SATOVSKY ASSET MANAGEMENT LLC
CIK 1807288
13F filing for Q2 2026・No. 3,409
- Holdings
- US$627.18M
- Quarter change
- +US$60.69M
- Entries
- 74
- Net bought (estimate)
- +US$13.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 12
- Added 49
- Corporate actions 0
- Unchanged 10
Largest holdings
74 stocks worth US$627.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 151,191 | US$113.23M | 18.05% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 1,718,938 | US$86.34M | 13.77% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 618,166 | US$77.12M | 12.30% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Added | 1,719,319 | US$58.67M | 9.35% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 1,344,748 | US$56.12M | 8.95% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 93,215 | US$34.49M | 5.50% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP E | Added | 687,488 | US$24.08M | 3.84% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 48,053 | US$24.05M | 3.83% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 231,651 | US$23.87M | 3.81% |
| ISHARES TRNEW YORK MUN ETF | Cut | 305,418 | US$16.46M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.