SATOVSKY ASSET MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$501.0B
Holdings
67
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 155,531 | $104.1B | 20.78% | |
| 2 | VTIPVANGUARD MALVERN FDS | 1,596,379 | $80.8B | 16.13% | |
| 3 | AVUVAMERICAN CENTY ETF TR | 619,638 | $61.7B | 12.31% | |
| 4 | DIHPDIMENSIONAL ETF TRUST | 1,716,270 | $52.2B | 10.41% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 1,261,271 | $47.6B | 9.51% | |
| 6 | VTIVANGUARD INDEX FDS | 81,142 | $26.6B | 5.31% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 46,982 | $23.6B | 4.71% | |
| 8 | NYFISHARES TR | 328,557 | $17.5B | 3.50% | |
| 9 | AAPLAPPLE INC | 53,755 | $13.7B | 2.73% | |
| 10 | ITOTISHARES TR | 81,345 | $11.8B | 2.36% | |
| 11 | DFARDIMENSIONAL ETF TRUST | 413,093 | $9.9B | 1.97% | |
| 12 | GNRSPDR INDEX SHS FDS | 139,893 | $8.3B | 1.65% | |
| 13 | XOPSPDR SERIES TRUST | 59,609 | $7.9B | 1.57% | |
| 14 | MSFTMICROSOFT CORP | 9,467 | $4.9B | 0.98% | |
| 15 | GOOGLALPHABET INC | 14,766 | $3.6B | 0.72% | |
| 16 | GOOGALPHABET INC | 12,289 | $3.0B | 0.60% | |
| 17 | IAU*ISHARES GOLD TR | 31,253 | $2.3B | 0.45% | |
| 18 | AMZNAMAZON COM INC | 9,013 | $2.0B | 0.39% | |
| 19 | VVISA INC | 3,857 | $1.3B | 0.26% | |
| 20 | METAMETA PLATFORMS INC | 1,500 | $1.1B | 0.22% | |
| 21 | TSLATESLA INC | 2,199 | $977.9M | 0.20% | |
| 22 | AVREAMERICAN CENTY ETF TR | 21,900 | $974.1M | 0.19% | |
| 23 | XOMEXXON MOBIL CORP | 6,010 | $677.6M | 0.14% | |
| 24 | MARMARRIOTT INTL INC NEW | 2,437 | $634.8M | 0.13% | |
| 25 | AVIVAMERICAN CENTY ETF TR | 8,878 | $598.7M | 0.12% | |
| 26 | CSCOCISCO SYS INC | 8,261 | $565.2M | 0.11% | |
| 27 | BWZSPDR SERIES TRUST | 20,027 | $557.1M | 0.11% | |
| 28 | HSYHERSHEY CO | 2,594 | $485.1M | 0.10% | |
| 29 | BWXSPDR SERIES TRUST | 19,358 | $445.2M | 0.09% | |
| 30 | JNJJOHNSON & JOHNSON | 2,389 | $443.0M | 0.09% | |
| 31 | SGDMSPROTT ETF TRUST | 7,025 | $435.5M | 0.09% | |
| 32 | AQLTISHARES TR | 4,765 | $416.0M | 0.08% | |
| 33 | MUNYVANGUARD NY TAX FREE FDS | 4,017 | $413.5M | 0.08% | |
| 34 | GQ9SPDR GOLD TR | 1,154 | $410.1M | 0.08% | |
| 35 | ORCLORACLE CORP | 1,433 | $403.0M | 0.08% | |
| 36 | EDCONSOLIDATED EDISON INC | 3,699 | $371.8M | 0.07% | |
| 37 | JPMJPMORGAN CHASE & CO. | 1,173 | $370.1M | 0.07% | |
| 38 | MCDMCDONALDS CORP | 1,208 | $367.0M | 0.07% | |
| 39 | GILDGILEAD SCIENCES INC | 3,199 | $355.1M | 0.07% | |
| 40 | TAT&T INC | 12,138 | $342.8M | 0.07% | |
| 41 | SCHFSCHWAB STRATEGIC TR | 14,611 | $340.1M | 0.07% | |
| 42 | DFAIDIMENSIONAL ETF TRUST | 9,324 | $338.9M | 0.07% | |
| 43 | SOSOUTHERN CO | 3,503 | $332.0M | 0.07% | |
| 44 | LHLABCORP HOLDINGS INC | 1,121 | $321.9M | 0.06% | |
| 45 | PFEPFIZER INC | 12,500 | $318.5M | 0.06% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 909 | $313.8M | 0.06% | |
| 47 | STIPISHARES TR | 2,869 | $296.6M | 0.06% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 4,731 | $283.5M | 0.06% | |
| 49 | VUGVANGUARD INDEX FDS | 582 | $279.1M | 0.06% | |
| 50 | ACMAECOM | 1,981 | $258.4M | 0.05% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 318 | $253.3M | 0.05% | |
| 52 | EPDENTERPRISE PRODS PARTNERS L | 8,073 | $252.4M | 0.05% | |
| 53 | DRTSALPHA TAU MEDICAL LTD | 53,606 | $241.8M | 0.05% | |
| 54 | VOOVANGUARD INDEX FDS | 390 | $239.0M | 0.05% | |
| 55 | VTVVANGUARD INDEX FDS | 1,281 | $238.9M | 0.05% | |
| 56 | BMYBRISTOL-MYERS SQUIBB CO | 5,244 | $236.5M | 0.05% | |
| 57 | AMATAPPLIED MATLS INC | 1,103 | $225.8M | 0.05% | |
| 58 | VXUSVANGUARD STAR FDS | 3,055 | $224.4M | 0.04% | |
| 59 | AVDEAMERICAN CENTY ETF TR | 2,797 | $220.7M | 0.04% | |
| 60 | MDTMEDTRONIC PLC | 2,317 | $220.7M | 0.04% | |
| 61 | VBRVANGUARD INDEX FDS | 1,029 | $214.7M | 0.04% | |
| 62 | GEGE AEROSPACE | 710 | $213.5M | 0.04% | |
| 63 | NEENEXTERA ENERGY INC | 2,782 | $210.0M | 0.04% | |
| 64 | BACBANK AMERICA CORP | 4,022 | $207.5M | 0.04% | |
| 65 | RTXRTX CORPORATION | 1,226 | $205.1M | 0.04% | |
| 66 | PWRQUANTA SVCS INC | 493 | $204.1M | 0.04% | |
| 67 | MDLZMONDELEZ INTL INC | 3,261 | $203.7M | 0.04% |