Almanack Investment Partners

Almanack Investment Partners as of March 31, 2026

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