Almanack Investment Partners, LLC.
CIK 1680613 · Holdings on Dec 31, 2025 · First reported Jan 29, 2026
Top ten holdings
Q4 2025- GDMA24.76%
- SGOL7.02%
- VZ6.48%
- SCHX5.22%
- SGOV5.02%
- FNDE4.28%
- VTI3.41%
- BWZ2.46%
- PICK2.05%
- SCHG2.00%
Share classes counted separately62.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GDMAWeight increased · +5.20 pp19.56% → 24.76%Shares +534.01K (+16.45%)
- SGOVWeight increased · +1.64 pp3.38% → 5.02%Shares +77.77K (+35.88%)
- SGOLWeight increased · +1.03 pp5.99% → 7.02%Shares -46.44K (-4.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GDMAGADSDEN DYNAMIC MULTI-ASSETGADSDN DYN MLT View history and evidence | $145.71M | 24.76% | 3.78M shares | 19.56% → 24.76%+5.20 pp +534.01K (+16.45%) | Added | ↗▾ |
| 02 | SGOLABRDN PHYSICAL GOLD SHARESPHYSCL GOLD SHS View history and evidence | $41.30M | 7.02% | 1.01M shares | 5.99% → 7.02%+1.03 pp -46.44K (-4.42%) | Reduced | ↗▾ |
| 03 | VZVERIZON COMMUNICATIONS INC View history and evidence | $38.15M | 6.48% | 936.63K shares | 6.37% → 6.48%+0.11 pp +49 (+0.01%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $30.72M | 5.22% | 1.14M shares | 4.65% → 5.22%+0.57 pp +53 (+0.00%) | Added | ↗▾ |
| 05 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $29.56M | 5.02% | 294.50K shares | 3.38% → 5.02%+1.64 pp +77.77K (+35.88%) | Added | ↗▾ |
| 06 | FNDESCHWAB FNDMNTL EM MRK EQ ETFFUNDAMENTAL EMER View history and evidence | $25.20M | 4.28% | 698.75K shares | 3.86% → 4.28%+0.42 pp +8.56K (+1.24%) | Added | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $20.06M | 3.41% | 59.84K shares | 3.04% → 3.41%+0.37 pp -35 (-0.06%) | Reduced | ↗▾ |
| 08 | BWZSTATE STREET SPDR BLOOMBERGBLOOMBERG SHORT View history and evidence | $14.47M | 2.46% | 527.80K shares | 2.18% → 2.46%+0.28 pp +21.75K (+4.30%) | Added | ↗▾ |
| 09 | PICKISHARES MSCI GLOBAL METALS &MSCI GBL ETF NEW View history and evidence | $12.05M | 2.05% | 234.66K shares | 1.64% → 2.05%+0.41 pp -3.09K (-1.30%) | Reduced | ↗▾ |
| 10 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.75M | 2.00% | 360.18K shares | 2.04% → 2.00%-0.04 pp -53.66K (-12.97%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 47
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GEW CAMBRIA GLOBAL EW ETF | Non-derivative | -606,543 | -$30.54M | SEC filing ↗ | SEC filing ↗ |
| VT VANGUARD TOT WORLD STK ETF | Non-derivative | -52,197 | -$7.19M | SEC filing ↗ | SEC filing ↗ |
| BLOK AMPLIFY BLOCKCHAIN TECH ETF | Non-derivative | -54,395 | -$3.65M | SEC filing ↗ | SEC filing ↗ |
3 / 47 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1680613 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 588503776
}Research all 171 reported holdings.
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