Almanack Investment Partners, LLC.

CIK

1680613

Location

WAYNE, PA

Portfolio Value

Small $769,361,777

Diversification

Diversified

Filing Date

Global Rank

#2,962 / 8,794 ▲ 209 · as of Jun 2026

Top Industry

Telecom Services 16.9%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

249 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.9%

−7.3 pts

Top 5

51.2%

−15.9 pts

Top 10

62.7%

−16.5 pts

HHI

852

Diversified−586

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.5%	$526,665,689	54
Technology	10.4%	$79,644,769	49
Communication Services	8.0%	$61,544,506	11
Energy	2.5%	$19,137,291	17
Financial Services	2.3%	$17,433,012	33
Consumer Cyclical	2.2%	$16,872,929	12
Healthcare	2.2%	$16,585,273	22
Industrials	1.8%	$13,775,661	19
Utilities	0.7%	$5,411,536	8
Consumer Defensive	0.7%	$5,181,248	10
Basic Materials	0.5%	$4,221,738	10
Real Estate	0.4%	$2,888,125	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+158,373	188,109	$3,596,644
—		+157,885	4,408,996	$191,394,516
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+123,577	194,395	$9,764,460
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+95,340	538,200	$71,776,592
AAAA	Amplius Aggressive Asset Allocation ETF	+77,642	210,394	$16,332,765
S	SentinelOne, Inc.	+61,006	82,393	$1,398,209
SGOL	abrdn Gold ETF Trust	+53,406	1,050,514	$40,161,150
JA	Janus Henderson AA-A CLO ETF	+35,897	62,450	$2,911,433
NVDA	Nvidia Corp	+30,659	54,544	$10,913,708
GOOGL	Alphabet Inc.	+28,650	44,194	$15,709,011
BDBT	Bluemonte Core Bond ETF	+23,700	30,794	$1,743,782
PLTR	Palantir Technologies Inc.	+21,754	29,580	$3,451,098
AMZN	Amazon Com Inc	+18,840	27,785	$6,622,276
IBM	International Business Machines Corp	+18,659	20,375	$5,729,653
EPD	Enterprise Products Partners L.P.	+17,789	49,653	$1,825,244
XOM	ExxonMobil Holdings Corp	+17,109	33,138	$4,530,627
VZ	Verizon Communications Inc	+15,997	951,761	$40,297,560
PFE	Pfizer Inc	+15,580	25,225	$607,418
AAPL	Apple Inc.	+15,001	31,711	$9,175,894
AVGO	Broadcom Inc.	+14,738	15,774	$5,958,628
VEU	Vanguard FTSE All-World Ex-US ETF	+13,609	17,495	$1,297,146
MRK	Merck & Co., Inc.	+11,894	14,048	$1,805,168
MSFT	Microsoft Corp	+10,746	18,859	$7,034,784
CSCO	Cisco Systems, Inc.	+8,702	12,026	$1,412,573
AMZA	InfraCap MLP ETF	+8,422	19,063	$392,125
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,008,258	1,458,561	$50,430,002
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−184,632	27,240	$2,238,864
BKF	iShares MSCI BIC ETF	−141,140	136,010	$8,110,824
AGGH	Simplify Aggregate Bond ETF	−53,877	33,098	$699,029
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−53,181	59,511	$6,494,110
BUYZ	Franklin Disruptive Commerce ETF	−40,916	45,866	$1,823,173
AFK	VanEck Africa Index ETF	−29,918	17,107	$3,028,128
BITX	2x Bitcoin ETF	−18,963	17,288	$178,412
FBTC	Fidelity Wise Origin Bitcoin Fund	−12,136	4,372	$223,190
ADPV	Adaptiv Select ETF	−10,720	25,199	$665,757
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−7,907	111,687	$15,254,480
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−6,033	52,160	$828,300
GLD	Spdr Gold Trust	−5,481	1,648	$607,090
KO	Coca Cola Co	−4,862	4,065	$330,362
BTC	Grayscale Bitcoin Mini Trust ETF	−3,916	24,520	$636,294
ACHR	Archer Aviation Inc.	−2,000	10,420	$49,286
AGNG	Global X Funds Global X Aging Population ETF	−1,904	141,809	$7,476,707
BNY	Bank of New York Mellon Corp	−756	8,078	$1,168,159
BAR	GraniteShares Gold Trust	−435	14,210	$561,721
HODL	VanEck Bitcoin ETF	−326	10,034	$166,664
FBCG	Fidelity Blue Chip Growth ETF	−261	19,140	$2,042,690
DYTA	SGI Dynamic Tactical ETF	−45	5,727	$436,168
COF	Capital One Financial Corp	−2	1,644	$329,819
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	317,806	$16,915,903
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	70,876	$13,590,473
—		203,864	$5,636,839
MU	Micron Technology Inc	4,654	$5,372,065
MRVL	Marvell Technology, Inc.	15,773	$4,698,618
FLNC	Fluence Energy, Inc.	145,125	$2,885,085
KMI	Kinder Morgan, Inc.	88,904	$2,842,260
VEA	Vanguard FTSE Developed Markets ETF	38,268	$2,726,595
CAT	Caterpillar Inc	2,149	$2,288,470
SPCX	Space Exploration Technologies Corp	9,972	$1,703,815
ASML	Asml Holding NV	817	$1,625,372
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	29,232	$1,595,634
DLR	Digital Realty Trust, Inc.	7,564	$1,358,343
ZETA	Zeta Global Holdings Corp.	58,750	$1,156,200
SCCO	Southern Copper Corp/	6,018	$1,048,696
GLW	Corning Inc /Ny	4,097	$1,046,496
CSX	Csx Corp	21,451	$1,019,566
EQIX	Equinix Inc	966	$1,006,948
RIO	Rio Tinto PLC	9,477	$899,651
IOT	Samsara Inc.	27,675	$897,500
ENB	Enbridge Inc	16,470	$892,838
PANW	Palo Alto Networks Inc	2,599	$886,310
AMAT	Applied Materials Inc /De	1,224	$884,952
ETN	Eaton Corp plc	2,065	$879,937
ALAB	Astera Labs, Inc.	1,818	$878,130
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	179,038	$11,294,740
SIVR	abrdn Silver ETF Trust	23,835	$1,706,824
IVZ	Invesco Ltd.	16,753	$1,000,154
BILZ	PIMCO Ultra Short Government Active ETF	15,396	$985,497
HSY	Hershey Co	4,394	$913,468
GLDM	World Gold Trust	7,335	$679,881
ACOM	Harbor Active Commodity ETF	17,004	$527,294
—		5,140	$471,029
ACN	Accenture plc	1,932	$383,096
TMO	Thermo Fisher Scientific Inc.	614	$301,799
ABT	Abbott Laboratories	2,830	$290,556
ZTS	Zoetis Inc.	2,193	$259,234
DPZ	Dominos Pizza Inc	569	$204,151
TARA	Protara Therapeutics, Inc.	23,782	$123,904
SMHI	SEACOR Marine Holdings Inc.	10,905	$78,079
NAK	Northern Dynasty Minerals Ltd	20,330	$28,462
NAKA	Nakamoto Inc.	51,200	$11,315
CTA-PB	EIDP, Inc.	86,638	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

249 tracked positions · $769,361,777 total · filing declares 321 positions · $784,739,151 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 249 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
		Added	4,408,996	+157,885	$191,394,516	+10.6%	24.88%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	538,200	+95,340	$71,776,592	—	9.33%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,458,561	-1,008,258	$50,430,002	−34.7%	6.55%
VZ	Verizon Communications Inc Communication Services	Added	951,761	+15,997	$40,297,560	−14.2%	5.24%
SGOL	abrdn Gold ETF Trust	Added	1,050,514	+53,406	$40,161,150	−9.7%	5.22%
VB	Vanguard Morningstar Small-Cap ETF	Added	66,709	+6,461	$24,079,912	+24.6%	3.13%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	317,806	NEW	$16,915,903	NEW	2.20%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	210,394	+77,642	$16,332,765	+128.8%	2.12%
GOOGL	Alphabet Inc. Communication Services	Added	44,194	+28,650	$15,709,011	+251.8%	2.04%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	111,687	-7,907	$15,254,480	+0.0%	1.98%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	NEW	70,876	NEW	$13,590,473	NEW	1.77%
NVDA	Nvidia Corp Technology	Added	54,544	+30,659	$10,913,708	+162.0%	1.42%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	194,395	+123,577	$9,764,460	+176.0%	1.27%
AAPL	Apple Inc. Technology	Added	31,711	+15,001	$9,175,894	+116.4%	1.19%
BKF	iShares MSCI BIC ETF	Reduced	136,010	-141,140	$8,110,824	−50.6%	1.05%
SPY	Spdr S&P 500 ETF Trust	Added	10,370	+3,288	$7,744,004	+68.1%	1.01%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	141,809	-1,904	$7,476,707	−6.2%	0.97%
MSFT	Microsoft Corp Technology	Added	18,859	+10,746	$7,034,784	+134.2%	0.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,785	+18,840	$6,622,276	+255.5%	0.86%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	59,511	-53,181	$6,494,110	+69.0%	0.84%
AVGO	Broadcom Inc. Technology	Added	15,774	+14,738	$5,958,628	+1758.3%	0.77%
IBM	International Business Machines Corp Technology	Added	20,375	+18,659	$5,729,653	+1277.5%	0.74%
		NEW	203,864	NEW	$5,636,839	NEW	0.73%
MU	Micron Technology Inc Technology	NEW	4,654	NEW	$5,372,065	NEW	0.70%
AMD	Advanced Micro Devices Inc Technology	Added	8,302	+4,452	$4,822,714	+515.8%	0.63%
MRVL	Marvell Technology, Inc. Technology	NEW	15,773	NEW	$4,698,618	NEW	0.61%
URBN	Urban Outfitters Inc Consumer Cyclical	Added	64,684	+10	$4,583,508	+11.9%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Added	33,138	+17,109	$4,530,627	+66.6%	0.59%
JNJ	Johnson & Johnson Healthcare	Added	17,302	+3,418	$4,394,188	+29.5%	0.57%
ET	Energy Transfer LP Energy	Added	188,109	+158,373	$3,596,644	+526.7%	0.47%
PLTR	Palantir Technologies Inc. Technology	Added	29,580	+21,754	$3,451,098	+201.5%	0.45%
LLY	ELI LILLY & Co Healthcare	Added	2,607	+2,270	$3,126,914	+908.8%	0.41%
META	Meta Platforms, Inc. Communication Services	Added	5,423	+2,503	$3,054,721	+82.8%	0.40%
AFK	VanEck Africa Index ETF	Reduced	17,107	-29,918	$3,028,128	+51.5%	0.39%
JA	Janus Henderson AA-A CLO ETF	Added	62,450	+35,897	$2,911,433	+121.7%	0.38%
FLNC	Fluence Energy, Inc. Utilities	NEW	145,125	NEW	$2,885,085	NEW	0.37%
KMI	Kinder Morgan, Inc. Energy	NEW	88,904	NEW	$2,842,260	NEW	0.37%
QQQ	Invesco Qqq Trust, Series 1	Added	3,742	+3,149	$2,755,608	+705.1%	0.36%
VEA	Vanguard FTSE Developed Markets ETF	NEW	38,268	NEW	$2,726,595	NEW	0.35%
ACSG	American Century Small Cap Growth Insights ETF	Added	26,474	+6,299	$2,693,770	+26.8%	0.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,523	+4,901	$2,322,973	+904.6%	0.30%
CAT	Caterpillar Inc Industrials	NEW	2,149	NEW	$2,288,470	NEW	0.30%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	27,240	-184,632	$2,238,864	−84.1%	0.29%
VRT	Vertiv Holdings Co Industrials	Added	6,672	+3,772	$2,233,919	+207.4%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,721	+1,980	$2,199,984	+57.7%	0.29%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	19,140	-261	$2,042,690	+25.4%	0.27%
EPD	Enterprise Products Partners L.P. Energy	Added	49,653	+17,789	$1,825,244	+51.4%	0.24%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	45,866	-40,916	$1,823,173	−31.7%	0.24%
MRK	Merck & Co., Inc. Healthcare	Added	14,048	+11,894	$1,805,168	+596.7%	0.23%
BDBT	Bluemonte Core Bond ETF	Added	30,794	+23,700	$1,743,782	+273.7%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.