account_balance

Investment manager · 13F filer · SEC CIK 1777914

Astoria Strategic Wealth, Inc.

Reported value$441Mas of Sep 30, 2026
Positions36 0 new, 0 sold out
Top 10 weight86.5%VTI alone is 34%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 33.7% Held
IXUS iShares Tr 11.9% Held
BND Vanguard Bd Index FDS 8.9% Added +5%
VTEB Vanguard Mun Bd FDS 7.2% Added +3%
ITOT iShares Tr 5.9% Held
STIP iShares Tr 5.7% Added +7%
IVE iShares Tr 4.1% Added +2%
VEU Vanguard Intl Equity Index F 3.6% Held
IEMG iShares Inc 3.5% Held
SPAB SPDR Series Trust 2.1% Held
IVV iShares Tr 2.1% Held
IWD iShares Tr 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 16, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • STIP +7%
  • NYF +7%
  • BND +5%
  • VTEB +3%
arrow_downwardTrimmed
  • VB −5%
  • ACWI −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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