Almanack Investment Partners, LLC.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Almanack Investment Partners, LLC. reported 177 stock positions worth $592.4 million. Its top holding was Gadsden Dynamic Multi-Asset (GDMA) at 29.2% of the portfolio, followed by Verizon Communications (VZ, 7.9%) and Abrdn Physical Gold Shares (SGOL, 7.5%). Compared with Q4 2025, it opened 16 new positions, sold out of 10, added to 67 and reduced 49. The biggest buy was Gadsden Dynamic Multi-Asset (GDMA, shares +12%) and the biggest sale State Street SPDR Bloomberg (BWZ, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- WAYNE, PA
- CIK
- 0001680613
- Portfolio Value
- $592.4M (Q1 2026)
- SEC Filing
- 0001680613-26-000003 ↗ filed May 5, 2026
Holdings Value
Holdings 177 stocks · $592.4M
| GDMA Gadsden Dynamic Multi-Asset | 29.20% | 4,251,111 | $173.0M | Add +12.5% |
| VZ Verizon Communications Inc. | 7.93% | 935,764 | $47.0M | Reduce -0.1% |
| SGOL Abrdn Physical Gold Shares | 7.51% | 997,108 | $44.5M | Reduce -0.8% |
| SGOV iShares 0-3 Month Treasury B | 5.84% | 343,434 | $34.6M | Add +16.6% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 4.60% | 712,019 | $27.2M | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 3.71% | 856,721 | $22.0M | Reduce -25.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.26% | 60,248 | $19.3M | Add +0.7% |
| PICK iShares MSCI Global Metals & | 2.34% | 244,668 | $13.8M | Add +4.3% |
| SCHG Schwab US Large-Cap Growth | 2.21% | 450,414 | $13.1M | Add +25.1% |
| DXJ Wisdomtree Japan Hedged Eq | 2.06% | 76,986 | $12.2M | Reduce -2.8% |
| XLE SS Energy Select Sector | 2.00% | 192,965 | $11.8M | Add +21.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.98% | 356,821 | $11.8M | Add +89.6% |
| FEZ State Street SPDR Euro Stoxx | 1.73% | 164,736 | $10.2M | Reduce -0.7% |
| MLPA Global X MLP ETF | 0.99% | 108,630 | $5.9M | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 7,082 | $4.6M | Reduce -8.3% |
| AAPL Apple Inc. | 0.72% | 16,710 | $4.2M | Add +3.2% |
| NVDA Nvidia Corp. | 0.70% | 23,885 | $4.2M | Reduce -2.3% |
| URBN Urban Outfitters Inc. | 0.69% | 64,674 | $4.1M | Reduce -0.0% |
| VTIP Vanguard Short-Term Tips | 0.60% | 70,818 | $3.5M | Add +4.0% |
| JNJ Johnson & Johnson | 0.57% | 13,884 | $3.4M | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.52% | 7,129 | $3.1M | Add +276.4% |
| MSFT Microsoft Corp. | 0.51% | 8,113 | $3.0M | Add +4.5% |
| XOM Exxon Mobil Corp. | 0.46% | 16,029 | $2.7M | Reduce -5.6% |
| CTA Simplify Managed Futures St | 0.44% | 86,638 | $2.6M | New |
| RING iShares MSCI Global Gold Min | 0.43% | 32,482 | $2.6M | Reduce -74.4% |
| GOOGL Alphabet Inc. Class A | 0.43% | 8,873 | $2.6M | Add +7.6% |
| QUAL iShares MSCI USA Quality Fac | 0.41% | 12,622 | $2.4M | Add +0.2% |
| MOOD Relative Sentiment Tact Allo | 0.39% | 56,721 | $2.3M | Add +2.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.38% | 17,145 | $2.3M | No change |
| IWF iShares Russell 1000 Growth | 0.37% | 5,189 | $2.2M | No change |
| BWZ State Street SPDR Bloomberg | 0.37% | 81,729 | $2.2M | Reduce -84.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.36% | 23,954 | $2.1M | No change |
| GOOG Alphabet Inc. Class C | 0.32% | 6,671 | $1.9M | Reduce -4.8% |
| FLJP Franklin Ftse Japan ETF | 0.32% | 52,736 | $1.9M | Add +6.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 20,222 | $1.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.31% | 8,945 | $1.9M | Reduce -1.4% |
| CDX Simplify High Yield ETF | 0.31% | 86,975 | $1.9M | Add +353.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.30% | 36,538 | $1.8M | Reduce -5.6% |
| SIVR Abrdn Physical Silver Shares | 0.29% | 23,835 | $1.7M | Add +390.8% |
| META Meta Platforms Inc. Class A | 0.28% | 2,920 | $1.7M | Add +8.3% |
| AVUV Avantis US Small Cap Value | 0.26% | 14,010 | $1.5M | No change |
| VXUS Vanguard Total Intl Stock | 0.25% | 19,342 | $1.5M | Reduce -10.1% |
| IWD iShares Russell 1000 Value E | 0.25% | 6,918 | $1.5M | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.25% | 12,588 | $1.5M | Add +77.7% |
| JPM JPMorgan Chase & Co. | 0.24% | 4,741 | $1.4M | Reduce -0.4% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 9,406 | $1.3M | Add +3.9% |
| VLUE iShares MSCI USA Value Facto | 0.23% | 9,419 | $1.3M | No change |
| AAUS Alpha Architect US Eqy ETF | 0.22% | 24,443 | $1.3M | No change |
| DFAC Dimensional US Core Equity 2 | 0.21% | 32,346 | $1.3M | No change |
| AAUA Alpha Architect US Equ 3 ETF | 0.21% | 25,485 | $1.2M | New |
| COPX Global X Copper Miners ETF | 0.21% | 16,302 | $1.2M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 0.21% | 1,902 | $1.2M | Reduce -15.6% |
| EPD Enterprise Products Partners | 0.20% | 31,864 | $1.2M | Add +0.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.20% | 18,145 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.20% | 8,852 | $1.2M | Reduce -14.4% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 7,826 | $1.1M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 0.19% | 10,055 | $1.1M | Reduce -20.8% |
| GNR State Street SPDR S&P Global | 0.18% | 14,302 | $1.1M | Add +11.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 8,834 | $1.0M | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.17% | 11,625 | $1.0M | Add +23.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.17% | 20,119 | $1.0M | Reduce -46.0% |
| PDBC Invesco Optimum Yield Divers | 0.17% | 58,193 | $1.0M | Add +450.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 19,086 | $1.0M | No change |
| SOXQ Invesco PHLX Semiconductor | 0.17% | 16,753 | $1.0M | Add +8.5% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.17% | 15,396 | $985K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.16% | 16,508 | $974K | Reduce -20.6% |
| EMLC Vaneck JPM Em Local Curr BND | 0.16% | 38,431 | $965K | Reduce -83.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,973 | $945K | Add +0.5% |
| USFR Wisdomtree Floating Rate Tre | 0.16% | 18,654 | $939K | Reduce -43.7% |
| CLOZ Eldridge BBB-B Clo ETF | 0.16% | 35,919 | $921K | Reduce -48.2% |
| HSY The Hershey Co. | 0.15% | 4,394 | $913K | Add +87.9% |
| PRF Invesco Rafi US 1000 ETF | 0.15% | 18,530 | $881K | No change |
| AIQ Global X Art Intel & Tech | 0.15% | 18,781 | $876K | Add +3.5% |
| BTC Grayscale Bitcoin Mini ETF | 0.14% | 28,436 | $853K | Add +6.5% |
| CEF Sprott Physical Gold and Sil | 0.13% | 16,726 | $798K | No change |
| SCHF Schwab Intl Equity ETF | 0.13% | 31,685 | $784K | Add +3.2% |
| AMD Advanced Micro Devices | 0.13% | 3,850 | $783K | Reduce -1.7% |
| CVX Chevron Corp. | 0.13% | 3,779 | $782K | Add +1.4% |
| V Visa Inc. Class A | 0.13% | 2,551 | $771K | Add +154.8% |
| FLCH Franklin Ftse China ETF | 0.13% | 34,046 | $762K | Add +10.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 3,632 | $756K | Add +0.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.13% | 5,561 | $741K | Add +138.3% |
| VRT Vertiv Holdings Co. Class A | 0.12% | 2,900 | $727K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.12% | 4,737 | $684K | Reduce -0.3% |
| GLDM SPDR Gold Minishares Trust | 0.11% | 7,335 | $680K | Add +33.2% |
| KO The Coca-Cola Co. | 0.11% | 8,927 | $679K | Add +0.0% |
| XBI SS SPDR S&P Biotech ETF | 0.11% | 5,307 | $678K | Add +19.0% |
| LMT Lockheed Martin Corp. | 0.11% | 1,118 | $676K | Reduce -2.8% |
| BAR Graniteshares Gold Trust | 0.11% | 14,645 | $676K | No change |
| ITA iShares U.S. Aerospace & Def | 0.11% | 2,957 | $647K | Add +1.2% |
| PEP Pepsico Inc. | 0.10% | 3,977 | $618K | Add +1.4% |
| IWB iShares Russell 1000 ETF | 0.10% | 1,732 | $618K | No change |
| KBE SS SPDR S&P Bank ETF | 0.10% | 10,117 | $602K | Add +14.5% |
| ET Energy Transfer LP | 0.10% | 29,736 | $574K | Add +0.1% |
| GOF Guggenheim Strategic Opport | 0.09% | 49,455 | $545K | Reduce -54.0% |
| BITX 2X Bitcoin ETF | 0.09% | 36,251 | $534K | No change |
| DBJP Xtrackers MSCI Japan Hedged | 0.09% | 5,250 | $530K | No change |
| HGER Harbor Commodity All Weather | 0.09% | 17,004 | $527K | New |
| DUK Duke Energy Corp. | 0.09% | 3,989 | $522K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.08% | 799 | $493K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BWZ State Street SPDR Bloomberg | Reduce -84.5% | 0.37% | −2.09 |
| SCHX Schwab US Large-Cap ETF | Reduce -25.0% | 3.71% | −1.51 |
| BAI Ishrs AI in and Tech Act ETF | Sold out | 0.00% | −1.50 |
| RING iShares MSCI Global Gold Min | Reduce -74.4% | 0.43% | −1.15 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −1.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −1.04 |
| FEMB First Trust Emerging Markets | Sold out | 0.00% | −0.94 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -83.2% | 0.16% | −0.84 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.51 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -48.2% | 0.16% | −0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -46.0% | 0.17% | −0.15 |
| GOF Guggenheim Strategic Opport | Reduce -54.0% | 0.09% | −0.14 |
| URBN Urban Outfitters Inc. | Reduce -0.0% | 0.69% | −0.14 |
| HODL Vaneck Bitcoin ETF | Reduce -73.9% | 0.03% | −0.13 |
| USFR Wisdomtree Floating Rate Tre | Reduce -43.7% | 0.16% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.3% | 0.78% | −0.12 |
| SGVT Schwab Govt Money Market ETF | Sold out | 0.00% | −0.11 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -20.6% | 0.16% | −0.10 |
| FEZ State Street SPDR Euro Stoxx | Reduce -0.7% | 1.73% | −0.09 |
| NVDA Nvidia Corp. | Reduce -2.3% | 0.70% | −0.07 |
| XLC SS Comm Select Sector SPDR | Reduce -20.8% | 0.19% | −0.07 |
| BXSL Blackstone Secured Lending F | Reduce -50.0% | 0.05% | −0.06 |
| XLK SS Technology Select Sector | Reduce -14.4% | 0.20% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -15.6% | 0.21% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.32% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -40.1% | 0.06% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.4% | 0.19% | −0.04 |
| FICO Fair Isaac Corp. | Reduce -1.8% | 0.07% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 0.31% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.04 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -3.3% | 0.06% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.24% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -10.1% | 0.25% | −0.02 |
| AVGO Broadcom Inc. | Reduce -16.4% | 0.05% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.07% | −0.02 |
| ABT Abbott Laboratories | Reduce -5.6% | 0.05% | −0.01 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.04% | −0.01 |
| AMD Advanced Micro Devices | Reduce -1.7% | 0.13% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.9% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -12.0% | 0.04% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -6.6% | 0.05% | −0.01 |
| ACHR Archer Aviation Inc. Class A | Reduce -7.5% | 0.01% | −0.01 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -5.9% | 0.05% | −0.00 |
| STRIVE INC | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.12% | −0.00 |
| PHYS Sprott Physical Gold Trust | Reduce -1.3% | 0.06% | +0.00 |
| CW Curtiss-Wright Corp. | Reduce -9.8% | 0.04% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -5.6% | 0.30% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| GDMA Gadsden Dynamic Multi-Asset | Add +12.5% | 29.20% | +4.44 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +89.6% | 1.98% | +0.94 |
| SGOV iShares 0-3 Month Treasury B | Add +16.6% | 5.84% | +0.81 |
| XLE SS Energy Select Sector | Add +21.2% | 2.00% | +0.79 |
| CTA Simplify Managed Futures St | New | 0.44% | +0.44 |
| GLD SPDR Gold Shares | Add +276.4% | 0.52% | +0.39 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +1.9% | 4.60% | +0.32 |
| PICK iShares MSCI Global Metals & | Add +4.3% | 2.34% | +0.29 |
| CDX Simplify High Yield ETF | Add +353.6% | 0.31% | +0.24 |
| SIVR Abrdn Physical Silver Shares | Add +390.8% | 0.29% | +0.23 |
| SCHG Schwab US Large-Cap Growth | Add +25.1% | 2.21% | +0.22 |
| AAUA Alpha Architect US Equ 3 ETF | New | 0.21% | +0.21 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.17% | +0.17 |
| PDBC Invesco Optimum Yield Divers | Add +450.8% | 0.17% | +0.15 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +77.7% | 0.25% | +0.11 |
| HGER Harbor Commodity All Weather | New | 0.09% | +0.09 |
| HSY The Hershey Co. | Add +87.9% | 0.15% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.08% | +0.08 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +138.3% | 0.13% | +0.08 |
| V Visa Inc. Class A | Add +154.8% | 0.13% | +0.07 |
| SPHY SS SPDR P High Yield ETF | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
| ARCC Ares Capital Corp. | New | 0.05% | +0.05 |
| GNR State Street SPDR S&P Global | Add +11.7% | 0.18% | +0.05 |
| ZTS Zoetis Inc. | New | 0.04% | +0.04 |
| BP BP PLC-Spons ADR | New | 0.04% | +0.04 |
| IXC iShares Global Energy ETF | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +1.4% | 0.13% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +33.2% | 0.11% | +0.03 |
| FENY Fidelity MSCI Energy Index | New | 0.03% | +0.03 |
| DPZ Domino's Pizza Inc. | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +23.7% | 0.17% | +0.03 |
| MOOD Relative Sentiment Tact Allo | Add +2.6% | 0.39% | +0.03 |
| FLJP Franklin Ftse Japan ETF | Add +6.3% | 0.32% | +0.03 |
| EPD Enterprise Products Partners | Add +0.0% | 0.20% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +4.0% | 0.60% | +0.02 |
| SOXQ Invesco PHLX Semiconductor | Add +8.5% | 0.17% | +0.02 |
| XBI SS SPDR S&P Biotech ETF | Add +19.0% | 0.11% | +0.02 |
| COPX Global X Copper Miners ETF | Add +4.2% | 0.21% | +0.02 |
| ET Energy Transfer LP | Add +0.1% | 0.10% | +0.01 |
| NUKZ Range Nuclear Renaissance | Add +17.6% | 0.08% | +0.01 |
| NGEN Nervgen Pharma Corp. | New | 0.01% | +0.01 |
| SMHI Seacor Marine Holdings Inc. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +10.9% | 0.06% | +0.01 |
| KBE SS SPDR S&P Bank ETF | Add +14.5% | 0.10% | +0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.09% | +0.01 |
| KO The Coca-Cola Co. | Add +0.0% | 0.11% | +0.01 |
| PEP Pepsico Inc. | Add +1.4% | 0.10% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.0% | 0.04% | +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 |