13F Insight
DOSSIER · 13F-HR · Q1 2026

Astoria Strategic Wealth, Inc.

Astoria Strategic Wealth's family office based in Greenwich, CT — $394M in tracked AUM across 37 positions as of Q1 2026.

AS
Astoria Strategic Wealth·Greenwich, CT·Family Office
CIK 0001777914 · last filed Mar 31, 2026
Total AUM
$394M
▲ 12.9%
vs prior
Holdings
37
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Astoria Strategic Wealth, Inc. 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
VTI
VANGUARD INDEX FDS
$125M391K31.8%
02
IXUS
ISHARES TR
$47M542K11.9%
03
BND
VANGUARD BD INDEX FDS
$38M516K9.7%
04
VTEB
VANGUARD MUN BD FDS
$32M645K8.2%
05
ITOT
ISHARES TR
$23M161K5.8%
06
IGSB
ISHARES TR
$20M381K5.1%
07
IVE
ISHARES TR
$16M76K4.1%
08
VEU
VANGUARD INTL EQUITY INDEX F
$15M202K3.8%
09
IEMG
ISHARES INC
$13M187K3.3%
10
SPAB
SPDR SERIES TRUST
$10M384K2.5%

Filing history

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