SATOVSKY ASSET MANAGEMENT LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 627,183
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 74 | 627,183 | 13F-HR | SATOVSKY ASSET MANAGEMENT LLC |
| Q1 2026 | 5/14/2026 | 73 | 566,495 | 13F-HR | SATOVSKY ASSET MANAGEMENT LLC |
| Q4 2025 | 2/13/2026 | 72 | 515,978 | 13F-HR | SATOVSKY ASSET MANAGEMENT LLC |
| Q3 2025 | 11/14/2025 | 67 | 501,023 | 13F-HR | SATOVSKY ASSET MANAGEMENT LLC |
| Q2 2025 | 8/13/2025 | 64 | 469,668 | 13F-HR | SATOVSKY ASSET MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.95 K | 11.5% | 8.827 K | 0 | 8.827 K |
| ETFs | 555.2 K | 88.5% | 51.85 K | 0 | 51.85 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
627,183
Holdings
74
QoQ value change ($000)
60,688
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.