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Almanack Investment Partners, LLC.

Q2 2025 · 13F-HR

Almanack Investment Partners, LLC.holdings as filed

Filed 2025-07-25 · accession 0001085146-25-004164

$628.4M
Reported value
206
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072L870GDMAEA SERIES TRUST$127.9M20.3%3,457,636CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$40.6M6.45%937,216CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$28.8M4.59%1,180,127CommonSOLE
46436E718SGOVISHARES TR$26.6M4.23%263,858CommonSOLE
00326A104SGOLETFS GOLD TR$25.0M3.98%793,755CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$24.9M3.96%495,257CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$22.8M3.63%779,973CommonSOLE
922908769VTIVANGUARD INDEX FDS$22.5M3.58%74,116CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$19.7M3.14%597,544CommonSOLE
02072L565BOXXEA SERIES TRUST$18.1M2.88%160,525CommonSOLE
78464A334BWZSPDR SERIES TRUST$12.9M2.05%459,289CommonSOLE
037833100AAPLAPPLE INC$12.3M1.96%59,886CommonSOLE
922908611VBRVANGUARD INDEX FDS$11.0M1.75%56,450CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$10.6M1.69%178,222CommonSOLE
97717W851DXJWISDOMTREE TR$9.4M1.49%82,049CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$7.6M1.20%58,825CommonSOLE
37954Y343MLPAGLOBAL X FDS$6.3M1.01%126,452CommonSOLE
97717Y527USFRWISDOMTREE TR$6.0M0.95%118,548CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.6M0.89%65,853CommonSOLE
46434G848PICKISHARES INC$5.4M0.87%144,807CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.8M0.77%7,830CommonSOLE
33739P202FEMBFIRST TR EXCH TRADED FD III$4.8M0.77%167,068CommonSOLE
92189H300EMLCVANECK ETF TRUST$4.7M0.75%185,637CommonSOLE
917047102URBNURBAN OUTFITTERS INC$4.7M0.75%64,642CommonSOLE
594918104MSFTMICROSOFT CORP$4.6M0.74%9,292CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.5M0.71%28,223CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.3M0.69%14,713CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$3.4M0.55%230,090CommonSOLE
64110L106NFLXNETFLIX INC$3.3M0.52%2,445CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3.2M0.52%32,300CommonSOLE
46434V860TFLOISHARES TR$3.2M0.50%62,629CommonSOLE
023135106AMZNAMAZON COM INC$2.7M0.42%12,092CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$2.6M0.41%96,888CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.40%5,122CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.4M0.38%100,593CommonSOLE
46432F339QUALISHARES TR$2.4M0.38%13,010CommonSOLE
149123101CATCATERPILLAR INC$2.2M0.35%5,708CommonSOLE
464287614IWFISHARES TR$2.2M0.35%5,189CommonSOLE
30303M102METAMETA PLATFORMS INC$2.2M0.35%2,938CommonSOLE
464287705IJJISHARES TR$2.1M0.34%17,145CommonSOLE
464287598IWDISHARES TR$2.0M0.32%10,498CommonSOLE
97717X669DGRWWISDOMTREE TR$2.0M0.32%24,216CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2.0M0.32%21,165CommonSOLE
92189F106GDXVANECK ETF TRUST$2.0M0.32%38,036CommonSOLE
00287Y109ABBVABBVIE INC$2.0M0.31%10,554CommonSOLE
92864M301BITXVOLATILITY SHS TR$1.9M0.31%35,731CommonSOLE
46429B697USMVISHARES TR$1.9M0.30%20,319CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.30%17,496CommonSOLE
464287200IVVISHARES TR$1.9M0.30%2,997CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$1.8M0.29%64,821CommonSOLE
032108607BLOKAMPLIFY ETF TR$1.8M0.28%31,186CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.8M0.28%7,619CommonSOLE
921910816MGKVANGUARD WORLD FD$1.7M0.27%4,619CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.27%9,505CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.27%9,475CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$1.7M0.26%34,412CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.26%5,251CommonSOLE
02072L813MOODEA SERIES TRUST$1.6M0.26%49,365CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.26%5,592CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.6M0.26%19,086CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.25%26,111CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.25%8,500CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.25%10,089CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$1.5M0.24%29,151CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.24%50,295CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.23%10,715CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.23%18,349CommonSOLE
191216100KOCOCA COLA CO$1.4M0.22%19,938CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.4M0.22%45,164CommonSOLE
084423102WRBBERKLEY W R CORP$1.4M0.22%18,902CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.3M0.21%19,537CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.3M0.21%14,151CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.20%41,694CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.2M0.20%7,809CommonSOLE
172967424CCITIGROUP INC$1.2M0.19%14,390CommonSOLE
464287150ITOTISHARES TR$1.2M0.19%9,053CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.19%13,207CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.2M0.19%12,717CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.19%32,866CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.2M0.19%69,699CommonSOLE
46432F388VLUEISHARES TR$1.1M0.17%9,419CommonSOLE
78463V107GLDSPDR GOLD TR$1.0M0.16%3,337CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$999,0500.16%37,700CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$979,7710.16%30,475CommonSOLE
464287168DVYISHARES TR$914,9760.15%6,889CommonSOLE
46434G855RINGISHARES INC$904,8890.14%20,669CommonSOLE
718172109PMPHILIP MORRIS INTL INC$891,8910.14%4,897CommonSOLE
922908363VOOVANGUARD INDEX FDS$889,0040.14%1,565CommonSOLE
580135101MCDMCDONALDS CORP$887,6560.14%3,038CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$872,3460.14%3,408CommonSOLE
922908553VNQVANGUARD INDEX FDS$861,2100.14%9,670CommonSOLE
166764100CVXCHEVRON CORP NEW$854,7120.14%5,969CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$783,2630.12%18,530CommonSOLE
97717W307DLNWISDOMTREE TR$759,0560.12%9,241CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$739,9890.12%3,752CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$738,0000.12%24,000CommonSOLE
303250104FICOFAIR ISAAC CORP$718,3880.11%393CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$713,4970.11%1,313CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$711,7620.11%14,906CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$703,5400.11%4,958CommonSOLE
46432F396MTUMISHARES TR$695,4860.11%2,894CommonSOLE
713448108PEPPEPSICO INC$693,0820.11%5,249CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$645,9320.10%5,474CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$645,8020.10%6,224CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$613,3220.10%2,052CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$606,7430.10%15,161CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$606,5430.10%22,734CommonSOLE
78464A755XMESPDR SERIES TRUST$603,9720.10%8,985CommonSOLE
464287622IWBISHARES TR$588,1350.09%1,732CommonSOLE
464288760ITAISHARES TR$582,5830.09%3,088CommonSOLE
532457108LLYELI LILLY & CO$576,4360.09%739CommonSOLE
38748G101BARGRANITESHARES GOLD TR$565,4880.09%17,325CommonSOLE
464287804IJRISHARES TR$549,6290.09%5,029CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$541,2380.09%3,750CommonSOLE
437076102HDHOME DEPOT INC$532,4670.08%1,452CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$529,7900.08%1,144CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$519,2550.08%17,251CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$514,0330.08%4,725CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$497,1340.08%7,775CommonSOLE
78464A763SDYSPDR SERIES TRUST$494,1930.08%3,641CommonSOLE
02072L102QVALEA SERIES TRUST$491,5920.08%11,170CommonSOLE
46090E103QQQINVESCO QQQ TR$490,6160.08%889CommonSOLE
92204A876VPUVANGUARD WORLD FD$480,6370.08%2,723CommonSOLE
302301106EZPWEZCORP INC$475,7370.08%34,275CommonSOLE
02072L409QMOMEA SERIES TRUST$465,3220.07%7,161CommonSOLE
931142103WMTWALMART INC$453,5750.07%4,639CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$453,5600.07%2,433CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$452,6180.07%799CommonSOLE
66987V109NVSNOVARTIS AG$445,0750.07%3,678CommonSOLE
191098102COKECOCA COLA CONS INC$440,2780.07%3,943CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$434,1190.07%17,125CommonSOLE
002824100ABTABBOTT LABS$430,7440.07%3,167CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$415,9460.07%1,955CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$408,8030.07%3,171CommonSOLE
98149E303GLDMWORLD GOLD TR$405,6340.06%6,191CommonSOLE
68389X105ORCLORACLE CORP$405,5590.06%1,855CommonSOLE
233051507DBJPDBX ETF TR$401,4680.06%5,250CommonSOLE
81730H109SSENTINELONE INC$391,2290.06%21,402CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$377,8510.06%2,943CommonSOLE
78464A359CWBSPDR SERIES TRUST$377,4260.06%4,566CommonSOLE
67079K100SMRNUSCALE PWR CORP$366,0090.06%9,252CommonSOLE
74933W601TMFCRBB FD INC$365,4490.06%5,665CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$363,3940.06%1,094CommonSOLE
617446448MSMORGAN STANLEY$362,0100.06%2,570CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$360,2040.06%641CommonSOLE
88634T493TIDAL TR II$358,7730.06%16,183CommonSOLE
75513E101RTXRTX CORPORATION$357,8950.06%2,451CommonSOLE
21873S108CRWVCOREWEAVE INC$356,2860.06%2,185CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$351,6640.06%4,241CommonSOLE
464287507IJHISHARES TR$349,5450.06%5,636CommonSOLE
464287879IJSISHARES TR$347,7180.06%3,495CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$344,0000.05%4,940CommonSOLE
858155203GJBSTEELCASE INC$343,3870.05%32,923CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$343,2790.05%18,001CommonSOLE
682680103OKEONEOK INC NEW$339,9890.05%4,165CommonSOLE
17275R102CSCOCISCO SYS INC$336,2850.05%4,847CommonSOLE
29273V100ETENERGY TRANSFER L P$334,3140.05%18,440CommonSOLE
92826C839VVISA INC$327,9840.05%924CommonSOLE
060505104BACBANK AMERICA CORP$319,1530.05%6,745CommonSOLE
369604301GEGE AEROSPACE$310,6700.05%1,207CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$305,2910.05%4,125CommonSOLE
33718M105FDMFIRST TR EXCHANGE-TRADED FD$294,4140.05%4,110CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$293,4590.05%10,889CommonSOLE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$292,4150.05%5,170CommonSOLE
049560105ATOATMOS ENERGY CORP$289,7270.05%1,880CommonSOLE
025816109AXPAMERICAN EXPRESS CO$289,6340.05%908CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$279,3750.04%1,365CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$278,7920.04%4,930CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$265,8040.04%3,265CommonSOLE
92189F643MOATVANECK ETF TRUST$265,3320.04%2,829CommonSOLE
464287101OEFISHARES TR$264,5820.04%869CommonSOLE
00162Q452AMLPALPS ETF TR$261,4010.04%5,350CommonSOLE
81762P102NOWSERVICENOW INC$256,0170.04%249CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$253,3440.04%13,355CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$252,3270.04%1,872CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$252,1960.04%622CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$251,1850.04%40,254CommonSOLE
693506107PPGPPG INDS INC$250,2500.04%2,200CommonSOLE
780287108RGLDROYAL GOLD INC$248,9760.04%1,400CommonSOLE
464287226AGGISHARES TR$241,4460.04%2,434CommonSOLE
11135F101AVGOBROADCOM INC$239,5400.04%869CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$238,4750.04%2,556CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$237,1870.04%1,458CommonSOLE
88160R101TSLATESLA INC$236,6570.04%745CommonSOLE
464288679SHVISHARES TR$235,6570.04%2,134CommonSOLE
46432F842IEFAISHARES TR$228,9020.04%2,742CommonSOLE
92189K105HODLVANECK BITCOIN ETF$227,3980.04%7,463CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$226,2750.04%2,480CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$223,4910.04%16,361CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$223,0580.04%1,090CommonSOLE
26923G822PFFAETFIS SER TR I$221,6520.04%10,641CommonSOLE
49177J102KVUEKENVUE INC$220,6650.04%10,543CommonSOLE
72201R775BONDPIMCO ETF TR$219,3880.03%2,380CommonSOLE
92189F601NLRVANECK ETF TRUST$209,4300.03%1,884CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$205,6730.03%2,040CommonSOLE
576853105MTRXMATRIX SVC CO$204,2580.03%15,119CommonSOLE
464287408IVEISHARES TR$204,2140.03%1,045CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$201,4680.03%367CommonSOLE
00206R102TAT&T INC$200,9010.03%6,942CommonSOLE
03945R102ACHRARCHER AVIATION INC$152,1170.02%14,020CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$128,5200.02%10,500CommonSOLE
M22013102CRNTCERAGON NETWORKS LTD$99,7460.02%40,547CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$58,3460.01%14,550CommonSOLE
14838T204CTMCASTELLUM INC$52,5000.01%50,000CommonSOLE
10501E300BCLIBRAINSTORM CELL THERAPEUTICS$11,2000.00%10,000CommonSOLE
G1180K116BLOOMZ INC$7,9450.00%50,000CommonSOLE

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.