Astoria Portfolio Advisors LLC.
Astoria Portfolio Advisors LLC. is a New York-based asset management firm and ETF sponsor, specializing in high-conviction, macro, and quantitative portfolio management strategies. Founded in 2017, the firm employs around 7 professionals, including 5 CFAs, and partners with financial advisors, institutional investors, and high-net-worth individuals. Astoria provides investment solutions such as ETFs, Outsourced CIO services, Separately Managed Accounts (SMAs), and Asset Allocation Models, aiming to help clients navigate markets with precision and confidence.
Investment Strategy
Astoria Portfolio Advisors focuses on generating attractive risk-adjusted returns through macro and quantitative investment strategies across varying economic cycles. Their approach emphasizes high-conviction portfolios, supported by rigorous research and operational efficiency through their OCIO services, including trading, rebalancing, tax management, and extensive portfolio modeling. They provide multi-asset class solutions, leveraging their investment team's extensive experience to empower advisors and institutions to win new business and navigate complex markets.
Latest 13F Filing Activity
Astoria Portfolio Advisors LLC. filed their most recent 13F report on Sep 30, 2025 disclosing 265 equity positions with a total 13F market value of $381M. The fund increased holdings in Ssga Active TR, SPDR Series Trust, SPDR Series Trust among other positions. Astoria Portfolio Advisors LLC. reduced exposure to SPDR Series Trust, Doubleline Etf Trust, Ishares TR among others.
Top Holdings
Equity Positions (265)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PPI | INVESTMENT MANAGERS SER TR I | 4.88% | $18.6M | 980,541 | $14.25 | $18.33 | +$3.7M |
S SPTI | SPDR SERIES TRUST | 4.83% | $18.4M | 636,717 | $28.14 | $28.90 | +$6.4M |
S SPDW | SPDR INDEX SHS FDS | 4.80% | $18.3M | 420,538 | $37.76 | $42.79 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 4.35% | $16.5M | 87,510 | $27.32 | $186.58 | +$501.0K |
S SPLG | SPDR SERIES TRUST | 3.29% | $12.5M | 158,338 | $74.00 | $78.34 | +$6.1M |