Astoria Portfolio Advisors LLC.

Holdings as of 2026-06-30, filed 2026-07-28

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
358
Value reported by manager
$593M
Sum of our stored positions
$592.5M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
33.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
1
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
EA SERIES TRUSTASTO US GROW ETF$59.2M1,629,06002072L185
EA SERIES TRUSTEA ASTORIA DYNMC$42.2M1,679,66302072Q663
INVESTMENT MANAGERS SER TR IASTORIA REAL$30.7M1,440,80346141T117
SPDR INDEX SHS FDSST STR PO EX ETF$30.4M602,68578463X889
DOUBLELINE ETF TRUSTMORTGAGE ETF$22.2M453,09625861R402
NVIDIA CORPORATIONCOM$18.8M94,17967066G104
ISHARES INCCORE MSCI EMKT$16M192,82146434G103
PIMCO ETF TRMULTISECTOR BD$15.3M578,79772201R585
SPDR SERIES TRUSTST STR P500ETF$12.9M146,89578464A854
APPLE INCCOM$12.3M42,677037833100
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$10.2M62,98646138E339
SSGA ACTIVE TRSST BRIDGEWATER$9.7M332,56478470P630
INVESCO EXCH TRADED FD TR IIKBW BK ETF$8.2M88,59446138E628
ALPHABET INCCAP STK CL A$7.6M21,30802079K305
SPDR SERIES TRUSTST INTER ETF$6.7M236,83578464A672
COLLABORATIVE INVESTMNT SERRARE DY FIXE ETF$6.6M277,10819423L722
MICRON TECHNOLOGY INCCOM$6.6M5,700595112103
SPDR SERIES TRUSTST SHO TREAS ETF$6.6M225,78678468R101
MICROSOFT CORPCOM$5.9M15,726594918104
NEOS ETF TRUSTNASDAQ 100 HIGH$5.3M92,79278433H675
INVESCO QQQ TRUNIT SER 1$5.2M7,10446090E103
NUSHARES ETF TRNUVE PFD INC ETF$4.8M182,03867092P771
NEOS ETF TRUSTNEOS S&P 500 HI$4.7M88,00778433H303
AMAZON COM INCCOM$4.6M19,147023135106
ISHARES TRMSCI USA QLT FCT$4.6M20,79146432F339
WISDOMTREE TRFLOATNG RAT TREA$4.3M85,26397717Y527
ALPS ETF TRALERIAN MLP$3.3M63,89100162Q452
META PLATFORMS INCCL A$3.2M5,75330303M102
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY$3.1M34,65446137V241
ISHARES TRINTL SEL DIV ETF$3M73,382464288448
JPMORGAN CHASE & COCOM$3M9,07346625H100
INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM$2.9M17,24846137V464
BROADCOM INCCOM$2.9M7,72911135F101
INVESCO EXCH TRADED FD TR IITAXABLE MUN BD$2.8M104,07246138G805
ABBVIE INCCOM$2.8M10,97600287Y109
PIMCO ETF TRULTR SH GO AC FD$2.8M27,25872201R577
ELI LILLY & COCOM$2.7M2,257532457108
LAM RESEARCH CORPCOM NEW$2.5M5,872512807306
WESTERN DIGITAL CORPCOM$2.5M3,953958102105
ETFIS SER TR IVIRTUS REAVES UT$2.5M30,51326923G806
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT$2.4M48,32514020W106
ISHARES TRSELECT DIVID ETF$2.4M15,089464287168
CATERPILLAR INCCOM$2.3M2,122149123101
WISDOMTREE TRUS QTLY DIV GRT$2.1M22,34197717X669
SCHWAB STRATEGIC TRUS DIVIDEND EQ$2.1M65,420808524797
VISA INCCOM CL A$2M5,74892826C839
SPDR SERIES TRUSTST STR BLO 1 ETF$1.9M21,00478468R663
SCHWAB STRATEGIC TRINTERNL DIVID$1.9M59,614808524672
INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT$1.8M19,71446137V498
INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT$1.8M29,75646138E222
EXXON MOBIL CORPCOM$1.8M13,10930231G102
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC$1.8M27,44246137V282
ISHARES TRCORE MSCI EAFE$1.7M18,02646432F842
AGNC INVT CORPCOM$1.7M158,07500123Q104
KLA CORPCOM NEW$1.7M5,610482480100
VERTIV HOLDINGS COCOM CL A$1.6M4,84792537N108
SCHWAB CHARLES CORPCOM$1.6M17,332808513105
EATON VANCE TAX-ADVANTAGED GCOM$1.6M51,08227828U106
PIMCO CORPORATE & INCM STRGCOM$1.5M129,43672200U100
COSTCO WHOLESALE CORPORATIONCOM$1.5M1,64622160K105
FORTINET INCCOM$1.5M9,48734959E109
STATE STR SPDR S&P 500 ETF TTR UNIT$1.4M1,94078462F103
ISHARES INCEM MKTS DIV ETF$1.4M42,967464286319
JOHNSON & JOHNSONCOM$1.4M5,374478160104
AMPHENOL CORPCL A$1.4M7,685032095101
SPDR SERIES TRUSTST STR AGGRE ETF$1.3M51,14878464A649
TESLA INCCOM$1.3M3,09988160R101
ALPS ETF TRALERIAN ENERGY$1.3M34,18000162Q676
PHILIP MORRIS INTL INCCOM$1.3M7,035718172109
CAPITAL GROUP DIVIDEND GROWESHS ETF$1.3M33,64614021L109
TJX COS INC NEWCOM$1.3M8,291872540109
INTEL CORPCOM$1.2M8,827458140100
APPLIED MATLS INCCOM$1.2M1,680038222105
COMFORT SYS USA INCCOM$1.2M606199908104
TEXAS CAPITAL FUNDS TRUSTCAP TE EQ IN ETF$1.2M29,15088224A102
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB$1.2M58,78746138J783
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 MUNI$1.1M47,87246138J494
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.1M5,11746137V357
ALPHABET INCCAP STK CL C$1.1M3,07402079K107
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF$1.1M12,03433734X846
NORTHERN LTS FD TR IVMAIN BUYWRITE$1.1M74,79066538H179
MASTERCARD INCORPORATEDCL A$1.1M2,08457636Q104
LOWES COS INCCOM$1.1M4,788548661107
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB$1.1M53,92746138J791
VANGUARD INDEX FDSSMALL CP ETF$1M3,449922908751
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH$1M16,694316092352
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28$1M50,75146138J643
NEXTERA ENERGY INCCOM$1M11,70165339F101
WHEATON PRECIOUS METALS CORPCOM$1M8,932962879102
SPDR SERIES TRUSTST STR SP DIV$983.1K6,46078464A763
CENCORA INCCOM$978.8K3,45903073E105
APPLOVIN CORPCOM CL A$965K1,87303831W108
NETFLIX INC.COM$954.3K13,36564110L106
ISHARES TRU.S. BAS MTL ETF$952.6K5,306464287838
ISHARES TRCORE DIV GRWTH$949.3K12,52646434V621
INVESCO EXCH TRD SLF IDX FDBULETSHS 2029 HG$943.8K44,66446138J395
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 MUNI$941K39,96646138J510
COCA COLA COCOM$912.8K11,231191216100
WORLD GOLD TRSPDR GLD MINIS$907.2K11,42398149E303
ISHARES TRU.S. TECH ETF$871.5K3,455464287721
CISCO SYS INCCOM$866.5K7,37717275R102
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE$855.5K4,46233737A108
INVESCO EXCH TRD SLF IDX FDBULSHS 2028 MUNI$845.7K36,08146138J486
TEXAS INSTRS INCCOM$841.3K2,823882508104
TELEFONICA BRASIL SASPONSORED ADS$831.9K63,21787936R205
ISHARES TRUS TELECOM ETF$828.9K19,590464287713
STERLING INFRASTRUCTURE INCCOM$818.4K975859241101
SHERWIN WILLIAMS COCOM$806.8K2,343824348106
ISHARES TRU.S. ENERGY ETF$798.9K14,117464287796
TIDAL TRUST IIRET STCKD GL STK$797.5K25,92688636J204
CAPITAL GROUP INTERNATIONALSHS$792.9K21,78814021T102
ALTRIA GROUP INCCOM$790.2K10,98302209S103
ORACLE CORPCOM$790.2K5,39268389X105
VANGUARD INDEX FDSSM CP VAL ETF$789.6K3,249922908611
ISHARES GOLD TRISHARES NEW$786.6K10,417464285204
ISHARES TRCORE S&P500 ETF$781.9K1,044464287200
STRYKER CORPORATIONCOM$779.1K2,475863667101
BERKSHIRE HATHAWAY INC DELCL B NEW$766.1K1,531084670702
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF$764.3K4,870922042742
VANGUARD SCOTTSDALE FDSINT-TERM CORP$758.8K9,18192206C870
ISHARES TR0-3 MTH TREASURY$749.2K7,44246436E718
CALAMOS ETF TRS&P 500 STR JULY$748K27,03912811T803
INVESCO EXCH TRD SLF IDX FDINVSCO 28 HYCORP$737.1K33,89746138J452
INVESCO EXCH TRD SLF IDX FDBULETSHS 2027$736.6K32,96246138J585
AMGEN INCCOM$734.5K2,028031162100
AMERICAN CENTY ETF TRUS SML CP VALU$716.2K5,741025072877
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD AN$714.8K17,76885208R101
SANDISK CORPCOM$704.9K31080004C200
LITMAN GREGORY FDS TRIMGP DBI MAN ETF$703.4K22,97953700T827
PROCTER & GAMBLE COCOM$698.9K4,766742718109
HARTFORD INSURANCE GROUP INCCOM$697.2K5,261416515104
UBIQUITI INCCOM$694.2K1,30090353W103
TYLER TECHNOLOGIES INCCOM$690.2K2,360902252105
VICOR CORPCOM$686.6K1,808925815102
SPDR SERIES TRUSTST STR SP500DIV$686.3K14,38478468R788
WILLIAMS SONOMA INCCOM$684.9K2,938969904101
RBB FD INCMOTLEY FOL ETF$680.7K8,93874933W601
ROCKWELL AUTOMATION INCCOM$674.8K1,363773903109
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$673.2K1,410874039100
SELECT SECTOR SPDR TRST STR ENERG ETF$667.7K12,57381369Y506
SNAP ON INCCOM$660.3K1,641833034101
ALLSTATE CORPCOM$646.4K2,717020002101
BOOKING HOLDINGS INCCOM$640.2K3,59209857L108
BONDBLOXX ETF TRUSTBLOOMBERG TWO YR$632.9K12,93009789C853
UNION PAC CORPCOM$626.3K2,302907818108
SIMPLIFY EXCHANGE TRADED FUNTREASURY OPT INC$624.9K26,68482889N640
QUALCOMM INCCOM$620.7K3,359747525103
WISDOMTREE TREFFICIENT GLD PL$617K8,52097717Y550
AUTOMATIC DATA PROCESSING INCOM$612.8K2,736053015103
HOWMET AEROSPACE INCCOM$604.7K2,249443201108
SPDR SERIES TRUSTSTATE STRET SPDR$601.1K17,98078468R440
ISHARES TRRUS TP200 VL ETF$601K5,715464289420
HOME DEPOT INCCOM$596.4K1,691437076102
NRG ENERGY INCCOM NEW$596.3K4,083629377508
VANGUARD MUN BD FDSTAX EXEMPT BD$592.3K11,711922907746
VANGUARD INDEX FDSGROWTH ETF$592.3K6,876922908736
ULTA BEAUTY INCCOM$583.1K1,29390384S303
VANGUARD SCOTTSDALE FDSVNG RUS1000IDX$580.6K1,71492206C730
GILEAD SCIENCES INCCOM$575.4K4,555375558103
VANGUARD INDEX FDSMID CAP ETF$571.9K7,098922908629
META PLATFORMS INCCL A$563.3K1,000Call30303M102
ASML HLDG NVN Y REGISTRY SHS$555.7K279N07059210
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$547.4K7,682921943858
WILLIAMS COS INCCOM$546K7,344969457100
GE AEROSPACECOM NEW$545.9K1,461369604301
LOCKHEED MARTIN CORPCOM$543.8K1,067539830109
EXPEDIA GROUP INCCOM NEW$543.1K2,12230212P303
CSX CORPCOM$542K11,404126408103
PEPSICO INCCOM$534.2K3,945713448108
BONDBLOXX ETF TRUSTBLOOMBERG ONE YR$532.1K10,77809789C861
GENERAL DYNAMICS CORPCOM$531.4K1,500369550108
PARKER-HANNIFIN CORPCOM$527.6K539701094104
BLACKROCK INCCOM$523.7K54509290D101
PIMCO ETF TRINTER MUN BD ACT$519.8K9,88272201R866
ADVANCED MICRO DEVICES INCCOM$516.4K889007903107
ISHARES TRMSCI USA MMENTM$512.3K1,49446432F396
PUBLIC STORAGECOM$512K1,60874460D109
METTLER TOLEDO INTERNATIONALCOM$511K400592688105
ETF SER SOLUTIONSDISTILLATE US$510.2K8,51826922A321
NORTHROP GRUMMAN CORPCOM$509.3K1,000666807102
CAPITAL GRP FIXED INCM ETF TSHOR DUR MUN ETF$506.9K19,21114020Y607
VANGUARD WHITEHALL FDSHIGH DIV YLD$506.5K3,205921946406
COLGATE PALMOLIVE COCOM$503.9K5,497194162103
CHUBB LIMITEDCOM$501.4K1,472H1467J104
CINTAS CORPCOM$497K2,922172908105
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$495.5K1,822G25457105
ISHARES TRISHARES SEMICDTR$492.3K768464287523
PROSHARES TRS&P 500 DV ARIST$491.3K8,74974348A467
HERSHEY COCOM$491K2,798427866108
SPDR SERIES TRUSTST STR SP400GRW$489.9K4,37078464A821
SIMPLIFY EXCHANGE TRADED FUNBARRIER INCOME$482K18,82882889N335
VANGUARD INDEX FDSS&P 500 ETF SHS$480.9K700922908363
INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF$478.7K3,91446137V431
WISDOMTREE TRUS VALUE FD$474.7K4,66797717W547
SPDR SERIES TRUSTST SHOR CORP ETF$474.4K15,80878464A474
INVESCO EXCHANGE TRADED FD TDJ INDL AVG DV$468.9K7,40046137V605
MCDONALDS CORPCOM$468.5K1,733580135101
VERIZON COMMUNICATIONS INCCOM$466.6K11,02192343V104
GE VERNOVA INCCOM$463K39436828A101
CHORD ENERGY CORPORATIONCOM NEW$462.3K4,045674215207
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28

Astoria Portfolio Advisors LLC. — 358 positions reported for 2026Q2 — Tapewire