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Filers›Family Office›Astoria Portfolio Advisors LLC.
DOSSIER · 13F-HR · Q1 2026

Astoria Portfolio Advisors LLC.

Astoria Portfolio's family office based in Stamford, CT — $470M in tracked AUM across 297 positions as of Q1 2026.

AP
Astoria Portfolio·Stamford, CT·Family Office
CIK 0001931642 · last filed Mar 31, 2026
Total AUM
$470M
▲ 19.9%
vs prior
Holdings
297
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Astoria Portfolio Advisors LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
02072L185
EA SERIES TRUST
$47M1.4M9.9%
02
02072Q663
EA SERIES TRUST
$33M1.3M7.0%
03
PPI
INVESTMENT MANAGERS SER TR I
$28M1.3M6.1%
04
SPDW
SPDR INDEX SHS FDS
$26M534K5.5%
05
NVDA
NVIDIA CORPORATION
$19M89K4.1%
06
SPYM
SPDR SERIES TRUST
$17M202K3.6%
07
DMBS
DOUBLELINE ETF TRUST
$16M319K3.4%
08
IEMG
ISHARES INC
$13M169K2.8%
09
PYLD
PIMCO ETF TR
$13M477K2.7%
10
BAC
BANK AMERICA CORP
$9M170K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Astoria
haiku-4-5 · 297 positions indexed
Sector mix
  • Financials26%
  • Health Care9%
  • Communications16%
  • Industrials7%
  • Energy4%
  • Other38%
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