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Satovsky Asset Management LLC
Satovsky Asset Management LLC is a registered investment advisory firm headquartered in New York, NY. Established to serve high-net-worth individuals and other investors, the firm offers personalized wealth management, investment planning, and portfolio strategy. As of 2025, the firm manages close to $844 million in regulatory assets and operates with around 10 employees, including a significant proportion of investment professionals.
Investment Strategy
Satovsky Asset Management LLC focuses on evidence-based investment strategies tailored to individual client needs, with an emphasis on long-term portfolio growth, risk management, and diversified asset allocation across public equities and fixed income. The firm designs customized investment solutions primarily for high-net-worth individuals, using a disciplined process to align client portfolios with their financial goals and risk tolerance.
Latest 13F Filing Activity
Satovsky Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $470M. The fund increased holdings in Ishares TR, Dimensional Etf Trust, Vanguard Index FDS among other positions. Satovsky Asset Management LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Tesla Inc. among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 21.28% | $99.9M | 160,956 | $379.91 | $620.90 | +$7.6M |
V VTIP | VANGUARD MALVERN FDS | 16.46% | $77.3M | 1,537,781 | $47.51 | $50.27 | +$1.5M |
A AVUV | AMERICAN CENTY ETF TR | 12.02% | $56.5M | 619,902 | $69.65 | $91.10 | +$3.1M |
D DIHP | DIMENSIONAL ETF TRUST | 10.66% | $50.1M | 1,697,956 | $23.92 | $29.49 | +$4.7M |
D DUHP | DIMENSIONAL ETF TRUST | 9.71% | $45.6M | 1,281,835 | $29.85 | $35.56 | +$3.0M |
Industry Allocation
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