Q2 2026 13F · SEC CIK 1680613

Almanack Investment Partners, LLC.

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $784.7M
Reported positions: 321
Top holdings a year, 3 yrs: +13.3%
Assets under management: $945.9M

Almanack Investment Partners, LLC. is a wealth manager that reported 321 positions worth $784.7M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ea Series Trust (GDMA, 24.4%), Verizon Communications Inc Com (VZ, 5.1%), Etfs Gold Tr (SGOL, 5.1%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

Almanack Investment Partners, LLC. holdings largest 50 of 321 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Almanack Investment Partners, LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GDMAEa Series Trust	24.4%	29.2%	4,408,996	+3.7%	$191.4M
VZVerizon Communications Inc Com	5.1%	7.9%	951,761	+1.7%	$40.3M
SGOLEtfs Gold Tr	5.1%	7.5%	1,050,514	+5.4%	$40.2M
SGOViShares 0-3 Month Treasury Bon	3.6%	5.8%	284,491	-17.2%	$28.6M
VTIVanguard Index Fds	3.0%	3.3%	63,670	+5.7%	$23.6M
FNDESchwab Fundamental Emerging Markets Equi	2.8%	4.6%	561,157	-21.2%	$22.3M
SCHXSchwab Stratgc Tr	2.2%	3.7%	581,404	-32.1%	$17.1M
BAIIshares A.i. Innovation and Tech Active	2.1%	—	307,265	—	$16.2M
GRIDFirst Tr Exchange-Traded Fd	1.7%	—	70,876	—	$13.6M
DXJWisdomtree Tr	1.5%	2.1%	69,389	-9.9%	$12.0M
NVDANvidia Corporation Com	1.4%	0.7%	54,544	+128.4%	$10.9M
VTIPVanguard Malvern Fds	1.2%	0.6%	194,395	+174.5%	$9.8M
BOXXEa Series Trust	1.2%	0.2%	82,999	+559.4%	$9.7M
AAPLApple Inc	1.2%	0.7%	31,711	+89.8%	$9.2M
DRAMRoundhill ETF Trust	1.1%	—	116,459	—	$8.6M
GOOGLAlphabet Inc	1.1%	0.4%	23,254	+162.1%	$8.3M
PICKIshares Msci Global Metals & Mining Prod	1.0%	2.3%	134,970	-44.8%	$7.8M
SPYSpdr S&p 500 ETF Tr	1.0%	0.8%	10,370	+46.4%	$7.7M
GOOGAlphabet Inc	0.9%	0.3%	20,940	+213.9%	$7.4M
MSFTMicrosoft Corp	0.9%	0.5%	18,859	+132.5%	$7.0M
SCHGSchwab U.s. Large-Cap Growth ETF	0.9%	2.2%	201,784	-55.2%	$6.8M
AMZNAmazon Com Inc Com	0.8%	0.3%	27,785	+210.6%	$6.6M
AVGOBroadcom Inc	0.8%	—	15,774	—	$6.0M
MLPAGlobal X Fds	0.7%	1.0%	108,309	-0.3%	$5.7M
DUSTDirexion Shares ETF Trust	0.7%	—	90,199	—	$5.7M
IBMInternational Business Machs	0.7%	—	20,375	—	$5.7M
GRNYFundstrat Granny Sht US Lg Cp ETF	0.7%	—	203,864	—	$5.6M
IVVIshares Core S&p 500 ETF	0.7%	—	7,333	—	$5.5M
MUMicron Technology Inc	0.7%	—	4,654	—	$5.4M
AMDAdvanced Micro Devices Inc	0.6%	—	8,302	—	$4.8M
IVWIshares	0.6%	—	34,233	—	$4.7M
MRVLMarvell Technology Inc	0.6%	—	15,773	—	$4.7M
URBNUrban Outfitters Inc	0.6%	0.7%	64,684	+0.0%	$4.6M
XOMExxon Mobil Corp	0.6%	0.5%	33,138	+106.7%	$4.5M
JNJJohnson & Johnson	0.6%	0.6%	17,302	+24.6%	$4.4M
IWMIshares	0.5%	—	13,182	—	$4.0M
ETPCEnergy Transfer L P	0.5%	—	188,109	—	$3.6M
PLTRPalantir Technologies Inclass Class A	0.4%	—	29,580	—	$3.5M
LLYLilly Eli & Co	0.4%	—	2,607	—	$3.1M
METAMeta Platforms Inc Class A	0.4%	0.3%	5,423	+85.7%	$3.1M
FLNCFluence Energy Inc	0.4%	—	145,125	—	$2.9M
KMIKinder Morgan Inc Del Com	0.4%	—	88,904	—	$2.8M
MOODRelative Sentiment Tactical Allocation E	0.4%	0.4%	63,875	+12.6%	$2.8M
QUALIshares Msci USA Quality Factor ETF	0.4%	0.4%	12,616	-0.0%	$2.8M
QQQInvesco Qqq Tr	0.4%	—	3,742	—	$2.8M
VEAVanguard Tax-Managed Fds	0.3%	—	38,268	—	$2.7M
IWFIshares Russell 1000 Growth ETF	0.3%	0.4%	21,420	+312.8%	$2.7M
IJJiShares S&P Midcap 400 Value	0.3%	0.4%	17,145	+0.0%	$2.5M
IJRIshares Core S&p Small Cap ETF	0.3%	—	15,917	—	$2.4M
TLTIshares 20 Year Treasury Bond ETF	0.3%	—	27,129	—	$2.3M

What Almanack Investment Partners, LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +4.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$784.7M	321
Q1 2026	$592.4M	177
Q4 2025	$588.5M	171
Q3 2025	$646.6M	197
Q2 2025	$628.4M	206
Q1 2025	$504.5M	154
Q4 2024	$648.3M	182
Q3 2024	$636.5M	180
Q2 2024	$593.4M	178
Q1 2024	$587.4M	176
Q4 2023	$539.1M	159
Q3 2023	$516.6M	160

Questions about Almanack Investment Partners, LLC.'s portfolio

What stocks does Almanack Investment Partners, LLC. own?

Almanack Investment Partners, LLC.'s latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 321 positions worth $784.7M. The largest are Ea Series Trust (GDMA) at 24.4%, Verizon Communications Inc Com (VZ) at 5.1%, Etfs Gold Tr (SGOL) at 5.1%, iShares 0-3 Month Treasury Bon (SGOV) at 3.6% and Vanguard Index Fds (VTI) at 3.0%.

What did Almanack Investment Partners, LLC. buy last quarter?

In Q2 2026, Almanack Investment Partners, LLC. added Ea Series Trust (BOXX) (+559.4% shares), Ishares Russell 1000 Growth ETF (IWF) (+312.8% shares) and Alphabet Inc (GOOG) (+213.9% shares), compared with its Q1 2026 filing.

What did Almanack Investment Partners, LLC. sell last quarter?

In Q2 2026, Almanack Investment Partners, LLC. cut from its top 50 State Street Energy Select Sector Spdr E (XLE), cut from its top 50 Schwab Strategic Tr (SCHE), cut from its top 50 Spdr Index Shs Fds (FEZ), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Simplify Managed Futures Strategy ETF (CTA), Schwab U.s. Large-Cap Growth ETF (SCHG) (-55.2% shares), Ishares Msci Global Metals & Mining Prod (PICK) (-44.8% shares) and Schwab Stratgc Tr (SCHX) (-32.1% shares), compared with its Q1 2026 filing.

How has Almanack Investment Partners, LLC.'s portfolio performed?

A portfolio copying Almanack Investment Partners, LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +4.9% a year against +11.6%.

When is Almanack Investment Partners, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Almanack Investment Partners, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Almanack Investment Partners, LLC. manage?

Almanack Investment Partners, LLC. reported $945.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $784.7M.