S
SATOVSKY ASSET MANAGEMENT LLC
SATOVSKY ASSET MANAGEMENT LLC is an institution, managing $500.6M across 66 long positions as of Q3 2025 with 87% ETF concentration, 88% concentrated in top 10 holdings, and 21% allocation to IVV.
- Portfolio Value
- $500.6M
- Positions
- 66
- Top Holding
- IVV at 20.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SATOVSKY ASSET MANAGEMENT LLC's portfolio (87.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $104.1M | 20.79% | -$3.6M Sold | — 155.5K shares | |
ETF ETF | $80.8M | 16.15% | +$3.0M Bought | — 1.6M shares | |
ETF ETF | $61.7M | 12.32% | -$26.3K Sold | — 619.6K shares | |
ETF ETF | $52.2M | 10.42% | +$556.7K Bought | — 1.7M shares | |
ETF ETF | $47.6M | 9.52% | -$776.7K Sold | — 1.3M shares | |
ETF ETF | $26.6M | 5.32% | +$1.6M Bought | — 81.1K shares | |
Insurance - Diversified Financial Services | $23.6M | 4.72% | +$37.2K Bought | 0.00% 47.0K shares | |
ETF ETF | $17.5M | 3.50% | -$14.6K Sold | — 328.6K shares | |
Consumer Electronics Technology | $13.7M | 2.73% | +$29.8K Bought | 0.00% 53.8K shares | |
ETF ETF | $11.8M | 2.37% | -$20.8K Sold | — 81.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SATOVSKY ASSET MANAGEMENT LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for SATOVSKY ASSET MANAGEMENT LLC
GthenA