13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001680613
Total reported value
$784.7M
$784.7M
176 檔
30.1%
According to the latest 13F quarterly dataset, Almanack Investment Partners, LLC. managed an equity portfolio of $784.7M at the end of Q1 2024, spanning 176 distinct U.S. exchange-listed positions.
During Q1 2024, Almanack Investment Partners, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 19.48% | -4.82% | -59.82% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.70% | -2.79% | +0.05% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.14% | -2.19% | -4.23% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.70% | — | -3.71% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.17% | -1.53% | +67.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.04% | NEW | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.68% | — | +416.91% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.57% | -2.39% | +24.12% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.47% | -0.02% | +36.78% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.14% | +0.03% | NEW | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | -0.26% | -0.24% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.82% | -1.76% | +10.99% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.75% | -1.34% | +25.88% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.75% | — | +28.40% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.55% | -0.01% | +263.15% | |
| 16 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.51% | -0.53% | -11.21% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.27% | — | +6.24% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.21% | — | +0.63% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.15% | — | — | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.09% | -1.86% | +9.61% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.07% | +0.64% | +222.58% | |
| 22 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.07% | — | -24.22% | |
| 23 | MLPA | Global X Mlp ETF | ETF-Other | 1.03% | -0.26% | +1.29% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | — | +7.66% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.44% | -32.66% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.90% | — | +10.49% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.89% | +0.05% | NEW | |
| 28 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.86% | — | +32.90% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.50% | NEW | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.80% | +0.30% | NEW | |
| 31 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.70% | — | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.45% | +8.78% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.21% | +1.72% | |
| 34 | MTBA | Simplify Mbs ETF | ETF-Other | 0.64% | — | +23.57% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.39% | +14.35% | |
| 36 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | — | +15.74% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.69% | +5.72% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.58% | -0.04% | -90.18% | |
| 39 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.50% | — | — | |
| 40 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.48% | -0.11% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | -0.03% | -0.94% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | -0.07% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | -0.03% | -1.52% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | -0.06% | — | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.35% | -0.06% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.53% | +20.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.63% | +5.07% | |
| 48 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.33% | -0.09% | +211.52% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | +0.12% | +3.87% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | -0.05% | +5.97% |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 176 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GDMA, VZ, SGOV) accounted for 30.1% of total reported equity market value during Q1 2024.
During Q1 2024, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (19.5%)、VZ (6.7%)、SGOV (5.1%). The largest single position, GDMA, represented 19.5% of total portfolio value.
In Q1 2024, Almanack Investment Partners, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.