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CIK: 0001680613
Total reported value
$784.7M
$784.7M
197 檔
34.0%
The Q3 2025 SEC filing reveals that Almanack Investment Partners, LLC. held a total portfolio value of $784.7M, covering 197 public equity positions.
In Q3 2025, Almanack Investment Partners, LLC. displayed an active expansion posture, initiating 68 new positions and adding to 49 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GDMA, VZ, SGOL) accounted for 34.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEW
市值: $30.5M
Top Position Liquidated / Trimmed
LTPZ
前期市值: $22.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 19.56% | -4.82% | -6.13% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.37% | -2.79% | -0.07% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 5.99% | -2.39% | +32.49% | |
| 4 | GEW | Cambria Global Ew ETF | ETF-Other | 4.72% | — | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.65% | -1.53% | -3.26% | |
| 6 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 4.11% | -0.03% | — | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.86% | -1.76% | +15.50% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.38% | -2.19% | -17.86% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.04% | -0.26% | -19.21% | |
| 10 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.18% | -0.37% | EXIT | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.04% | -1.34% | -46.94% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.66% | -1.73% | EXIT | |
| 13 | PICK | Ishares Msci Global Metals & | ETF-Other | 1.64% | -1.34% | +64.18% | |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.60% | -0.53% | -1.42% | |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.36% | +2.06% | NEW | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.30% | -0.43% | EXIT | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.11% | — | -11.27% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.45% | -53.15% | |
| 19 | MLPA | Global X Mlp ETF | ETF-Other | 0.97% | -0.26% | +2.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.21% | +19.13% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.91% | -1.86% | +0.21% | |
| 22 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.88% | -0.16% | EXIT | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.69% | +4.98% | |
| 24 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.79% | — | +4.35% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.78% | -1.93% | +262.52% | |
| 26 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.71% | -0.11% | +0.04% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.39% | -8.44% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.64% | +0.64% | -83.44% | |
| 29 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.59% | -0.08% | +47.44% | |
| 30 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.56% | — | +74.42% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.56% | -0.09% | +145.47% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | — | — | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.51% | — | — | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.49% | -0.04% | -46.40% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.47% | — | -3.06% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.53% | +1.36% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.12% | +34.00% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.06% | +0.40% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.03% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.01% | +29.59% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.37% | -0.13% | +12.70% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.34% | -0.06% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.63% | -4.05% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.33% | -0.07% | -1.08% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.11% | -2.65% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.32% | -0.19% | EXIT | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | -0.09% | — | |
| 48 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.30% | -0.07% | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | +0.04% | NEW | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.05% | — |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 197 disclosed positions in Q3 2025.
During Q3 2025, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (19.6%)、VZ (6.4%)、SGOL (6.0%). The largest single position, GDMA, represented 19.6% of total portfolio value.
In Q3 2025, Almanack Investment Partners, LLC. made 187 total portfolio adjustments, initiating 68 new buys, adding to 49 positions, trimming 44 holdings, and fully liquidating 26 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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