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Almanack Investment Partners

Latest statistics and disclosures from Almanack Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are GDMA, VZ, SGOL, SGOV, FNDE, and represent 55.08% of Almanack Investment Partners's stock portfolio.
Added to shares of these 10 stocks: GDMA (+$19M), SCHE (+$5.6M), SGOV, SCHG, CTA, GLD, XLE, CDX, SIVR, AAUA.
Started 16 new stock positions in ZROZ, CTA, SPHY, FENY, BP, BIL, ARCC, SMHI, AAUA, NGENF. CMCSA, HGER, SCHD, DPZ, IXC, ZTS.
Reduced shares in these 10 stocks: BWZ (-$12M), BAI (-$8.8M), RING (-$7.4M), SCHX (-$7.3M), XLG (-$6.2M), MGK (-$6.1M), FEMB (-$5.6M), EMLC, IAU, JAAA.
Sold out of its positions in BAI, FIS, FEMB, XLG, IAU, IEFA, SGVT, XLV, Strive, MGK.
Almanack Investment Partners was a net seller of stock by $-16M.
Almanack Investment Partners has $592M in assets under management (AUM), dropping by 0.66%.
Central Index Key (CIK): 0001680613

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Portfolio Holdings for Almanack Investment Partners

Almanack Investment Partners holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Gadsdn Dyn Mlt (GDMA)	29.2	$173M	+12%	4.3M	40.70	View chart
Verizon Communications (VZ)	7.9	$47M		936k	50.20	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	7.5	$45M		997k	44.62	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.8	$35M	+16%	343k	100.66	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	4.6	$27M		712k	38.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.7	$22M	-24%	857k	25.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$19M		60k	320.81	View chart
Ishares Msci Gbl Etf New (PICK)	2.3	$14M	+4%	245k	56.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$13M	+25%	450k	29.13	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	2.1	$12M	-2%	77k	158.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.0	$12M	+21%	193k	61.26	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$12M	+89%	357k	32.95	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	1.7	$10M		165k	62.08	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	1.0	$5.9M	-6%	109k	53.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$4.6M	-8%	7.1k	650.34	View chart
Apple (AAPL)	0.7	$4.2M	+3%	17k	253.79	View chart
NVIDIA Corporation (NVDA)	0.7	$4.2M	-2%	24k	174.40	View chart
Urban Outfitters (URBN)	0.7	$4.1M		65k	63.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$3.5M	+3%	71k	49.95	View chart
Johnson & Johnson (JNJ)	0.6	$3.4M		14k	244.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.1M	+276%	7.1k	430.30	View chart
Microsoft Corporation (MSFT)	0.5	$3.0M	+4%	8.1k	370.18	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.7M	-5%	16k	169.66	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.4	$2.6M	NEW	87k	30.22	View chart
Ishares Msci Gbl Gold Mn (RING)	0.4	$2.6M	-74%	33k	78.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M	+7%	8.9k	287.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.4M		13k	191.81	View chart
Ea Series Trust Relative Sentime (MOOD)	0.4	$2.3M	+2%	57k	41.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$2.3M		17k	132.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.2M		5.2k	426.40	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.4	$2.2M	-84%	82k	26.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$2.1M		24k	87.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.9M	-4%	6.7k	286.84	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.3	$1.9M	+6%	53k	36.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.9M		20k	92.74	View chart
Amazon (AMZN)	0.3	$1.9M		8.9k	208.27	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.3	$1.9M	+353%	87k	21.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.8M	-5%	37k	48.93	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$1.7M	+390%	24k	71.61	View chart
Meta Platforms Cl A (META)	0.3	$1.7M	+8%	2.9k	572.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.5M		14k	110.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.5M	-10%	19k	77.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M		6.9k	213.67	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.5M	+77%	13k	116.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M		4.7k	294.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M	+3%	9.4k	142.43	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.3M		9.4k	142.19	View chart
Ea Series Trust Alpha Architect (AAUS)	0.2	$1.3M		24k	52.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.3M		32k	38.86	View chart
Ea Series Trust Alpha Architect (AAUA)	0.2	$1.2M	NEW	26k	48.94	View chart
Global X Fds Global X Copper (COPX)	0.2	$1.2M	+4%	16k	76.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.2M	-15%	1.9k	653.21	View chart
Enterprise Products Partners (EPD)	0.2	$1.2M		32k	37.84	View chart
W.R. Berkley Corporation (WRB)	0.2	$1.2M		18k	66.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.2M	-14%	8.9k	132.90	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M		7.8k	146.28	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$1.1M	-20%	10k	110.86	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.2	$1.1M	+11%	14k	74.67	View chart
Bank of New York Mellon Corporation (BK)	0.2	$1.0M		8.8k	118.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.0M	+23%	12k	88.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.0M	-46%	20k	50.37	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.0M	+450%	58k	17.32	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$1.0M		19k	52.76	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.2	$1.0M	+8%	17k	59.70	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.2	$986k	NEW	15k	64.01	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$975k	-20%	17k	59.03	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$965k	-83%	38k	25.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$946k		2.0k	479.20	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$939k	-43%	19k	50.34	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$921k	-48%	36k	25.65	View chart
Hershey Company (HSY)	0.2	$914k	+87%	4.4k	207.89	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$881k		19k	47.53	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$877k	+3%	19k	46.67	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$853k	+6%	28k	29.99	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$798k		17k	47.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$784k	+3%	32k	24.75	View chart
Advanced Micro Devices (AMD)	0.1	$783k		3.9k	203.43	View chart
Chevron Corporation (CVX)	0.1	$782k		3.8k	206.89	View chart
Visa Com Cl A (V)	0.1	$771k	+154%	2.6k	302.24	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$762k	+10%	34k	22.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$756k		3.6k	208.05	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$741k	+138%	5.6k	133.19	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$727k	-2%	2.9k	250.57	View chart
Procter & Gamble Company (PG)	0.1	$684k		4.7k	144.44	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$680k	+33%	7.3k	92.69	View chart
Coca-Cola Company (KO)	0.1	$679k		8.9k	76.05	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$678k	+19%	5.3k	127.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$676k	-2%	1.1k	604.39	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$676k		15k	46.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$647k		3.0k	218.72	View chart
Pepsi (PEP)	0.1	$618k		4.0k	155.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$618k		1.7k	356.56	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$603k	+14%	10k	59.55	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$574k		30k	19.30	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$545k	-54%	50k	11.02	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.1	$534k		36k	14.74	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$530k		5.3k	101.02	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$527k	NEW	17k	31.01	View chart
Duke Energy Corp Com New (DUK)	0.1	$522k		4.0k	130.94	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$493k		799.00	616.76	View chart
PNC Financial Services (PNC)	0.1	$492k		2.4k	208.09	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.1	$489k		7.2k	68.31	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$471k	NEW	5.1k	91.64	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$467k	+17%	7.1k	65.77	View chart
Home Depot (HD)	0.1	$451k	+2%	1.4k	328.90	View chart
Novartis Sponsored Adr (NVS)	0.1	$442k		2.9k	152.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$417k		3.3k	128.12	View chart
International Business Machines (IBM)	0.1	$416k		1.7k	242.44	View chart
Fair Isaac Corporation (FICO)	0.1	$413k		387.00	1067.54	View chart
Truist Financial Corp equities (TFC)	0.1	$403k		8.8k	45.97	View chart
McDonald's Corporation (MCD)	0.1	$391k		1.3k	310.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$383k	-3%	1.9k	198.32	View chart
RBB Motley Fol Etf (TMFC)	0.1	$381k		5.8k	65.97	View chart
Oneok (OKE)	0.1	$379k		4.2k	90.39	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$376k		11k	35.44	View chart
Wal-Mart Stores (WMT)	0.1	$363k	+10%	2.9k	124.28	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$362k	NEW	16k	23.32	View chart
Royal Gold (RGLD)	0.1	$360k		1.4k	254.49	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$353k		4.9k	72.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$350k		4.1k	84.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$347k		1.4k	239.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$343k	-40%	593.00	577.62	View chart
Ea Series Trust Us Quan Value (QVAL)	0.1	$331k		6.4k	52.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$329k	NEW	11k	30.68	View chart
Comcast Corp Cl A (CMCSA)	0.1	$323k	NEW	11k	28.71	View chart
Broadcom (AVGO)	0.1	$321k	-16%	1.0k	309.51	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$314k	+4%	4.9k	64.59	View chart
Eli Lilly & Co. (LLY)	0.1	$310k	+7%	337.00	920.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$302k		614.00	491.53	View chart
Capital One Financial (COF)	0.1	$300k		1.6k	182.43	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$300k	-5%	6.4k	46.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$299k	-6%	12k	25.10	View chart
Easterly Govt Pptys Com Shs (DEA)	0.1	$298k		14k	21.43	View chart
Ares Capital Corporation (ARCC)	0.0	$295k	NEW	16k	18.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$293k		3.0k	96.70	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$291k		2.6k	110.40	View chart
Abbott Laboratories (ABT)	0.0	$291k	-5%	2.8k	102.67	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$284k	-50%	12k	23.69	View chart
Bank of America Corporation (BAC)	0.0	$283k	-5%	5.8k	48.75	View chart
Sentinelone Cl A (S)	0.0	$276k		21k	12.88	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$274k		11k	25.88	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$271k		11k	24.39	View chart
Pfizer (PFE)	0.0	$271k		9.6k	28.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$262k		823.00	317.96	View chart
Zoetis Cl A (ZTS)	0.0	$259k	NEW	2.2k	118.21	View chart
Merck & Co (MRK)	0.0	$259k	+7%	2.2k	120.29	View chart
Cisco Systems (CSCO)	0.0	$258k	+3%	3.3k	77.59	View chart
Curtiss-Wright (CW)	0.0	$249k	-9%	366.00	681.12	View chart
PPG Industries (PPG)	0.0	$247k	+5%	2.3k	106.88	View chart
Raytheon Technologies Corp (RTX)	0.0	$247k		1.3k	192.90	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$244k		40k	6.05	View chart
Charles Schwab Corporation (SCHW)	0.0	$238k		2.5k	93.98	View chart
Oracle Corporation (ORCL)	0.0	$234k		1.6k	147.11	View chart
Abbvie (ABBV)	0.0	$232k	-11%	1.1k	217.49	View chart
Tesla Motors (TSLA)	0.0	$231k	+15%	622.00	371.75	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$230k	+5%	2.1k	107.30	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$229k		13k	17.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$227k		2.0k	111.18	View chart
BP Sponsored Adr (BP)	0.0	$224k	NEW	4.8k	47.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$222k		676.00	328.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$221k		1.0k	211.15	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$219k	NEW	3.8k	57.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$217k		1.5k	145.74	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$217k		11k	20.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$210k		3.9k	54.05	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$206k	NEW	6.0k	34.02	View chart
Domino's Pizza (DPZ)	0.0	$204k	NEW	569.00	358.79	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$199k	-73%	10k	19.16	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$157k	+51%	16k	10.03	View chart
Protara Therapeutics Com Stk (TARA)	0.0	$124k		24k	5.21	View chart
Nervgen Pharma Ord (NGENF)	0.0	$79k	NEW	21k	3.77	View chart
Seacor Marine Hldgs (SMHI)	0.0	$78k	NEW	11k	7.16	View chart
Procap Finl Com Shs (BRR)	0.0	$66k		31k	2.11	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$64k	-7%	12k	5.17	View chart
Castellum Com New (CTM)	0.0	$30k		50k	0.59	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$29k		20k	1.40	View chart
Kindly Md (NAKA)	0.0	$11k		51k	0.22	View chart

Past Filings by Almanack Investment Partners

SEC 13F filings are viewable for Almanack Investment Partners going back to 2016

Almanack Investment Partners 2026 Q1 filed May 5, 2026
Almanack Investment Partners 2025 Q4 filed Jan. 29, 2026
Almanack Investment Partners 2025 Q3 filed Oct. 22, 2025
Almanack Investment Partners 2025 Q2 filed July 25, 2025
Almanack Investment Partners 2025 Q1 filed April 25, 2025
Almanack Investment Partners 2024 Q4 filed Jan. 28, 2025
Almanack Investment Partners 2024 Q3 filed Oct. 31, 2024
Almanack Investment Partners 2024 Q2 restated filed Oct. 23, 2024
Almanack Investment Partners 2024 Q2 filed Aug. 9, 2024
Almanack Investment Partners 2024 Q1 filed May 2, 2024
Almanack Investment Partners 2023 Q4 filed Feb. 7, 2024
Almanack Investment Partners 2023 Q3 filed Oct. 5, 2023
Almanack Investment Partners 2023 Q2 restated filed Oct. 4, 2023
Almanack Investment Partners 2023 Q2 filed Aug. 8, 2023
Almanack Investment Partners 2023 Q1 filed May 8, 2023
Almanack Investment Partners 2022 Q4 filed Feb. 9, 2023

View all past filings

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