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The Analysis of SATOVSKY ASSET MANAGEMENT LLC's Holdings & P&L

Currently, SATOVSKY ASSET MANAGEMENT LLC holds 73 types of securities in its portfolio with a total value $566.5M. In the most recent quarter, they have increased their positions in DFIS (+631.7K shares, valued at $21.3M), AVDV (+212.2K shares, valued at $21.2M), VTIP (+53.8K shares, valued at $2.7M); decreased their positions in IVV (-1.8K shares, valued at $1.2M), NYF (-9.8K shares, valued at $521.2K), DIHP (-12.3K shares, valued at $397.0K); initiated new positions in NXT (+2.0K shares, valued at $241.1K), SPY (+358 shares, valued at $232.5K), WMB (+2.8K shares, valued at $206.2K).

1M P&L

+14.6M+2.86%

3M P&L

+20.2M+4.00%

HY P&L

+49.9M+10.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A446.3M

92.8%

2Consumer Electronics14.6M

3.0%

3Software - Infrastructure5.0M

1.0%

Top Industries by Stock Count

1N/A31 stocks

48.4%

2Drug Manufacturers - General4 stocks

6.3%

3Utilities - Regulated Electric3 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR151.5K shares-1.17%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS1.7M shares3.25%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR619.9K shares0.02%2026-03-312026-05-14

DIHP DIMENSIONAL ETF TRUST1.7M shares-0.71%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST1.3M shares3.11%2026-03-312026-05-14

VTI VANGUARD INDEX FDS89.1K shares7.04%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL47.1K shares0.79%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST641.2K shares6686.17%2026-03-312026-05-14

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AVDV AMERICAN CENTY ETF TR215.7K shares6066.90%2026-03-312026-05-14

NYF ISHARES TR314.1K shares-3.03%2026-03-312026-05-14

AAPL APPLE INC53.5K shares-0.53%2026-03-312026-05-14

ITOT ISHARES TR80.2K shares-1.54%2026-03-312026-05-14

XOP SPDR SERIES TRUST61.0K shares0.07%2026-03-312026-05-14

GNR SPDR INDEX SHS FDS139.7K shares-2.07%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST428.0K shares1.28%2026-03-312026-05-14

ALPHABET INC ALPHABET INC14.8K shares0.07%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP9.7K shares0.30%2026-03-312026-05-14

AVIV AMERICAN CENTY ETF TR47.6K shares172.96%2026-03-312026-05-14

ALPHABET INC ALPHABET INC12.0K shares0.07%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR30.6K shares-0.29%2026-03-312026-05-14

MUNY VANGUARD NY TAX FREE FDS17.0K shares47.67%2026-03-312026-05-14

AMZN AMAZON COM INC7.5K shares-16.26%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST31.6K shares91.76%2026-03-312026-05-14

V VISA INC3.9K shares0.21%2026-03-312026-05-14

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XOM EXXON MOBIL CORP6.1K shares0.30%2026-03-312026-05-14

AVRE AMERICAN CENTY ETF TR22.2K shares0.07%2026-03-312026-05-14

META META PLATFORMS INC1.5K shares0.07%2026-03-312026-05-14

TSLA TESLA INC2.2K shares0.41%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW2.4K shares0.25%2026-03-312026-05-14

CSCO CISCO SYS INC8.4K shares0.54%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.4K shares0.50%2026-03-312026-05-14

BWZ SPDR SERIES TRUST20.2K shares0.32%2026-03-312026-05-14

Sponsored

SGDM SPROTT ETF TRUST7.1K shares0.00%2026-03-312026-05-14

HSY HERSHEY CO2.5K shares-3.47%2026-03-312026-05-14

GLD SPDR GOLD TR1.1K shares-1.07%2026-03-312026-05-14

FLEX FLEXTRONICS INTL LTD7.0K shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC3.2K shares0.59%2026-03-312026-05-14

IEFA ISHARES TR4.9K shares0.00%2026-03-312026-05-14

BWX SPDR SERIES TRUST19.6K shares0.35%2026-03-312026-05-14

ESTA ESTABLISHMENT LABS HLDGS INC7.1K shares78.80%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP1.2K shares0.66%2026-03-312026-05-14

AMAT APPLIED MATLS INC1.1K shares0.09%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR15.2K shares0.00%2026-03-312026-05-14

PFE PFIZER INC12.9K shares1.16%2026-03-312026-05-14

T AT&T INC12.2K shares0.16%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD1.7K shares0.23%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.2K shares0.51%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS5.4K shares11.06%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO3.6K shares0.76%2026-03-312026-05-14

IUSG ISHARES TR2.1K shares0.14%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC2.9K shares-22.97%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.3K shares1.55%2026-03-312026-05-14

LH LABCORP HOLDINGS INC1.1K shares0.26%2026-03-312026-05-14

STIP ISHARES TR2.9K shares0.00%2026-03-312026-05-14

DRTS ALPHA TAU MEDICAL LTD40.7K shares-24.06%2026-03-312026-05-14

NEE NEXTERA ENERGY INC3.0K shares8.82%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC321 shares0.31%2026-03-312026-05-14

PWR QUANTA SVCS INC493 shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS582 shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC922 shares0.55%2026-03-312026-05-14

NXT NEXTPOWER INC2.0K sharesnew addition2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR2.8K shares0.11%2026-03-312026-05-14

VXUS VANGUARD STAR FDS3.1K shares0.13%2026-03-312026-05-14

RTX RTX CORPORATION1.2K shares0.32%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS1.2K shares-7.26%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS393 shares0.26%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T358 sharesnew addition2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC2.0K shares0.92%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC2.5K shares6.32%2026-03-312026-05-14

VBR VANGUARD INDEX FDS976 shares-5.88%2026-03-312026-05-14

ORCL ORACLE CORP1.4K shares0.28%2026-03-312026-05-14

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE711 shares0.14%2026-03-312026-05-14

IVV

ISHARES TR

-1.17%

Shares151.5K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

3.25%

Shares1.7M

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

0.02%

Shares619.9K

Event2026-03-31

Filed2026-05-14

DIHP

DIMENSIONAL ETF TRUST

-0.71%

Shares1.7M

Event2026-03-31

Filed2026-05-14

DUHP

DIMENSIONAL ETF TRUST

3.11%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

7.04%

Shares89.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.79%

Shares47.1K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

6686.17%

Shares641.2K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

6066.90%

Shares215.7K

Event2026-03-31

Filed2026-05-14

NYF

ISHARES TR

-3.03%

Shares314.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.53%

Shares53.5K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-1.54%

Shares80.2K

Event2026-03-31

Filed2026-05-14

XOP

SPDR SERIES TRUST

0.07%

Shares61.0K

Event2026-03-31

Filed2026-05-14

GNR

SPDR INDEX SHS FDS

-2.07%

Shares139.7K

Event2026-03-31

Filed2026-05-14

DFAR

DIMENSIONAL ETF TRUST

1.28%

Shares428.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.07%

Shares14.8K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.30%

Shares9.7K

Event2026-03-31

Filed2026-05-14

AVIV

AMERICAN CENTY ETF TR

172.96%

Shares47.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.07%

Shares12.0K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-0.29%

Shares30.6K

Event2026-03-31

Filed2026-05-14

MUNY

VANGUARD NY TAX FREE FDS

47.67%

Shares17.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-16.26%

Shares7.5K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

91.76%

Shares31.6K

Event2026-03-31

Filed2026-05-14

VISA INC

0.21%

Shares3.9K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.30%

Shares6.1K

Event2026-03-31

Filed2026-05-14

AVRE

AMERICAN CENTY ETF TR

0.07%

Shares22.2K

Event2026-03-31

Filed2026-05-14