Latest Almanack Investment Partners, LLC. Stock Portfolio

Almanack Investment Partners, LLC. Performance:

2025 Q4: 0.09%YTD: 12.05%2024: 14.24%

Performance for 2025 Q4 is 0.09%, and YTD is 12.05%, and 2024 is 14.24%.

About Almanack Investment Partners, LLC. and 13F Hedge Fund Stock Holdings

Almanack Investment Partners, LLC. is a hedge fund based in Wayne, PA. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Almanack Investment Partners, LLC. reported an equity portfolio of $588.5 Millions as of 31 Dec, 2025.

The top stock holdings of Almanack Investment Partners, LLC. are BOB, SGOL, VZ. The fund has invested 24.8% of it's portfolio in EA SERIES TRUST and 7% of portfolio in ETFS GOLD TR.

The fund managers got completely rid off EA SERIES TRUST, VANGUARD INTL EQUITY INDEX F (VEU) and AMPLIFY ETF TR (AMLX) stocks. They significantly reduced their stock positions in EA SERIES TRUST, JANUS DETROIT STR TR (JAAA) and SERIES PORTFOLIOS TR (ICAP). Almanack Investment Partners, LLC. opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SCHWAB STRATEGIC TR (FNDA) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), SCHWAB STRATEGIC TR (FNDA) and VANECK BITCOIN ETF.

Almanack Investment Partners, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Almanack Investment Partners, LLC. made a return of 0.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.05%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	6,156,290
schwab strategic tr	653,655
spdr series trust	543,564
spdr series trust	536,378
ishares tr	445,877
truist finl corp	430,194
broadcom inc	429,164
hershey co	425,469

New stocks bought by Almanack Investment Partners, LLC.

Additions

Ticker	% Inc.
vanguard world fd	2,234
schwab strategic tr	181
vaneck bitcoin etf	158
global x fds	143
select sector spdr tr	141
protara therapeutics inc	76.24
simplify exchange traded fun	76.12
franklin templeton etf tr	72.79

Additions to existing portfolio by Almanack Investment Partners, LLC.

Reductions

Ticker	% Reduced
ea series trust	-95.03
janus detroit str tr	-77.00
series portfolios tr	-51.45
coca cola co	-50.47
spdr s&p midcap 400 etf tr	-49.46
janus detroit str tr	-47.89
wisdomtree tr	-47.86
schwab strategic tr	-47.29

Almanack Investment Partners, LLC. reduced stake in above stock

Sold off

Ticker	$ Sold
ea series trust	-30,544,400
huntington bancshares inc	-1,212,500
ishares tr	-3,571,710
ishares tr	-3,071,380
amplify etf tr	-3,646,650
vanguard intl equity index f	-7,192,730
angel studios inc	-256,988
ishares ethereum tr	-926,047

Almanack Investment Partners, LLC. got rid off the above stocks

Sector Distribution

Almanack Investment Partners, LLC. has about 83.6% of it's holdings in Others sector.

Sector	%
Others	83.6
Communication Services	7.6
Technology	3.5
Consumer Cyclical	1.4

Market Cap. Distribution

Almanack Investment Partners, LLC. has about 14.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.6
LARGE-CAP	8.6
MEGA-CAP	6
MID-CAP	1.3

Stocks belong to which Index?

About 15.6% of the stocks held by Almanack Investment Partners, LLC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.4
S&P 500	14
RUSSELL 2000	1.6

Top 5 Winners (%)		%
PSLV	sprott asset management lp	48.5 %
LLY	eli lilly & co	31.2 %
AMD	advanced micro devices inc	30.5 %
GOOG	alphabet inc	27.6 %
GOOG	alphabet inc	27.4 %

Top 5 Winners ($)		$
SGOL	etfs gold tr	4.4 M
EMGF	ishares inc	1.6 M
AGZD	wisdomtree tr	1.3 M
EMGF	ishares inc	1.1 M
FNDA	schwab strategic tr	0.7 M

Top 5 Losers (%)		%
	kindly md inc	-64.8 %
	volatility shs tr	-49.5 %
XLB	select sector spdr tr	-44.8 %
XLB	select sector spdr tr	-41.4 %
	grayscale bitcoin trust etf	-23.9 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-5.0 M
VZ	verizon communications inc	-3.0 M
BOB	ea series trust	-1.4 M
XLB	select sector spdr tr	-1.2 M
	volatility shs tr	-1.0 M

Almanack Investment Partners, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Almanack Investment Partners, LLC.

Almanack Investment Partners, LLC. has 171 stocks in it's portfolio. About 62.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. SGOL was the most profitable stock for Almanack Investment Partners, LLC. last quarter.

Last Reported on: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.75	16,187	4,400,660	reduced	-42.3

AAXJ	ishares tr	0.11	2,921	627,125	unchanged	0.00

AAXJ	ishares tr	0.05	2,634	290,156	added	23.43

ABBV	abbvie inc	0.05	1,210	276,473	new

ABT	abbott labs	0.06	2,997	375,494	reduced	-12.21

ACHR	archer aviation inc	0.02	13,420	100,918	reduced	-1.83

ACIO	etf ser solutions	0.04	2,030	222,610	new

ACN	accenture plc ireland	0.09	1,998	536,063	added	3.85

ACSG	dbx etf tr	0.08	5,250	496,963	unchanged	0.00

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.24	14,010	1,428,740	reduced	-5.45

AEMB	american centy etf tr	0.06	4,125	339,570	unchanged	0.00

AEMB	american centy etf tr	0.04	2,040	228,031	unchanged	0.00

AFK	vaneck etf trust	0.05	3,029	313,683	unchanged	0.00

AFK	vaneck etf trust	0.05	2,334	289,902	added	23.89

AGGH	simplify exchange traded fun	0.07	19,174	427,005	added	76.12

AGNC	agnc invt corp	0.02	10,357	111,031	added	3.54

AGNG	global x fds	0.96	116,497	5,639,620	reduced	-10.01

AGNG	global x fds	0.19	15,652	1,123,660	added	143

AGNG	global x fds	0.16	18,150	923,088	added	5.65