13F Insight
DOSSIER · 13F-HR · Q2 2026

SATOVSKY ASSET MANAGEMENT LLC

$627M in tracked AUM across 74 positions as of Q2 2026.

SA
CIK 0001807288 · last filed Jun 30, 2026
Total AUM
$627M
as of Q2 2026
Holdings
74
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SATOVSKY ASSET MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$113M151K18.1%02
VTIP
VANGUARD MALVERN FDS
$86M1.7M13.8%03
AVUV
AMERICAN CENTY ETF TR
$77M618K12.3%04
DIHP
DIMENSIONAL ETF TRUST
$59M1.7M9.4%05
DUHP
DIMENSIONAL ETF TRUST
$56M1.3M8.9%06
VTI
VANGUARD INDEX FDS
$34M93K5.5%07
DFIS
DIMENSIONAL ETF TRUST
$24M687K3.8%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M48K3.8%09
AVDV
AMERICAN CENTY ETF TR
$24M232K3.8%10
464288323
ISHARES TR
$16M305K2.6%

Filing history

2026Q2Jun 30
$627M▲ 10.7%
74 positionsView →2026Q1Mar 31
$566M▲ 9.8%
73 positionsView →2025Q4Dec 31
$516M▲ 3.0%
72 positionsView →2025Q3Sep 30
$501M▲ 6.7%
67 positionsView →2025Q2Jun 30
$470M▲ 5.1%
64 positionsLocked2025Q1Mar 31
$447M▲ 2.3%
55 positionsLocked2024Q4Dec 31
$437M▼ 1.6%
53 positionsLocked2024Q3Sep 30
$444M▲ 6.7%
55 positionsLocked2024Q2Jun 30
$416M▲ 21.7%
52 positionsLocked2024Q1Mar 31
$342M▲ 6.4%
50 positionsLocked2023Q4Dec 31
$321M▲ 8.8%
48 positionsLocked2023Q3Sep 30
$295M▼ 0.2%
41 positionsLocked
Showing 12 of 23