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, VTI, and represent 41.29% of Almanack Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: BAI (+$16M), GRID (+$14M), Roundhill Memory Etf (+$8.6M), BOXX (+$8.2M), GDMA (+$6.9M), VTIP (+$6.2M), NVDA (+$6.1M), DUST (+$5.7M), GRNY (+$5.6M), AVGO (+$5.6M).
- Started 171 new stock positions in VUG, CRWD, TRP, VIG, GRID, UMC, ABEV, MA, DIS, AMAT.
- Reduced shares in these 10 stocks: SCHE (-$13M), , XLE (-$9.1M), SCHG (-$8.4M), SCHX (-$8.1M), PICK (-$6.4M), FNDE (-$6.0M), SGOV (-$5.9M), CTA, RING.
- Sold out of its positions in ABT, SIVR, DPZ, FENY, FLCH, AIQ, HGER, HSY, SOXQ, IXC.
- Almanack Investment Partners was a net buyer of stock by $175M.
- Almanack Investment Partners has $785M in assets under management (AUM), dropping by 32.47%.
- Central Index Key (CIK): 0001680613
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Portfolio Holdings for Almanack Investment Partners
Almanack Investment Partners holds 321 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Gadsdn Dyn Mlt (GDMA) | 24.4 | $191M | +3% | 4.4M | 43.40 |
|
| Verizon Communications (VZ) | 5.1 | $40M | 952k | 42.34 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 5.1 | $40M | +5% | 1.1M | 38.23 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.6 | $29M | -17% | 285k | 100.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $24M | +5% | 64k | 370.04 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 2.8 | $22M | -21% | 561k | 39.68 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $17M | -32% | 581k | 29.43 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 2.1 | $16M | NEW | 307k | 52.72 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 1.7 | $14M | NEW | 71k | 191.75 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 1.5 | $12M | -9% | 69k | 173.52 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $11M | +128% | 55k | 200.09 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.2 | $9.8M | +174% | 194k | 50.23 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.2 | $9.7M | +559% | 83k | 117.09 |
|
| Apple (AAPL) | 1.2 | $9.2M | +89% | 32k | 289.36 |
|
| Roundhill Etf Trust Memory Etf | 1.1 | $8.6M | NEW | 117k | 73.85 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $8.3M | +162% | 23k | 357.37 |
|
| Ishares Msci Gbl Etf New (PICK) | 1.0 | $7.8M | -44% | 135k | 58.15 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $7.7M | +46% | 10k | 746.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.4M | +213% | 21k | 353.34 |
|
| Microsoft Corporation (MSFT) | 0.9 | $7.0M | +132% | 19k | 373.02 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $6.8M | -55% | 202k | 33.84 |
|
| Amazon (AMZN) | 0.8 | $6.6M | +210% | 28k | 238.34 |
|
| Broadcom (AVGO) | 0.8 | $6.0M | +1422% | 16k | 377.75 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.7 | $5.7M | 108k | 53.08 |
|
|
| Direxion Shares Etf Trust Dai Gol Bea Etf (DUST) | 0.7 | $5.7M | NEW | 90k | 63.56 |
|
| International Business Machines (IBM) | 0.7 | $5.7M | +1087% | 20k | 281.21 |
|
| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.7 | $5.6M | NEW | 204k | 27.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.5M | +285% | 7.3k | 748.89 |
|
| Micron Technology (MU) | 0.7 | $5.4M | NEW | 4.7k | 1154.29 |
|
| Advanced Micro Devices (AMD) | 0.6 | $4.8M | +115% | 8.3k | 580.91 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $4.7M | NEW | 34k | 137.53 |
|
| Marvell Technology (MRVL) | 0.6 | $4.7M | NEW | 16k | 297.89 |
|
| Urban Outfitters (URBN) | 0.6 | $4.6M | 65k | 70.86 |
|
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| Exxon Mobil Corporation (XOM) | 0.6 | $4.5M | +106% | 33k | 136.72 |
|
| Johnson & Johnson (JNJ) | 0.6 | $4.4M | +24% | 17k | 253.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.0M | NEW | 13k | 300.45 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.6M | +532% | 188k | 19.12 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.5M | +277% | 30k | 116.67 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.1M | +673% | 2.6k | 1199.48 |
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| Meta Platforms Cl A (META) | 0.4 | $3.1M | +85% | 5.4k | 563.31 |
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| Fluence Energy Com Cl A (FLNC) | 0.4 | $2.9M | NEW | 145k | 19.88 |
|
| Kinder Morgan (KMI) | 0.4 | $2.8M | NEW | 89k | 31.97 |
|
| Ea Series Trust Rela Sen Tac Etf (MOOD) | 0.4 | $2.8M | +12% | 64k | 43.54 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.8M | 13k | 219.43 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.8M | +531% | 3.7k | 736.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.7M | NEW | 38k | 71.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | +312% | 21k | 124.17 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $2.5M | 17k | 147.73 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.4M | NEW | 16k | 148.31 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.3M | NEW | 27k | 86.42 |
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| Tesla Motors (TSLA) | 0.3 | $2.3M | +787% | 5.5k | 420.60 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $2.3M | 24k | 95.62 |
|
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| Caterpillar (CAT) | 0.3 | $2.3M | NEW | 2.1k | 1065.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.3M | NEW | 29k | 77.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.3M | +218% | 5.5k | 409.50 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $2.2M | +130% | 6.7k | 334.82 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | +41% | 6.7k | 327.31 |
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| Spdr Series Trust St Str Sp Semi (XSD) | 0.3 | $2.1M | NEW | 3.4k | 623.70 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $2.1M | +6% | 22k | 96.46 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.9M | 9.5k | 199.81 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.8M | +55% | 50k | 36.76 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.2 | $1.8M | -13% | 46k | 39.75 |
|
| Merck & Co (MRK) | 0.2 | $1.8M | +552% | 14k | 128.50 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.8M | -8% | 33k | 52.76 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $1.8M | +144% | 7.2k | 242.42 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.7M | 14k | 124.76 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.7M | +4% | 20k | 85.49 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $1.7M | NEW | 10k | 170.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.7M | 7.0k | 242.43 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.7M | NEW | 2.5k | 655.89 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $1.6M | NEW | 11k | 152.18 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $1.6M | NEW | 36k | 44.99 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.6M | NEW | 817.00 | 1989.72 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.6M | 9.5k | 164.27 |
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| Ea Series Trust Alpha Architect (AAUS) | 0.2 | $1.5M | 24k | 59.74 |
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| Ea Series Trust Alpha Architect (AAUA) | 0.2 | $1.5M | 26k | 56.92 |
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| Visa Com Cl A (V) | 0.2 | $1.4M | +65% | 4.2k | 343.08 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.2 | $1.4M | 32k | 44.36 |
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| Cisco Systems (CSCO) | 0.2 | $1.4M | +261% | 12k | 117.46 |
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| Sentinelone Cl A (S) | 0.2 | $1.4M | +285% | 82k | 16.97 |
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| Digital Realty Trust (DLR) | 0.2 | $1.4M | NEW | 7.6k | 179.58 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | +457% | 7.1k | 189.72 |
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| Abbvie (ABBV) | 0.2 | $1.3M | +399% | 5.3k | 251.62 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $1.3M | 18k | 70.53 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | +84% | 8.7k | 146.64 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.2M | +7% | 13k | 96.43 |
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| Sprott Fds Tr Urani Miner Etf (URNM) | 0.2 | $1.2M | NEW | 23k | 52.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | +20% | 2.4k | 500.39 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.2M | -8% | 8.1k | 144.61 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $1.2M | NEW | 59k | 19.68 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.1M | -89% | 21k | 53.11 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.1M | +5% | 3.8k | 285.59 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +90% | 2.1k | 509.55 |
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| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.1 | $1.1M | NEW | 40k | 27.21 |
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| Southern Copper Corporation (SCCO) | 0.1 | $1.0M | NEW | 6.0k | 174.26 |
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| Corning Incorporated (GLW) | 0.1 | $1.0M | NEW | 4.1k | 255.43 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.1 | $1.0M | NEW | 9.6k | 106.93 |
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| CSX Corporation (CSX) | 0.1 | $1.0M | NEW | 22k | 47.53 |
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| Equinix (EQIX) | 0.1 | $1.0M | NEW | 966.00 | 1042.39 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.0M | 19k | 54.03 |
|
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| McDonald's Corporation (MCD) | 0.1 | $938k | +175% | 3.5k | 270.31 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $925k | NEW | 17k | 53.09 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $924k | 18k | 50.35 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $923k | +178% | 8.2k | 113.26 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $918k | +170% | 29k | 31.71 |
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| Chevron Corporation (CVX) | 0.1 | $916k | +46% | 5.5k | 165.77 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $905k | +3% | 33k | 27.70 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $900k | NEW | 9.5k | 94.93 |
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| Samsara Com Cl A (IOT) | 0.1 | $898k | NEW | 28k | 32.43 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $894k | -47% | 4.7k | 190.52 |
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| Enbridge (ENB) | 0.1 | $893k | NEW | 17k | 54.21 |
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| Palo Alto Networks (PANW) | 0.1 | $886k | NEW | 2.6k | 341.02 |
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| Applied Materials (AMAT) | 0.1 | $885k | NEW | 1.2k | 723.25 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $880k | NEW | 11k | 83.75 |
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| Eaton Corp SHS (ETN) | 0.1 | $880k | NEW | 2.1k | 426.12 |
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| Astera Labs (ALAB) | 0.1 | $878k | NEW | 1.8k | 483.02 |
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| Okta Cl A (OKTA) | 0.1 | $872k | NEW | 6.4k | 136.45 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $869k | 19k | 45.52 |
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| Bristol Myers Squibb (BMY) | 0.1 | $863k | NEW | 15k | 57.62 |
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| Amgen (AMGN) | 0.1 | $860k | NEW | 2.4k | 362.16 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $860k | NEW | 1.8k | 477.57 |
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| Qualcomm (QCOM) | 0.1 | $851k | NEW | 4.6k | 184.78 |
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| PNC Financial Services (PNC) | 0.1 | $842k | +44% | 3.4k | 246.21 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $828k | -10% | 52k | 15.88 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $740k | NEW | 970.00 | 763.14 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $738k | +46% | 5.8k | 126.58 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $737k | +62% | 4.7k | 156.72 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $717k | NEW | 11k | 68.01 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.1 | $699k | -61% | 33k | 21.12 |
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| Aon Shs Cl A (AON) | 0.1 | $687k | NEW | 2.1k | 331.69 |
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| Philip Morris International (PM) | 0.1 | $684k | NEW | 3.8k | 180.91 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $681k | 17k | 40.23 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $671k | NEW | 12k | 56.79 |
|
| Tc Energy Corp (TRP) | 0.1 | $668k | NEW | 10k | 66.29 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $666k | -20% | 4.2k | 158.25 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $666k | -29% | 25k | 26.42 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $646k | NEW | 1.5k | 433.30 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $646k | -36% | 13k | 50.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $645k | NEW | 16k | 41.32 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $636k | -13% | 25k | 25.95 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $634k | -49% | 8.2k | 76.97 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $632k | +107% | 13k | 47.35 |
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| Intel Corporation (INTC) | 0.1 | $630k | NEW | 4.5k | 139.62 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $630k | +16% | 58k | 10.92 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $614k | NEW | 6.4k | 95.98 |
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| Pfizer (PFE) | 0.1 | $607k | +161% | 25k | 24.08 |
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| Uber Technologies (UBER) | 0.1 | $607k | NEW | 8.4k | 72.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $607k | -76% | 1.6k | 368.38 |
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| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.1 | $603k | 5.3k | 114.79 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $593k | +5% | 843.00 | 703.34 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $588k | NEW | 33k | 17.92 |
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| Home Depot (HD) | 0.1 | $582k | +20% | 1.7k | 352.70 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $579k | +58% | 25k | 23.44 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.1 | $577k | NEW | 6.5k | 88.50 |
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| Ea Series Trust Us Quan Momentum (QMOM) | 0.1 | $570k | 7.2k | 78.73 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $562k | -2% | 14k | 39.53 |
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| Ge Vernova (GEV) | 0.1 | $552k | NEW | 470.00 | 1175.33 |
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| S&p Global (SPGI) | 0.1 | $551k | NEW | 1.4k | 407.26 |
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| Pepsi (PEP) | 0.1 | $546k | 4.0k | 135.39 |
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| Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) | 0.1 | $544k | +12% | 8.0k | 68.16 |
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| Hyperion Defi Com New (HYPD) | 0.1 | $531k | NEW | 169k | 3.14 |
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| SM Energy (SM) | 0.1 | $525k | NEW | 20k | 26.10 |
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| Global X Fds Data Ctr Dig Etf (DTCR) | 0.1 | $517k | NEW | 17k | 30.37 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $504k | +16% | 787.00 | 640.41 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $500k | 1.5k | 342.83 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $499k | NEW | 8.8k | 56.48 |
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| Ingredion Incorporated (INGR) | 0.1 | $497k | NEW | 5.3k | 94.71 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $487k | NEW | 5.8k | 83.31 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $484k | 3.3k | 146.41 |
|
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| Boeing Company (BA) | 0.1 | $472k | NEW | 2.2k | 216.47 |
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| At&t (T) | 0.1 | $470k | NEW | 23k | 20.70 |
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| Spdr Series Trust St Str Sp Bank (KBE) | 0.1 | $468k | -32% | 6.9k | 68.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $463k | NEW | 8.7k | 53.47 |
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| Fair Isaac Corporation (FICO) | 0.1 | $462k | 387.00 | 1194.78 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $454k | +91% | 2.0k | 227.06 |
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| EQT Corporation (EQT) | 0.1 | $449k | NEW | 8.4k | 53.17 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $442k | NEW | 3.9k | 114.29 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $442k | +24% | 2.7k | 165.38 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $438k | NEW | 5.9k | 74.89 |
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| Truist Financial Corp equities (TFC) | 0.1 | $437k | 8.8k | 49.82 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $436k | 5.7k | 76.16 |
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| Galaxy Digital Cl A (GLXY) | 0.1 | $434k | NEW | 16k | 27.34 |
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| Opera Sponsored Ads (OPRA) | 0.1 | $430k | NEW | 22k | 19.83 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $425k | NEW | 828.00 | 513.67 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $422k | -96% | 12k | 36.26 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $417k | +79% | 7.0k | 59.69 |
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| Hf Sinclair Corp (DINO) | 0.1 | $411k | NEW | 5.9k | 69.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $408k | NEW | 1.7k | 236.63 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $405k | NEW | 649.00 | 623.54 |
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| Oracle Corporation (ORCL) | 0.1 | $403k | +72% | 2.7k | 146.55 |
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| Veeco Instruments (VECO) | 0.1 | $396k | NEW | 5.2k | 75.80 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $392k | +79% | 19k | 20.57 |
|
| Valero Energy Corporation (VLO) | 0.0 | $388k | NEW | 1.5k | 260.36 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $388k | -2% | 4.8k | 81.36 |
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| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $387k | NEW | 29k | 13.31 |
|
| Hancock John Finl Opptys Sh Ben Int New (BTO) | 0.0 | $378k | NEW | 9.6k | 39.42 |
|
| Alpha & Omega Semiconductor SHS (AOSL) | 0.0 | $371k | NEW | 7.8k | 47.33 |
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| Oneok (OKE) | 0.0 | $371k | 4.3k | 86.94 |
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| Public Service Enterprise (PEG) | 0.0 | $370k | NEW | 4.6k | 81.16 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $368k | NEW | 4.8k | 77.46 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $368k | 4.1k | 89.20 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $368k | +26% | 3.3k | 110.36 |
|
| Analog Devices (ADI) | 0.0 | $368k | NEW | 926.00 | 397.17 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $365k | NEW | 3.9k | 93.39 |
|
| Digi Pwr X Com Sub Vtg (DGXX) | 0.0 | $362k | NEW | 66k | 5.45 |
|
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $361k | NEW | 24k | 15.34 |
|
| Altria (MO) | 0.0 | $357k | NEW | 5.0k | 71.95 |
|
| DTE Energy Company (DTE) | 0.0 | $356k | NEW | 2.3k | 152.37 |
|
| Morgan Stanley Com New (MS) | 0.0 | $355k | NEW | 1.7k | 209.06 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.0 | $352k | 6.4k | 55.45 |
|
|
| Easterly Govt Pptys Com Shs (DEA) | 0.0 | $347k | 14k | 24.93 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $346k | NEW | 975.00 | 354.57 |
|
| Bank of America Corporation (BAC) | 0.0 | $334k | 5.9k | 56.98 |
|
|
| Coca-Cola Company (KO) | 0.0 | $330k | -54% | 4.1k | 81.27 |
|
| Capital One Financial (COF) | 0.0 | $330k | 1.6k | 200.62 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $329k | +19% | 13k | 24.55 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $325k | NEW | 3.8k | 86.65 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $323k | +7% | 883.00 | 365.90 |
|
| Novagold Resources Com New (NG) | 0.0 | $323k | NEW | 54k | 5.97 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $320k | 11k | 30.17 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $318k | 3.1k | 103.96 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $318k | -4% | 4.7k | 68.34 |
|
| American Centy Etf Tr Calif Mun Bd Etf (CATF) | 0.0 | $317k | NEW | 6.3k | 50.27 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $315k | NEW | 326.00 | 965.00 |
|
| Msci (MSCI) | 0.0 | $310k | NEW | 553.00 | 560.01 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $309k | NEW | 3.4k | 90.10 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $306k | NEW | 45k | 6.81 |
|
| BP Sponsored Adr (BP) | 0.0 | $304k | +72% | 8.2k | 36.95 |
|
| Goldman Sachs (GS) | 0.0 | $304k | NEW | 301.00 | 1009.97 |
|
| Cerence (CRNC) | 0.0 | $304k | NEW | 27k | 11.32 |
|
| Netflix (NFLX) | 0.0 | $304k | NEW | 4.3k | 71.40 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $304k | 16k | 18.53 |
|
|
| Royal Gold (RGLD) | 0.0 | $299k | +5% | 1.5k | 199.61 |
|
| Cummins (CMI) | 0.0 | $299k | NEW | 419.00 | 713.21 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $298k | NEW | 4.0k | 74.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $295k | NEW | 429.00 | 687.03 |
|
| Cleanspark Com New (CLSK) | 0.0 | $294k | NEW | 20k | 14.55 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $292k | 11k | 27.59 |
|
|
| Curtiss-Wright (CW) | 0.0 | $289k | +4% | 381.00 | 757.76 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $287k | NEW | 2.4k | 117.67 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $285k | 12k | 23.71 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $283k | NEW | 4.6k | 61.46 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $282k | NEW | 9.6k | 29.33 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $282k | NEW | 1.7k | 169.88 |
|
| PPG Industries (PPG) | 0.0 | $281k | 2.3k | 121.29 |
|
|
| Cirrus Logic (CRUS) | 0.0 | $279k | NEW | 1.9k | 148.53 |
|
| Starbucks Corporation (SBUX) | 0.0 | $278k | NEW | 2.7k | 102.18 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $274k | NEW | 1.9k | 146.74 |
|
| Rockwell Automation (ROK) | 0.0 | $273k | NEW | 551.00 | 495.11 |
|
| Phillips 66 (PSX) | 0.0 | $269k | NEW | 1.6k | 169.07 |
|
| Nio Spon Ads (NIO) | 0.0 | $263k | NEW | 52k | 5.06 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $262k | NEW | 1.0k | 252.23 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $261k | 2.0k | 128.08 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $260k | NEW | 873.00 | 298.07 |
|
| Hyperliquid Strategies (PURR) | 0.0 | $260k | NEW | 33k | 7.87 |
|
| Hesai Group Sponsored Ads (HSAI) | 0.0 | $260k | NEW | 14k | 18.22 |
|
| Infleqtion Com Shs (INFQ) | 0.0 | $258k | NEW | 19k | 13.32 |
|
| Walt Disney Company (DIS) | 0.0 | $257k | NEW | 2.7k | 96.25 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $256k | NEW | 274.00 | 935.47 |
|
| Biohaven (BHVN) | 0.0 | $256k | NEW | 17k | 14.88 |
|
| Vaneck Fds Onchain Economy (NODE) | 0.0 | $252k | NEW | 5.8k | 43.32 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.0 | $250k | -61% | 2.2k | 115.99 |
|
| Southern Company (SO) | 0.0 | $249k | NEW | 2.6k | 95.71 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $247k | NEW | 5.9k | 41.91 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $245k | NEW | 2.7k | 91.68 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $244k | 1.5k | 164.60 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $240k | NEW | 870.00 | 276.17 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $240k | NEW | 793.00 | 302.70 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $239k | 2.6k | 92.27 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $238k | NEW | 16k | 15.03 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $234k | 40k | 5.80 |
|
|
| Nextera Energy (NEE) | 0.0 | $233k | NEW | 2.7k | 87.77 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $229k | NEW | 10k | 22.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $225k | NEW | 2.6k | 86.14 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $225k | NEW | 2.3k | 99.54 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $224k | NEW | 20k | 11.15 |
|
| Moderna (MRNA) | 0.0 | $224k | NEW | 3.2k | 70.03 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $223k | -73% | 4.4k | 51.05 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $223k | 13k | 16.70 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $222k | NEW | 1.4k | 158.66 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $221k | -35% | 7.6k | 28.96 |
|
| Constellation Energy (CEG) | 0.0 | $220k | NEW | 885.00 | 248.37 |
|
| Western Digital (WDC) | 0.0 | $215k | NEW | 337.00 | 638.72 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $215k | NEW | 2.1k | 103.43 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $214k | NEW | 2.8k | 75.45 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $211k | NEW | 3.2k | 67.01 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $210k | NEW | 2.0k | 103.88 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $210k | 11k | 18.87 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $210k | NEW | 7.7k | 27.21 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $210k | NEW | 3.5k | 59.71 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $210k | NEW | 3.5k | 59.73 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $209k | NEW | 4.2k | 49.24 |
|
| Orrstown Financial Services (ORRF) | 0.0 | $208k | NEW | 5.1k | 40.83 |
|
| Trane Technologies SHS (TT) | 0.0 | $207k | NEW | 421.00 | 491.16 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $207k | NEW | 3.7k | 56.01 |
|
| Emcor (EME) | 0.0 | $203k | NEW | 245.00 | 829.88 |
|
| Ford Motor Company (F) | 0.0 | $201k | NEW | 14k | 13.90 |
|
| Schrodinger (SDGR) | 0.0 | $196k | NEW | 12k | 16.25 |
|
| Volatility Shs Tr 2x Bitcoin Etf (BITX) | 0.0 | $178k | -52% | 17k | 10.32 |
|
| Uipath Cl A (PATH) | 0.0 | $178k | NEW | 16k | 10.87 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $176k | +3% | 16k | 10.90 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $176k | NEW | 26k | 6.82 |
|
| Regenxbio Inc equity us cm (RGNX) | 0.0 | $167k | NEW | 14k | 11.98 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $167k | -3% | 10k | 16.61 |
|
| Precision Biosciences Com New (DTIL) | 0.0 | $161k | NEW | 20k | 7.86 |
|
| Keel Infrastructure Corp Com Shs (KEEL) | 0.0 | $160k | NEW | 28k | 5.74 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $151k | NEW | 34k | 4.49 |
|
| Burning Rock Biotech Sponsored Ads (BNR) | 0.0 | $136k | NEW | 16k | 8.37 |
|
| Tenaya Therapeutics (TNYA) | 0.0 | $124k | NEW | 168k | 0.74 |
|
| Lexinfintech Hldgs Adr (LX) | 0.0 | $98k | NEW | 50k | 1.97 |
|
| Enovix Corp (ENVX) | 0.0 | $72k | NEW | 12k | 6.07 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $63k | NEW | 20k | 3.14 |
|
| Nervgen Pharma Ord (NGEN) | 0.0 | $53k | +23% | 26k | 2.06 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $49k | -16% | 10k | 4.73 |
|
| Procap Finl Com Shs (BRR) | 0.0 | $48k | 31k | 1.54 |
|
|
| Voyager Therapeutics (VYGR) | 0.0 | $40k | NEW | 12k | 3.50 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $39k | NEW | 11k | 3.67 |
|
| Castellum Com New (CTM) | 0.0 | $36k | 50k | 0.72 |
|
|
| Eightco Holdings (ORBS) | 0.0 | $35k | NEW | 50k | 0.70 |
|
| Platinum Group Metals (PLG) | 0.0 | $14k | NEW | 11k | 1.35 |
|
| Iqiyi Sponsored Ads (IQ) | 0.0 | $12k | NEW | 11k | 1.04 |
|
Past Filings by Almanack Investment Partners
SEC 13F filings are viewable for Almanack Investment Partners going back to 2016
- Almanack Investment Partners 2026 Q2 filed July 30, 2026
- 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