DOSSIER · 13F-HR · Q2 2026

Astoria Strategic Wealth, Inc.

$438M in tracked AUM across 36 positions as of Q2 2026.

AS
CIK 0001777914 · last filed Jun 30, 2026
Total AUM
$438M
as of Q2 2026
Holdings
36
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Astoria Strategic Wealth, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$145M392K33.1%
02
IXUS
ISHARES TR
$52M543K11.8%
03
BND
VANGUARD BD INDEX FDS
$39M531K8.9%
04
VTEB
VANGUARD MUN BD FDS
$33M654K7.6%
05
ITOT
ISHARES TR
$26M157K5.9%
06
STIP
ISHARES TR
$24M235K5.5%
07
IVE
ISHARES TR
$18M77K4.0%
08
VEU
VANGUARD INTL EQUITY INDEX F
$16M194K3.7%
09
IEMG
ISHARES INC
$15M184K3.5%
10
SPAB
SPDR SERIES TRUST
$10M374K2.2%

Filing history

2026Q2Jun 30
$438M 11.1%
36 positionsView →
2026Q1Mar 31
$394M 0.9%
37 positionsView →
2025Q4Dec 31
$397M 0.5%
35 positionsView →
2025Q3Sep 30
$396M 6.9%
35 positionsView →
2025Q2Jun 30
$370M 8.8%
35 positionsLocked
2025Q1Mar 31
$340M 1.2%
33 positionsLocked
2024Q4Dec 31
$336M 1.6%
32 positionsLocked
2024Q3Sep 30
$341M 5.6%
34 positionsLocked
2024Q2Jun 30
$323M 2.4%
30 positionsLocked
2024Q1Mar 31
$316M 7.2%
32 positionsLocked
2023Q4Dec 31
$294M 10.7%
32 positionsLocked
2023Q3Sep 30
$266M 1.8%
32 positionsLocked
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