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CIK: 0001807288
Total reported value
$627.2M
$627.2M
55 檔
49.3%
According to the latest 13F quarterly dataset, Satovsky Asset Management LLC managed an equity portfolio of $627.2M at the end of Q1 2025, spanning 55 distinct U.S. exchange-listed positions.
In Q1 2025, Satovsky Asset Management LLC displayed an active expansion posture, initiating 55 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.66% | +0.58% | -2.96% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 16.95% | -1.30% | +2.17% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.95% | +0.21% | -0.31% | |
| 4 | DIHP | Dimensional International Hi | ETF-Other | 10.15% | -0.40% | +1.04% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.54% | +0.44% | -0.39% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.10% | -0.15% | -1.62% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.42% | +0.45% | +4.58% | |
| 8 | NYF | Ishares New York Muni Bond E | ETF-Other | 3.91% | -0.32% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.16% | -5.15% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.28% | +0.07% | -1.17% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.07% | +0.03% | +0.29% | |
| 12 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.67% | -0.46% | -1.80% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-Other | 1.61% | -0.34% | -2.18% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.05% | -0.25% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.15% | -0.12% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.12% | -0.17% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.11% | +1.37% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | -4.73% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | — | +0.16% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.01% | — | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.21% | — | +0.55% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +0.13% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | — | — | |
| 24 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.13% | — | +0.25% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.11% | +0.04% | +0.65% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.05% | -2.84% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.02% | +0.34% | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.02% | +18.50% | |
| 29 | ED | Consolidated Edison Inc | Stock-Utilities | 0.09% | -0.01% | -3.22% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | -3.31% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | -0.02% | +0.59% | |
| 32 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.08% | — | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | — | — | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.08% | -0.01% | +0.70% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.02% | — | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.07% | -0.02% | +0.84% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.07% | -0.01% | +0.79% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.07% | — | -4.91% | |
| 39 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.07% | — | -6.31% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.06% | — | +0.14% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.06% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +0.88% | |
| 43 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 0.06% | -0.02% | — | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | -0.01% | +1.61% | |
| 45 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.06% | — | +0.27% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.06% | +0.07% | +0.31% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | — | +0.45% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | -15.43% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | — | +14.70% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | — |
According to official SEC Form 13F filings, Satovsky Asset Management LLC reported a total U.S. public equity portfolio value of $627.2M across 55 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTIP, AVUV) accounted for 49.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $92.3M
During Q1 2025, Satovsky Asset Management LLC's top holdings by market value included IVV (20.7%)、VTIP (16.9%)、AVUV (11.9%). The largest single position, IVV, represented 20.7% of total portfolio value.
In Q1 2025, Satovsky Asset Management LLC made 55 total portfolio adjustments, initiating 55 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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