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CIK: 0001680613
Total reported value
$784.7M
$784.7M
154 檔
30.8%
During the Q1 2025 filing period, Almanack Investment Partners, LLC. (CIK: 0001680613) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $784.7M across 154 reported positions.
In Q1 2025, Almanack Investment Partners, LLC. displayed an active expansion posture, initiating 154 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 23.50% | -4.82% | -18.43% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 8.42% | -2.79% | -0.03% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.02% | -2.19% | +11.53% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.98% | -1.53% | -1.40% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.92% | +0.64% | +538.64% | |
| 6 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 4.53% | — | — | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 4.49% | -2.39% | -14.87% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.32% | -0.26% | +0.82% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.71% | -1.76% | +1.86% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.03% | -0.04% | +9.61% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.95% | — | -8.69% | |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.75% | -0.53% | -0.71% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.59% | — | -49.10% | |
| 14 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.48% | -1.73% | EXIT | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.47% | -0.02% | -39.85% | |
| 16 | MLPA | Global X Mlp ETF | ETF-Other | 1.29% | -0.26% | +2.28% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.21% | -1.86% | -2.43% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.45% | -8.26% | |
| 19 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.95% | -1.34% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.21% | -8.92% | |
| 21 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.71% | -0.01% | +184.65% | |
| 22 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.67% | -0.11% | — | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.64% | — | +1.41% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.69% | -20.12% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.39% | -8.65% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | — | -46.65% | |
| 27 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.52% | +0.03% | -89.33% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.51% | -0.09% | +2.02% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.12% | +23.56% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.43% | -0.06% | +0.65% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.41% | -0.06% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.53% | -6.53% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | -0.07% | -17.67% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.05% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.03% | -29.19% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.63% | -19.16% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.30% | -0.06% | -11.35% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.04% | NEW | |
| 40 | WRB | Wr Berkley CORP | Stock-Financials | 0.27% | -0.04% | +3.31% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.03% | -44.30% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.11% | -12.82% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.04% | -2.22% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.24% | -0.04% | -19.90% | |
| 45 | MOOD | Relative Sentiment Tact Allo | ETF-Other | 0.24% | -0.04% | +24.62% | |
| 46 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.24% | +0.99% | +49.32% | |
| 47 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.24% | -0.13% | -1.94% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.62% | -2.64% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | +0.04% | +38.70% | |
| 50 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.23% | -0.07% | -0.23% |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 154 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GDMA, VZ, SGOV) accounted for 30.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
GDMA
市值: $118.5M
During Q1 2025, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (23.5%)、VZ (8.4%)、SGOV (6.0%). The largest single position, GDMA, represented 23.5% of total portfolio value.
In Q1 2025, Almanack Investment Partners, LLC. made 154 total portfolio adjustments, initiating 154 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.
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