SATOVSKY ASSET MANAGEMENT LLC
Top Portfolio Positions
41 positions ·
$63,083,267 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
47,099 | $22,569,840 | 35.78% | |
| AAPL |
Apple Inc.
Technology
|
53,461 | $13,567,867 | 21.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,787 | $4,252,149 | 6.74% | |
| MSFT |
Microsoft Corp
Technology
|
9,714 | $3,595,831 | 5.70% | |
| IAU |
Ishares Gold Trust
|
30,559 | $2,694,081 | 4.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,548 | $1,572,021 | 2.49% | |
| V |
Visa Inc.
Financial Services
|
3,873 | $1,170,575 | 1.86% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,078 | $1,031,193 | 1.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,506 | $861,627 | 1.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,208 | $820,824 | 1.30% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DRTS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,791 | 40,706 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $265,349 | 53,606 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $241,763 | 53,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $167,250 | 53,606 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $134,551 | 53,606 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $166,178 | 53,606 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $127,582 | 53,606 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $135,623 | 53,606 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $143,352 | 48,594 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $175,874 | 58,430 | Shares | Sole | 2024-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||