Astoria Portfolio Advisors Llc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$469.9M
Q ending 2026-03-31
Prior quarter
$439.7M
Q ending 2025-12-31
Change
+6.9% QoQ · +57.9% YoY
Positions
296
reported holdings

Largest positions

Top 100 of 296 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ea Series TrustGQQQShares$46.5M1.4M
Ea Series TrustAGGAShares$33.0M1.3M
Investment Managers Ser Tr IPPIShares$28.4M1.3M
Spdr Index Shs FdsSPDWShares$25.9M534K
Nvidia CorporationNVDAShares$19.2M89K
Spdr Series TrustSPYMShares$17.0M202K
Doubleline Etf TrustDMBSShares$15.8M319K
Ishares IncIEMGShares$13.2M169K
Pimco Etf TrPYLDShares$12.6M477K
Bank America CorpBACShares$8.9M170K
Apple IncAAPLShares$8.8M33K
Ssga Active TrALLWShares$7.8M260K
Invesco Exch Traded Fd Tr IiKBWBShares$6.7M77K
Collaborative Investmnt SerRTREShares$6.1M242K
Alphabet IncGOOGLShares$5.7M16K
Microsoft CorpMSFTShares$5.7M13K
Collaborative Investmnt SerRDFIShares$4.9M205K
Ishares TrQUALShares$4.3M21K
Amazon Com IncAMZNShares$4.3M16K
Spdr Series TrustSPTIShares$4.2M146K
Invesco Qqq TrQQQShares$4.2M6K
Neos Etf TrustQQQIShares$3.8M70K
Neos Etf TrustSPYIShares$3.4M65K
Invesco Exch Traded Fd Tr IiBABShares$3.1M115K
Invesco Exch Traded Fd Tr IiSPMOShares$3.0M22K
Meta Platforms IncMETAShares$2.9M4K
Invesco Exchange Traded Fd TSPHQShares$2.8M35K
Micron Technology IncMUShares$2.8M5K
State Str Spdr S&P 500 Etf TSPYShares$2.7M4K
Jpmorgan Chase & CoJPMShares$2.5M8K
Alps Etf TrAMLPShares$2.5M49K
Broadcom IncAVGOShares$2.4M6K
Ishares TrIDVShares$2.4M54K
Capital Group Dividend ValueCGDVShares$2.2M48K
Wisdomtree TrDGRWShares$2.0M22K
Etfis Ser Tr IUTESShares$2.0M24K
Schwab Strategic TrSCHDShares$2.0M63K
Ishares TrDVYShares$1.9M13K
Pimco Etf TrBILZShares$1.8M18K
Nushares Etf TrNPFIShares$1.8M68K
Agnc Invt CorpAGNCShares$1.7M156K
Wisdomtree TrUSFRShares$1.7M34K
Visa IncVShares$1.6M5K
Schwab Strategic TrSCHYShares$1.6M50K
Eli Lilly & CoLLYShares$1.6M2K
Caterpillar IncCATShares$1.5M2K
Pimco Corporate & Incm StrgPCNShares$1.5M127K
Western Digital CorpWDCShares$1.5M4K
Eaton Vance Tax-Advantaged GETOShares$1.5M50K
Exxon Mobil CorpXOMShares$1.4M10K
Costco Wholesale CorporationCOSTShares$1.4M1K
Lam Research CorpLRCXShares$1.4M5K
Vertiv Holdings CoVRTShares$1.4M4K
Spdr Series TrustSPABShares$1.4M53K
Invesco Exchange Traded Fd TRSPTShares$1.4M26K
Ubiquiti IncUIShares$1.3M1K
Tyler Technologies IncTYLShares$1.3M4K
Spdr Gold TrGLDShares$1.2M3K
Wheaton Precious Metals CorpWPMShares$1.2M9K
Tjx Cos Inc NewTJXShares$1.2M7K
Invesco Exch Trd Slf Idx FdBSCRShares$1.2M59K
Lowes Cos IncLOWShares$1.2M5K
Invesco Exch Trd Slf Idx FdBSMRShares$1.1M48K
Schwab Charles CorpSCHWShares$1.1M12K
Ishares IncDVYEShares$1.1M31K
Invesco Exch Trd Slf Idx FdBSCQShares$1.1M55K
Northern Lts Fd Tr IvBUYWShares$1.1M74K
Texas Capital Funds TrustTXSShares$1.1M27K
Invesco Exch Trd Slf Idx FdBSCSShares$1.0M51K
Johnson & JohnsonJNJShares$1.0M5K
Abbvie IncABBVShares$1.0M5K
Kla CorpKLACShares$993K523
Oracle CorpORCLShares$992K6K
World Gold TrGLDMShares$976K11K
Netflix Inc.NFLXShares$965K11K
Tesla IncTSLAShares$964K3K
Comfort Sys Usa IncFIXShares$958K534
Spdr Series TrustSDYShares$957K6K
Invesco Exch Trd Slf Idx FdBSMQShares$955K41K
Invesco Exch Trd Slf Idx FdBSJTShares$954K45K
Alps Etf TrENFRShares$949K26K
Amphenol CorpAPHShares$928K6K
Capital Group Dividend GroweCGDGShares$915K25K
Ishares TrDGROShares$909K13K
Philip Morris Intl IncPMShares$899K6K
Mastercard IncorporatedMAShares$872K2K
Ishares TrSGOVShares$872K9K
Invesco Exch Trd Slf Idx FdBSMSShares$853K36K
Sprott Asset Management LpCEFShares$852K18K
Fortinet IncFTNTShares$823K10K
Cencora IncCORShares$802K3K
Vanguard Scottsdale FdsVCITShares$798K10K
Stryker CorporationSYKShares$787K2K
Ishares TrIYMShares$783K4K
Ishares Gold TrIAUShares$761K9K
Vanguard Index FdsVBShares$757K3K
Wisdomtree TrGDMNShares$750K7K
Invesco Exch Trd Slf Idx FdBSJRShares$746K33K
Invesco Exch Trd Slf Idx FdBSJSShares$746K34K
Applovin CorpAPPShares$744K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.