§ 13F · FUND PROFILE
SATOVSKY ASSET MANAGEMENT LLC.
AUM · $627M (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 151K | $113M | 18.1% | ±0% |
| 2 | VTIP | VANGUARD MALVERN FDS | 1.72M | $86M | 13.8% | +1% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 618K | $77M | 12.3% | ±0% |
| 4 | DIHP | DIMENSIONAL ETF TRUST | 1.72M | $59M | 9.4% | ±0% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.34M | $56M | 8.9% | +3% |
| 6 | VTI | VANGUARD INDEX FDS | 93K | $34M | 5.5% | +5% |
| 7 | DFIS | DIMENSIONAL ETF TRUST | 687K | $24M | 3.8% | +7% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 48K | $24M | 3.8% | +2% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 232K | $24M | 3.8% | +7% |
| 10 | NYF | ISHARES TR | 305K | $16M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SATOVSKY SIGNAL
AC read
SATOVSKY ASSET MANAGEMENT LLC is a Other fund managing $627 million in assets. The fund runs a portfolio of 74 positions.
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