Almanack Investment Partners, LLC.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Almanack Investment Partners, LLC. reported 182 stock positions worth $648.3 million. Its top holding was Gadsden Dynamic Multi-Asset (GDMA) at 22.1% of the portfolio, followed by Verizon Communications (VZ, 5.8%) and iShares 0-3 Month Treasury B (SGOV, 4.2%). Compared with Q3 2024, it opened 17 new positions, sold out of 15, added to 60 and reduced 59. The biggest buy was a new position in Janus Henderson B-BBB Clo Et (JBBB) and the biggest sale Invesco Senior Loan ETF (BKLN, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- WAYNE, PA
- CIK
- 0001680613
- Portfolio Value
- $648.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000548 ↗ filed Jan 28, 2025
Holdings Value
Holdings 182 stocks · $648.3M
| GDMA Gadsden Dynamic Multi-Asset | 22.09% | 4,530,461 | $143.2M | Add +27.3% |
| VZ Verizon Communications Inc. | 5.78% | 937,330 | $37.5M | No change |
| SGOV iShares 0-3 Month Treasury B | 4.19% | 270,520 | $27.1M | Reduce -3.1% |
| SCHX Schwab US Large-Cap ETF | 4.13% | 1,153,953 | $26.7M | Reduce -2.0% |
| JBBB Janus Henderson B-BBB Clo Et | 3.83% | 505,484 | $24.8M | New |
| SGOL Abrdn Physical Gold Shares | 3.45% | 891,620 | $22.3M | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.70% | 60,464 | $17.5M | Reduce -0.1% |
| STXF Strive 500 ETF | 2.49% | 427,594 | $16.2M | New |
| VT Vanguard Tot World STK ETF | 2.46% | 135,877 | $16.0M | Add +81.6% |
| EFA iShares MSCI Eafe ETF | 2.14% | 183,469 | $13.9M | Add +3.3% |
| SCHB Schwab US Broad Market ETF | 2.01% | 574,448 | $13.0M | Reduce -14.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.95% | 435,248 | $12.6M | Add +18.0% |
| SCHG Schwab US Large-Cap Growth | 1.76% | 409,243 | $11.4M | Reduce -2.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.64% | 130,069 | $10.7M | Add +1342.5% |
| DLN Wisdomtree US Largecap Divid | 1.63% | 135,707 | $10.6M | Reduce -2.2% |
| USFR Wisdomtree Floating Rate Tre | 1.44% | 185,859 | $9.4M | Add +10.0% |
| MTBA Simplify MBS ETF | 1.39% | 180,717 | $9.0M | Add +17.4% |
| DXJ Wisdomtree Japan Hedged Eq | 1.37% | 80,562 | $8.9M | Add +1.3% |
| SCHF Schwab Intl Equity ETF | 1.32% | 462,584 | $8.6M | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.31% | 32,276 | $8.5M | Reduce -4.0% |
| CLOZ Eldridge BBB-B Clo ETF | 1.07% | 257,877 | $6.9M | Add +39.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.96% | 112,793 | $6.3M | Add +1.0% |
| MLPA Global X MLP ETF | 0.91% | 119,987 | $5.9M | Reduce -0.2% |
| AAPL Apple Inc. | 0.91% | 23,625 | $5.9M | Reduce -0.3% |
| XLE SS Energy Select Sector | 0.88% | 66,845 | $5.7M | Add +4.0% |
| IEF iShares 7-10 Year Treasury B | 0.76% | 53,340 | $4.9M | Reduce -4.2% |
| SCHP Schwab U.S. Tips ETF | 0.75% | 188,472 | $4.9M | Reduce -66.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 8,202 | $4.8M | Add +3.8% |
| SPD Simplify US Eqty Plus Down | 0.73% | 142,651 | $4.8M | Add +4.8% |
| NVDA Nvidia Corp. | 0.72% | 34,992 | $4.7M | Reduce -7.4% |
| GLD SPDR Gold Shares | 0.67% | 17,851 | $4.3M | Reduce -21.2% |
| VOO Vanguard S&P 500 ETF | 0.65% | 7,818 | $4.2M | Reduce -80.1% |
| RSPG Invesco S&P 500 Equal Weight | 0.62% | 52,638 | $4.0M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 0.61% | 17,822 | $3.9M | Reduce -14.5% |
| VTIP Vanguard Short-Term Tips | 0.58% | 77,906 | $3.8M | Add +40.9% |
| SYLD Cambria Shareholder Yield Et | 0.56% | 53,081 | $3.6M | Add +3.3% |
| MSFT Microsoft Corp. | 0.55% | 8,466 | $3.6M | Add +1.7% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.55% | 167,815 | $3.6M | Add +4.8% |
| URBN Urban Outfitters Inc. | 0.55% | 64,642 | $3.5M | No change |
| TFLO iShares Treasury Floating Ra | 0.49% | 62,447 | $3.2M | Reduce -16.0% |
| IWF iShares Russell 1000 Growth | 0.45% | 7,328 | $2.9M | Reduce -0.1% |
| PCT Purecycle Technologies Inc. | 0.45% | 286,972 | $2.9M | Reduce -2.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.39% | 49,821 | $2.5M | Add +16.7% |
| IVV iShares Core S&P 500 ETF | 0.38% | 4,216 | $2.5M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.38% | 12,891 | $2.4M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.37% | 10,966 | $2.4M | Add +2.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.37% | 29,414 | $2.4M | No change |
| IWD iShares Russell 1000 Value E | 0.35% | 12,419 | $2.3M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.35% | 12,650 | $2.3M | Reduce -0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.33% | 17,145 | $2.1M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.33% | 40,290 | $2.1M | Add +32.6% |
| ITOT iShares Core S&P Total U.S. | 0.30% | 15,013 | $1.9M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.30% | 25,984 | $1.9M | Add +0.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 20,195 | $1.8M | No change |
| BITX 2X Bitcoin ETF | 0.27% | 33,473 | $1.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.26% | 15,957 | $1.7M | Add +0.0% |
| AVUV Avantis US Small Cap Value | 0.26% | 17,665 | $1.7M | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 31,861 | $1.6M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.23% | 2,551 | $1.5M | Add +4.5% |
| GOOG Alphabet Inc. Class C | 0.23% | 7,803 | $1.5M | Add +2.4% |
| URA Global X Uranium ETF | 0.22% | 53,575 | $1.4M | New |
| BKLN Invesco Senior Loan ETF | 0.22% | 67,411 | $1.4M | Reduce -94.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 3,444 | $1.4M | Reduce -18.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 3,087 | $1.4M | Reduce -1.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.21% | 16,961 | $1.4M | Add +18.6% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 11,821 | $1.4M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.19% | 5,143 | $1.2M | Add +0.8% |
| GOF Guggenheim Strategic Opport | 0.19% | 80,676 | $1.2M | Reduce -14.4% |
| DFAC Dimensional US Core Equity 2 | 0.19% | 35,283 | $1.2M | Add +0.0% |
| MUB iShares National Muni Bond E | 0.19% | 11,302 | $1.2M | Reduce -4.2% |
| XME SS SPDR S&P Metals Mining | 0.18% | 20,979 | $1.2M | Add +366.4% |
| NFLX Netflix Inc. | 0.17% | 1,269 | $1.1M | Add +2.1% |
| HBAN Huntington Bancshares Inc. | 0.17% | 68,662 | $1.1M | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.17% | 18,296 | $1.1M | No change |
| VLUE iShares MSCI USA Value Facto | 0.15% | 9,419 | $995K | No change |
| KO The Coca-Cola Co. | 0.15% | 15,966 | $994K | Add +87.7% |
| JNJ Johnson & Johnson | 0.15% | 6,562 | $949K | Reduce -1.4% |
| MOOD Relative Sentiment Tact Allo | 0.14% | 31,536 | $933K | Add +5.3% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 14,639 | $912K | Reduce -0.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 11,809 | $907K | Add +0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 11,776 | $891K | Add +18.7% |
| IWB iShares Russell 1000 ETF | 0.14% | 2,754 | $887K | Reduce -0.5% |
| VNQ Vanguard Real Estate ETF | 0.13% | 9,775 | $871K | Reduce -9.7% |
| FLJP Franklin Ftse Japan ETF | 0.13% | 30,055 | $860K | Reduce -38.8% |
| PG The Procter & Gamble Co. | 0.13% | 5,021 | $842K | Reduce -21.1% |
| FICO Fair Isaac Corp. | 0.13% | 421 | $838K | No change |
| AVUS Avantis U.S. Equity ETF | 0.13% | 8,505 | $824K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.12% | 7,319 | $807K | Add +27.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.12% | 4,289 | $793K | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.12% | 2,244 | $789K | No change |
| EPD Enterprise Products Partners | 0.12% | 24,701 | $775K | No change |
| FSK FS KKR Capital Corp. | 0.12% | 35,024 | $761K | Reduce -30.8% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 18,530 | $748K | No change |
| ARCC Ares Capital Corp. | 0.11% | 33,099 | $725K | Add +72.3% |
| AMD Advanced Micro Devices | 0.11% | 5,777 | $698K | Reduce -1.4% |
| SCHM Schwab US Mid Cap ETF | 0.11% | 25,088 | $695K | Add +59.9% |
| INDA iShares MSCI India ETF | 0.10% | 12,888 | $678K | Add +1.0% |
| RPV Invesco S&P 500 Pure Value E | 0.10% | 7,217 | $651K | Reduce -3.7% |
| RING iShares MSCI Global Gold Min | 0.10% | 22,634 | $636K | Reduce -18.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,243 | $636K | Add +83.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BKLN Invesco Senior Loan ETF | Reduce -94.8% | 0.22% | −4.02 |
| VOO Vanguard S&P 500 ETF | Reduce -80.1% | 0.65% | −2.61 |
| SCHP Schwab U.S. Tips ETF | Reduce -66.6% | 0.75% | −1.63 |
| TLT iShares 20+ Year Treasury BD | Reduce -97.3% | 0.03% | −1.40 |
| LTPZ PIMCO 15+ YR US Tips Indx | Sold out | 0.00% | −1.18 |
| SCHB Schwab US Broad Market ETF | Reduce -14.8% | 2.01% | −0.34 |
| SGOV iShares 0-3 Month Treasury B | Reduce -3.1% | 4.19% | −0.23 |
| SCHF Schwab Intl Equity ETF | Reduce -3.3% | 1.32% | −0.22 |
| SGOL Abrdn Physical Gold Shares | Reduce -4.0% | 3.45% | −0.22 |
| GLD SPDR Gold Shares | Reduce -21.2% | 0.67% | −0.20 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.18 |
| S Sentinelone Inc. Class A | Reduce -67.3% | 0.07% | −0.18 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -14.5% | 0.61% | −0.12 |
| TFLO iShares Treasury Floating Ra | Reduce -16.0% | 0.49% | −0.10 |
| FLJP Franklin Ftse Japan ETF | Reduce -38.8% | 0.13% | −0.10 |
| IEF iShares 7-10 Year Treasury B | Reduce -4.2% | 0.76% | −0.10 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.08 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.2% | 1.63% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.0% | 1.31% | −0.08 |
| HYGH iShares Int Rate Hedg HY ETF | Sold out | 0.00% | −0.07 |
| EVLV Evolv Technologies Holdings | Reduce -71.3% | 0.02% | −0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 4.13% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -31.7% | 0.08% | −0.06 |
| HYGW iShares HY Corp. BD Buywr ETF | Sold out | 0.00% | −0.05 |
| RING iShares MSCI Global Gold Min | Reduce -18.4% | 0.10% | −0.05 |
| AMD Advanced Micro Devices | Reduce -1.4% | 0.11% | −0.04 |
| GOF Guggenheim Strategic Opport | Reduce -14.4% | 0.19% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.13% | −0.04 |
| FSK FS KKR Capital Corp. | Reduce -30.8% | 0.12% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.8% | 0.22% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -29.2% | 0.05% | −0.04 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.04 |
| RWO State Street SPDR Dow Jones | Sold out | 0.00% | −0.03 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -9.7% | 0.13% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.15% | −0.02 |
| FHLC Fidelity MSCI Health Care | Reduce -21.3% | 0.04% | −0.02 |
| AUPH Aurinia Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -4.2% | 0.19% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -11.3% | 0.09% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -17.9% | 0.07% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.4% | 0.25% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.22% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -1.9% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| JBBB Janus Henderson B-BBB Clo Et | New | 3.83% | +3.83 |
| GDMA Gadsden Dynamic Multi-Asset | Add +27.3% | 22.09% | +3.57 |
| STXF Strive 500 ETF | New | 2.49% | +2.49 |
| SHY iShares 1-3 Year Treasury Bo | Add +1342.5% | 1.64% | +1.53 |
| VT Vanguard Tot World STK ETF | Add +81.6% | 2.46% | +1.06 |
| CLOZ Eldridge BBB-B Clo ETF | Add +39.5% | 1.07% | +0.29 |
| URA Global X Uranium ETF | New | 0.22% | +0.22 |
| IBIT iShares Bitcoin Trust ETF | Add +32.6% | 0.33% | +0.16 |
| VTIP Vanguard Short-Term Tips | Add +40.9% | 0.58% | +0.15 |
| MTBA Simplify MBS ETF | Add +17.4% | 1.39% | +0.14 |
| XME SS SPDR S&P Metals Mining | Add +366.4% | 0.18% | +0.14 |
| USFR Wisdomtree Floating Rate Tre | Add +10.0% | 1.44% | +0.11 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.4% | 0.30% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Add +18.6% | 0.21% | +0.09 |
| XLF SS Financial Select Sector | New | 0.08% | +0.08 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +18.0% | 1.95% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +18.7% | 0.14% | +0.08 |
| COKE Coca-Cola Consolidated Inc. | New | 0.08% | +0.08 |
| KO The Coca-Cola Co. | Add +87.7% | 0.15% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.3% | 0.37% | +0.06 |
| ARCC Ares Capital Corp. | Add +72.3% | 0.11% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +16.7% | 0.39% | +0.05 |
| DXJ Wisdomtree Japan Hedged Eq | Add +1.3% | 1.37% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +83.1% | 0.10% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.38% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +59.9% | 0.11% | +0.04 |
| TMFC Motley Fool 100 Index ETF | New | 0.04% | +0.04 |
| COIN Coinbase Global Inc. Class A | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +2.1% | 0.17% | +0.04 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| SMR Nuscale Power Corp. | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.03% | +0.03 |
| PFFA Virtus Infracap US Pref STCK | New | 0.03% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| BNS Bank of Nova Scotia | New | 0.03% | +0.03 |
| IGV iShares Expanded Tech-Softwa | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.8% | 0.74% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.23% | +0.03 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +27.9% | 0.12% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.19% | +0.02 |
| SPD Simplify US Eqty Plus Down | Add +4.8% | 0.73% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +11.1% | 0.07% | +0.01 |
| RSPG Invesco S&P 500 Equal Weight | Add +4.2% | 0.62% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.5% | 0.23% | +0.01 |
| ASPI Asp Isotopes Inc. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +5.9% | 0.07% | +0.01 |
| V Visa Inc. Class A | Add +1.7% | 0.07% | +0.01 |
| ET Energy Transfer LP | Add +0.0% | 0.05% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 321 | $784.7M | GDMA, VZ, SGOL, SGOV, VTI |
| Q1 2026 | 177 | $592.4M | GDMA, VZ, SGOL, SGOV, FNDE |
| Q4 2025 | 171 | $588.5M | GDMA, SGOL, VZ, SCHX, SGOV |
| Q3 2025 | 196 | $646.6M | GDMA, VZ, SGOL, GEW, SCHX |
| Q2 2025 | 206 | $628.4M | GDMA, VZ, SCHX, SGOV, SGOL |
| Q1 2025 | 154 | $504.5M | GDMA, VZ, SGOV, SCHX, VTIP |
| Q4 2024 | 182 | $648.3M | GDMA, VZ, SGOV, SCHX, JBBB |
| Q3 2024 | 180 | $636.5M | GDMA, VZ, SGOV, BKLN, SCHX |
| Q2 2024Amended | 178 | $593.4M | GDMA, VZ, BKLN, SCHX, SGOV |
| Q1 2024 | 176 | $587.4M | GDMA, VZ, SGOV, BKLN, SCHX |