Notify me when SATOVSKY ASSET MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 72 | $515,978,040 | +$9,095,578 | -$2,526,331 | +$6,569,247 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 13 Feb 2026, 14:58 |
| Q3 2025 | 67 | $501,022,658 | +$8,024,992 | -$5,767,254 | +$2,257,738 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 14 Nov 2025, 12:04 |
| Q2 2025 | 64 | $469,667,517 | +$7,802,305 | -$7,734,563 | +$67,742 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 13 Aug 2025, 14:49 |
| Q1 2025 | 55 | $446,885,941 | +$21,385,698 | -$5,339,062 | +$16,046,636 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 01 May 2025, 11:23 |
| Q4 2024 | 53 | $436,960,260 | +$1,699,475 | -$5,786,807 | -$4,087,332 | IVV, VTIP, AVUV, DUHP, DIHP | 13F-HR | 03 Feb 2025, 06:01 |
| Q3 2024 | 55 | $443,852,186 | +$6,209,254 | -$943,093 | +$5,266,161 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 18 Oct 2024, 12:45 |
| Q2 2024 | 52 | $416,120,154 | +$73,743,736 | -$3,324,324 | +$70,419,412 | IVV, VTIP, AVUV, DIHP, DUHP | 13F-HR | 02 Aug 2024, 17:45 |
| Q1 2024 | 50 | $341,791,447 | +$4,616,081 | -$4,832,090 | -$216,009 | IVV, AVUV, VTIP, DIHP, BRKB | 13F-HR | 23 Apr 2024, 14:45 |
| Q4 2023 | 48 | $321,307,630 | +$4,471,388 | -$4,192,635 | +$278,753 | IVV, AVUV, VTIP, DIHP, BRKB | 13F-HR | 23 Jan 2024, 17:33 |
| Q3 2023 | 41 | $295,257,061 | +$6,646,693 | -$1,921,354 | +$4,725,339 | IVV, AVUV, VTIP, DIHP, BRKB | 13F-HR | 23 Oct 2023, 14:55 |
| Q2 2023 | 44 | $295,983,186 | +$20,136,787 | -$7,621,269 | +$12,515,518 | IVV, AVUV, VTIP, DIHP, BRKB | 13F-HR | 28 Jul 2023, 18:29 |
| Q1 2023 | 40 | $268,561,146 | +$15,487,306 | -$1,196,751 | +$14,290,555 | IVV, VTIP, AVUV, DIHP, BRKB | 13F-HR | 26 Apr 2023, 18:05 |
| Q4 2022 | 38 | $240,897,505 | +$55,951,012 | -$2,302,787 | +$53,648,225 | IVV, AVUV, VTIP, BRKB, DIHP | 13F-HR | 24 Jan 2023, 18:00 |
| Q3 2022 | 32 | $173,894,000 | +$18,142,743 | -$3,889,290 | +$14,253,453 | IVV, AVUV, BRKB, DIHP, AAPL | 13F-HR | 21 Oct 2022, 12:16 |
| Q2 2022 | 34 | $171,037,000 | +$52,109,628 | -$3,696,713 | +$48,412,915 | IVV, AVUV, BRKB, AAPL, DIHP | 13F-HR | 02 Aug 2022, 12:29 |
| Q1 2022 | 39 | $149,658,000 | +$5,920,198 | -$2,003,807 | +$3,916,391 | IVV, BRKB, AAPL, VTI, MSFT | 13F-HR | 03 May 2022, 13:05 |
| Q4 2021 | 32 | $149,049,000 | +$2,088,430 | -$2,623,408 | -$534,978 | IVV, BRKB, AAPL, MSFT, GOOGL | 13F-HR | 07 Feb 2022, 10:31 |
| Q3 2021 | 28 | $134,041,000 | +$3,186,752 | -$489,952 | +$2,696,800 | IVV, BRKB, AAPL, MSFT, GOOGL | 13F-HR | 08 Nov 2021, 13:33 |
| Q2 2021 | 30 | $129,296,000 | +$8,404,167 | -$1,360,138 | +$7,044,029 | IVV, BRKB, AAPL, MSFT, GOOGL | 13F-HR | 05 Aug 2021, 16:22 |
| Q1 2021 | 27 | $112,920,000 | +$3,403,166 | -$2,353,874 | +$1,049,292 | IVV, BRKB, AAPL, MSFT, ITOT | 13F-HR | 05 May 2021, 15:24 |
| Q4 2020 | 25 | $106,435,000 | $0 | $0 | $0 | IVV, BRKB, AAPL, ICF, IAU | 13F-HR | 12 Feb 2021, 18:56 |