Almanack Investment Partners, Llc. 13F Filings, Portfolio & Analysis

CIK: 0001680613
Conshohocken 656 E Swedesford Road Suite 301
Zip Code: 19087
Latest Portfolio Value
$588.5 M
-8.99%
12/31/2025
Total Holdings
171
-26
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
62.84%

Almanack Investment Partners, Llc. — Portfolio Overview & Company Profile

Almanack Investment Partners, Llc. (CIK: 0001680613) is a financial institution headquartered at 656 E Swedesford Road, Suite 301, Conshohocken, Pennsylvania 19087. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $588,503,776, comprising 171 distinct securities. Over its filing history, it has submitted 40 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
-6.35%
$587.12 M 99.76%
Options
$0 0.00%
Debt
$0 0.00%
Other
-92.97%
$1.38 M 0.24%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
3.78 M $145.71 M 24.76% ▲ 534,007 Add 16.5%
1.01 M $41.3 M 7.02% ▼ 46,443 Reduce -4.4%
936,630 $38.15 M 6.48% ▲ 49 Add 0.0%
1.14 M $30.72 M 5.22% ▲ 53 Add 0.0%
294,499 $29.56 M 5.02% ▲ 77,765 Add 35.9%
698,754 $25.2 M 4.28% ▲ 8,563 Add 1.2%
59,845 $20.06 M 3.41% ▼ 35 Reduce -0.1%
SPDR BLOOMBERG SHORT TERM IN
N/A
527,796 $14.47 M 2.46% ▲ 21,747 Add 4.3%
234,657 $12.05 M 2.05% ▼ 3,092 Reduce -1.3%
360,184 $11.75 M 2.00% ▼ 53,662 Reduce -13.0%

Historical Portfolio Charts