Almanack Investment Partners, LLC.

Q1 2026 13F-HR Holdings

Location
Wayne, PA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$592,397
Net value change ($000)
+3,893 (0.7%)
New positions
16
Sold out positions
10
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 27,295 18.7%
VZ 8,826 23.1%
SCHE 5,593 90.7%
SGOV 5,008 16.9%
XLE 4,701 66.0%
SGOL 3,196 7.7%
CTA 2,618 NEW
GLD 2,317 308.5%
FNDE 2,045 8.1%
PICK 1,799 14.9%
Top Reduces (Value $000, Stocks/ETFs)
BWZ -12,267 -84.8%
BAI -8,803 -100.0%
SCHX -8,756 -28.5%
RING -6,772 -72.5%
XLG -6,156 -100.0%
MGK -6,119 -100.0%
FEMB -5,555 -100.0%
EMLC -4,951 -83.7%
IAU -3,004 -100.0%
CLOZ -915 -49.8%
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