Astoria Strategic Wealth, Inc. Top Holdings and 13F Report (2026) About Astoria Strategic Wealth, Inc.Investment ActivityAstoria Strategic Wealth, Inc. has $440.96 million in total holdings as of September 30, 2026.Astoria Strategic Wealth, Inc. owns shares of 36 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Astoria Strategic Wealth, Inc. has purchased 36 new stocks and bought additional shares in 15 stocks.Astoria Strategic Wealth, Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $148,455,394iShares Core MSCI Total International Stock ETF $52,530,515Vanguard Total Bond Market ETF $39,129,880Vanguard Tax-Exempt Bond ETF $31,966,153iShares Core S&P Total U.S. Stock Market ETF $25,865,685 Largest Purchases this Quarter Vanguard Total Bond Market ETF 26,904 shares (about $1.89M)Vanguard Total Stock Market ETF 4,948 shares (about $1.85M)iShares 0-5 Year TIPS Bond ETF 16,419 shares (about $1.64M)Vanguard Tax-Exempt Bond ETF 20,613 shares (about $976.23K)iShares Core MSCI Total International Stock ETF 10,263 shares (about $974.88K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 1,168 shares (about $194.22K)Vanguard FTSE All-World ex-US ETF 2,153 shares (about $178.63K)Vanguard Small-Cap ETF 609 shares (about $173.25K)iShares Russell 1000 Value ETF 302 shares (about $74.87K)iShares MSCI ACWI ETF 273 shares (about $43.34K) 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$148,455,394$1,851,740 ▲1.3%396,68533.7%ETFIXUSiShares Core MSCI Total International Stock ETF$52,530,515$974,882 ▲1.9%553,01111.9%ETFBNDVanguard Total Bond Market ETF$39,129,880$1,887,316 ▲5.1%557,8038.9%ETFVTEBVanguard Tax-Exempt Bond ETF$31,966,153$976,232 ▲3.2%674,9617.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$25,865,685$194,215 ▼-0.7%155,5555.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$25,059,196$1,636,974 ▲7.0%251,3465.7%ETFIVEiShares S&P 500 Value ETF$18,027,500$361,596 ▲2.0%78,9714.1%ETFVEUVanguard FTSE All-World ex-US ETF$15,932,065$178,634 ▼-1.1%192,0223.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$15,237,709$271,318 ▲1.8%187,7493.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$9,083,820$37,320 ▼-0.4%372,8992.1%ETFIVViShares Core S&P 500 ETF$9,046,220$71,990 ▲0.8%11,8122.1%ETFIWDiShares Russell 1000 Value ETF$8,672,839$74,875 ▼-0.9%34,9812.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,898,489$5,578 ▲0.1%72,9691.6%ETFIJRiShares Core S&P Small-Cap ETF$6,270,220$124,749 ▲2.0%46,0911.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,685,939$8,303 ▼-0.2%62,1470.8%ETFVBVanguard Small-Cap ETF$3,251,436$173,254 ▼-5.1%11,4290.7%ETFIJHiShares Core S&P Mid-Cap ETF$2,646,969$11,008 ▼-0.4%36,7890.6%ETFVTVanguard Total World Stock ETF$2,593,002$18,784 ▲0.7%16,4270.6%ETFMUBiShares National Muni Bond ETF$2,586,644$32,554 ▲1.3%25,5850.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$2,527,750$5,293 ▼-0.2%33,4270.6%ETFACWIiShares MSCI ACWI ETF$1,928,836$43,343 ▼-2.2%12,1490.4%ETFNYFiShares New York Muni Bond ETF$1,843,071$119,278 ▲6.9%36,4820.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,684,055$15,096 ▼-0.9%18,2950.4%ETFVVVanguard Large-Cap ETF$1,026,346$17,592 ▼-1.7%2,9170.2%ETFVOOVanguard S&P 500 ETF$993,819$1,402 ▼-0.1%1,4180.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$688,982$18,979 ▲2.8%13,7220.2%ETFMEOHMethanex$534,8100.0%9,1140.1%MaterialsSPYSPDR S&P 500 ETF Trust$440,8000.0%5780.1%ETFIWBiShares Russell 1000 ETF$435,2720.0%1,0460.1%ETFBRK.BBerkshire Hathaway$430,2290.0%8640.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$319,7220.0%6,1770.1%ETFAMZNAmazon.com$296,7380.0%1,1910.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$296,192$1,960 ▲0.7%3,7770.1%ETFAAPLApple$270,7450.0%8130.1%TechnologyVEAVanguard FTSE Developed Markets ETF$222,6330.0%3,1530.1%ETFHEARTSCIENCES INC$79,1150.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
