Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Almanack Investment Partners, LLC. (CIK 1680613) reported $592.4M across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GDMA ($173.0M, 29.20%), VZ ($47.0M, 7.93%), SGOL ($44.5M, 7.51%), SGOV ($34.6M, 5.84%), FNDE ($27.2M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GDMA | EA SERIES TRUST | $173.0M | 29.20% | 4.3M | Added |
| 2 | VZ | VERIZON COMMUNICATIONS INC | $47.0M | 7.93% | 935,764 | Trimmed |
| 3 | SGOL | ETFS GOLD TR | $44.5M | 7.51% | 997,108 | Trimmed |
| 4 | SGOV | ISHARES TR | $34.6M | 5.84% | 343,434 | Added |
| 5 | FNDE | SCHWAB STRATEGIC TR | $27.2M | 4.60% | 712,019 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $22.0M | 3.71% | 856,721 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $19.3M | 3.26% | 60,248 | Added |
| 8 | PICK | ISHARES INC | $13.8M | 2.34% | 244,668 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $13.1M | 2.21% | 450,414 | Added |
| 10 | DXJ | WISDOMTREE TR | $12.2M | 2.06% | 76,986 | Trimmed |
| 11 | XLE | SELECT SECTOR SPDR TR | $11.8M | 2.00% | 192,965 | Added |
| 12 | SCHE | SCHWAB STRATEGIC TR | $11.8M | 1.98% | 356,821 | Added |
| 13 | FEZ | SPDR INDEX SHS FDS | $10.2M | 1.73% | 164,736 | Trimmed |
| 14 | MLPA | GLOBAL X FDS | $5.9M | 0.99% | 108,630 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 0.78% | 7,082 | Trimmed |
| 16 | AAPL | APPLE INC | $4.2M | 0.72% | 16,710 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $4.2M | 0.70% | 23,885 | Trimmed |
| 18 | URBN | URBAN OUTFITTERS INC | $4.1M | 0.69% | 64,674 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $3.5M | 0.60% | 70,818 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $3.4M | 0.57% | 13,884 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $3.1M | 0.52% | 7,129 | Added |
| 22 | MSFT | MICROSOFT CORP | $3.0M | 0.51% | 8,113 | Added |
| 23 | XOM | EXXON MOBIL CORP | $2.7M | 0.46% | 16,029 | Trimmed |
| 24 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.6M | 0.44% | 86,638 | New |
| 25 | GOOGL | ALPHABET INC | $2.6M | 0.43% | 8,873 | Added |
Source: SEC Form 13F filings · as of 2026-03-31