§ 13F · FUND PROFILE
SATOVSKY ASSET MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $470M (13F)Positions · 64Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$680K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 152K | $99M | 17.5% | −1% |
| 2 | VTIP | VANGUARD MALVERN FDS | 1.71M | $85M | 15.1% | +3% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 620K | $68M | 12.1% | ±0% |
| 4 | DIHP | DIMENSIONAL ETF TRUST | 1.71M | $55M | 9.7% | −1% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.31M | $48M | 8.5% | +3% |
| 6 | VTI | VANGUARD INDEX FDS | 89K | $29M | 5.0% | +7% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 47K | $23M | 4.0% | +1% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 641K | $22M | 3.8% | +6686% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 216K | $22M | 3.8% | +6067% |
| 10 | NYF | ISHARES TR | 314K | $17M | 2.9% | −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 $470 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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