Almanack Investment Partners, Llc. Portfolio Holdings

Almanack Investment Partners, Llc.

  • $563 Million
  • Q3 2025

Almanack Investment Partners, Llc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $563 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust Gadsen Dynamic with a value of $125M, Verizon Communications Inc with a value of $41.2M, Abrdn Gold ETF Trust with a value of $38.7M, Schwab Strategic Tr Us Large C with a value of $30.1M, and Schwab Fundamental Emerging Mk with a value of $25M.

Examining the 13F form we can see an decrease of $28.4M in the current position value, from $591M to 563M.

Almanack Investment Partners, Llc. is based out at Wayne, PA

Below you can find more details about Almanack Investment Partners, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $563 Million
ETFs: $448 Million
Communication Services: $49 Million
Technology: $23.7 Million
Financial Services: $14 Million
Consumer Cyclical: $8.42 Million
Energy: $5.51 Million
Healthcare: $4.87 Million
Consumer Defensive: $4.4 Million
Other: $4.86 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.4M
$58,000 0.01% of portfolio
13,494
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $563 Million
  • Prior Value $591 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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