SATOVSKY ASSET MANAGEMENT LLC

NEW YORK, NY · CIK 1807288 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$627.2m reported value +10.7% vs Q1 2026

74positions

82.0%in top 10

3 new 49 added 12 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	151,191	$113.2m18.05%	18.05%	Reduced -321	-321 -0.2%
2	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	1,718,938	$86.3m13.77%	13.77%	Added +9.3k	+9,311 0.5%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	618,166	$77.1m12.30%	12.30%	Reduced -1.8k	-1,772 -0.3%
4	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	1,719,319	$58.7m9.35%	9.35%	Added +5.6k	+5,643 0.3%
5	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		1,344,748	$56.1m8.95%	8.95%	Added +33.0k	+33,045 2.5%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	93,215	$34.5m5.50%	5.50%	Added +4.1k	+4,094 4.6%
7	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	687,488	$24.1m3.84%	3.84%	Added +46.3k	+46,331 7.2%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	48,053	$24.0m3.83%	3.83%	Added +954	+954 2.0%
9	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	231,651	$23.9m3.81%	3.81%	Added +15.9k	+15,933 7.4%
10	ISHARES TR NEW YORK MUN ETF NYF	NYF	305,418	$16.5m2.63%	2.63%	Reduced -8.6k	-8,642 -2.8%
11	APPLE INC COM AAPL	AAPL	55,517	$16.1m2.56%	2.56%	Added +2.1k	+2,056 3.9%
12	ISHARES TR CORE S&P TTL STK ITOT	ITOT	79,969	$13.1m2.09%	2.09%	Reduced -191	-191 -0.2%
13	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		435,281	$11.4m1.82%	1.82%	Added +7.2k	+7,243 1.7%
14	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	140,180	$9.4m1.50%	1.50%	Added +467	+467 0.3%
15	SPDR SER TR S&P OILGAS EXP XOP	XOP	60,856	$9.4m1.50%	1.50%	Reduced -167	-167 -0.3%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,785	$5.6m0.90%	0.90%	Added +998	+998 6.8%
17	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	66,715	$5.2m0.82%	0.82%	Added +19.1k	+19,124 40.2%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	12,890	$4.6m0.73%	0.73%	Added +902	+902 7.5%
19	MICROSOFT CORP COM MSFT	MSFT	9,738	$3.6m0.58%	0.58%	Added +24	+24 0.2%
20	ISHARES GOLD TR ISHARES NEW IAU	IAU	30,496	$2.3m0.37%	0.37%	Reduced -63	-63 -0.2%
21	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	20,615	$2.1m0.34%	0.34%	Added +3.7k	+3,663 21.6%
22	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	19,287	$1.9m0.31%	0.31%	New
23	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	44,394	$1.8m0.29%	0.29%	Added +12.8k	+12,815 40.6%
24	AMAZON COM INC COM AMZN	AMZN	7,547	$1.8m0.29%	0.29%	Reduced -1	-1 -0.0%
25	ISHARES TR CORE S&P US GWT IUSG	IUSG	9,470	$1.8m0.28%	0.28%	Added +7.4k	+7,354 347.5%
26	VISA INC COM CL A V	V	3,881	$1.3m0.21%	0.21%	Added +8	+8 0.2%
27	FLEX LTD ORD FLEX	FLEX	7,000	$1.1m0.18%	0.18%	Unchanged
28	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	22,272	$1.1m0.17%	0.17%	Added +116	+116 0.5%
29	CISCO SYS INC COM CSCO	CSCO	8,631	$1.0m0.16%	0.16%	Added +228	+228 2.7%
30	TESLA INC COM TSLA	TSLA	2,208	$928.7k0.15%	0.15%	Unchanged
31	MARRIOTT INTL INC NEW CL A MAR	MAR	2,452	$908.8k0.14%	0.14%	Added +4	+4 0.2%
32	META PLATFORMS INC CL A META	META	1,545	$870.2k0.14%	0.14%	Added +39	+39 2.6%
33	EXXON MOBIL CORP COM XOM	XOM	6,118	$836.5k0.13%	0.13%	Added +40	+40 0.7%
34	APPLIED MATLS INC COM AMAT	AMAT	1,107	$800.5k0.13%	0.13%	Added +1	+1 0.1%
35	JOHNSON & JOHNSON COM JNJ	JNJ	2,413	$612.9k0.10%	0.10%	Added +16	+16 0.7%
36	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	7,075	$607.1k0.10%	0.10%	Unchanged
37	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	20,335	$544.0k0.09%	0.09%	Added +108	+108 0.5%
38	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,159	$498.3k0.08%	0.08%	Added +302	+302 6.2%
39	ALPHA TAU MEDICAL LTD ORDINARY SHARES DRTS	DRTS	36,636	$460.9k0.07%	0.07%	Reduced -4.1k	-4,070 -10.0%
40	SPROTT ETF TRUST GOLD MINERS ETF SGDM	SGDM	7,095	$446.1k0.07%	0.07%	Unchanged
41	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,986	$442.8k0.07%	0.07%	Added +796	+796 5.2%
42	HERSHEY CO COM HSY	HSY	2,504	$439.2k0.07%	0.07%	Unchanged
43	SPDR SER TR BLOOMBERG INTL T BWX	BWX	19,698	$427.1k0.07%	0.07%	Added +119	+119 0.6%
44	GILEAD SCIENCES INC COM GILD	GILD	3,260	$411.9k0.07%	0.07%	Added +21	+21 0.7%
45	SPDR GOLD TR GOLD SHS GLD	GLD	1,106	$407.3k0.06%	0.06%	Unchanged
46	JPMORGAN CHASE & CO COM JPM	JPM	1,190	$389.4k0.06%	0.06%	Added +5	+5 0.4%
47	UNITEDHEALTH GROUP INC COM UNH	UNH	928	$385.7k0.06%	0.06%	Added +6	+6 0.7%
48	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,036	$358.8k0.06%	0.06%	Reduced -348	-348 -6.5%
49	QUANTA SVCS INC COM PWR	PWR	493	$354.9k0.06%	0.06%	Unchanged
50	SOUTHERN CO COM SO	SO	3,589	$343.5k0.05%	0.05%	Added +29	+29 0.8%
51	MCDONALDS CORP COM MCD	MCD	1,239	$335.0k0.05%	0.05%	Added +13	+13 1.1%
52	GOLDMAN SACHS GROUP INC COM GS	GS	321	$324.8k0.05%	0.05%	Unchanged
53	CONSOLIDATED EDISON INC COM ED	ED	2,933	$324.5k0.05%	0.05%	Added +45	+45 1.6%
54	LABCORP HOLDINGS INC COM SHS LH	LH	1,142	$319.6k0.05%	0.05%	Added +3	+3 0.3%
55	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	8,458	$310.9k0.05%	0.05%	Added +120	+120 1.4%
56	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	2,962	$302.6k0.05%	0.05%	Added +55	+55 1.9%
57	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,492	$300.8k0.05%	0.05%	Unchanged
58	PFIZER INC COM PFE	PFE	11,584	$278.9k0.04%	0.04%	Reduced -1.3k	-1,272 -9.9%
59	CITIGROUP INC COM NEW C	C	1,981	$277.2k0.04%	0.04%	Added +13	+13 0.7%
60	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	394	$270.8k0.04%	0.04%	Added +1	+1 0.2%
61	AGNICO EAGLE MINES LTD COM AEM	AEM	1,732	$268.7k0.04%	0.04%	Added +3	+3 0.2%
62	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,127	$267.4k0.04%	0.04%	Added +13	+13 0.4%
63	GE AEROSPACE COM NEW GE	GE	712	$266.2k0.04%	0.04%	Added +1	+1 0.1%
64	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,206	$262.8k0.04%	0.04%	Added +6	+6 0.5%
65	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	2,871	$256.1k0.04%	0.04%	Added +38	+38 1.3%
66	AT&T INC COM T	T	12,246	$253.5k0.04%	0.04%	Added +43	+43 0.3%
67	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	338	$252.7k0.04%	0.04%	Reduced -20	-20 -5.6%
68	NEXTERA ENERGY INC COM NEE	NEE	2,840	$249.3k0.04%	0.04%	Reduced -208	-208 -6.8%
69	BANK AMERICA CORP COM BAC	BAC	4,336	$247.1k0.04%	0.04%	New
70	BANK NEW YORK MELLON CORP COM BNY	BNY	1,670	$241.5k0.04%	0.04%	New
71	NEXTRACKER INC CLASS A COM NXT	NXT	2,000	$238.3k0.04%	0.04%	Unchanged
72	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	980	$238.2k0.04%	0.04%	Added +4	+4 0.4%
73	RTX CORPORATION COM RTX	RTX	1,251	$237.3k0.04%	0.04%	Added +8	+8 0.6%
74	WILLIAMS COS INC COM WMB	WMB	2,852	$212.0k0.03%	0.03%	Added +19	+19 0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MEDTRONIC PLC MDT	MDT	2,522	$218.5k2.5k shares
ORACLE CORP ORCL	ORCL	1,439	$211.7k1.4k shares