SATOVSKY ASSET MANAGEMENT LLC - Portfolio overview

SATOVSKY ASSET MANAGEMENT LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.44%
2. VTIP - VANGUARD MALVERN FDS, 15.05%
3. AVUV - AMERICAN CENTY ETF TR, 12.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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