Astoria Strategic Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Astoria Strategic Wealth, Inc. held in its portfolio 34 assets valued at $397,309,218 (i.e. $397.31M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($129.20M), ISHARES TR ($46.36M), and VANGUARD BD INDEX FDS ($38.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Astoria Strategic Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 385345 | 129194618 | TOTAL STK MKT |
| ISHARES TR | 547701 | 46357413 | CORE MSCI TOTAL |
| VANGUARD BD INDEX FDS | 516682 | 38270636 | TOTAL BND MRKT |
| VANGUARD MUN BD FDS | 624010 | 31381463 | TAX EXEMPT BD |
| ISHARES TR | 163370 | 24291485 | CORE S&P TTL STK |
| ISHARES TR | 373158 | 19732595 | ISHS 1-5YR INVS |
| ISHARES TR | 74315 | 15759982 | S&P 500 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 206890 | 15218828 | ALLWRLD EX US |
| ISHARES INC | 189304 | 12725015 | CORE MSCI EMKT |
| SPDR SERIES TRUST | 421754 | 11853064 | STATE STREET SPD |
| ISHARES TR | 11246 | 7702835 | CORE S&P500 ETF |
| ISHARES TR | 36425 | 7661635 | RUS 1000 VAL ETF |
| ISHARES TR | 71234 | 7114852 | CORE US AGGBD ET |
| ISHARES TR | 42682 | 5129523 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 67021 | 3603049 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 12000 | 3095400 | SMALL CP ETF |
| ISHARES TR | 24174 | 2589277 | NATIONAL MUN ETF |
| ISHARES TR | 36867 | 2433222 | CORE S&P MCP ETF |
| ISHARES TR | 34142 | 2291952 | MSCI ACWI EX US |
| VANGUARD INTL EQUITY INDEX F | 16060 | 2265424 | TT WRLD ST ETF |
| ISHARES TR | 13312 | 1883515 | MSCI ACWI ETF |
| ISHARES TR | 30660 | 1640617 | NEW YORK MUN ETF |
| VANGUARD INDEX FDS | 2965 | 933382 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 1426 | 894287 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 13178 | 585235 | PORTFOLIO DEVLPD |
| BERKSHIRE HATHAWAY INC DEL | 864 | 434290 | CL B NEW |
| SPDR S&P 500 ETF TR | 578 | 394150 | TR UNIT |
| ISHARES TR | 1046 | 390618 | RUS 1000 ETF |
| METHANEX CORP | 9114 | 362008 | COM |
| SPDR INDEX SHS FDS | 6208 | 290596 | PORTFOLIO EMG MK |
| AMAZON COM INC | 1191 | 274907 | COM |
| VANGUARD INDEX FDS | 937 | 271936 | MID CAP ETF |
| APPLE INC | 820 | 222925 | COM |
| HEARTSCIENCES INC | 18927 | 58484 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.