Institutional Fund
Satovsky Asset Management LLC
New York, NYCIK 18072885 filings on record
Portfolio Value
$566.50M
Q1 2026
Holdings
73
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+9.8%
from $515.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.5%
- Vanguard Malvern Fds15.1%
- American Centy ETF Tr12.1%
- Dimensional ETF Trust9.7%
- Dimensional ETF Trust8.5%
- Vanguard Index Fds5.0%
- Other32.1%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 151.5K | $98.97M | 17.5% | −1.8K | Reduced |
| 2 | Vanguard Malvern Fds | 1.71M | $85.40M | 15.1% | +53.8K | Added |
| 3 | American Centy ETF Tr | 619.9K | $68.48M | 12.1% | +102 | Added |
| 4 | Dimensional ETF Trust | 1.71M | $55.21M | 9.7% | −12.3K | Reduced |
| 5 | Dimensional ETF Trust | 1.31M | $48.22M | 8.5% | +39.5K | Added |
| 6 | Vanguard Index Fds | 89.1K | $28.59M | 5.0% | +5.9K | Added |
| 7 | Berkshire Hathaway Inc Del | 47.1K | $22.57M | 4.0% | +371 | Added |
| 8 | Dimensional ETF Trust | 641.2K | $21.59M | 3.8% | +631.7K | Added |
| 9 | American Centy ETF Tr | 215.7K | $21.54M | 3.8% | +212.2K | Added |
| 10 | Ishares Tr | 314.1K | $16.68M | 2.9% | −9.8K | Reduced |
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