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Astoria Strategic Wealth - Q1 2026 13F Filings

AS

Astoria Strategic Wealth, Inc.

CIK: 0001777914
Address: Texas New Braunfels 112 Lakeview Blvd
$393.9 M
Portfolio Value
37
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/17/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTI Vanguard Total Stock Market Etf
+$1.75 M
2. VTEB Vanguard Tax-Exempt Bond Etf
+$1.05 M
3. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf
+$403,187.76
4. IVE Ishares S&P 500 Value Etf
+$262,670.6
5. IVV Ishares Core S&P 500 Etf
+$233,195.98

Top Sells

Q1 2026
1. IXUS Ishares Core Msci Total International Stock Etf
−$528,330.72
2. SPAB Spdr Portfolio Aggregate Bond Etf
−$525,799.28
3. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$396,077.41
4. ITOT Ishares Core S&P Total Us Stock Market Etf
−$339,980.41
5. IWD Ishares Russell 1000 Value Etf
−$148,286.98

Asset Allocation

Stocks/ETFs
-0.86%
$393.9 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Astoria Strategic Wealth Q1 2026 Filing Summary

Astoria Strategic Wealth, Inc. filed its 13F report for Q1 2026 on April 17, 2026. The portfolio totaled 393.9 M reflecting a -0.86% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 86.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Astoria Strategic Wealth’s Q1 2026 Filing

Astoria Strategic Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/17/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Astoria Strategic Wealth reported a managed portfolio value of 393.9 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Astoria Strategic Wealth bought or sold during Q1 2026, please visit Astoria Strategic Wealth's Portfolio Analysis page.