§ 13F · FUND PROFILE
SATOVSKY ASSET MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $469.7T (13F)Positions · 64Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$516.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 153K | $105.0T | 20.4% | NEW |
| 2 | VTIP | VANGUARD MALVERN FDS | 1.66M | $81.9T | 15.9% | NEW |
| 3 | AVUV | AMERICAN CENTY ETF TR | 620K | $63.2T | 12.3% | NEW |
| 4 | DIHP | DIMENSIONAL ETF TRUST | 1.73M | $54.7T | 10.6% | NEW |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.27M | $48.4T | 9.4% | NEW |
| 6 | VTI | VANGUARD INDEX FDS | 83K | $27.9T | 5.4% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 47K | $23.5T | 4.6% | NEW |
| 8 | NYF | ISHARES TR | 324K | $17.3T | 3.4% | NEW |
| 9 | AAPL | APPLE INC | 54K | $14.6T | 2.8% | NEW |
| 10 | ITOT | ISHARES TR | 81K | $12.1T | 2.3% | NEW |
§ 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 $469667.5 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed