Arkolith/Funds/Almanack Investment Partners, LLC.

Almanack Investment Partners, LLC.

CIK 1680613
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Almanack Investment Partners, LLC. holds a focused book of 321 reported positions worth $784.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishrs AI In And Tech Act ETF and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Gadsden Dynamic Multi-Asset at 24% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
52%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

36% mapped to company sectors

ETFs / funds
62%
Information Technology
13%
Financials
8%
Communication Services
5%
Consumer Discretionary
2%
Industrials
2%
Health Care
2%
No sector on file yet
2%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Almanack Investment Partners, LLC.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd25 / 80$1.0B
Prospect Hill Management, LLC8 / 80$236.8M
Hoffman, Alan N Investment Management9 / 80$154.5M
Draper Asset Management, LLC11 / 80$180.2M
Marest Capital, LLC13 / 80$178.2M
9823 Capital, L.P.8 / 80$125.9M
XP Advisory US, Inc.16 / 80$148.7M

Ranked by the share of each fund's own book sitting in the names it shares with Almanack Investment Partners, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

321 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
GADSDN DYN MLT
$191.4M4.41M
24.4%
+3.7%
Added · +158K sh
2Verizon Communications Inc
COM
$40.3M951.8K
5.1%
+1.7%
Added · +16K sh
3Etfs Gold TR
PHYSCL GOLD SHS
$40.2M1.05M
5.1%
+5.3%
Added · +53K sh
4Ishares TR
0-3 MTH TREASURY
$28.6M284.5K
3.6%
−17%
Reduced · −59K sh
5Vanguard Index FDS
TOTAL STK MKT
$23.6M63.7K
3.0%
+5.7%
Added · +3K sh
6Schwab Strategic TR
FUND EM EQUI ETF
$22.3M561.2K
2.8%
−21%
Reduced · −151K sh
7Schwab Strategic TR
US LRG CAP ETF
$17.1M581.4K
2.2%
−32%
Reduced · −275K sh
8BlackRock ETF Trust
ISHA I IN TE ETF
$16.2M307.3K
2.1%
New
New position
9First TR Exchange-Traded FD
NASDQ CLN EDGE
$13.6M70.9K
1.7%
New
New position
10Wisdomtree TR
JAPN HEDGE EQT
$12.0M69.4K
1.5%
−9.9%
Reduced · −8K sh
11Nvidia Corporation
COM
$10.9M54.5K
1.4%
+128%
Added · +31K sh
12Vanguard Malvern FDS
STRM INFPROIDX
$9.8M194.4K
1.2%
+174%
Added · +124K sh
13Ea Series Trust
ALPHA ARCH 1-3
$9.7M83.0K
1.2%
+559%
Added · +70K sh
14Apple Inc
COM
$9.2M31.7K
1.2%
+90%
Added · +15K sh
15Roundhill ETF Trust
MEMORY ETF
$8.6M116.5K
1.1%
New
New position
16Alphabet Inc
CAP STK CL A
$8.3M23.3K
1.1%
+162%
Added · +14K sh
17Ishares Inc
MSCI GBL ETF NEW
$7.8M135.0K
1.0%
−45%
Reduced · −110K sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$7.7M10.4K
1.0%
+46%
Added · +3K sh
19Alphabet Inc
CAP STK CL C
$7.4M20.9K
0.9%
+214%
Added · +14K sh
20Microsoft Corp
COM
$7.0M18.9K
0.9%
+132%
Added · +11K sh
21Schwab Strategic TR
US LCAP GR ETF
$6.8M201.8K
0.9%
−55%
Reduced · −249K sh
22Amazon Com Inc
COM
$6.6M27.8K
0.8%
+211%
Added · +19K sh
23Broadcom Inc
COM
$6.0M15.8K
0.8%
15×
Added · +15K sh
24Global X FDS
GLBL X MLP ETF
$5.7M108.3K
0.7%
−0.3%
Reduced · −321 sh
25Direxion Shares ETF Trust
DAI GOL BEA ETF
$5.7M90.2K
0.7%
New
New position
26International Business Machs
COM
$5.7M20.4K
0.7%
12×
Added · +19K sh
27Tidal Trust I
FUND GRAN US ETF
$5.6M203.9K
0.7%
New
New position
28Ishares TR
CORE S&P500 ETF
$5.5M7.3K
0.7%
+286%
Added · +5K sh
29Micron Technology Inc
COM
$5.4M4.7K
0.7%
New
New position
30Advanced Micro Devices Inc
COM
$4.8M8.3K
0.6%
+116%
Added · +4K sh
31Ishares TR
S&P 500 GRWT ETF
$4.7M34.2K
0.6%
New
New position
32Marvell Technology Inc
COM
$4.7M15.8K
0.6%
New
New position
33Urban Outfitters Inc
COM
$4.6M64.7K
0.6%
~0%
Added · +10 sh
34Exxon Mobil Corp
COM
$4.5M33.1K
0.6%
+107%
Added · +17K sh
35Johnson & Johnson
COM
$4.4M17.3K
0.6%
+25%
Added · +3K sh
36Ishares TR
RUSSELL 2000 ETF
$4.0M13.2K
0.5%
New
New position
37Energy Transfer L P
COM UT LTD PTN
$3.6M188.1K
0.5%
+533%
Added · +158K sh
38Palantir Technologies Inc
CL A
$3.5M29.6K
0.4%
+278%
Added · +22K sh
39Eli Lilly & Co
COM
$3.1M2.6K
0.4%
+674%
Added · +2K sh
40Meta Platforms Inc
CL A
$3.1M5.4K
0.4%
+86%
Added · +3K sh
41Fluence Energy Inc
COM CL A
$2.9M145.1K
0.4%
New
New position
42Kinder Morgan Inc Del
COM
$2.8M88.9K
0.4%
New
New position
43Ea Series Trust
RELA SEN TAC ETF
$2.8M63.9K
0.4%
+13%
Added · +7K sh
44Ishares TR
MSCI USA QLT FCT
$2.8M12.6K
0.4%
~0%
Reduced · −6 sh
45Invesco QQQ TR
UNIT SER 1
$2.8M3.7K
0.4%
+531%
Added · +3K sh
46Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.7M38.3K
0.3%
New
New position
47Ishares TR
RUS 1000 GRW ETF
$2.7M21.4K
0.3%
+313%
Added · +16K sh
48Ishares TR
S&P MC 400VL ETF
$2.5M17.1K
0.3%
Held
49Ishares TR
CORE S&P SCP ETF
$2.4M15.9K
0.3%
New
New position
50Ishares TR
20 YR TR BD ETF
$2.3M27.1K
0.3%
New
New position
Showing 50 of 321 positions
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Filing history

As-of date vs the date the SEC received each filing

$784.7M · Q2 2026Q3 2024 · $636.5MQ2 2026 · $784.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d321$784.7M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d177$592.4M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d171$588.5M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d197$646.6M13F-HR
Q2 2025Jun 30, 2025Jul 25, 202525d206$628.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d154$504.5M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d182$648.3M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d180$636.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.