Satovsky Asset Management
Satovsky Asset Management reported 74 stocks worth $627M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (18.1%), VTIP (13.8%) and AVUV (12.3%). Compared with Q1 2026, the fund opened new positions in VTEC, BAC and BNY, added to VTIP, DIHP and VTI, trimmed IVV, AVUV and NYF and sold out of MDT and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $113M | 18.1% | 151K | −321 (−0%) | 8 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $86.3M | 13.8% | 1.7M | +9,311 (+1%) | 8 of 8 | |
| 3 |  AVUV American Centy ETF TR | $77.1M | 12.3% | 618K | −1,772 (−0%) | 8 of 8 | |
| 4 |  DIHP Dimensional Intern High | $58.7M | 9.3% | 1.7M | +5,643 (+0%) | 8 of 8 | |
| 5 | DIMENSIONAL ETF TRUST | $56.1M | 8.9% | 1.3M | +33K (+3%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $34.5M | 5.5% | 93K | +4,094 (+5%) | 8 of 8 | |
| 7 |  DFIS Dimensional ETF Trust | $24.1M | 3.8% | 687K | +46K (+7%) | 3 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $24M | 3.8% | 48K | +954 (+2%) | 8 of 8 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $23.9M | 3.8% | 232K | +16K (+7%) | 3 of 8 | |
| 10 |  NYF Ishares TR | $16.5M | 2.6% | 305K | −8,642 (−3%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Satovsky Asset Management 13F FAQ
What does Satovsky Asset Management own?
Satovsky Asset Management reported 74 stocks worth $627M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (18.1%), VTIP (13.8%) and AVUV (12.3%). The table above lists every position in the filing (the top 10 without an account).
What did Satovsky Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 49 added to, 11 trimmed and 2 sold out. New positions include VTEC, BAC and BNY. It sold all of MDT and ORCL.
When will Satovsky Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Satovsky Asset Management's portfolio worth?
The Q2 2026 filing reports $627M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.