account_balance

Investment manager · 13F filer · SEC CIK 1807288

Satovsky Asset Management LLC

Reported value$627Mas of Jun 30, 2026

Positions74 3 new, 2 sold out

Top 10 weight82.0%IVV alone is 18%

FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

18.1%

VTIPVanguard Malvern FDS

13.8%

AVUVAmerican Centy ETF Tr

12.3%

DIHPDimensional ETF Trust

9.4%

DUHPDimensional ETF Trust

8.9%Added +3%

VTIVanguard Index FDS

5.5%Added +5%

DFISDimensional ETF Trust

3.8%Added +7%

BRK-BBerkshire Hathaway Inc

3.8%Added +2%

AVDVAmerican Centy ETF Tr

3.8%+7%

NYFiShares Tr

2.6%

AAPLApple Inc.

2.6%+4%

ITOTiShares Tr

2.1%

IVViShares Tr

18.1%

VTIPVanguard Malvern FDS

13.8%

AVUVAmerican Centy ETF Tr

12.3%

DIHPDimensional ETF Trust

9.4%

DUHPDimensional ETF Trust

8.9%+3%

VTI5.5%

DFIS3.8%

BRK-B3.8%

AVDV3.8%

NYF

AAPL

ITOT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 18.1% Held

VTIP Vanguard Malvern FDS 13.8% Held

AVUV American Centy ETF Tr 12.3% Held

DIHP Dimensional ETF Trust 9.4% Held

DUHP Dimensional ETF Trust 8.9% Added +3%

VTI Vanguard Index FDS 5.5% Added +5%

DFIS Dimensional ETF Trust 3.8% Added +7%

BRK-B Berkshire Hathaway Inc 3.8% Added +2%

AVDV American Centy ETF Tr 3.8% Added +7%

NYF iShares Tr 2.6% Trimmed −3%

AAPL Apple Inc. 2.6% Added +4%

ITOT iShares Tr 2.1% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 14, 2026 filing

add_circleNew

VTEC $1.94M
BAC $247K
BNY $241K

arrow_upwardAdded

IUSG +348%
DFAI +41%
AVIV +40%
MUNY +22%

arrow_downwardTrimmed

NYF −3%

remove_circleSold out

MDT $219K
ORCL $212K

Satovsky Asset Management LLC

Where the money is

Biggest moves since Mar 31, 2026

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