Almanack Investment Partners, LLC.

Q4 2025 13F-HR Holdings

Location
Wayne, PA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$588,504
Net value change ($000)
-58,118 (-9.0%)
New positions
21
Sold out positions
46
Turnover %
13.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GDMA 19,251 15.2%
SGOV 7,737 35.5%
XLG 6,156 NEW
MGK 5,863 2290.2%
SGOL 2,583 6.7%
PICK 1,467 13.9%
XLE 1,224 20.8%
SCHE 1,120 22.2%
DXJ 1,064 10.3%
RING 920 10.9%
Top Reduces (Value $000, Stocks/ETFs)
GEW -30,544 -100.0%
AAUS -25,205 -94.9%
VT -7,193 -100.0%
BLOK -3,647 -100.0%
EEM -3,572 -100.0%
TFLO -3,071 -100.0%
VZ -3,014 -7.3%
AAPL -2,743 -38.4%
CLOZ -1,995 -52.1%
NFLX -1,939 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type