Satovsky Asset Management LLC Portfolio Holdings

Satovsky Asset Management LLC

  • $500 Million
  • Q3 2025

Satovsky Asset Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $500 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $104M, Vanguard Sht Trm Inflt Prot Fd with a value of $80.8M, American Centy ETF Tr Avantis with a value of $61.7M, Dimensional ETF Tr Dimensional with a value of $52.2M, and Dimensional ETF Tr Dimensional with a value of $47.6M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $469M to 500M.

Below you can find more details about Satovsky Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $500 Million
ETFs: $435 Million
Financial Services: $25.8 Million
Technology: $19.8 Million
Communication Services: $8.02 Million
Consumer Cyclical: $3.96 Million
Healthcare: $2.13 Million
Energy: $929,000
Utilities: $912,000
Other: $1.57 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256M
$241,000 0.05% of portfolio
53,606
Q2 2024 Added 10.31%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $500 Million
  • Prior Value $469 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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