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CIK: 0001680613
Total reported value
$784.7M
$784.7M
177 檔
41.6%
At the close of Q1 2026, Almanack Investment Partners, LLC. disclosed equity holdings valued at approximately $784.7M, spread across 177 reported holdings.
In Q1 2026, Almanack Investment Partners, LLC. displayed an active expansion posture, initiating 16 new positions and adding to 67 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 29.20% | -4.82% | +12.47% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 7.93% | -2.79% | -0.09% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.51% | -2.39% | -0.81% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.84% | -2.19% | +16.62% | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.60% | -1.76% | +1.90% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.71% | -1.53% | -24.96% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.26% | -0.26% | +0.67% | |
| 8 | PICK | Ishares Msci Global Metals & | ETF-Other | 2.34% | -1.34% | +4.27% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.21% | -1.34% | +25.05% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.06% | -0.53% | -2.81% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.00% | -1.86% | +21.17% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.98% | -1.93% | +89.58% | |
| 13 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.73% | -1.73% | EXIT | |
| 14 | MLPA | Global X Mlp ETF | ETF-Other | 0.99% | -0.26% | -6.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.21% | -8.31% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.45% | +3.23% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.69% | -2.32% | |
| 18 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.69% | -0.11% | -0.02% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | +0.64% | +3.96% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.01% | -0.41% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.44% | +276.40% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.39% | +4.55% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.12% | -5.57% | |
| 24 | CTA | Simplify Managed Futures St | ETF-Other | 0.44% | -0.44% | EXIT | |
| 25 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.43% | -0.43% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.63% | +7.59% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.06% | +0.17% | |
| 28 | MOOD | Relative Sentiment Tact Allo | ETF-Other | 0.39% | -0.04% | +2.63% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.38% | -0.06% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.03% | — | |
| 31 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.37% | -0.37% | EXIT | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.36% | -0.07% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.62% | -4.84% | |
| 34 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.32% | -0.09% | +6.29% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.05% | +0.13% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.53% | -1.38% | |
| 37 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.31% | -0.22% | +353.61% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.30% | -0.08% | -5.62% | |
| 39 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.29% | -0.29% | EXIT | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | +0.11% | +8.35% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.26% | -0.04% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.03% | -10.05% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | -0.03% | — | |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.25% | +0.99% | +77.72% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.04% | -0.40% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | -0.03% | +3.90% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.23% | +0.01% | — | |
| 48 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.22% | -0.03% | — | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.21% | -0.03% | — | |
| 50 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.21% | -0.03% | — |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 177 disclosed positions in Q1 2026.
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, SGOL) accounted for 41.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
CTA
市值: $2.6M
Top Position Liquidated / Trimmed
BAI
前期市值: $8.8M
During Q1 2026, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (29.2%)、VZ (7.9%)、SGOL (7.5%). The largest single position, GDMA, represented 29.2% of total portfolio value.
In Q1 2026, Almanack Investment Partners, LLC. made 142 total portfolio adjustments, initiating 16 new buys, adding to 67 positions, trimming 49 holdings, and fully liquidating 10 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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