Almanack Investment Partners, LLC.
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$592.4M
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 81%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GDMA
EA SERIES TRUST
Q1 2026: Exited (was 3.78M shares)
29.2%
02
$BAC
BANK AMERICA CORP
Q1 2026: Exited (was 942.8k shares)
8.0%
03
$SGOL
ETFS GOLD TR
Q1 2026: Exited (was 1.01M shares)
7.5%
04
$SGOV
ISHARES TR
Q1 2026: Exited (was 294.5k shares)
5.8%
05
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 698.8k shares)
4.6%
06
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.14M shares)
3.7%
07
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 59.8k shares)
3.3%
08
$PICK
ISHARES INC
Q1 2026: Exited (was 234.7k shares)
2.3%
09
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 360.2k shares)
2.2%
10
$DXJ
WISDOMTREE TR
Q1 2026: Exited (was 79.2k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.