Almanack Investment Partners, LLC.
CIK: 0001680613SEC EDGAR →
Portfolio Value
$588.5M
Holdings
171
As of
Q4 2025
New Positions
171
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 3,779,693 | $145.7M | 24.76% |
| 2 | ETFS GOLD TR | 1,005,236 | $41.3M | 7.02% |
| 3 | VERIZON COMMUNICATIONS INC | 936,630 | $38.1M | 6.48% |
| 4 | SCHWAB STRATEGIC TR | 1,141,669 | $30.7M | 5.22% |
| 5 | ISHARES TR | 294,499 | $29.6M | 5.02% |
| 6 | SCHWAB STRATEGIC TR | 698,754 | $25.2M | 4.28% |
| 7 | VANGUARD INDEX FDS | 59,845 | $20.1M | 3.41% |
| 8 | SPDR SERIES TRUST | 527,796 | $14.5M | 2.46% |
| 9 | ISHARES INC | 234,657 | $12.0M | 2.05% |
| 10 | SCHWAB STRATEGIC TR | 360,184 | $11.7M | 2.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (171)
$145.7M · 3.8M shares
$41.3M · 1.0M shares
$38.1M · 937K shares
$30.7M · 1.1M shares
$29.6M · 294K shares
$25.2M · 699K shares
$20.1M · 60K shares
$14.5M · 528K shares
$12.0M · 235K shares
$11.7M · 360K shares
$11.4M · 79K shares
$10.7M · 166K shares
$9.3M · 127K shares
$8.8M · 264K shares
$7.1M · 159K shares
$6.2M · 188K shares
$6.2M · 104K shares
$6.1M · 15K shares
$5.9M · 229K shares
$5.6M · 116K shares
$5.6M · 186K shares
$5.3M · 8K shares
$4.9M · 65K shares
$4.6M · 24K shares
$4.4M · 16K shares
$3.8M · 8K shares
$3.4M · 68K shares
$3.0M · 37K shares
$2.9M · 14K shares
$2.6M · 8K shares
$2.5M · 13K shares
$2.5M · 5K shares
$2.3M · 17K shares
$2.2M · 7K shares
$2.1M · 24K shares
$2.1M · 55K shares
$2.1M · 9K shares
$2.0M · 17K shares
$1.9M · 20K shares
$1.9M · 37K shares
$1.8M · 69K shares
$1.8M · 3K shares
$1.8M · 39K shares
$1.7M · 50K shares
$1.7M · 33K shares
$1.6M · 22K shares
$1.6M · 21K shares
$1.5M · 2K shares
$1.5M · 5K shares
$1.5M · 13K shares
$1.5M · 10K shares
$1.5M · 7K shares
$1.4M · 14K shares
$1.4M · 8K shares
$1.4M · 108K shares
$1.3M · 9K shares
$1.3M · 24K shares
$1.3M · 19K shares
$1.3M · 9K shares
$1.3M · 32K shares
$1.3M · 18K shares
$1.1M · 16K shares
$1.0M · 27K shares
$1.0M · 32K shares
$1.0M · 9K shares
$1.0M · 36K shares
$987K · 2K shares
$982K · 40K shares
$923K · 18K shares
$869K · 19K shares
$860K · 15K shares
$839K · 4K shares
$831K · 9K shares
$815K · 7K shares
$813K · 4K shares
$795K · 13K shares
$766K · 17K shares
$750K · 2K shares
$738K · 31K shares
$733K · 31K shares
$681K · 5K shares
$666K · 394 shares
$653K · 7K shares
$646K · 2K shares
$631K · 24K shares
$627K · 3K shares
$623K · 9K shares
$622K · 15K shares
$608K · 990 shares
$567K · 4K shares
$562K · 4K shares
$556K · 1K shares
$543K · 4K shares
$536K · 2K shares
$536K · 9K shares
$511K · 2K shares
$496K · 5K shares
$490K · 2K shares
$489K · 30K shares
$482K · 3K shares
$482K · 799 shares
$469K · 6K shares
$467K · 7K shares
$466K · 4K shares
$462K · 1K shares
$445K · 3K shares
$430K · 9K shares
$429K · 1K shares
$427K · 19K shares
$425K · 2K shares
$414K · 6K shares
$402K · 3K shares
$397K · 2K shares
$383K · 6K shares
$381K · 1K shares
$375K · 3K shares
$367K · 5K shares
$361K · 1K shares
$354K · 11K shares
$351K · 1K shares
$350K · 605 shares
$339K · 6K shares
$339K · 4K shares
$336K · 313 shares
$334K · 13K shares
$328K · 5K shares
$326K · 7K shares
$320K · 21K shares
$314K · 1K shares
$314K · 2K shares
$313K · 3K shares
$311K · 5K shares
$310K · 6K shares
$308K · 4K shares
$294K · 14K shares
$293K · 3K shares
$290K · 3K shares
$289K · 2K shares
$288K · 40K shares
$277K · 810 shares
$276K · 1K shares
$263K · 11K shares
$255K · 11K shares
$253K · 3K shares
$248K · 3K shares
$242K · 540 shares
$240K · 10K shares
$237K · 3K shares
$236K · 13K shares
$232K · 1K shares
$229K · 11K shares
$228K · 2K shares
$225K · 2K shares
$223K · 406 shares
$222K · 2K shares
$221K · 1K shares
$216K · 3K shares
$211K · 2K shares
$209K · 1K shares
$208K · 4K shares
$207K · 1K shares
$203K · 676 shares
$139K · 11K shares
$126K · 24K shares
$111K · 10K shares
$110K · 31K shares
$100K · 13K shares
$45K · 50K shares
$40K · 20K shares
$17K · 51K shares
$9K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $526.8M | 89.5% |
| Technology | 21 | $22.5M | 3.8% |
| Unknown | 11 | $9.3M | 1.6% |
| Consumer Cyclical | 5 | $8.0M | 1.4% |
| Communication Services | 4 | $6.6M | 1.1% |
| Healthcare | 9 | $4.8M | 0.8% |
| Energy | 5 | $4.4M | 0.8% |
| Consumer Defensive | 5 | $2.6M | 0.4% |
| Industrials | 6 | $1.9M | 0.3% |
| Basic Materials | 3 | $579K | 0.1% |
| Utilities | 1 | $466K | 0.1% |
| Real Estate | 2 | $405K | 0.1% |