§ 13F · FUND PROFILE
Astoria Strategic Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $396M (13F)Positions · 35Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$409K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 391K | $125M | 31.8% | +1% |
| 2 | IXUS | ISHARES TR | 542K | $47M | 11.9% | −1% |
| 3 | BND | VANGUARD BD INDEX FDS | 516K | $38M | 9.7% | ±0% |
| 4 | VTEB | VANGUARD MUN BD FDS | 645K | $32M | 8.2% | +3% |
| 5 | ITOT | ISHARES TR | 161K | $23M | 5.8% | −1% |
| 6 | IGSB | ISHARES TR | 381K | $20M | 5.1% | +2% |
| 7 | IVE | ISHARES TR | 76K | $16M | 4.1% | +2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 202K | $15M | 3.8% | −3% |
| 9 | IEMG | ISHARES INC | 187K | $13M | 3.3% | −1% |
| 10 | SPAB | SPDR SERIES TRUST | 384K | $10M | 2.5% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASTORIA SIGNAL
AC read
Astoria Strategic Wealth, Inc. is a Other fund managing $396 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed