Advertisement
Screener

Astoria Strategic Wealth, Inc. Last Quarter Change: USA ETF, Unchanged

Astoria Strategic Wealth, Inc. quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Astoria Strategic Wealth, Inc. opened 5 positions, added to 11, reduced 11, sold out of 5 and left 4 unchanged. The largest increase in value was STIP (+$24,000,142); the largest decrease was IGSB (-$20,016,372).

  • VV: Country of operation —; Class LARGE CAP ETF; Shares 2026-03-31 2,967; Shares 2026-06-30 2,967.
  • SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 578; Shares 2026-06-30 578.
  • IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 1,046; Shares 2026-06-30 1,046.
  • VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 3,153; Shares 2026-06-30 3,153.

Two Form 13F-HR filings compared (SEC CIK 1777914): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VV
VANGUARD INDEX FDS
LARGE CAP ETF2,9672,9670$886,688$1,020,381+$133,693
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT5785780$375,897$431,633+$55,736
IWB
ISHARES TR
RUS 1000 ETF1,0461,0460$372,962$428,337+$55,375
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT3,1533,1530$202,044$224,651+$22,607

Similar Firms

Firm NameCountry13F ValueHoldings
Roberts Wealth Advisors, LLCUnited States$0.394B110
Peak Financial Management, Inc.United States$0.394B100
Fortress Investment Group LLCUnited States$0.394B35
Starr Indemnity & Liability CoUnited States$0.394B4
Pacific Center for Financial ServicesUnited States$0.394B513
Tidemark, LLCUnited States$0.393B901
Investment Advisory Group, LLCUnited States$0.393B194
Oldfield Partners LLPUnited Kingdom$0.393B18
Arjuna CapitalUnited States$0.393B109
DKRT Investments Corp.Canada$0.395B48