What does Almanack Investment Partners, LLC. hold?

Almanack Investment Partners, LLC.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include VZ, SGOL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1680613.

What is Almanack Investment Partners, LLC.'s AUM?

Almanack Investment Partners, LLC. reported approximately $784.7M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $945.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Almanack Investment Partners, LLC.'s holdings?

All Almanack Investment Partners, LLC. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1680613. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Almanack Investment Partners, LLC.'s 13F data updated on 13F Pro?

Almanack Investment Partners, LLC.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Almanack Investment Partners, LLC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1680613

Institutional-grade research for retail investors

Sector Allocation

Other61.4%$482.0M
Technology13.5%$106.1M
Financials10.0%$78.3M
Communication Services5.3%$41.7M
Energy2.4%$19.1M
Healthcare2.1%$16.6M
Consumer Discretionary2.1%$16.4M
Industrials1.2%$9.3M
Consumer Staples0.7%$5.2M
Materials0.6%$5.0M

AUM History

13fpro.ai/research/fund/almanack-investment-partners-llc-1680613

Conviction and streaks

Diversifying · top 10 = 51.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold24.4% weight · held 10 quarters

$VZConviction hold5.1% weight · held 10 quarters

$SGOLConviction hold5.1% weight · held 10 quarters

$Conviction hold3.6% weight · held 10 quarters

$Conviction hold3.0% weight · held 10 quarters

$Accumulating+128% shares · 9 quarters running

$ETAccumulating+1022% shares · 7 quarters running

$Accumulating+36% shares · 3 quarters running

$CSCOAccumulating+296% shares · 3 quarters running

$Accumulating+34% shares · 3 quarters running

$Trimming-99% shares · 6 quarters running

$ACHRTrimming-55% shares · 6 quarters running

$WTTrimming-91% shares · 5 quarters running

$Trimming-99% shares · 5 quarters running

$WTTrimming-15% shares · 4 quarters running

Largest positions — Q2 2026

EA
$191.4M
VZ
$40.3M
SGOL
$40.2M
ISHARES
$28.6M
VANGUARD
$23.6M
SCHWAB
$22.3M
SCHWAB
$17.1M
BLACKROCK
$16.2M
FIRST
$13.6M
WT
$12.0M
NVDA
$10.9M
VANGUARD
$9.8M
EA
$9.7M
AAPL
$9.2M
ROUNDHILL
$8.6M
GOOGL
$8.3M
ISHARES
$7.8M
SPY
$7.7M
GOOG
$7.4M
MSFT
$7.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/almanack-investment-partners-llc-1680613

Almanack Investment Partners, LLC. 13F holdings — Q2 2026

$784.7M portfolio (+32.5% QoQ) · 321 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio

1
EA SERIES TRUST - GADSDN DYN MLT
$191.4M
24.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VERIZON COMMUNICATIONS INC
$VZ
$40.3M
5.1% of stocks
+2%This quarter-6.5%Since filed10+ qtrsHeld
AIQuality64.8#512Est. buyEstimated buy price is Pro: unlock with a free trial
3
abrdn Gold ETF Trust
$SGOL
$40.2M
5.1% of stocks
+5%This quarter-2.5%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
ISHARES TR - 0-3 MTH TREASURY
$28.6M
3.6% of stocks
-17%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INDEX FDS - TOTAL STK MKT
$23.6M
3.0% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SCHWAB STRATEGIC TR - FUND EM EQUI ETF
$22.3M
2.8% of stocks
-21%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - US LRG CAP ETF
$17.1M
2.2% of stocks
-32%This quarter—Since filed—Held
AIQuality—Est. buy—
8
BLACKROCK ETF TRUST - ISHA I IN TE ETF
$16.2M
2.1% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
9
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
$13.6M
1.7% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
10
WisdomTree, Inc.
$WT
$12.0M
1.5% of stocks
-10%This quarter+11.6%Since filed10+ qtrsHeld
AIQuality61.4#787Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	EA SERIES TRUST - GADSDN DYN MLT	$191.4M	24.4%	+4%	—	—	—	—
2	VERIZON COMMUNICATIONS INC$VZ	$40.3M	5.1%	+2%	-6.5%	10+ qtrs	64.8#512	Estimated buy price is Pro: unlock with a free trial
3	abrdn Gold ETF Trust$SGOL	$40.2M	5.1%	+5%	-2.5%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	ISHARES TR - 0-3 MTH TREASURY	$28.6M	3.6%	-17%	—	—	—	—
5	VANGUARD INDEX FDS - TOTAL STK MKT	$23.6M	3.0%	+6%	—	—	—	—
6	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	$22.3M	2.8%	-21%	—	—	—	—
7	SCHWAB STRATEGIC TR - US LRG CAP ETF	$17.1M	2.2%	-32%	—	—	—	—
8	BLACKROCK ETF TRUST - ISHA I IN TE ETF	$16.2M	2.1%	New	—	New this quarter	—	—
9	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	$13.6M	1.7%	New	—	New this quarter	—	—
10	WisdomTree, Inc.$WT	$12.0M	1.5%	-10%	+11.6%	10+ qtrsTrimmed 5 qtrs in a row	61.4#787	Estimated buy price is Pro: unlock with a free trial

All holdings — Almanack Investment Partners, LLC. (Q2 2026)

Sort

321 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$NVDA	NVIDIA CORP	Technology	$10.9M	1.4%	55K	+128%	10+ qtrs	86.0	13F
12	—	VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund	—	$9.8M	1.2%	194K	+174%	—	—	13F
13	—	EA SERIES TRUST - ALPHA ARCH 1-3	—	$9.7M	1.2%	83K	+559%	—	—	13F
14	$AAPL	Apple Inc.	Technology	$9.2M	1.2%	32K	+90%	10+ qtrsAdded 2 qtrs in a row	75.7	13F
15	—	ROUNDHILL ETF TRUST - MEMORY ETFetf/fund	—	$8.6M	1.1%	116K	New	—	—	13F
16	$GOOGL	Alphabet Inc.	Technology	$8.3M	1.1%	23K	+162%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	—	ISHARES INC - MSCI GBL ETF NEWetf/fund	—	$7.8M	1.0%	135K	-45%	—	—	13F
18	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$7.7M	1.0%	10K	+46%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$GOOG	Alphabet Inc.	Technology	$7.4M	0.9%	21K	+214%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$MSFT	MICROSOFT CORP	Technology	$7.0M	0.9%	19K	+132%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$6.8M	0.9%	202K	-55%	—	—	13F
22	$AMZN	AMAZON COM INC	Consumer Discretionary	$6.6M	0.8%	28K	+211%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$AVGO	Broadcom Inc.	Technology	$6.0M	0.8%	16K	+1423%	3 qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	GLOBAL X FDS - GLBL X MLP ETFetf/fund	—	$5.7M	0.7%	108K	-0.3%	—	—	13F
25	—	DIREXION SHARES ETF TRUST - DAI GOL BEA ETFetf/fund	—	$5.7M	0.7%	90K	New	—	—	13F
26	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$5.7M	0.7%	20K	+1087%
27	—	TIDAL TRUST I - FUND GRAN US ETF	—	$5.6M	0.7%	204K	New
28	—	ISHARES TR - CORE S&P500 ETF	—	$5.5M	0.7%	7,333	+286%
29	$MU	MICRON TECHNOLOGY INC	Technology	$5.4M	0.7%	4,654	New
30	$AMD	ADVANCED MICRO DEVICES INC	Technology	$4.8M	0.6%	8,302	+116%
31	—	ISHARES TR - S&P 500 GRWT ETF	—	$4.7M	0.6%	34K	New
32	$MRVL	Marvell Technology, Inc.	Technology	$4.7M	0.6%	16K	New
33	$URBN	URBAN OUTFITTERS INC	Consumer Discretionary	$4.6M	0.6%	65K	+0.0%
34	$XOM.R34088	EXXON MOBIL CORP	Energy	$4.5M	0.6%	33K	+107%
35	$JNJ	JOHNSON & JOHNSON	Healthcare	$4.4M	0.6%	17K	+25%
36	—	ISHARES TR - RUSSELL 2000 ETF	—	$4.0M	0.5%	13K	New
37	$ET	Energy Transfer LP	Energy	$3.6M	0.5%	188K	+533%
38	$PLTR	Palantir Technologies Inc.	Technology	$3.5M	0.4%	30K	+278%
39	$LLY	ELI LILLY & Co	Healthcare	$3.1M	0.4%	2,607	+674%
40	$META	Meta Platforms, Inc.	Technology	$3.1M	0.4%	5,423	+86%
41	$FLNC	Fluence Energy, Inc.	Technology	$2.9M	0.4%	145K	New
42	$KMI	KINDER MORGAN, INC.	Energy	$2.8M	0.4%	89K	New
43	—	EA SERIES TRUST - RELA SEN TAC ETF	—	$2.8M	0.3%	64K	+13%
44	—	ISHARES TR - MSCI USA QLT FCT	—	$2.8M	0.3%	13K	-0.0%
45	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$2.8M	0.3%	3,742	+531%
46	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.7M	0.3%	38K	New
47	—	ISHARES TR - RUS 1000 GRW ETF	—	$2.7M	0.3%	21K	+313%
48	—	ISHARES TR - S&P MC 400VL ETF	—	$2.5M	0.3%	17K	—
49	—	ISHARES TR - CORE S&P SCP ETF	—	$2.4M	0.3%	16K	New
50	—	ISHARES TR - 20 YR TR BD ETF	—	$2.3M	0.3%	27K	New
51	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.3M	0.3%	5,523	+788%
52	$WT	WisdomTree, Inc.	Financials	$2.3M	0.3%	24K	—
53	$CAT	CATERPILLAR INC	Industrials	$2.3M	0.3%	2,149	New
54	—	ISHARES TR - CORE S&P MCP ETF	—	$2.3M	0.3%	29K	New
55	—	ISHARES TR - RUS 1000 ETF	—	$2.3M	0.3%	5,513	+218%
56	$VRT	Vertiv Holdings Co	Technology	$2.2M	0.3%	6,672	+130%
57	$JPM	JPMORGAN CHASE & CO	Financials	$2.2M	0.3%	6,721	+42%
58	—	SPDR SERIES TRUST - ST STR SP SEMI	—	$2.1M	0.3%	3,393	New
59	—	ISHARES TR - MSCI USA MIN ETF	—	$2.1M	0.3%	22K	+7%
60	—	ISHARES TR - MSCI USA VALUE	—	$1.9M	0.2%	9,454	+0.4%
61	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$1.8M	0.2%	50K	+56%
62	—	FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF	—	$1.8M	0.2%	46K	-13%
63	$MRK	Merck & Co., Inc.	Healthcare	$1.8M	0.2%	14K	+552%
64	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$1.8M	0.2%	33K	-9%
65	—	ISHARES TR - US AER DEF ETF	—	$1.8M	0.2%	7,241	+145%
66	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$1.7M	0.2%	14K	—
67	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.7M	0.2%	20K	+5%
68	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$1.7M	0.2%	9,972	New
69	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.7M	0.2%	6,983	+0.9%
70	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.7M	0.2%	2,546	New
71	—	SPDR SERIES TRUST - ST STR SP DIV	—	$1.6M	0.2%	11K	New
72	—	JANUS DETROIT STR TR - HENDERSON MTG	—	$1.6M	0.2%	36K	New
73	$ASML	ASML HOLDING NV	Technology	$1.6M	0.2%	817	New
74	—	ISHARES TR - CORE S&P TTL STK	—	$1.6M	0.2%	9,454	+0.5%
75	—	EA SERIES TRUST - ALPHA ARCHITECT	—	$1.5M	0.2%	24K	—
76	—	EA SERIES TRUST - ALPHA ARCHITECT	—	$1.5M	0.2%	25K	—
77	$V	VISA INC.	Financials	$1.4M	0.2%	4,224	+66%
78	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$1.4M	0.2%	32K	—
79	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.4M	0.2%	12K	+262%
80	$S	SentinelOne, Inc.	Technology	$1.4M	0.2%	82K	+285%
81	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$1.4M	0.2%	7,564	New
82	$RTX	RTX Corp	Industrials	$1.4M	0.2%	7,128	+458%
83	$ABBV	AbbVie Inc.	Healthcare	$1.3M	0.2%	5,322	+400%
84	$WRB	BERKLEY W R CORP	Financials	$1.3M	0.2%	18K	—
85	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.3M	0.2%	8,721	+84%
86	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.2M	0.1%	13K	+8%
87	$SII	SPROTT INC.	Financials	$1.2M	0.1%	23K	New
88	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.2M	0.1%	2,370	+20%
89	$BNY	Bank of New York Mellon Corp	Financials	$1.2M	0.1%	8,078	-9%
90	$ZETA	Zeta Global Holdings Corp.	Technology	$1.2M	0.1%	59K	New
91	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.1M	0.1%	21K	-89%
92	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$1.1M	0.1%	3,814	+5%
93	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.1M	0.1%	2,127	+90%
94	—	PUTNAM ETF TRUST - BDC INCOME ETF	—	$1.1M	0.1%	40K	New
95	$SCCO	SOUTHERN COPPER CORP/	Materials	$1.0M	0.1%	6,018	New
96	$GLW	CORNING INC /NY	Materials	$1.0M	0.1%	4,097	New
97	—	SPDR SERIES TRUST - ST STR SP METAL	—	$1.0M	0.1%	9,570	New
98	$CSX	CSX CORP	Industrials	$1.0M	0.1%	21K	New
99	$EQIX	EQUINIX INC	Real Estate	$1.0M	0.1%	966	New
100	$IVZ	Invesco Ltd.	Financials	$1.0M	0.1%	19K	—
101	$MCD	MCDONALDS CORP	Consumer Discretionary	$938K	0.1%	3,469	+176%
102	—	NEOS ETF TRUST - NEOS S&P 500 HI	—	$925K	0.1%	17K	New
103	$WT	WisdomTree, Inc.	Financials	$924K	0.1%	18K	-2%
104	$WMT	Walmart Inc.	Consumer Staples	$923K	0.1%	8,153	+179%
105	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$918K	0.1%	29K	+170%
106	$CVX	CHEVRON CORP	Energy	$916K	0.1%	5,526	+46%
107	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$905K	0.1%	33K	+3%
108	$RIO	RIO TINTO PLC	Materials	$900K	0.1%	9,477	New
109	$IOT	Samsara Inc.	Technology	$898K	0.1%	28K	New
110	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$894K	0.1%	4,691	-47%
111	$ENB	ENBRIDGE INC	Energy	$893K	0.1%	16K	New
112	$PANW	Palo Alto Networks Inc	Technology	$886K	0.1%	2,599	New
113	$AMAT	APPLIED MATERIALS INC /DE	Technology	$885K	0.1%	1,224	New
114	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$880K	0.1%	11K	New
115	$ETN	Eaton Corp plc	Industrials	$880K	0.1%	2,065	New
116	$ALAB	Astera Labs, Inc.	Technology	$878K	0.1%	1,818	New
117	$OKTA	Okta, Inc.	Technology	$872K	0.1%	6,391	New
118	$GBTC	Grayscale Bitcoin Trust ETF	Financials	$869K	0.1%	19K	—
119	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$863K	0.1%	15K	New
120	$AMGN	AMGEN INC	Healthcare	$860K	0.1%	2,375	New
121	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$860K	0.1%	1,800	New
122	$QCOM	QUALCOMM INC/DE	Technology	$851K	0.1%	4,605	New
123	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$842K	0.1%	3,420	+45%
124	$IVZ	Invesco Ltd.	Financials	$828K	0.1%	52K	-10%
125	$CRWD	CrowdStrike Holdings, Inc.	Technology	$740K	0.1%	970	New
126	$DUK	Duke Energy CORP	Utilities	$738K	0.1%	5,827	+46%
127	$NVS	NOVARTIS AG	Healthcare	$737K	0.1%	4,703	+63%
128	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$717K	0.1%	11K	New
129	—	SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF	—	$699K	0.1%	33K	-62%
130	$AON	Aon plc	Financials	$687K	0.1%	2,072	New
131	$PM	Philip Morris International Inc.	Consumer Staples	$684K	0.1%	3,783	New
132	$CEF	Sprott Physical Gold & Silver Trust	Financials	$681K	0.1%	17K	+1%
133	—	NEOS ETF TRUST - NASDAQ 100 HIGH	—	$671K	0.1%	12K	New
134	$TRP	TC ENERGY CORP	Energy	$668K	0.1%	10K	New
135	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$666K	0.1%	4,209	-21%
136	—	SERIES PORTFOLIOS TR - ELDRIDGE BBB B	—	$666K	0.1%	25K	-30%
137	$LRCX	LAM RESEARCH CORP	Technology	$646K	0.1%	1,491	New
138	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$645K	0.1%	13K	-36%
139	$DVN	DEVON ENERGY CORP/DE	Energy	$645K	0.1%	16K	New
140	$BTC	Grayscale Bitcoin Mini Trust ETF	Financials	$636K	0.1%	25K	-14%
141	—	GLOBAL X FDS - GLOBAL X COPPER	—	$633K	0.1%	8,230	-50%
142	—	JANUS DETROIT STR TR - B-BBB CLO ETF	—	$632K	0.1%	13K	+107%
143	$INTC	INTEL CORP	Technology	$630K	0.1%	4,513	New
144	$GOF	GUGGENHEIM STRATEGIC OPPORTUNITIES FUND	Other	$630K	0.1%	58K	+17%
145	$BABA	Alibaba Group Holding Ltd	Consumer Discretionary	$614K	0.1%	6,396	New
146	$PFE	PFIZER INC	Healthcare	$607K	0.1%	25K	+162%
147	$UBER	Uber Technologies, Inc	Technology	$607K	0.1%	8,415	New
148	$GLD	SPDR GOLD TRUST	Financials	$607K	0.1%	1,648	-77%
149	—	DBX ETF TR - XTRACK MSCI JAPN	—	$603K	0.1%	5,250	—
150	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$593K	0.1%	843	+6%

What changed in Q2 2026

Against the previous quarter's 13F: 170 new, 90 added to, 37 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.

New positions (170)

BLACKROCK ETF TRUST - ISHA I IN TE ETF$16.2M
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$13.6M
first bought this quarter
ROUNDHILL ETF TRUST - MEMORY ETF$8.6M
first bought this quarter
DIREXION SHARES ETF TRUST - DAI GOL BEA ETF$5.7M
first bought this quarter
TIDAL TRUST I - FUND GRAN US ETF$5.6M
first bought this quarter
$MUMICRON TECHNOLOGY INC$5.4M
first bought this quarter

+164 more in the Excel export

Added to (90)

EA SERIES TRUST - ALPHA ARCH 1-3+559%
now $9.7M
EA SERIES TRUST - GADSDN DYN MLT+4%
now $191.4M
VANGUARD MALVERN FDS - STRM INFPROIDX+174%
now $9.8M
$NVDANVIDIA CORP+128%
now $10.9M · held 10+ qtrs
$AVGOBroadcom Inc.+1423%
now $6.0M · held 3 qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP+1087%
now $5.7M · held 10+ qtrs

+84 more in the Excel export

Trimmed (37)

SCHWAB STRATEGIC TR - EMRG MKTEQ ETF-97%
now $422K
SELECT SECTOR SPDR TR - ST STR ENERG ETF-89%
now $1.1M
SCHWAB STRATEGIC TR - US LCAP GR ETF-55%
now $6.8M
SCHWAB STRATEGIC TR - US LRG CAP ETF-32%
now $17.1M
ISHARES INC - MSCI GBL ETF NEW-45%
now $7.8M
SCHWAB STRATEGIC TR - FUND EM EQUI ETF-21%
now $22.3M

+31 more in the Excel export

Sold out (26)

$STTSTATE STREET CORPwas $10.2M
held 5 qtrs
SIMPLIFY EXCHANGE TRADED FUNwas $2.6M
ISHARES INCwas $2.6M
SPDR SERIES TRUSTwas $2.2M
$SIVRabrdn Silver ETF Trustwas $1.7M
held 2 qtrs
SELECT SECTOR SPDR TRwas $1.1M

+20 more in the Excel export

Firm AUM (Form ADV): $945.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Almanack Investment Partners, LLC. has filed, 38 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Almanack Investment Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.4%

Value-weighted move of the 10 largest stock positions

Turnover

14%

Last quarter; 53% over the last 4

Top 10 weight

52%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

73%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Almanack Investment Partners, LLC. disclosed 321 positions worth $784.7M in its Form 13F-HR for Q2 2026, followed by $VZ and $SGOL. During the quarter the fund opened 170 new positions and exited 26 and a full exit from $STT. The portfolio is most concentrated in Other (61.4% of disclosed assets). All figures are sourced directly from Almanack Investment Partners, LLC.’s Form 13F-HR filing with the SEC under CIK 1680613.

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AI-Powered Hedge Fund Analysis: Almanack Investment Partners, LLC.

13F Pro is an AI hedge fund tracker and stock research platform. For Almanack Investment Partners, LLC. (SEC CIK: 1680613), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Almanack Investment Partners, LLC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.