Astoria Strategic Wealth, Inc. Top Holdings and 13F Report (2025) About Astoria Strategic Wealth, Inc.Investment ActivityAstoria Strategic Wealth, Inc. has $370.07 million in total holdings as of June 30, 2025.Astoria Strategic Wealth, Inc. owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Astoria Strategic Wealth, Inc. has purchased 33 new stocks and bought additional shares in 15 stocks.Astoria Strategic Wealth, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $114,623,248iShares Core MSCI Total International Stock ETF $40,398,341Vanguard Total Bond Market ETF $35,473,535Vanguard Tax-Exempt Bond ETF $28,192,691iShares Core S&P Total U.S. Stock Market ETF $26,893,351 Largest New Holdings this Quarter 922908637 - Vanguard Large-Cap ETF $847,056 Holding22160K105 - Costco Wholesale $205,908 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 30,938 shares (about $2.28M)iShares Core S&P Total U.S. Stock Market ETF 14,669 shares (about $1.98M)Vanguard Small-Cap ETF 6,392 shares (about $1.51M)iShares National Muni Bond ETF 11,673 shares (about $1.22M)Vanguard FTSE All-World ex-US ETF 14,606 shares (about $981.82K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 10,819 shares (about $1.18M)iShares Core MSCI Emerging Markets ETF 15,760 shares (about $946.07K)iShares Core MSCI Total International Stock ETF 7,825 shares (about $604.95K)iShares Core S&P 500 ETF 823 shares (about $511.00K)Vanguard Tax-Exempt Bond ETF 3,997 shares (about $195.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAstoria Strategic Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$114,623,248$21,275 ▲0.0%377,13731.0%ETFIXUSiShares Core MSCI Total International Stock ETF$40,398,341$604,951 ▼-1.5%522,55010.9%ManufacturingBNDVanguard Total Bond Market ETF$35,473,535$2,277,965 ▲6.9%481,7819.6%ETFVTEBVanguard Tax-Exempt Bond ETF$28,192,691$195,973 ▼-0.7%575,0097.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$26,893,351$1,980,902 ▲8.0%199,1517.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$20,661,027$400,026 ▲2.0%391,6045.6%ManufacturingVEUVanguard FTSE All-World ex-US ETF$14,866,442$981,815 ▲7.1%221,1614.0%ETFIVEiShares S&P 500 Value ETF$13,435,907$168,843 ▲1.3%68,7543.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$10,538,112$7,706 ▼-0.1%411,6452.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,254,385$946,073 ▼-8.4%170,8212.8%ETFMUBiShares National Muni Bond ETF$7,661,936$1,219,595 ▲18.9%73,3342.1%ETFIWDiShares Russell 1000 Value ETF$7,606,435$455,081 ▲6.4%39,1622.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,111,946$46,029 ▼-0.6%71,6931.9%FinanceIVViShares Core S&P 500 ETF$6,796,992$511,001 ▼-7.0%10,9471.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,385,141$826,378 ▲32.3%68,4420.9%ETFIJRiShares Core S&P Small-Cap ETF$3,277,061$1,182,409 ▼-26.5%29,9850.9%ETFVBVanguard Small-Cap ETF$3,132,639$1,514,776 ▲93.6%13,2190.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,280,413$19,288 ▼-0.8%36,7690.6%ETFVTVanguard Total World Stock ETF$2,166,976$15,679 ▲0.7%16,8610.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$2,089,694$159,541 ▼-7.1%34,2910.6%ManufacturingACWIiShares MSCI ACWI ETF$1,751,5320.0%13,6200.5%ManufacturingNYFiShares New York Muni Bond ETF$1,390,835$106,470 ▲8.3%26,6750.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,319,637$37,220 ▲2.9%17,6210.4%ETFVVVanguard Large-Cap ETF$847,056$847,056 ▲New Holding2,9690.2%ETFVOOVanguard S&P 500 ETF$812,851$568 ▲0.1%1,4310.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$531,269$4,818 ▲0.9%13,1210.1%ETFIWBiShares Russell 1000 ETF$429,2160.0%1,2640.1%ETFBRK.BBerkshire Hathaway$419,7050.0%8640.1%FinanceSPYSPDR S&P 500 ETF Trust$357,1170.0%5780.1%FinanceMEOHMethanex$301,6730.0%9,1140.1%Basic MaterialsSPEMSPDR Portfolio Emerging Markets ETF$267,9800.0%6,2700.1%ETFVOVanguard Mid-Cap ETF$261,361$1,119 ▼-0.4%9340.1%ETFAMZNAmazon.com$261,2930.0%1,1910.1%Retail/WholesaleCOSTCostco Wholesale$205,908$205,908 ▲New Holding2080.1%Retail/WholesaleHEARTSCIENCES INC$70,9760.0%18,9270.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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