Astoria Strategic Wealth, Inc.

Est. AUM

$393.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$125.4M	390811	31.83%	SOLE
2	ISHARES TR	CORE MSCI TOTAL	$46.9M	541603	11.91%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$38.0M	516444	9.66%	SOLE
4	VANGUARD MUN BD FDS	TAX EXEMPT BD	$32.2M	645040	8.17%	SOLE
5	ISHARES TR	CORE S&P TTL STK	$22.9M	160983	5.82%	SOLE
6	ISHARES TR	ISHS 1-5YR INVS	$20.0M	380829	5.08%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$16.0M	75559	4.05%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$15.1M	201616	3.84%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$13.1M	187191	3.31%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$9.8M	383735	2.50%	SOLE
11	ISHARES TR	RUS 1000 VAL ETF	$7.6M	35731	1.94%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$7.6M	11603	1.92%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$7.1M	71100	1.79%	SOLE
14	ISHARES TR	CORE S&P SCP ETF	$5.5M	43889	1.39%	SOLE
15	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.5M	65430	0.90%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$3.2M	12108	0.81%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$2.5M	23743	0.64%	SOLE
18	ISHARES TR	CORE S&P MCP ETF	$2.5M	37008	0.63%	SOLE
19	ISHARES TR	MSCI ACWI EX US	$2.3M	34121	0.59%	SOLE
20	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.3M	16314	0.57%	SOLE
21	ISHARES TR	MSCI ACWI ETF	$1.7M	12425	0.44%	SOLE
22	ISHARES TR	NEW YORK MUN ETF	$1.7M	32220	0.43%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	18331	0.37%	SOLE
24	VANGUARD INDEX FDS	LARGE CAP ETF	$887K	2967	0.23%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$850K	1423	0.22%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$614K	13443	0.16%	SOLE
27	METHANEX CORP	COM	$543K	9114	0.14%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$414K	864	0.11%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$376K	578	0.10%	SOLE
30	ISHARES TR	RUS 1000 ETF	$373K	1046	0.09%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$290K	6177	0.07%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$269K	938	0.07%	SOLE
33	AMAZON COM INC	COM	$248K	1191	0.06%	SOLE
34	APPLE INC	COM	$208K	820	0.05%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$207K	208	0.05%	SOLE
36	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$202K	3153	0.05%	SOLE
37	HEARTSCIENCES INC	COM	$48K	18927	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.