Sponsored

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

Currently, Almanack Investment Partners, LLC. holds 177 types of securities in its portfolio with a total value $592.4M. In the most recent quarter, they have increased their positions in GDMA (+471.4K shares, valued at $19.2M), SCHE (+168.6K shares, valued at $5.6M), SGOV (+48.9K shares, valued at $4.9M); decreased their positions in BWZ (-446.1K shares, valued at $12.0M), RING (-94.3K shares, valued at $7.4M), SCHX (-284.9K shares, valued at $7.3M); initiated new positions in CTA (+86.6K shares, valued at $2.6M), N/A (+25.5K shares, valued at $1.2M), ZROZ (+15.4K shares, valued at $985.5K).

1M P&L

+2.9M+0.53%

3M P&L

+958.9K+0.17%

HY P&L

+47.0M+9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A441.5M

82.2%

2Telecom Services47.3M

8.8%

3Semiconductors4.9M

0.9%

Top Industries by Stock Count

1N/A99 stocks

61.1%

2Drug Manufacturers - General5 stocks

3.1%

3Aerospace & Defense4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GDMA EA SERIES TRUST4.3M shares12.47%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC935.8K shares-0.09%2026-03-312026-05-05

ETFS GOLD TR ETFS GOLD TR997.1K shares-0.81%2026-03-312026-05-05

SGOV ISHARES TR343.4K shares16.62%2026-03-312026-05-05

FNDE SCHWAB STRATEGIC TR712.0K shares1.90%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR856.7K shares-24.96%2026-03-312026-05-05

VTI VANGUARD INDEX FDS60.2K shares0.67%2026-03-312026-05-05

PICK ISHARES INC244.7K shares4.27%2026-03-312026-05-05

Sponsored

SCHG SCHWAB STRATEGIC TR450.4K shares25.05%2026-03-312026-05-05

DXJ WISDOMTREE TR77.0K shares-2.81%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR193.0K shares21.17%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR356.8K shares89.58%2026-03-312026-05-05

FEZ SPDR INDEX SHS FDS164.7K shares-0.74%2026-03-312026-05-05

MLPA GLOBAL X FDS108.6K shares-6.75%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T7.1K shares-8.31%2026-03-312026-05-05

AAPL APPLE INC16.7K shares3.23%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION23.9K shares-2.32%2026-03-312026-05-05

URBN URBAN OUTFITTERS INC64.7K shares-0.02%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS70.8K shares3.96%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON13.9K shares-0.41%2026-03-312026-05-05

GLD SPDR GOLD TR7.1K shares276.40%2026-03-312026-05-05

MSFT MICROSOFT CORP8.1K shares4.55%2026-03-312026-05-05

XOM EXXON MOBIL CORP16.0K shares-5.57%2026-03-312026-05-05

CTA SIMPLIFY EXCHANGE TRADED FUN86.6K sharesnew addition2026-03-312026-05-05

Sponsored

RING ISHARES INC32.5K shares-74.38%2026-03-312026-05-05

ALPHABET INC ALPHABET INC8.9K shares7.59%2026-03-312026-05-05

QUAL ISHARES TR12.6K shares0.17%2026-03-312026-05-05

MOOD EA SERIES TRUST56.7K shares2.63%2026-03-312026-05-05

IJJ ISHARES TR17.1K shares0.00%2026-03-312026-05-05

IWF ISHARES TR5.2K shares0.00%2026-03-312026-05-05

BWZ SPDR SERIES TRUST81.7K shares-84.52%2026-03-312026-05-05

DGRW WISDOMTREE TR24.0K shares0.00%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC6.7K shares-4.84%2026-03-312026-05-05

FLJP FRANKLIN TEMPLETON ETF TR52.7K shares6.29%2026-03-312026-05-05

USMV ISHARES TR20.2K shares0.13%2026-03-312026-05-05

AMZN AMAZON COM INC8.9K shares-1.38%2026-03-312026-05-05

CDX SIMPLIFY EXCHANGE TRADED FUN87.0K shares353.61%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR36.5K shares-5.62%2026-03-312026-05-05

SIVR ABRDN SILVER ETF TRUST23.8K shares390.84%2026-03-312026-05-05

META META PLATFORMS INC2.9K shares8.35%2026-03-312026-05-05

Sponsored

AVUV AMERICAN CENTY ETF TR14.0K shares0.00%2026-03-312026-05-05

VXUS VANGUARD STAR FDS19.3K shares-10.05%2026-03-312026-05-05

IWD ISHARES TR6.9K shares0.00%2026-03-312026-05-05

BOXX EA SERIES TRUST12.6K shares77.72%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO4.7K shares-0.40%2026-03-312026-05-05

ITOT ISHARES TR9.4K shares3.90%2026-03-312026-05-05

VLUE ISHARES TR9.4K shares0.00%2026-03-312026-05-05

AAUS EA SERIES TRUST24.4K shares0.00%2026-03-312026-05-05

Sponsored

DFAC DIMENSIONAL ETF TRUST32.3K shares0.00%2026-03-312026-05-05

EA SERIES TRUST EA SERIES TRUST25.5K sharesnew addition2026-03-312026-05-05

COPX GLOBAL X FDS16.3K shares4.15%2026-03-312026-05-05

IVV ISHARES TR1.9K shares-15.62%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L31.9K shares0.04%2026-03-312026-05-05

WRB BERKLEY W R CORP18.1K shares0.00%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR8.9K shares-14.42%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC7.8K shares-0.37%2026-03-312026-05-05

Sponsored

XLC SELECT SECTOR SPDR TR10.1K shares-20.78%2026-03-312026-05-05

GNR SPDR INDEX SHS FDS14.3K shares11.71%2026-03-312026-05-05

BK BANK NEW YORK MELLON CORP8.8K shares0.50%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS11.6K shares23.66%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR20.1K shares-46.04%2026-03-312026-05-05

PDBC INVESCO ACTVELY MNGD ETC FD58.2K shares450.81%2026-03-312026-05-05

GBTC GRAYSCALE BITCOIN TRUST ETF19.1K shares0.00%2026-03-312026-05-05

SOXQ INVESCO EXCH TRADED FD TR II16.8K shares8.52%2026-03-312026-05-05

Sponsored

ZROZ PIMCO ETF TR15.4K sharesnew addition2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN16.5K shares-20.61%2026-03-312026-05-05

EMLC VANECK ETF TRUST38.4K shares-83.23%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.46%2026-03-312026-05-05

USFR WISDOMTREE TR18.7K shares-43.69%2026-03-312026-05-05

CLOZ SERIES PORTFOLIOS TR35.9K shares-48.21%2026-03-312026-05-05

HSY HERSHEY CO4.4K shares87.94%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.5K shares0.00%2026-03-312026-05-05

Sponsored

AIQ GLOBAL X FDS18.8K shares3.48%2026-03-312026-05-05

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET28.4K shares6.50%2026-03-312026-05-05

CEF SPROTT ASSET MANAGEMENT LP16.7K shares0.00%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR31.7K shares3.16%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC3.9K shares-1.74%2026-03-312026-05-05

CVX CHEVRON CORPORATION3.8K shares1.42%2026-03-312026-05-05

V VISA INC2.6K shares154.85%2026-03-312026-05-05

FLCH FRANKLIN TEMPLETON ETF TR34.0K shares10.51%2026-03-312026-05-05

Sponsored

FTEC FIDELITY COVINGTON TRUST3.6K shares0.25%2026-03-312026-05-05

NLR VANECK ETF TRUST5.6K shares138.26%2026-03-312026-05-05

VRT VERTIV HOLDINGS CO2.9K shares-2.65%2026-03-312026-05-05

PG PROCTER & GAMBLE CO4.7K shares-0.34%2026-03-312026-05-05

GLDM WORLD GOLD TR7.3K shares33.24%2026-03-312026-05-05

KO COCA COLA CO8.9K shares0.03%2026-03-312026-05-05

XBI SPDR SERIES TRUST5.3K shares19.04%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.1K shares-2.78%2026-03-312026-05-05

Sponsored

BAR GRANITESHARES GOLD TR14.6K shares0.00%2026-03-312026-05-05

ITA ISHARES TR3.0K shares1.23%2026-03-312026-05-05

PEP PEPSICO INC4.0K shares1.43%2026-03-312026-05-05

IWB ISHARES TR1.7K shares0.00%2026-03-312026-05-05

KBE SPDR SERIES TRUST10.1K shares14.47%2026-03-312026-05-05

ET ENERGY TRANSFER L P29.7K shares0.09%2026-03-312026-05-05

GOF GUGGENHEIM STRATEGIC OPPORTU49.5K shares-54.04%2026-03-312026-05-05

BITX VOLATILITY SHS TR36.3K shares0.00%2026-03-312026-05-05

Sponsored

DBJP DBX ETF TR5.3K shares0.00%2026-03-312026-05-05

HGER HARBOR ETF TRUST17.0K sharesnew addition2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares0.15%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40799 shares0.00%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC2.4K shares0.55%2026-03-312026-05-05

QMOM EA SERIES TRUST7.2K shares0.00%2026-03-312026-05-05

BIL SPDR SERIES TRUST5.1K sharesnew addition2026-03-312026-05-05

NUKZ EXCHANGE TRADED CONCEPTS TRU7.1K shares17.55%2026-03-312026-05-05

Sponsored

HD HOME DEPOT INC1.4K shares2.01%2026-03-312026-05-05

NVS NOVARTIS AG2.9K shares-0.92%2026-03-312026-05-05

IWP ISHARES TR3.3K shares0.00%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-0.69%2026-03-312026-05-05

FICO FAIR ISAAC CORP387 shares-1.78%2026-03-312026-05-05

TFC TRUIST FINL CORP8.8K shares0.15%2026-03-312026-05-05

MCD MCDONALDS CORP1.3K shares0.88%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-3.30%2026-03-312026-05-05

Sponsored

TMFC RBB FD INC5.8K shares0.00%2026-03-312026-05-05

OKE ONEOK INC NEW4.2K shares0.00%2026-03-312026-05-05

PHYS SPROTT ASSET MANAGEMENT LP10.6K shares-1.32%2026-03-312026-05-05

WMT WALMART INC2.9K shares10.93%2026-03-312026-05-05

SPHY SPDR SERIES TRUST15.5K sharesnew addition2026-03-312026-05-05

RGLD ROYAL GOLD INC1.4K shares0.00%2026-03-312026-05-05

FQAL FIDELITY COVINGTON TRUST4.9K shares0.08%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR4.1K shares0.00%2026-03-312026-05-05

Sponsored

MTUM ISHARES TR1.4K shares0.00%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR593 shares-40.10%2026-03-312026-05-05

QVAL EA SERIES TRUST6.4K shares0.00%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR10.7K sharesnew addition2026-03-312026-05-05

CMCSA COMCAST CORP NEW11.2K sharesnew addition2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.0K shares-16.45%2026-03-312026-05-05

FDLO FIDELITY COVINGTON TRUST4.9K shares4.29%2026-03-312026-05-05

LLY ELI LILLY & CO337 shares7.67%2026-03-312026-05-05

Sponsored

TMO THERMO FISHER SCIENTIFIC INC614 shares1.49%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP1.6K shares0.43%2026-03-312026-05-05

JBBB JANUS DETROIT STR TR6.4K shares-5.87%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR11.9K shares-6.57%2026-03-312026-05-05

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC13.9K shares0.00%2026-03-312026-05-05

ARCC ARES CAPITAL CORP16.3K sharesnew addition2026-03-312026-05-05

MOAT VANECK ETF TRUST3.0K shares0.13%2026-03-312026-05-05

SHV ISHARES TR2.6K shares0.00%2026-03-312026-05-05

Sponsored

ABT ABBOTT LABORATORIES2.8K shares-5.57%2026-03-312026-05-05

BXSL BLACKSTONE SECD LENDING FD12.0K shares-50.00%2026-03-312026-05-05

BAC BANK AMERICA CORP5.8K shares-5.89%2026-03-312026-05-05

S SENTINELONE INC21.4K shares0.00%2026-03-312026-05-05

UTF COHEN & STEERS INFRASTRUCTUR10.6K shares0.00%2026-03-312026-05-05

PSLV SPROTT ASSET MANAGEMENT LP11.1K shares0.00%2026-03-312026-05-05

PFE PFIZER INC9.6K shares0.00%2026-03-312026-05-05

OEF ISHARES TR823 shares1.60%2026-03-312026-05-05

Sponsored

ZTS ZOETIS INC2.2K sharesnew addition2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC2.2K shares7.00%2026-03-312026-05-05

CSCO CISCO SYS INC3.3K shares3.10%2026-03-312026-05-05

CW CURTISS WRIGHT CORP366 shares-9.85%2026-03-312026-05-05

PPG PPG INDS INC2.3K shares5.05%2026-03-312026-05-05

RTX RTX CORPORATION1.3K shares0.95%2026-03-312026-05-05

EVLV EVOLV TECHNOLOGIES HLDNGS IN40.3K shares0.00%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP2.5K shares0.00%2026-03-312026-05-05

Sponsored

ORCL ORACLE CORP1.6K shares-1.18%2026-03-312026-05-05

ABBV ABBVIE INC1.1K shares-11.98%2026-03-312026-05-05

TSLA TESLA INC622 shares15.19%2026-03-312026-05-05

QTUM ETF SER SOLUTIONS2.1K shares5.37%2026-03-312026-05-05

PDI PIMCO DYNAMIC INCOME FD13.4K shares0.00%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR2.0K shares0.00%2026-03-312026-05-05

BP BP PLC4.8K sharesnew addition2026-03-312026-05-05

SOXX ISHARES TR676 shares0.00%2026-03-312026-05-05

Sponsored

IVE ISHARES TR1.0K shares0.00%2026-03-312026-05-05

IXC ISHARES TR3.8K sharesnew addition2026-03-312026-05-05

IWS ISHARES TR1.5K shares0.00%2026-03-312026-05-05

PFFA ETFIS SER TR I10.6K shares0.00%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-05-05

FENY FIDELITY COVINGTON TRUST6.0K sharesnew addition2026-03-312026-05-05

DPZ DOMINOS PIZZA INC569 sharesnew addition2026-03-312026-05-05

HODL VANECK BITCOIN ETF10.4K shares-73.93%2026-03-312026-05-05

Sponsored

AGNC AGNC INVT CORP15.6K shares51.08%2026-03-312026-05-05

TARA PROTARA THERAPEUTICS INC23.8K shares0.00%2026-03-312026-05-05

NERVGEN PHARMA CORP NERVGEN PHARMA CORP20.9K sharesnew addition2026-03-312026-05-05

SMHI SEACOR MARINE HLDGS INC10.9K sharesnew addition2026-03-312026-05-05

PROCAP FINL INC PROCAP FINL INC31.3K shares0.00%2026-03-312026-05-05

ACHR ARCHER AVIATION INC12.4K shares-7.45%2026-03-312026-05-05

CTM CASTELLUM INC50.0K shares0.00%2026-03-312026-05-05

NAK NORTHERN DYNASTY MINERALS LT20.3K shares0.00%2026-03-312026-05-05

Sponsored

NAKA NAKAMOTO INC51.2K shares0.00%2026-03-312026-05-05

GDMA

EA SERIES TRUST

12.47%

Shares4.3M

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

-0.09%

Shares935.8K

Event2026-03-31

Filed2026-05-05

ETFS GOLD TR

-0.81%

Shares997.1K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

16.62%

Shares343.4K

Event2026-03-31

Filed2026-05-05

FNDE

SCHWAB STRATEGIC TR

1.90%

Shares712.0K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-24.96%

Shares856.7K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.67%

Shares60.2K

Event2026-03-31

Filed2026-05-05

PICK

ISHARES INC

4.27%

Shares244.7K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

25.05%

Shares450.4K

Event2026-03-31

Filed2026-05-05

DXJ

WISDOMTREE TR

-2.81%

Shares77.0K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

21.17%

Shares193.0K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

89.58%

Shares356.8K

Event2026-03-31

Filed2026-05-05

FEZ

SPDR INDEX SHS FDS

-0.74%

Shares164.7K

Event2026-03-31

Filed2026-05-05

MLPA

GLOBAL X FDS

-6.75%

Shares108.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-8.31%

Shares7.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

3.23%

Shares16.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-2.32%

Shares23.9K

Event2026-03-31

Filed2026-05-05

URBN

URBAN OUTFITTERS INC

-0.02%

Shares64.7K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

3.96%

Shares70.8K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-0.41%

Shares13.9K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

276.40%

Shares7.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

4.55%

Shares8.1K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-5.57%

Shares16.0K

Event2026-03-31

Filed2026-05-05

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares86.6K

Event2026-03-31

Filed2026-05-05

RING

ISHARES INC

-74.38%

Shares32.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

7.59%

Shares8.9K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.17%

Shares12.6K

Event2026-03-31

Filed2026-05-05

MOOD

EA SERIES TRUST

2.63%

Shares56.7K

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-05

BWZ

SPDR SERIES TRUST

-84.52%

Shares81.7K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-4.84%

Shares6.7K

Event2026-03-31

Filed2026-05-05

FLJP

FRANKLIN TEMPLETON ETF TR

6.29%

Shares52.7K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

0.13%

Shares20.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-1.38%

Shares8.9K

Event2026-03-31

Filed2026-05-05

CDX

SIMPLIFY EXCHANGE TRADED FUN

353.61%

Shares87.0K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

-5.62%

Shares36.5K

Event2026-03-31

Filed2026-05-05

SIVR

ABRDN SILVER ETF TRUST

390.84%

Shares23.8K

Event2026-03-31

Filed2026-05-05