Astoria Strategic Wealth, Inc.
CIK 1777914
13F filing for Q2 2026・No. 4,250
- Holdings
- US$437.79M
- Quarter change
- +US$43.89M
- Entries
- 36
- Net bought (estimate)
- +US$4.74M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 14
- Added 11
- Corporate actions 0
- Unchanged 10
Largest holdings
36 stocks worth US$437.79M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 391,737 | US$144.96M | 33.11% |
| ISHARES TRCORE MSCI TOTAL | Added | 542,748 | US$51.8M | 11.83% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 530,899 | US$38.97M | 8.90% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 654,348 | US$33.1M | 7.56% |
| ISHARES TRCORE S&P TTL STK | Cut | 156,723 | US$25.74M | 5.88% |
| ISHARES TR0-5 YR TIPS ETF | New | 234,927 | US$24M | 5.48% |
| ISHARES TRS&P 500 VAL ETF | Added | 77,387 | US$17.57M | 4.01% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 194,175 | US$16.26M | 3.71% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 184,406 | US$15.28M | 3.49% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Cut | 374,431 | US$9.56M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.