StockDriftsStockDriftsTop 36 Astoria Strategic Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 33.11% | 391.7K | $145.0M | +0.24%(+926) | $184.04(+108.31%) | 2026-06-30 | |
| IXUS | ISHARES TR | 11.83% | 542.7K | $51.8M | +0.21%(+1.15K) | $62.04(+58.69%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 8.9% | 530.9K | $39.0M | +2.80%(+14.46K) | $76.57(-5.64%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 7.56% | 654.3K | $33.1M | +1.44%(+9.31K) | $50.49(-1.54%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.88% | 156.7K | $25.7M | -2.65%(-4.26K) | $82.68(+105.42%) | 2026-06-30 | |
| STIP | ISHARES TR | 5.48% | 234.9K | $24.0M | new | $102.77(-1.98%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.01% | 77.4K | $17.6M | +2.42%(+1.83K) | $149.32(+58.80%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.71% | 194.2K | $16.3M | -3.69%(-7.44K) | $52.69(+63.48%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.49% | 184.4K | $15.3M | -1.49%(-2.79K) | $52.06(+58.72%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.18% | 374.4K | $9.6M | -2.42%(-9.30K) | $29.47(-14.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.60% | +5.18% | +28.72% |
| Top 20 Holdings Unweighted | +12.33% | +41.75% | +5.45% | +30.38% |
Astoria Strategic Wealth, Inc. reports $437.79M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are VTI (33.1%), IXUS (11.8%) and BND (8.9%). The top 20 holdings account for 97.39% of reported assets. Its disclosed equity book has returned +40.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Astoria Strategic Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1777914). View Astoria Strategic Wealth, Inc.’s 13F filings on SEC