Astoria Strategic Wealth, Inc. has disclosed its latest holdings in a recent filing, reporting a total value of approximately $440.96 million as of September 30, 2026. This update is significant for the company as it reflects its ongoing investment strategies and asset management practices.

The investment management industry is highly competitive, with firms constantly adapting to market conditions. Astoria’s filing highlights its position among key players, including Vanguard and BlackRock, who are also noted for their substantial asset management activities.

Background

Astoria Strategic Wealth, Inc., based in New Braunfels, Texas, specializes in investment management. The company is classified under the SEC as an "other" entity type and has been active in filing various forms, including the recent 13F-HR, which details its investment holdings. Its latest filing was submitted on November 10, 2026, with the accession number 0001777914-26-000009.

What the Filing Says

The filing provides a summary of Astoria's holdings, indicating a total of 36 entries with a combined value of $440,958,790. Notably, the report includes investments in major companies such as Amazon, Apple, and Berkshire Hathaway, showcasing a diverse portfolio.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management space. By revealing its holdings, Astoria provides insights into its investment strategies, which could influence market perceptions and competitive dynamics.

What's Next

The filing does not specify what happens next for Astoria Strategic Wealth, Inc., leaving stakeholders to await further updates or disclosures regarding its investment strategies or market activities.