The Analysis of Almanack Investment Partners, LLC.'s Holdings


Currently, Almanack Investment Partners, LLC. holds 197 types of securities in its portfolio with a total value $646.6M. In the most recent quarter, they have increased their positions in GEW (+606.5K shares, valued at $30.5M), AAUS (+491.8K shares, valued at $26.6M), SGOL (+257.9K shares, valued at $9.5M); decreased their positions in VTIP (-413.2K shares, valued at $20.9M), BOXX (-151.6K shares, valued at $17.3M), SCHG (-366.1K shares, valued at $11.7M); initiated new positions in GEW (+606.5K shares, valued at $30.5M), AAUS (+491.8K shares, valued at $26.6M), BAI (+257.7K shares, valued at $8.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GDMA EA SERIES TRUST3.2M shares-6.13%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC936.6K shares-0.07%2025-09-302025-10-22history
SGOL ETFS GOLD TR1.1M shares32.49%2025-09-302025-10-22history
GEW EA SERIES TRUST606.5K sharesnew addition2025-09-302025-10-22history
SCHX SCHWAB STRATEGIC TR1.1M shares-3.26%2025-09-302025-10-22history
AAUS EA SERIES TRUST491.8K sharesnew addition2025-09-302025-10-22history
FNDE SCHWAB STRATEGIC TR690.2K shares15.50%2025-09-302025-10-22history
SGOV ISHARES TR216.7K shares-17.86%2025-09-302025-10-22history
Sponsored
VTI VANGUARD INDEX FDS59.9K shares-19.21%2025-09-302025-10-22history
BWZ SPDR SERIES TRUST506.0K shares10.18%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR413.8K shares-46.94%2025-09-302025-10-22history
FEZ SPDR INDEX SHS FDS172.6K shares-3.15%2025-09-302025-10-22history
PICK ISHARES INC237.7K shares64.18%2025-09-302025-10-22history
DXJ WISDOMTREE TR80.9K shares-1.42%2025-09-302025-10-22history
BAI BLACKROCK ETF TRUST257.7K sharesnew addition2025-09-302025-10-22history
RING ISHARES INC130.1K shares529.29%2025-09-302025-10-22history
Sponsored
VT VANGUARD INTL EQUITY INDEX F52.2K shares-11.27%2025-09-302025-10-22history
AAPL APPLE INC28.1K shares-53.15%2025-09-302025-10-22history
MLPA GLOBAL X FDS129.5K shares2.38%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR9.3K shares19.13%2025-09-302025-10-22history
XLE SELECT SECTOR SPDR TR66.0K shares0.21%2025-09-302025-10-22history
EMLC VANECK ETF TRUST224.2K shares20.77%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION29.6K shares4.98%2025-09-302025-10-22history
FEMB FIRST TR EXCH TRADED FD III174.3K shares4.35%2025-09-302025-10-22history
Sponsored
SCHE SCHWAB STRATEGIC TR151.1K shares262.52%2025-09-302025-10-22history
URBN URBAN OUTFITTERS INC64.7K shares0.04%2025-09-302025-10-22history
MSFT MICROSOFT CORP8.5K shares-8.44%2025-09-302025-10-22history
VTIP VANGUARD MALVERN FDS82.0K shares-83.44%2025-09-302025-10-22history
CLOZ SERIES PORTFOLIOS TR142.9K shares47.44%2025-09-302025-10-22history
BLOK AMPLIFY ETF TR54.4K shares74.42%2025-09-302025-10-22history
JAAA JANUS DETROIT STR TR71.6K shares145.47%2025-09-302025-10-22history
EEM ISHARES TR66.9K sharesnew addition2025-09-302025-10-22history
Sponsored
IAU ISHARES GOLD TR44.9K sharesnew addition2025-09-302025-10-22history
USFR WISDOMTREE TR63.5K shares-46.40%2025-09-302025-10-22history
TFLO ISHARES TR60.7K shares-3.06%2025-09-302025-10-22history
AMZN AMAZON COM INC12.3K shares1.36%2025-09-302025-10-22history
XOM EXXON MOBIL CORP23.4K shares34.00%2025-09-302025-10-22history
QUAL ISHARES TR13.1K shares0.40%2025-09-302025-10-22history
IWF ISHARES TR5.2K shares0.00%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON13.1K shares29.59%2025-09-302025-10-22history
Sponsored
FBTC FIDELITY WISE ORIGIN BITCOIN23.9K shares12.70%2025-09-302025-10-22history
IJJ ISHARES TR17.1K shares0.00%2025-09-302025-10-22history
GOOGL ALPHABET INC9.1K shares-4.05%2025-09-302025-10-22history
DGRW WISDOMTREE TR24.0K shares-1.08%2025-09-302025-10-22history
META META PLATFORMS INC2.9K shares-2.65%2025-09-302025-10-22history
XLC SELECT SECTOR SPDR TR17.4K sharesnew addition2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR7.2K sharesnew addition2025-09-302025-10-22history
BITX VOLATILITY SHS TR35.7K shares0.00%2025-09-302025-10-22history
Sponsored
NFLX NETFLIX INC1.6K shares-33.87%2025-09-302025-10-22history
USMV ISHARES TR20.3K shares0.00%2025-09-302025-10-22history
MOOD EA SERIES TRUST52.6K shares6.53%2025-09-302025-10-22history
IVV ISHARES TR2.7K shares-9.84%2025-09-302025-10-22history
GOF GUGGENHEIM STRATEGIC OPPORTU118.1K shares-48.69%2025-09-302025-10-22history
GBTC GRAYSCALE BITCOIN TRUST ETF19.1K shares0.00%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC9.4K shares-12.55%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS22.1K shares12.90%2025-09-302025-10-22history
Sponsored
GOOG ALPHABET INC6.6K shares-31.05%2025-09-302025-10-22history
AVUV AMERICAN CENTY ETF TR14.8K shares4.71%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.4.6K shares-17.56%2025-09-302025-10-22history
JBBB JANUS DETROIT STR TR29.7K shares-13.65%2025-09-302025-10-22history
IWD ISHARES TR6.9K shares-34.10%2025-09-302025-10-22history
WRB BERKLEY W R CORP18.1K shares-4.00%2025-09-302025-10-22history
BTC GRAYSCALE BITCOIN MINI TR ET26.4K shares76.96%2025-09-302025-10-22history
ITOT ISHARES TR9.1K shares0.00%2025-09-302025-10-22history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF19.9K shares-23.87%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares-50.31%2025-09-302025-10-22history
BK BANK NEW YORK MELLON CORP11.7K shares-11.63%2025-09-302025-10-22history
DFAC DIMENSIONAL ETF TRUST33.0K shares0.26%2025-09-302025-10-22history
GLD SPDR GOLD TR3.5K shares3.60%2025-09-302025-10-22history
HBAN HUNTINGTON BANCSHARES INC70.2K shares0.73%2025-09-302025-10-22history
KO COCA COLA CO18.0K shares-9.64%2025-09-302025-10-22history
VLUE ISHARES TR9.4K shares0.00%2025-09-302025-10-22history
Sponsored
FNDF SCHWAB STRATEGIC TR27.2K shares79.70%2025-09-302025-10-22history
BOXX EA SERIES TRUST8.9K shares-94.46%2025-09-302025-10-22history
EPD ENTERPRISE PRODS PARTNERS L31.9K shares-29.33%2025-09-302025-10-22history
FLJP FRANKLIN TEMPLETON ETF TR28.7K shares-5.78%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares97.87%2025-09-302025-10-22history
ETHA ISHARES ETHEREUM TR29.4K shares63.26%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW999 sharesnew addition2025-09-302025-10-22history
VNQ VANGUARD INDEX FDS9.4K shares-2.86%2025-09-302025-10-22history
Sponsored
AIQ GLOBAL X FDS17.2K sharesnew addition2025-09-302025-10-22history
PRF INVESCO EXCHANGE TRADED FD T18.5K shares0.00%2025-09-302025-10-22history
FTEC FIDELITY COVINGTON TRUST3.7K shares-0.40%2025-09-302025-10-22history
ORCL ORACLE CORP2.9K shares57.84%2025-09-302025-10-22history
FLCH FRANKLIN TEMPLETON ETF TR29.9K sharesnew addition2025-09-302025-10-22history
SOXQ INVESCO EXCH TRADED FD TR II15.1K sharesnew addition2025-09-302025-10-22history
XME SPDR SERIES TRUST7.8K shares-12.63%2025-09-302025-10-22history
GNR SPDR INDEX SHS FDS12.3K sharesnew addition2025-09-302025-10-22history
Sponsored
PG PROCTER AND GAMBLE CO4.7K shares-40.38%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC4.4K shares-10.85%2025-09-302025-10-22history
CVX CHEVRON CORP NEW4.4K shares-26.82%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS1.1K shares-30.61%2025-09-302025-10-22history
DLN WISDOMTREE TR7.6K shares-17.65%2025-09-302025-10-22history
BAR GRANITESHARES GOLD TR17.3K shares0.00%2025-09-302025-10-22history
IWB ISHARES TR1.7K shares0.00%2025-09-302025-10-22history
CEF SPROTT ASSET MANAGEMENT LP17.3K shares0.00%2025-09-302025-10-22history
Sponsored
BXSL BLACKSTONE SECD LENDING FD24.0K shares0.00%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR24.2K shares-75.96%2025-09-302025-10-22history
ITA ISHARES TR2.9K shares-5.41%2025-09-302025-10-22history
HD HOME DEPOT INC1.5K shares3.03%2025-09-302025-10-22history
FICO FAIR ISAAC CORP392 shares-0.25%2025-09-302025-10-22history
TT TRANE TECHNOLOGIES PLC1.4K sharesnew addition2025-09-302025-10-22history
SCHP SCHWAB STRATEGIC TR20.5K shares-9.68%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP1.1K shares-4.20%2025-09-302025-10-22history
Sponsored
PEP PEPSICO INC3.7K shares-28.61%2025-09-302025-10-22history
FXE INVESCO CURRENCYSHARES EURO4.7K shares0.00%2025-09-302025-10-22history
PHYS SPROTT ASSET MANAGEMENT LP17.3K shares0.83%2025-09-302025-10-22history
ET ENERGY TRANSFER L P29.7K shares60.94%2025-09-302025-10-22history
MCD MCDONALDS CORP1.7K shares-45.49%2025-09-302025-10-22history
HODL VANECK BITCOIN ETF15.4K shares106.10%2025-09-302025-10-22history
FXY INVESCO CURRENCYSHARES JAPAN7.8K shares0.00%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW3.9K shares-28.72%2025-09-302025-10-22history
Sponsored
ACN ACCENTURE PLC IRELAND1.9K shares-6.24%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS1.7K shares-88.66%2025-09-302025-10-22history
GLDM WORLD GOLD TR6.1K shares-0.90%2025-09-302025-10-22history
COKE COCA COLA CONS INC4.0K shares0.23%2025-09-302025-10-22history
PNC PNC FINL SVCS GROUP INC2.3K shares-5.51%2025-09-302025-10-22history
V VISA INC1.4K shares46.32%2025-09-302025-10-22history
QMOM EA SERIES TRUST7.2K shares0.00%2025-09-302025-10-22history
ABT ABBOTT LABS3.4K shares7.80%2025-09-302025-10-22history
Sponsored
CAT CATERPILLAR INC947 shares-83.41%2025-09-302025-10-22history
LLY ELI LILLY & CO592 shares-19.89%2025-09-302025-10-22history
DBJP DBX ETF TR5.3K shares0.00%2025-09-302025-10-22history
VRT VERTIV HOLDINGS CO2.9K shares-1.70%2025-09-302025-10-22history
VGT VANGUARD WORLD FD584 sharesnew addition2025-09-302025-10-22history
QQQ INVESCO QQQ TR679 shares-23.62%2025-09-302025-10-22history
TMFC RBB FD INC5.7K shares0.56%2025-09-302025-10-22history
RTX RTX CORPORATION2.4K shares-3.10%2025-09-302025-10-22history
Sponsored
NUKZ EXCHANGE TRADED CONCEPTS TRU6.0K shares16.73%2025-09-302025-10-22history
CRWV COREWEAVE INC2.9K shares30.43%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP4.0K shares62.78%2025-09-302025-10-22history
COPX GLOBAL X FDS6.4K sharesnew addition2025-09-302025-10-22history
MS MORGAN STANLEY2.4K shares-5.91%2025-09-302025-10-22history
BP BP PLC11.1K sharesnew addition2025-09-302025-10-22history
NVS NOVARTIS AG3.0K shares-19.74%2025-09-302025-10-22history
S SENTINELONE INC21.4K shares-0.07%2025-09-302025-10-22history
Sponsored
MTUM ISHARES TR1.4K shares-50.10%2025-09-302025-10-22history
FQAL FIDELITY COVINGTON TRUST4.9K shares-0.99%2025-09-302025-10-22history
OKLO OKLO INC3.3K sharesnew addition2025-09-302025-10-22history
CEG CONSTELLATION ENERGY CORP1.1K sharesnew addition2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC437 sharesnew addition2025-09-302025-10-22history
COF CAPITAL ONE FINL CORP1.6K shares-16.73%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC707 shares13.67%2025-09-302025-10-22history
WMT WALMART INC3.3K shares-29.42%2025-09-302025-10-22history
Sponsored
EUFN ISHARES TR9.7K sharesnew addition2025-09-302025-10-22history
AVDE AMERICAN CENTY ETF TR4.1K shares0.00%2025-09-302025-10-22history
SMR NUSCALE PWR CORP8.9K shares-3.78%2025-09-302025-10-22history
DEA EASTERLY GOVT PPTYS INC13.9K sharesnew addition2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-10-22history
EVLV EVOLV TECHNOLOGIES HLDNGS IN40.3K shares0.00%2025-09-302025-10-22history
OKE ONEOK INC NEW4.1K shares-0.72%2025-09-302025-10-22history
QVAL EA SERIES TRUST6.4K shares-42.29%2025-09-302025-10-22history
Sponsored
MOAT VANECK ETF TRUST3.0K shares7.07%2025-09-302025-10-22history
ETH GRAYSCALE ETHEREUM MINI TR E7.5K sharesnew addition2025-09-302025-10-22history
OEF ISHARES TR870 shares0.12%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO865 shares-4.74%2025-09-302025-10-22history
BAC BANK AMERICA CORP5.5K shares-18.15%2025-09-302025-10-22history
RGLD ROYAL GOLD INC1.4K shares0.00%2025-09-302025-10-22history
AGG ISHARES TR2.8K shares14.09%2025-09-302025-10-22history
ASML ASML HOLDING N V279 sharesnew addition2025-09-302025-10-22history
Sponsored
UTF COHEN & STEERS INFRASTRUCTUR10.9K shares0.00%2025-09-302025-10-22history
PDI PIMCO DYNAMIC INCOME FD13.4K shares0.00%2025-09-302025-10-22history
NVO NOVO-NORDISK A S4.7K sharesnew addition2025-09-302025-10-22history
ANGX ANGEL STUDIOS INC44.2K sharesnew addition2025-09-302025-10-22history
MGK VANGUARD WORLD FD635 shares-86.25%2025-09-302025-10-22history
NLR VANECK ETF TRUST1.9K shares0.00%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR10.9K sharesnew addition2025-09-302025-10-22history
MRK MERCK & CO INC3.0K shares-83.57%2025-09-302025-10-22history
Sponsored
CDX SIMPLIFY EXCHANGE TRADED FUN10.9K sharesnew addition2025-09-302025-10-22history
BOND PIMCO ETF TR2.7K shares12.18%2025-09-302025-10-22history
MSTY TIDAL TRUST II17.5K shares8.40%2025-09-302025-10-22history
PFE PFIZER INC9.6K sharesnew addition2025-09-302025-10-22history
STZ CONSTELLATION BRANDS INC1.8K shares22.57%2025-09-302025-10-22history
GSK GSK PLC5.5K sharesnew addition2025-09-302025-10-22history
SHV ISHARES TR2.1K shares0.00%2025-09-302025-10-22history
PPG PPG INDS INC2.2K shares0.09%2025-09-302025-10-22history
Sponsored
PFFA ETFIS SER TR I10.6K shares0.00%2025-09-302025-10-22history
SONY SONY GROUP CORP7.9K sharesnew addition2025-09-302025-10-22history
NOW SERVICENOW INC245 shares-1.61%2025-09-302025-10-22history
CW CURTISS WRIGHT CORP409 sharesnew addition2025-09-302025-10-22history
AVUS AMERICAN CENTY ETF TR2.0K shares0.00%2025-09-302025-10-22history
NODE VANECK FDS5.3K sharesnew addition2025-09-302025-10-22history
IJR ISHARES TR1.8K shares-63.63%2025-09-302025-10-22history
IVE ISHARES TR1.0K shares0.00%2025-09-302025-10-22history
Sponsored
FIS FIDELITY NATL INFORMATION SV3.3K shares0.00%2025-09-302025-10-22history
CSCO CISCO SYS INC3.0K shares-37.26%2025-09-302025-10-22history
UNP UNION PAC CORP879 sharesnew addition2025-09-302025-10-22history
MUFG MITSUBISHI UFJ FINL GROUP IN11.2K sharesnew addition2025-09-302025-10-22history
PSLV SPROTT ASSET MANAGEMENT LP10.5K shares0.00%2025-09-302025-10-22history
PDBC INVESCO ACTVELY MNGD ETC FD10.1K sharesnew addition2025-09-302025-10-22history
ACHR ARCHER AVIATION INC13.7K shares-2.50%2025-09-302025-10-22history
AGNC AGNC INVT CORP10.0K sharesnew addition2025-09-302025-10-22history
Sponsored
NAKA KINDLY MD INC55.2K sharesnew addition2025-09-302025-10-22history
TARA PROTARA THERAPEUTICS INC13.5K sharesnew addition2025-09-302025-10-22history
CTM CASTELLUM INC50.0K shares0.00%2025-09-302025-10-22history
DVLT DATAVAULT AI INC10.0K sharesnew addition2025-09-302025-10-22history
COHEN & STEERS INFRASTRUCTUR COHEN & STEERS INFRASTRUCTUR10.9K sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available