13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001807288
Total reported value
$627.2M
$627.2M
72 檔
56.3%
At the close of Q4 2025, Satovsky Asset Management LLC disclosed equity holdings valued at approximately $627.2M, spread across 72 reported holdings.
In Q4 2025, Satovsky Asset Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 51 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 | 20.35% | +0.58% | -1.43% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 15.87% | -1.30% | +3.73% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.25% | +0.21% | +0.03% | |
| 4 | DIHP | Dimensional International Hi | ETF-Other | 10.59% | -0.40% | +0.57% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.38% | +0.44% | +0.87% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.41% | +0.45% | +2.61% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.55% | -0.15% | -0.54% | |
| 8 | NYF | Ishares New York Muni Bond E | ETF-Other | 3.36% | -0.32% | -1.43% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.16% | -0.02% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.35% | +0.07% | +0.08% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.88% | +0.03% | +2.31% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-Other | 1.72% | -0.34% | +1.99% | |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.49% | -0.46% | +2.30% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.05% | +2.30% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.15% | +0.07% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.12% | -2.51% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.11% | -1.94% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | +0.01% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | — | +0.21% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.24% | +0.19% | +96.38% | |
| 21 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.23% | +0.03% | +185.79% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +0.33% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | +0.01% | — | |
| 24 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.19% | — | +1.10% | |
| 25 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.15% | — | +0.21% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.05% | +0.83% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | +0.04% | +1.17% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.12% | +0.07% | +76.62% | |
| 29 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.11% | -0.01% | +0.67% | |
| 30 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 0.10% | -0.02% | +1.00% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | — | -0.17% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.09% | -0.02% | — | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.02% | -3.12% | |
| 34 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.09% | -0.01% | +0.79% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | — | +1.93% | |
| 36 | FLEX | Flex Ltd. | Stock-Tech | 0.08% | +0.10% | — | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.08% | -0.01% | +0.66% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | +0.51% | |
| 39 | ED | Consolidated Edison Inc | Stock-Utilities | 0.07% | -0.01% | +1.35% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.02% | +0.83% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.07% | — | +3.96% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.07% | +0.22% | — | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.06% | +0.01% | — | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.06% | -0.02% | +1.66% | |
| 45 | DFIS | Dimensional International Sm | ETF-Other | 0.06% | +0.03% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.06% | -0.01% | +0.86% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | — | +2.47% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.06% | -0.02% | +0.37% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.06% | +0.02% | +0.88% | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.06% | — | +1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIHP | Dimensional International Hi | +0.2% | +0.57% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.07% | Add |
| 3 | MUNY | Vanguard Ny Tax-ex Bond | +0.2% | +185.79% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | -2.51% | Trim |
| 5 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +96.38% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.61% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -0.02% | Trim |
| 8 | GNR | State Street Spdr S&p Global | +0.1% | +1.99% | Add |
| 9 | DFAI | Dimensional International Co | +0.1% | +76.62% | Add |
| 10 | IAU | Ishares Gold Trust | 0% | -1.94% | Trim |
| 11 | MAR | Marriott International -cl A | 0% | +0.21% | Add |
| 12 | CSCO | Cisco Systems Inc | 0% | +1.17% | Add |
| 13 | SGDM | Sprott Gold Miners ETF | 0% | +1.00% | Add |
| 14 | AMAT | Applied Materials Inc | 0% | +0.18% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -0.17% | Trim |
| 16 | BMY | Bristol-myers Squibb Co | 0% | +1.35% | Add |
| 17 | GILD | Gilead Sciences Inc | 0% | +0.66% | Add |
| 18 | GLD | Spdr Gold Shares | 0% | -3.12% | Trim |
| 19 | AVDE | Avantis International Equity | 0% | +1.18% | Add |
| 20 | VXUS | Vanguard Total Intl Stock | 0% | +1.80% | Add |
| 21 | AMZN | Amazon.com Inc | — | +0.01% | Add |
| 22 | XOM | Exxon Mobil CORP | — | +0.83% | Add |
| 23 | V | Visa Inc-class A Shares | — | +0.21% | Add |
| 24 | LH | Labcorp Holdings Inc | — | +1.34% | Add |
| 25 | GS | Goldman Sachs Group Inc | — | +0.63% | Add |
| 26 | SCHF | Schwab Intl Equity ETF | — | +3.96% | Add |
| 27 | ✓ | Alpha Tau Medical LTD | — | — | Unchanged |
| 28 | RTX | Rtx CORP | — | +1.06% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | — | +2.47% | Add |
| 30 | IEFA | Ishares Core Msci Eafe ETF | — | +1.93% | Add |
| 31 | NEE | Nextera Energy Inc | — | +0.68% | Add |
| 32 | BAC | Bank Of America CORP | — | +0.50% | Add |
| 33 | UNH | Unitedhealth Group Inc | — | +0.88% | Add |
| 34 | EPD | Enterprise Products Partners | — | +1.71% | Add |
| 35 | AVRE | Avantis Real Estate ETF | — | +1.10% | Add |
| 36 | JPM | Jpmorgan Chase & Co | — | +0.51% | Add |
| 37 | VTV | Vanguard Value ETF | — | +1.01% | Add |
| 38 | MDT | Medtronic plc | — | +2.37% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | — | +0.51% | Add |
| 40 | BWX | State Street Spdr Bloomberg | — | +0.79% | Add |
| 41 | GE | General Electric | — | — | Unchanged |
| 42 | MCD | Mcdonald's CORP | — | +0.83% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | — | +0.78% | Add |
| 44 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 45 | BWZ | State Street Spdr Bloomberg | — | +0.67% | Add |
| 46 | PWR | Quanta Services Inc | — | — | Unchanged |
| 47 | PFE | Pfizer Inc | — | +1.66% | Add |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | — | +1.32% | Add |
| 49 | ED | Consolidated Edison Inc | — | +1.35% | Add |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.08% | Add |
According to official SEC Form 13F filings, Satovsky Asset Management LLC reported a total U.S. public equity portfolio value of $627.2M across 72 disclosed positions in Q4 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 56.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
FLEX
市值: $422.9K
Top Position Liquidated / Trimmed
ACM
前期市值: $258.4K
During Q4 2025, Satovsky Asset Management LLC's top holdings by market value included IVV (20.4%)、VTIP (15.9%)、AVUV (12.3%). The largest single position, IVV, represented 20.4% of total portfolio value.
In Q4 2025, Satovsky Asset Management LLC made 68 total portfolio adjustments, initiating 7 new buys, adding to 51 positions, trimming 8 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.