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Astoria Strategic Wealth, Inc.

Q4 2025 · 13F-HR

Astoria Strategic Wealth, Inc.holdings as filed

Filed 2026-02-05 · accession 0001777914-26-000001

$397.3M
Reported value
35
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$129.2M32.5%385,345CommonNONE
46432F834IXUSISHARES TR$46.4M11.7%547,701CommonNONE
921937835BNDVANGUARD BD INDEX FDS$38.3M9.63%516,682CommonNONE
922907746VTEBVANGUARD MUN BD FDS$31.4M7.90%624,010CommonNONE
464287150ITOTISHARES TR$24.3M6.11%163,370CommonNONE
464288646IGSBISHARES TR$19.7M4.97%373,158CommonNONE
464287408IVEISHARES TR$15.8M3.97%74,315CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$15.2M3.83%206,890CommonNONE
46434G103IEMGISHARES INC$12.7M3.20%189,304CommonNONE
78464A649SPABSPDR SERIES TRUST$10.4M2.62%404,258CommonNONE
464287200IVVISHARES TR$7.7M1.94%11,246CommonNONE
464287598IWDISHARES TR$7.7M1.93%36,425CommonNONE
464287226AGGISHARES TR$7.1M1.79%71,234CommonNONE
464287804IJRISHARES TR$5.1M1.29%42,682CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.6M0.91%67,021CommonNONE
922908751VBVANGUARD INDEX FDS$3.1M0.78%12,000CommonNONE
464288414MUBISHARES TR$2.6M0.65%24,174CommonNONE
464287507IJHISHARES TR$2.4M0.61%36,867CommonNONE
464288240ACWXISHARES TR$2.3M0.58%34,142CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.3M0.57%16,060CommonNONE
464288257ACWIISHARES TR$1.9M0.47%13,312CommonNONE
464288323NYFISHARES TR$1.6M0.41%30,660CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.4M0.36%17,496CommonNONE
922908637VVVANGUARD INDEX FDS$933,3820.23%2,965CommonNONE
922908363VOOVANGUARD INDEX FDS$894,2870.23%1,426CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$585,2350.15%13,178CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$434,2900.11%864CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$394,1500.10%578CommonNONE
464287622IWBISHARES TR$390,6180.10%1,046CommonNONE
59151K108MEOHMETHANEX CORP$362,0080.09%9,114CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$290,5960.07%6,208CommonNONE
023135106AMZNAMAZON COM INC$274,9070.07%1,191CommonNONE
922908629VOVANGUARD INDEX FDS$271,9360.07%937CommonNONE
037833100AAPLAPPLE INC$222,9250.06%820CommonNONE
42254E302HSCSHEARTSCIENCES INC$58,4840.01%18,927CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.