Almanack Investment Partners, Llc. Reduced Holdings in Q3 2025

Almanack Investment Partners, Llc.

  • $563 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-413K
- 83.44%
$49.78 - $50.75 $20.6M - $21M
82K $4.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-366K
- 46.94%
$28.92 - $32.19 $10.6M - $11.8M
414K $13.2M
AAPL
Apple Inc.

Technology
-31.8K
- 53.15%
$202.38 - $256.87 $6.44M - $8.18M
28.1K $7.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-47.1K
- 17.86%
$100.37 - $100.74 $4.73M - $4.75M
217K $21.8M
IBM
International Business Machines Corp

Technology
-13K
- 88.66%
$234.77 - $292.47 $3.06M - $3.81M
1.67K $470K
VTI
Vanguard Total Stock Market Et

ETFs
-14.2K
- 19.21%
$303.93 - $329.86 $4.33M - $4.7M
59.9K $19.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-55K
- 46.4%
$50.23 - $50.48 $2.76M - $2.78M
63.5K $3.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-76.4K
- 75.96%
$23.82 - $25.84 $1.82M - $1.97M
24.2K $621K
CAT
Caterpillar Inc

Industrials
-4.76K
- 83.41%
$390.92 - $477.15 $1.86M - $2.27M
947 $451K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-112K
- 48.69%
$14.8 - $15.15 $1.66M - $1.7M
118K $1.77M
NFLX
Netflix Inc

Communication Services
-828
- 33.87%
$1147.87 - $1297.18 $950K - $1.07M
1.62K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.58K
- 50.31%
$459.11 - $506.91 $1.18M - $1.31M
2.55K $1.28M
MRK
Merck & Co., Inc.

Healthcare
-15.3K
- 83.57%
$77.6 - $87.37 $1.19M - $1.34M
3.01K $252K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.58K
- 34.1%
$192.76 - $203.86 $690K - $730K
6.92K $1.41M
PG
Procter & Gamble CO

Consumer Defensive
-3.15K
- 40.38%
$150.47 - $161.22 $474K - $508K
4.66K $715K
EPD
Enterprise Products Partners L.P.

Energy
-13.2K
- 29.33%
$30.74 - $32.14 $407K - $426K
31.9K $998K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.38K
- 45.49%
$291.67 - $316.99 $403K - $438K
1.66K $503K
VT
Vanguard Total World Stk Index

ETFs
-6.63K
- 11.27%
$128.41 - $138.03 $851K - $915K
52.2K $7.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.2K
- 63.63%
$108.46 - $120.63 $347K - $386K
1.83K $217K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.45K
- 50.1%
$236.25 - $257.69 $343K - $374K
1.44K $370K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-4.7K
- 13.65%
$48.04 - $48.61 $226K - $228K
29.7K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-479
- 30.61%
$567.77 - $614.76 $272K - $294K
1.09K $665K
KO
Coca Cola CO

Consumer Defensive
-1.92K
- 9.64%
$65.67 - $71.67 $126K - $138K
18K $1.19M
MSFT
Microsoft Corp

Technology
-784
- 8.44%
$491.09 - $535.64 $385K - $420K
8.51K $4.41M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-4.72K
- 42.29%
$42.62 - $46.98 $201K - $222K
6.45K $300K
CVX
Chevron Corp

Energy
-1.6K
- 26.82%
$145.57 - $161.83 $233K - $259K
4.37K $678K
PEP
Pepsico Inc

Consumer Defensive
-1.5K
- 28.61%
$133.81 - $152.16 $201K - $229K
3.75K $526K
JPM
Jpmorgan Chase & CO

Financial Services
-982
- 17.56%
$282.78 - $316.06 $278K - $310K
4.61K $1.45M
DUK
Duke Energy Corp

Utilities
-1.57K
- 28.72%
$116.31 - $125.93 $183K - $198K
3.9K $482K
ACN
Accenture PLC

Technology
-128
- 6.24%
$232.56 - $304.78 $29.8K - $39K
1.92K $474K
FICO
Fair Isaac Corp

Technology
-1
- 0.25%
$1311.26 - $1869.83 $1.31K - $1.87K
392 $586K
CSCO
Cisco Systems, Inc.

Technology
-1.81K
- 37.26%
$66.2 - $71.79 $120K - $130K
3.04K $208K
LLY
Eli Lilly & CO

Healthcare
-147
- 19.89%
$625.65 - $812.69 $92K - $119K
592 $451K
WMT
Walmart Inc.

Consumer Defensive
-1.37K
- 29.42%
$94.4 - $104.27 $129K - $142K
3.27K $337K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.92K
- 3.06%
$50.45 - $50.65 $96.8K - $97.1K
60.7K $3.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.63K
- 17.65%
$82.42 - $87.03 $134K - $142K
7.61K $662K
GOOG
Alphabet Inc.

Communication Services
-2.95K
- 31.05%
$175.16 - $255.24 $517K - $753K
6.55K $1.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-210
- 23.62%
$546.99 - $602.2 $115K - $126K
679 $407K
COF
Capital One Financial Corp

Financial Services
-327
- 16.73%
$207.29 - $229.74 $67.8K - $75.1K
1.63K $346K
META
Meta Platforms, Inc.

Communication Services
-78
- 2.65%
$695.21 - $791.73 $54.2K - $61.8K
2.86K $2.1M
NVS
Novartis Ag

Healthcare
-726
- 19.74%
$113.5 - $129.73 $82.4K - $94.2K
2.95K $378K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.2K
- 9.68%
$26.44 - $27.1 $58.2K - $59.6K
20.5K $553K
IVV
Ishares Core S&P 500 ETF

ETFs
-295
- 9.84%
$620.67 - $670.08 $183K - $198K
2.7K $1.81M
SMR
Nuscale Power Corp

Industrials
-350
- 3.78%
$32.65 - $51.67 $11.4K - $18.1K
8.9K $320K
OKE
Oneok Inc

Energy
-30
- 0.72%
$71.36 - $83.47 $2.14K - $2.5K
4.14K $301K
BAC
Bank Of America Corp

Financial Services
-1.22K
- 18.15%
$44.92 - $52.42 $55K - $64.2K
5.52K $284K
NOW
Service Now, Inc.

Technology
-4
- 1.61%
$850.86 - $1044.69 $3.4K - $4.18K
245 $225K
ACHR
Archer Aviation Inc.

Industrials
-350
- 2.5%
$8.25 - $13.4 $2.89K - $4.69K
13.7K $130K
S
Sentinel One, Inc.

Technology
-15
- 0.07%
$15.81 - $19.78 $237 - $297
21.4K $376K
Activity Summary
Buys All Purchases 92 New Holdings 41 Increased Positions 51 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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