StockDriftsStockDriftsTop 50 Satovsky Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.05% | 151.2K | $113.2M | -0.21%(-321) | $361.15(+114.92%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 13.77% | 1.72M | $86.3M | +0.54%(+9.31K) | $48.15(+3.13%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 12.3% | 618.2K | $77.1M | -0.29%(-1.77K) | $74.90(+70.23%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 9.35% | 1.72M | $58.7M | +0.33%(+5.64K) | $24.41(+45.86%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.95% | 1.34M | $56.1M | +2.52%(+33.05K) | $30.19(+40.86%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.5% | 93.2K | $34.5M | +4.59%(+4.09K) | $245.06(+55.81%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.84% | 687.5K | $24.1M | +7.23%(+46.33K) | $33.33(+11.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.83% | 48.1K | $24.0M | +2.03%(+954) | $238.28(+119.64%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.81% | 231.7K | $23.9M | +7.39%(+15.93K) | $97.03(+13.65%) | 2026-06-30 | |
| NYF | ISHARES TR | 2.63% | 305.4K | $16.5M | -2.75%(-8.64K) | $52.94(+0.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +47.00% | +8.53% | +50.56% |
| Top 20 Holdings Unweighted | +17.02% | +60.26% | +11.46% | +72.01% |
Satovsky Asset Management LLC reports $627.18M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.1%), VTIP (13.8%) and AVUV (12.3%). The top 20 holdings account for 94.9% of reported assets. Its disclosed equity book has returned +47.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Satovsky Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1807288). View Satovsky Asset Management LLC’s 13F filings on SEC