SATOVSKY ASSET MANAGEMENT LLC
CIK: 0001807288SEC EDGAR →
Portfolio Value
$516.0M
Holdings
72
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 153,309 | $105.0M | 20.35% |
| 2 | VANGUARD MALVERN FDS | 1,655,868 | $81.9M | 15.87% |
| 3 | AMERICAN CENTY ETF TR | 619,836 | $63.2M | 12.25% |
| 4 | DIMENSIONAL ETF TRUST | 1,725,996 | $54.7M | 10.59% |
| 5 | DIMENSIONAL ETF TRUST | 1,272,198 | $48.4M | 9.38% |
| 6 | VANGUARD INDEX FDS | 83,258 | $27.9M | 5.41% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 46,728 | $23.5M | 4.55% |
| 8 | ISHARES TR | 323,872 | $17.3M | 3.36% |
| 9 | APPLE INC | 53,745 | $14.6M | 2.83% |
| 10 | ISHARES TR | 81,411 | $12.1M | 2.35% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $446.7M | 86.6% |
| Unknown | 6 | $28.3M | 5.5% |
| Technology | 6 | $20.9M | 4.1% |
| Communication Services | 4 | $9.7M | 1.9% |
| Consumer Cyclical | 4 | $4.2M | 0.8% |
| Healthcare | 9 | $2.9M | 0.6% |
| Energy | 2 | $992K | 0.2% |
| Utilities | 3 | $904K | 0.2% |
| Industrials | 3 | $652K | 0.1% |
| Consumer Defensive | 1 | $471K | 0.1% |
| Basic Materials | 1 | $292K | 0.1% |