Satovsky Asset Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $469 Million distributed in 64 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 $99.9M, Vanguard Sht Trm Inflt Prot Fd with a value of $77.3M, American Centy ETF Tr Avantis with a value of $56.5M, Dimensional ETF Tr Dimensional with a value of $50.1M, and Dimensional ETF Tr Dimensional with a value of $45.6M.

Examining the 13F form we can see an increase of $22.4M in the current position value, from $447M to 469M.

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

Portfolio value $469 Million
ETFs: $411 Million
Financial Services: $24.7 Million
Technology: $17.1 Million
Communication Services: $6.56 Million
Consumer Cyclical: $3.9 Million
Healthcare: $1.9 Million
Energy: $888,000
Utilities: $686,000
Other: $871,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $469 Million
  • Prior Value $447 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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