# EDGAR Filing Document

**Accession Number:** 0001807288
**File Stem:** 0001214659-25-016556
**Filing Date:** 2025-11
**Character Count:** 10273
**Document Hash:** 34b627828389f7dc36a67b4beb6e9bb9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-016556.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001214659-25-016556

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SATOVSKY ASSET MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001807288

**ORGANIZATION NAME:**
- **EIN:** 208908189
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20798
- **FILM NUMBER:** 251483240

**BUSINESS ADDRESS:**
- **STREET 1:** 149 SPRING STREET
- **STREET 2:** FLOOR 4
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10012
- **BUSINESS PHONE:** 2125841900

**MAIL ADDRESS:**
- **STREET 1:** 149 SPRING STREET
- **STREET 2:** FLOOR 4
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10012

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SATOVSKY ASSET MANAGEMENT LLC<br>**Address:** 149 SPRING STREET<br>FLOOR 4<br>NEW YORK, NY 10012

**Form 13F File Number:** 028-20798

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christine Lucero<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-584-1900

**Signature, Place, and Date of Signing:**

/s/ Christine Lucero  Greenwich, CT  10-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $501022658

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AECOM | COM | 00766T100 |  | 258420 | 1981 | SH |  | SOLE |  | 1981 | 0 | 0 |
| ALPHA TAU MEDICAL LTD | ORDINARY SHARES | M0740A108 |  | 241763 | 53606 | SH |  | SOLE |  | 53606 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3589508 | 14766 | SH |  | SOLE |  | 14766 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2993105 | 12289 | SH |  | SOLE |  | 12289 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1978984 | 9013 | SH |  | SOLE |  | 9013 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 61672595 | 619638 | SH |  | SOLE |  | 619638 | 0 | 0 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 974096 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 598713 | 8878 | SH |  | SOLE |  | 8878 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 220723 | 2797 | SH |  | SOLE |  | 2797 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 13687518 | 53755 | SH |  | SOLE |  | 53755 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 225757 | 1103 | SH |  | SOLE |  | 1103 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 342783 | 12138 | SH |  | SOLE |  | 12138 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 207510 | 4022 | SH |  | SOLE |  | 4022 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 23619479 | 46982 | SH |  | SOLE |  | 46982 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 236516 | 5244 | SH |  | SOLE |  | 5244 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 565248 | 8261 | SH |  | SOLE |  | 8261 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 371785 | 3699 | SH |  | SOLE |  | 3699 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 52166018 | 1716270 | SH |  | SOLE |  | 1716270 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 47638198 | 1261271 | SH |  | SOLE |  | 1261271 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 9852261 | 413093 | SH |  | SOLE |  | 413093 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 338916 | 9324 | SH |  | SOLE |  | 9324 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 252446 | 8073 | SH |  | SOLE |  | 8073 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 677631 | 6010 | SH |  | SOLE |  | 6010 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 213475 | 710 | SH |  | SOLE |  | 710 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 355121 | 3199 | SH |  | SOLE |  | 3199 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 253309 | 318 | SH |  | SOLE |  | 318 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 485118 | 2594 | SH |  | SOLE |  | 2594 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2274281 | 31253 | SH |  | SOLE |  | 31253 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 104097116 | 155531 | SH |  | SOLE |  | 155531 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 11847925 | 81345 | SH |  | SOLE |  | 81345 | 0 | 0 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 17528537 | 328557 | SH |  | SOLE |  | 328557 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 416000 | 4765 | SH |  | SOLE |  | 4765 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 296590 | 2869 | SH |  | SOLE |  | 2869 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 442994 | 2389 | SH |  | SOLE |  | 2389 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 370092 | 1173 | SH |  | SOLE |  | 1173 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 321929 | 1121 | SH |  | SOLE |  | 1121 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 634759 | 2437 | SH |  | SOLE |  | 2437 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 366956 | 1208 | SH |  | SOLE |  | 1208 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 220700 | 2317 | SH |  | SOLE |  | 2317 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1101475 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4903562 | 9467 | SH |  | SOLE |  | 9467 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 203727 | 3261 | SH |  | SOLE |  | 3261 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 209989 | 2782 | SH |  | SOLE |  | 2782 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 403047 | 1433 | SH |  | SOLE |  | 1433 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 318491 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 204114 | 493 | SH |  | SOLE |  | 493 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 205138 | 1226 | SH |  | SOLE |  | 1226 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 340145 | 14611 | SH |  | SOLE |  | 14611 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 331980 | 3503 | SH |  | SOLE |  | 3503 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 410071 | 1154 | SH |  | SOLE |  | 1154 | 0 | 0 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 8283050 | 139893 | SH |  | SOLE |  | 139893 | 0 | 0 |
| SPDR SERIES TRUST | S OILGAS EXP | 78468R556 |  | 7880356 | 59609 | SH |  | SOLE |  | 59609 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 |  | 445239 | 19358 | SH |  | SOLE |  | 19358 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG SHORT | 78464A334 |  | 557146 | 20027 | SH |  | SOLE |  | 20027 | 0 | 0 |
| SPROTT ETF TRUST | GOLD MINERS ETF | 85210B102 |  | 435525 | 7025 | SH |  | SOLE |  | 7025 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 977939 | 2199 | SH |  | SOLE |  | 2199 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 313812 | 909 | SH |  | SOLE |  | 909 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 26628270 | 81142 | SH |  | SOLE |  | 81142 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 214664 | 1029 | SH |  | SOLE |  | 1029 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 238898 | 1281 | SH |  | SOLE |  | 1281 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 239032 | 390 | SH |  | SOLE |  | 390 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 279133 | 582 | SH |  | SOLE |  | 582 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 80824683 | 1596379 | SH |  | SOLE |  | 1596379 | 0 | 0 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | 92204H400 |  | 413544 | 4017 | SH |  | SOLE |  | 4017 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 224415 | 3055 | SH |  | SOLE |  | 3055 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 283500 | 4731 | SH |  | SOLE |  | 4731 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1316838 | 3857 | SH |  | SOLE |  | 3857 | 0 | 0 |

---