Astoria Strategic Wealth, Inc. Portfolio Holdings

Astoria Strategic Wealth, Inc.

  • $369 Million
  • Q2 2025

Astoria Strategic Wealth, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $369 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $115M, Ishares Tr with a value of $40.4M, Vanguard Bd Index Fd Inc Total with a value of $35.5M, Vanguard Mun Bd Fds Tax Exempt with a value of $28.2M, and Ishares Core S&P Total U.S. St with a value of $26.9M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $340M to 369M.

Below you can find more details about Astoria Strategic Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $369 Million
ETFs: $368 Million
Financial Services: $419,000
Basic Materials: $301,000
Consumer Cyclical: $261,000
Consumer Defensive: $205,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $369 Million
  • Prior Value $340 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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