Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Astoria Strategic Wealth, Inc. (CIK 1777914) reported $437.8M across 36 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($145.0M, 33.11%), IXUS ($51.8M, 11.83%), BND ($39.0M, 8.90%), VTEB ($33.1M, 7.56%), ITOT ($25.7M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $145.0M | 33.11% | 391,737 | Added |
| 2 | IXUS | ISHARES TR | $51.8M | 11.83% | 542,748 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $39.0M | 8.90% | 530,899 | Added |
| 4 | VTEB | VANGUARD MUN BD FDS | $33.1M | 7.56% | 654,348 | Added |
| 5 | ITOT | ISHARES TR | $25.7M | 5.88% | 156,723 | Trimmed |
| 6 | STIP | ISHARES TR | $24.0M | 5.48% | 234,927 | New |
| 7 | IVE | ISHARES TR | $17.6M | 4.01% | 77,387 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $16.3M | 3.71% | 194,175 | Trimmed |
| 9 | IEMG | ISHARES INC | $15.3M | 3.49% | 184,406 | Trimmed |
| 10 | SPAB | SPDR SERIES TRUST | $9.6M | 2.18% | 374,431 | Trimmed |
| 11 | IVV | ISHARES TR | $8.8M | 2.00% | 11,718 | Added |
| 12 | IWD | ISHARES TR | $8.6M | 1.95% | 35,283 | Trimmed |
| 13 | AGG | ISHARES TR | $7.2M | 1.65% | 72,910 | Added |
| 14 | IJR | ISHARES TR | $6.7M | 1.53% | 45,174 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.85% | 62,287 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $3.6M | 0.83% | 12,038 | Trimmed |
| 17 | IJH | ISHARES TR | $2.8M | 0.65% | 36,942 | Trimmed |
| 18 | MUB | ISHARES TR | $2.7M | 0.62% | 25,263 | Added |
| 19 | ACWX | ISHARES TR | $2.5M | 0.58% | 33,497 | Trimmed |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.58% | 16,308 | Trimmed |
| 21 | ACWI | ISHARES TR | $1.9M | 0.45% | 12,422 | Trimmed |
| 22 | NYF | ISHARES TR | $1.8M | 0.42% | 34,121 | Added |
| 23 | SPTM | SPDR SERIES TRUST | $1.7M | 0.38% | 18,459 | Added |
| 24 | VV | VANGUARD INDEX FDS | $1.0M | 0.23% | 2,967 | Hold |
| 25 | VOO | VANGUARD INDEX FDS | $975,270 | 0.22% | 1,420 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30