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Astoria Strategic Wealth, Inc.

Q2 2026 · 13F-HR

Astoria Strategic Wealth, Inc.holdings as filed

Filed 2026-07-16 · accession 0001777914-26-000005

$437.8M
Reported value
36
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$145.0M33.1%391,737CommonNONE
46432F834IXUSISHARES TR$51.8M11.8%542,748CommonNONE
921937835BNDVANGUARD BD INDEX FDS$39.0M8.90%530,899CommonNONE
922907746VTEBVANGUARD MUN BD FDS$33.1M7.56%654,348CommonNONE
464287150ITOTISHARES TR$25.7M5.88%156,723CommonNONE
46429B747STIPISHARES TR$24.0M5.48%234,927CommonNONE
464287408IVEISHARES TR$17.6M4.01%77,387CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$16.3M3.71%194,175CommonNONE
46434G103IEMGISHARES INC$15.3M3.49%184,406CommonNONE
78464A649SPABSPDR SERIES TRUST$9.6M2.18%374,431CommonNONE
464287200IVVISHARES TR$8.8M2.00%11,718CommonNONE
464287598IWDISHARES TR$8.6M1.95%35,283CommonNONE
464287226AGGISHARES TR$7.2M1.65%72,910CommonNONE
464287804IJRISHARES TR$6.7M1.53%45,174CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.7M0.85%62,287CommonNONE
922908751VBVANGUARD INDEX FDS$3.6M0.83%12,038CommonNONE
464287507IJHISHARES TR$2.8M0.65%36,942CommonNONE
464288414MUBISHARES TR$2.7M0.62%25,263CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.6M0.58%16,308CommonNONE
464288240ACWXISHARES TR$2.5M0.58%33,497CommonNONE
464288257ACWIISHARES TR$1.9M0.45%12,422CommonNONE
464288323NYFISHARES TR$1.8M0.42%34,121CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.7M0.38%18,459CommonNONE
922908637VVVANGUARD INDEX FDS$1.0M0.23%2,967CommonNONE
922908363VOOVANGUARD INDEX FDS$975,2700.22%1,420CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$672,4040.15%13,344CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$432,3370.10%864CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$431,6330.10%578CommonNONE
464287622IWBISHARES TR$428,3370.10%1,046CommonNONE
59151K108MEOHMETHANEX CORP$420,6110.10%9,114CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$319,8450.07%6,177CommonNONE
922908629VOVANGUARD INDEX FDS$302,2990.07%3,752CommonNONE
023135106AMZNAMAZON COM INC$283,8630.06%1,191CommonNONE
037833100AAPLAPPLE INC$235,2500.05%813CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$224,6510.05%3,153CommonNONE
42254E302HSCSHEARTSCIENCES INC$47,5070.01%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.