1y return+16.3%S&P 500 +20.9%
3y return+40.6%S&P 500 +68.5%
5y return+28.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $152 against $232 in the S&P 500.2
Astoria Strategic Wealth, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $145.0M | 33.1% | |
| IXUSIshares Tr | $51.8M | 11.8% | |
| BNDVanguard Bd Index Fds | $39.0M | 8.9% | +2.8% |
| VTEBVanguard Mun Bd Fds | $33.1M | 7.6% | +1.4% |
| ITOTIshares Tr | $25.7M | 5.9% | −2.6% |
| STIPIshares Tr | $24.0M | 5.5% | New |
| IVEIshares Tr | $17.6M | 4.0% | +2.4% |
| VEUVanguard Intl Equity Index F | $16.3M | 3.7% | −3.7% |
| IEMGIshares Inc | $15.3M | 3.5% | −1.5% |
| SPABSpdr Series Trust | $9.6M | 2.2% | −2.4% |
| IVVIshares Tr | $8.8M | 2.0% | |
| IWDIshares Tr | $8.6M | 2.0% | −1.3% |
| AGGIshares Tr | $7.2M | 1.6% | +2.5% |
| IJRIshares Tr | $6.7M | 1.5% | +2.9% |
| VWOVanguard Intl Equity Index F | $3.7M | 0.8% | −4.8% |
| VBVanguard Index Fds | $3.6M | 0.8% | |
| IJHIshares Tr | $2.8M | 0.7% | |
| MUBIshares Tr | $2.7M | 0.6% | +6.4% |
| VTVanguard Intl Equity Index F | $2.6M | 0.6% | |
| ACWXIshares Tr | $2.5M | 0.6% | −1.8% |
| ACWIIshares Tr | $1.9M | 0.4% | |
| NYFIshares Tr | $1.8M | 0.4% | +5.9% |
| SPTMSpdr Series Trust | $1.7M | 0.4% | |
| VVVanguard Index Fds | $1.0M | 0.2% | |
| VOOVanguard Index Fds | $975K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $975K |
| SPTMSpdr Series Trust | June 30, 2020 | +140.3% | $1.7M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $428K |
| ITOTIshares Tr | June 30, 2020 | +136.6% | $25.7M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $145.0M |
| IWDIshares Tr | June 30, 2020 | +115.3% | $8.6M |
| ACWIIshares Tr | June 30, 2020 | +112.9% | $1.9M |
| IVEIshares Tr | June 30, 2020 | +109.8% | $17.6M |
| VTVanguard Intl Equity Index F | June 30, 2020 | +109.8% | $2.6M |
| VBVanguard Index Fds | June 30, 2020 | +108.0% | $3.6M |
Sold off last quarter
- IGSBIshares Tr was $20.0M
- COSTCostco Wholesale Corporation was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −11.2% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +3.3% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Astoria Strategic Wealth, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1777914&type=13F-HR&dateb=&owner=include&count=40CIK 1777914
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1777914/000177791426000005/Filed July 16, 2026 · accession 0001777914-26-000005