Data as of Q4 2025 (Dec 31, 2025)

Astoria Strategic Wealth, Inc.

•CIK: 1777914•Filing: Q4 2025

Astoria Strategic Wealth, Inc. manages $397M across a diversified portfolio of 35 positions. The strategy exhibits a significant core allocation to US equities, evidenced by the $129.2M holding in VTI. Further diversification is achieved through international exposure, notably $46.4M in IXUS and $15.2M in VEU. The fund maintains substantial fixed-income ballast with $38.3M allocated to BND, suggesting a balanced, multi-asset mandate.

Total AUM
$397.3M
QoQ Performance
+0.5%
Positions
14
Top 10 Concentration
86.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IXUS
BND
VTEB
ITOT
VTI32.5%
IXUS11.7%
BND9.6%
VTEB7.9%
ITOT6.1%
IGSB5.0%
IVE4.0%
VEU3.8%

📈 Biggest Buys

BND
VANGUARD BD INDEX FDS
+1.5%
9.6% of portfolio
IJR
ISHARES TR
+11.5%
1.3% of portfolio
VTI
VANGUARD INDEX FDS
+0.2%
32.5% of portfolio
IEMG
ISHARES INC
+2.2%
3.2% of portfolio
IVE
ISHARES TR
+1.6%
4.0% of portfolio

📉 Biggest Sells

ITOT
ISHARES TR
-12.5%
6.1% of portfolio
VTEB
VANGUARD MUN BD FDS
-2.3%
7.9% of portfolio
IGSB
ISHARES TR
-3.5%
5.0% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
-4.2%
3.8% of portfolio
SPAB
SPDR SERIES TRUST
-3.0%
2.6% of portfolio

Sector Breakdown

Other97.5%
ETF2.3%
Financial0.1%
Consumer0.1%
Technology0.1%

Changes from Q3 2025

↑11 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI32.5%
VANGUARD INDEX FDS
$129.2M
IXUS11.7%
ISHARES TR
$46.4M
BND9.6%
VANGUARD BD INDEX FDS
$38.3M
VTEB7.9%
VANGUARD MUN BD FDS
$31.4M
ITOT6.1%
ISHARES TR
$24.3M

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