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ALMANACK INVESTMENT PARTNERS, LLC. 13F portfolio summary

ALMANACK INVESTMENT PARTNERS, LLC. of ALMANACK INVESTMENT PARTNERS, LLC. has 321 current stock holdings with a reported portfolio value of $784.7M. The portfolio 1 year return is +14.06%. Top holdings include VZ (5.14%), SGOL (5.12%), SGOV (3.65%), VTI (3.00%), FNDE (2.84%).

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ALMANACK INVESTMENT PARTNERS, LLC.

ALMANACK INVESTMENT PARTNERS, LLC.
Latest filing: 2026-06-30

ALMANACK INVESTMENT PARTNERS, LLC. runs ALMANACK INVESTMENT PARTNERS, LLC. and currently holds 321 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $784.74M. Their top holdings are VZ, SGOL, SGOV, VTI, FNDE. The top five represent 19.7% of reported portfolio weight. ALMANACK INVESTMENT PARTNERS, LLC. ranks #660 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALMANACK INVESTMENT PARTNERS, LLC. initiated 31 new positions. They added to 50 existing positions. They trimmed 13 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
VZ5.1%
SGOL5.1%
SGOV3.6%
VTI3.0%
FNDE2.8%
Top 5: 19.7%
Portfolio Returns
1 Year
+14.06%
#887/1000
3 Year
+76.22%
#429/1000
5 Year
+50.76%
#685/1000

Portfolio Value

$784.74M

Alpha Score

46.3

#660 of 1000

Holdings

321

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321 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VZ
VERIZON COMMUNICATIONS INC
5.14%$39.45$49.45+25.35%
Added
+1.71%
SGOL
ETFS GOLD TR
5.12%$25.63$43.96+71.50%
Added
+5.36%
SGOV
ISHARES TR
3.65%$100.40$100.63+0.22%
Trimmed
-17.16%
VTI
VANGUARD INDEX FDS
3.00%$236.17$378.25+60.16%
Added
+5.68%
FNDE
SCHWAB STRATEGIC TR
2.84%$30.14$41.87+38.92%
Trimmed
-21.19%
SCHX
SCHWAB STRATEGIC TR
2.18%$17.80$30.21+69.72%
Trimmed
-32.14%
BAI
BLACKROCK ETF TRUST
2.06%$52.72$44.27-16.03%
Added
+100.00%
GRID
FIRST TR EXCHANGE-TRADED FD
1.73%$191.75$180.93-5.64%
New Buy
DXJ
WISDOMTREE TR
1.53%$64.01$177.24+176.89%
Trimmed
-9.87%
NVDA
NVIDIA CORPORATION
1.39%$124.79$214.76+72.10%
Added
+128.36%

Showing 1-10 of 321