What does SATOVSKY ASSET MANAGEMENT LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SATOVSKY ASSET MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$99M152K17.5%

VANGUARD MALVERN FDS

$85M1.7M15.1%

AMERICAN CENTY ETF TR

$68M620K12.1%

DIMENSIONAL ETF TRUST

$55M1.7M9.7%

DIMENSIONAL ETF TRUST

$48M1.3M8.5%

VANGUARD INDEX FDS

$29M89K5.0%

BERKSHIRE HATHAWAY INC DEL

$23M47K4.0%

DIMENSIONAL ETF TRUST

$22M641K3.8%

AMERICAN CENTY ETF TR

$22M216K3.8%

ISHARES TR

$17M314K2.9%

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