Read this manager's filing book
Disclosed positions
SATOVSKY ASSET MANAGEMENT LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $113,225,748
- Reported amount
- 151,191
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-010046Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $113,225,748 | 151,191 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $86,342,231 | 1,718,938 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $77,122,334 | 618,166 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $58,671,778 | 1,719,319 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $56,116,340 | 1,344,748 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $34,493,337 | 93,215 | SH | None |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $24,082,706 | 687,488 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $24,045,391 | 48,053 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $23,871,674 | 231,651 | SH | None |
| ISHARES TR | NYF | NEW YORK MUN ETF | $16,463,565 | 305,418 | SH | None |
| APPLE INC | AAPL | COM | $16,064,262 | 55,517 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $13,136,445 | 79,969 | SH | None |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $11,386,950 | 435,281 | SH | None |
| SPDR INDEX SHS FDS | GNR | ST STR NAT ETF | $9,435,504 | 140,180 | SH | None |
| SPDR SERIES TRUST | XOP | SP O&G EXPL PRO | $9,387,655 | 60,856 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,641,084 | 15,785 | SH | None |
| AMERICAN CENTY ETF TR | AVIV | INTERNATIONAL LR | $5,165,066 | 66,715 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,554,313 | 12,890 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,632,421 | 9,738 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $2,302,753 | 30,496 | SH | None |
| VANGUARD NY TAX FREE FDS | MUNY | TAX EXEMPT BD | $2,143,924 | 20,615 | SH | None |
| VANGUARD CALIF TAX FREE FDS | VTEC | TAX EXEMPT BD FD | $1,940,315 | 19,287 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $1,831,249 | 44,394 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,798,752 | 7,547 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $1,781,124 | 9,470 | SH | None |
| VISA INC | V | COM CL A | $1,331,491 | 3,881 | SH | None |
| FLEX LTD | FLEX | ORD | $1,134,490 | 7,000 | SH | None |
| AMERICAN CENTY ETF TR | AVRE | REAL ESTATE ETF | $1,055,235 | 22,272 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,013,746 | 8,631 | SH | None |
| TESLA INC | TSLA | COM | $928,685 | 2,208 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $908,792 | 2,452 | SH | None |
| META PLATFORMS INC | META | CL A | $870,182 | 1,545 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $836,515 | 6,118 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $800,459 | 1,107 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $612,915 | 2,413 | SH | None |
| ESTABLISHMENT LABS HLDGS INC | ESTA | COM | $607,106 | 7,075 | SH | None |
| SPDR SERIES TRUST | BWZ | SST SPDR BLOOMBE | $543,955 | 20,335 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $498,287 | 5,159 | SH | None |
| ALPHA TAU MEDICAL LTD | Unresolved | ORDINARY SHARES | $460,881 | 36,636 | SH | None |
| SPROTT ETF TRUST | SGDM | GOLD MINERS ETF | $446,078 | 7,095 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $442,801 | 15,986 | SH | None |
| HERSHEY CO | HSY | COM | $439,243 | 2,504 | SH | None |
| SPDR SERIES TRUST | BWX | ST INTL BBG ETF | $427,058 | 19,698 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $411,861 | 3,260 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $407,282 | 1,106 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $389,408 | 1,190 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $385,727 | 928 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $358,807 | 5,036 | SH | None |
| QUANTA SVCS INC | PWR | COM | $354,883 | 493 | SH | None |
| SOUTHERN CO | SO | COM | $343,496 | 3,589 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.