Almanack Investment Partners, Llc. Portfolio Holdings

Almanack Investment Partners, Llc.

  • $591 Million
  • Q2 2025

Almanack Investment Partners, Llc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $591 Million distributed in 206 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 $120M, Verizon Communications Inc with a value of $40.6M, Schwab Strategic Tr Us Large C with a value of $28.8M, Ishares Trishares 0 3 Mnth Tre with a value of $26.6M, and Abrdn Gold ETF Trust with a value of $25M.

Examining the 13F form we can see an increase of $93.1M in the current position value, from $498M to 591M.

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 $591 Million
ETFs: $447 Million
Communication Services: $49.6 Million
Technology: $33.4 Million
Financial Services: $18.1 Million
Healthcare: $9.01 Million
Consumer Cyclical: $9 Million
Industrials: $7.99 Million
Energy: $6.29 Million
Other: $11.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.43 Million 0.58% of portfolio
230,090
Q2 2025 Added 0.19%
$0
$519,000 0.09% of portfolio
17,251
Q1 2025 Added 4.86%
$0
$434,000 0.07% of portfolio
17,125
Q2 2025 Added 90.28%
$0
$293,000 0.05% of portfolio
10,889
Q1 2025 New
$0
$253,000 0.04% of portfolio
13,355
Q1 2025 New
$0
$128,000 0.02% of portfolio
10,500
Q1 2024 Reduced 10.26%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $591 Million
  • Prior Value $498 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 70 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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