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CIK: 0001680613
Total reported value
$784.7M
$784.7M
171 檔
36.4%
During the Q4 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 171 reported positions.
In Q4 2025, Almanack Investment Partners, LLC. adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 46 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 24.76% | -4.82% | +16.45% | |
| 2 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.02% | -2.39% | -4.42% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.48% | -2.79% | +0.01% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.22% | -1.53% | +0.00% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.02% | -2.19% | +35.88% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.28% | -1.76% | +1.24% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.41% | -0.26% | -0.06% | |
| 8 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.46% | -0.37% | EXIT | |
| 9 | PICK | Ishares Msci Global Metals & | ETF-Other | 2.05% | -1.34% | -1.30% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.00% | -1.34% | -12.97% | |
| 11 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.94% | -0.53% | -2.06% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.82% | -1.73% | EXIT | |
| 13 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.59% | -0.43% | EXIT | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.50% | +2.06% | NEW | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.21% | -1.86% | +141.31% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.05% | -1.93% | +24.53% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.05% | — | — | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.04% | — | +2234.33% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.01% | -0.16% | EXIT | |
| 20 | MLPA | Global X Mlp ETF | ETF-Other | 0.96% | -0.26% | -10.01% | |
| 21 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.94% | — | +6.93% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.21% | -17.20% | |
| 23 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.83% | -0.11% | +0.02% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.69% | -17.47% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.45% | -42.30% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.39% | -8.79% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | +0.64% | -16.95% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.51% | — | -17.59% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.01% | +6.63% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.63% | -9.28% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.43% | -0.06% | -3.53% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | -0.03% | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.38% | -0.06% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.62% | +6.96% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.36% | -0.07% | — | |
| 36 | MOOD | Relative Sentiment Tact Allo | ETF-Other | 0.36% | -0.04% | +5.09% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.53% | -26.00% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | +0.12% | -27.60% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.05% | -0.61% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.32% | -0.09% | -47.89% | |
| 41 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.31% | -0.08% | -51.45% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | +0.11% | -5.77% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.30% | -0.08% | +42.09% | |
| 44 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.29% | -0.09% | +72.79% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.28% | -0.04% | -47.86% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.03% | -2.51% | |
| 47 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.27% | -0.13% | -12.83% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.49% | -16.58% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.04% | +3.25% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.25% | -0.19% | EXIT |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 171 disclosed positions in Q4 2025.
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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, SGOL, VZ) accounted for 36.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLG
市值: $6.2M
Top Position Liquidated / Trimmed
GEW
前期市值: $30.5M
During Q4 2025, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (24.8%)、SGOL (7.0%)、VZ (6.5%). The largest single position, GDMA, represented 24.8% of total portfolio value.
In Q4 2025, Almanack Investment Partners, LLC. made 180 total portfolio adjustments, initiating 21 new buys, adding to 51 positions, trimming 62 holdings, and fully liquidating 46 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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