.0%2,8880.1%UtilitiesEPDEnterprise Products Partners$315,494$4,805 â–²1.5%8,3380.1%EnergyLABCORP HOLDINGS INC$303,779$800 â–²0.3%1,1390.1%COM SHSSTIPiShares 0-5 Year TIPS Bond ETF$300,6850.0%2,9070.1%ETFDRTSAlpha Tau Medical$287,791$91,203 â–¼-24.1%40,7060.1%MedicalNEENextEra Energy$283,071$22,939 â–²8.8%3,0480.0%UtilitiesGSThe Goldman Sachs Group$271,405$845 â–²0.3%3210.0%FinancePWRQuanta Services$270,5420.0%4930.0%ConstructionVUGVanguard Growth ETF$254,2370.0%5820.0%ETFUNHUnitedHealth Group$249,426$1,353 â–²0.5%9220.0%MedicalNXTNextpower$241,100$241,100 â–²New Holding2,0000.0%EnergyAVDEAvantis International Equity ETF$240,377$255 â–²0.1%2,8330.0%ETFVXUSVanguard Total International Stock ETF$240,093$308 â–²0.1%3,1140.0%ETFRTXRTX$239,737$771 â–²0.3%1,2430.0%AerospaceVTVVanguard Value ETF$235,397$18,439 â–¼-7.3%1,2000.0%ETFVOOVanguard S&P 500 ETF$235,052$598 â–²0.3%3930.0%ETFSPYSPDR S&P 500 ETF Trust$232,517$232,517 â–²New Holding3580.0%FinanceCCitigroup$223,213$2,042 â–²0.9%1,9680.0%Financial ServicesMDTMedtronic$218,518$12,997 â–²6.3%2,5220.0%MedicalVBRVanguard Small-Cap Value ETF$212,110$13,257 â–¼-5.9%9760.0%ETFORCLOracle$211,690$588 â–²0.3%1,4390.0%Computer and TechnologyWMBWilliams Companies$206,188$206,188 â–²New Holding2,8330.0%EnergyGEGE Aerospace$201,820$284 â–²0.1%7110.0%AerospaceBMYBristol Myers Squibb$0$286,694 â–¼-100.0%00.0%MedicalBACBank of America$0$222,327 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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