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Almanack Investment Partners, LLC.

Q4 2024 · 13F-HR

Almanack Investment Partners, LLC.holdings as filed

Filed 2025-01-28 · accession 0001085146-25-000548

$648.3M
Reported value
182
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072L870GDMAEA SERIES TRUST$143.2M22.1%4,530,461CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$37.5M5.78%937,330CommonSOLE
46436E718SGOVISHARES TR$27.1M4.19%270,520CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$26.7M4.13%1,153,953CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$24.8M3.83%505,484CommonSOLE
00326A104SGOLETFS GOLD TR$22.3M3.45%891,620CommonSOLE
922908769VTIVANGUARD INDEX FDS$17.5M2.70%60,464CommonSOLE
02072L680STRVEA SERIES TRUST$16.2M2.49%427,594CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$16.0M2.46%135,877CommonSOLE
464287465EFAISHARES TR$13.9M2.14%183,469CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$13.0M2.01%574,448CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$12.6M1.95%435,248CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$11.4M1.76%409,243CommonSOLE
464287457SHYISHARES TR$10.7M1.64%130,069CommonSOLE
97717W307DLNWISDOMTREE TR$10.6M1.63%135,707CommonSOLE
97717Y527USFRWISDOMTREE TR$9.4M1.44%185,859CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$9.0M1.39%180,717CommonSOLE
97717W851DXJWISDOMTREE TR$8.9M1.37%80,562CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$8.6M1.32%462,584CommonSOLE
922908629VOVANGUARD INDEX FDS$8.5M1.32%32,276CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$6.9M1.07%257,877CommonSOLE
46434G764EMXCISHARES INC$6.3M0.96%112,793CommonSOLE
37954Y343MLPAGLOBAL X FDS$5.9M0.91%119,987CommonSOLE
037833100AAPLAPPLE INC$5.9M0.91%23,625CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.7M0.88%66,845CommonSOLE
464287440IEFISHARES TR$4.9M0.76%53,340CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$4.9M0.75%188,472CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.8M0.74%8,202CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$4.8M0.73%142,651CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.7M0.72%34,992CommonSOLE
78463V107GLDSPDR GOLD TR$4.3M0.67%17,851CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.2M0.65%7,818CommonSOLE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$4.0M0.62%52,638CommonSOLE
464287655IWMISHARES TR$3.9M0.61%17,822CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$3.8M0.58%77,906CommonSOLE
132061201SYLDCAMBRIA ETF TR$3.6M0.56%53,081CommonSOLE
594918104MSFTMICROSOFT CORP$3.6M0.55%8,466CommonSOLE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$3.6M0.55%167,815CommonSOLE
917047102URBNURBAN OUTFITTERS INC$3.5M0.55%64,642CommonSOLE
46434V860TFLOISHARES TR$3.2M0.49%62,447CommonSOLE
464287614IWFISHARES TR$2.9M0.45%7,328CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$2.9M0.45%286,972CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.5M0.39%49,821CommonSOLE
464287200IVVISHARES TR$2.5M0.38%4,216CommonSOLE
02079K305GOOGLALPHABET INC$2.4M0.38%12,891CommonSOLE
023135106AMZNAMAZON COM INC$2.4M0.37%10,966CommonSOLE
97717X669DGRWWISDOMTREE TR$2.4M0.37%29,414CommonSOLE
464287598IWDISHARES TR$2.3M0.35%12,419CommonSOLE
46432F339QUALISHARES TR$2.3M0.35%12,650CommonSOLE
464287705IJJISHARES TR$2.1M0.33%17,145CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.1M0.33%40,290CommonSOLE
464287150ITOTISHARES TR$1.9M0.30%15,013CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.9M0.30%25,984CommonSOLE
46429B697USMVISHARES TR$1.8M0.28%20,195CommonSOLE
92864M301BITXVOLATILITY SHS TR$1.7M0.27%33,473CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.26%15,957CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.7M0.26%17,665CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.6M0.25%31,861CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.23%2,551CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.23%7,803CommonSOLE
37954Y871URAGLOBAL X FDS$1.4M0.22%53,575CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.4M0.22%67,411CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.4M0.22%3,444CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.22%3,087CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.4M0.21%16,961CommonSOLE
464287804IJRISHARES TR$1.4M0.21%11,821CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.19%5,143CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$1.2M0.19%80,676CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.19%35,283CommonSOLE
464288414MUBISHARES TR$1.2M0.19%11,302CommonSOLE
78464A755XMESPDR SER TR$1.2M0.18%20,979CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.17%1,269CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.1M0.17%68,662CommonSOLE
084423102WRBBERKLEY W R CORP$1.1M0.17%18,296CommonSOLE
46432F388VLUEISHARES TR$994,7410.15%9,419CommonSOLE
191216100KOCOCA COLA CO$994,0510.15%15,966CommonSOLE
478160104JNJJOHNSON & JOHNSON$948,9940.15%6,562CommonSOLE
02072L813MOODEA SERIES TRUST$933,1620.14%31,536CommonSOLE
464287507IJHISHARES TR$912,1660.14%14,639CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$907,2670.14%11,809CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$890,6190.14%11,776CommonSOLE
464287622IWBISHARES TR$887,2290.14%2,754CommonSOLE
922908553VNQVANGUARD INDEX FDS$870,7570.13%9,775CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$859,8740.13%30,055CommonSOLE
742718109PGPROCTER AND GAMBLE CO$841,7710.13%5,021CommonSOLE
303250104FICOFAIR ISAAC CORP$838,1820.13%421CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$824,3900.13%8,505CommonSOLE
02072L565BOXXEA SERIES TRUST$807,0880.12%7,319CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$793,0290.12%4,289CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$789,4170.12%2,244CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$774,6230.12%24,701CommonSOLE
302635206FSKFS KKR CAP CORP$760,7310.12%35,024CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$747,5000.12%18,530CommonSOLE
04010L103ARCCARES CAPITAL CORP$724,5460.11%33,099CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$697,8040.11%5,777CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$695,1880.11%25,088CommonSOLE
46429B598INDAISHARES TR$678,4240.10%12,888CommonSOLE
46137V258RPVINVESCO EXCHANGE TRADED FD T$651,0460.10%7,217CommonSOLE
46434G855RINGISHARES INC$636,2420.10%22,634CommonSOLE
46090E103QQQINVESCO QQQ TR$635,6400.10%1,243CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$574,5830.09%1,182CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$568,0920.09%21,968CommonSOLE
02072L409QMOMEA SERIES TRUST$542,3470.08%8,457CommonSOLE
580135101MCDMCDONALDS CORP$528,8590.08%1,824CommonSOLE
38748G101BARGRANITESHARES GOLD TR$528,0270.08%20,395CommonSOLE
166764100CVXCHEVRON CORP NEW$526,4930.08%3,635CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$525,5400.08%10,874CommonSOLE
437076102HDHOME DEPOT INC$515,7100.08%1,326CommonSOLE
532457108LLYELI LILLY & CO$512,7930.08%664CommonSOLE
464288760ITAISHARES TR$506,1440.08%3,482CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$505,2670.08%2,620CommonSOLE
191098102COKECOCA COLA CONS INC$494,9510.08%393CommonSOLE
81730H109SSENTINELONE INC$482,2950.07%21,725CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$479,4640.07%4,220CommonSOLE
464287309IVWISHARES TR$456,5930.07%4,497CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$455,0940.07%799CommonSOLE
92826C839VVISA INC$431,6110.07%1,366CommonSOLE
682680103OKEONEOK INC NEW$424,4910.07%4,228CommonSOLE
464287408IVEISHARES TR$423,3720.07%2,218CommonSOLE
931142103WMTWALMART INC$422,9970.07%4,682CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$418,6780.06%3,886CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$414,4150.06%1,885CommonSOLE
060505104BACBANK AMERICA CORP$412,7280.06%9,391CommonSOLE
002824100ABTABBOTT LABS$403,3500.06%3,566CommonSOLE
233051507DBJPDBX ETF TR$397,3200.06%5,250CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$390,8760.06%16,451CommonSOLE
46432F834IXUSISHARES TR$377,7260.06%5,711CommonSOLE
46432F396MTUMISHARES TR$369,9730.06%1,788CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$359,0990.06%6,349CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$346,0670.05%5,289CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$340,2300.05%654CommonSOLE
68389X105ORCLORACLE CORP$338,9460.05%2,034CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$333,3660.05%2,544CommonSOLE
29273V100ETENERGY TRANSFER L P$328,5210.05%16,770CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$326,1920.05%1,883CommonSOLE
58933Y105MRKMERCK & CO INC$322,4150.05%3,241CommonSOLE
464287101OEFISHARES TR$314,1420.05%1,088CommonSOLE
02072L102QVALEA SERIES TRUST$313,3730.05%7,020CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$303,0220.05%9,532CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$297,7880.05%325CommonSOLE
66987V109NVSNOVARTIS AG$296,5040.05%3,047CommonSOLE
88160R101TSLATESLA INC$296,0360.05%733CommonSOLE
427866108HSYHERSHEY CO$291,7920.05%1,723CommonSOLE
17275R102CSCOCISCO SYS INC$288,7780.04%4,878CommonSOLE
11135F101AVGOBROADCOM INC$285,7970.04%1,233CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$284,7810.04%1,442CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$282,2580.04%1,277CommonSOLE
713448108PEPPEPSICO INC$281,6130.04%1,852CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$272,0880.04%4,075CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$271,6170.04%3,670CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$269,9330.04%3,342CommonSOLE
464288679SHVISHARES TR$268,3930.04%2,438CommonSOLE
693506107PPGPPG INDS INC$264,9400.04%2,218CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$253,1510.04%4,125CommonSOLE
00287Y109ABBVABBVIE INC$252,1560.04%1,419CommonSOLE
74933W601TMFCRBB FD INC$244,5680.04%4,068CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$241,5990.04%3,697CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$241,3480.04%972CommonSOLE
92189F692PPHVANECK ETF TRUST$239,0820.04%2,771CommonSOLE
03945R102ACHRARCHER AVIATION INC$226,3950.03%23,220CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$224,8750.03%3,917CommonSOLE
594972408MSTRMICROSTRATEGY INC$222,4280.03%768CommonSOLE
464287432TLTISHARES TR$221,8180.03%2,540CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$219,4220.03%5,395CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$219,0800.03%1,204CommonSOLE
67079K100SMRNUSCALE PWR CORP$219,0330.03%12,216CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$218,2260.03%3,619CommonSOLE
81762P102NOWSERVICENOW INC$216,2900.03%204CommonSOLE
46434V803HEFAISHARES TR$215,9020.03%6,213CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$214,6260.03%5,126CommonSOLE
92189F601NLRVANECK ETF TRUST$213,4120.03%2,624CommonSOLE
75513E101RTXRTX CORPORATION$208,4120.03%1,801CommonSOLE
26923G822PFFAETFIS SER TR I$206,7580.03%9,441CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$204,9430.03%5,598CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$201,8800.03%3,758CommonSOLE
464287515IGVISHARES TR$201,7710.03%2,015CommonSOLE
00206R102TAT&T INC$201,7190.03%8,859CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$159,0030.02%40,254CommonSOLE
G65163100JOBYJOBY AVIATION INC$127,9260.02%15,735CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$101,3250.02%10,500CommonSOLE
14838T204CTMCASTELLUM INC$100,0000.02%50,000CommonSOLE
00218A105ASPIASP ISOTOPES INC$68,1770.01%15,050CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.