2026 Q1 Portfolio Activity
In 2026 Q1, Almanack Investment Partners, LLC. maintained a portfolio of 187 distinct positions. The most significant new addition was SIMPLIFY EXCHANGE TRADED FUN, now representing 0.44% of the total fund value. They heavily accumulated shares in EA SERIES TRUST, increasing the position by 12.5%. The fund also reduced its exposure to SPDR SERIES TRUST by 84.5%.
Position History
hover any row below to update
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Total Positions
187
Quarter
2026 Q1
Top Holding
GDMA (29.2%)
Top 10 Concentration
68.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 187
Almanack Investment Partners, LLC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GDMA
EA SERIES TRUST
|
ETF | 29.20% | 24.76% |
#1
Prev: #1
|
8.0 |
—
|
471,418 | 12.5% |
P
S
|
4,251,111 | $173,002,447 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 7.93% | 6.48% |
#2
1
Prev: #3
|
5.2 |
—
|
-866 | -0.1% |
P
S
|
935,764 | $46,975,365 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 7.51% | 7.02% |
#3
1
Prev: #2
|
4.5 |
—
|
-8,128 | -0.8% |
P
S
|
997,108 | $44,490,947 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 5.84% | 5.02% |
#4
1
Prev: #5
|
4.8 |
—
|
48,935 | 16.6% |
P
S
|
343,434 | $34,570,090 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 4.60% | 4.28% |
#5
1
Prev: #6
|
2.8 |
—
|
13,265 | 1.9% |
P
S
|
712,019 | $27,241,847 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 3.71% | 5.22% |
#6
2
Prev: #4
|
1.5 |
—
|
-284,948 | -25.0% |
P
S
|
856,721 | $21,966,331 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.26% | 3.41% |
#7
Prev: #7
|
1.8 |
—
|
403 | 0.7% |
P
S
|
60,248 | $19,328,149 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PICK
ISHARES INC
|
ETF | 2.34% | 2.05% |
#8
1
Prev: #9
|
1.4 |
—
|
10,011 | 4.3% |
P
S
|
244,668 | $13,845,762 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.21% | 2.00% |
#9
1
Prev: #10
|
3.4 |
—
|
90,230 | 25.1% |
P
S
|
450,414 | $13,120,560 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 2.06% | 1.94% |
#10
1
Prev: #11
|
1.3 |
—
|
-2,227 | -2.8% |
P
S
|
76,986 | $12,208,440 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 2.00% | 1.21% |
#11
4
Prev: #15
|
3.3 |
—
|
33,719 | 21.2% |
P
S
|
192,965 | $11,821,024 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.98% | 1.05% |
#12
4
Prev: #16
|
3.8 |
—
|
168,602 | 89.6% |
P
S
|
356,821 | $11,757,252 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FEZ
SPDR INDEX SHS ...
|
Unknown | 1.73% | 1.82% |
#13
1
Prev: #12
|
1.2 |
—
|
-1,230 | -0.7% |
P
S
|
164,736 | $10,226,811 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MLPA
GLOBAL X FDS
|
ETF | 0.99% | 0.96% |
#14
6
Prev: #20
|
0.9 |
—
|
-7,867 | -6.8% |
P
S
|
108,630 | $5,851,898 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.78% | 0.90% |
#15
7
Prev: #22
|
0.8 |
—
|
-642 | -8.3% |
P
S
|
7,082 | $4,605,708 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.72% | 0.75% |
#16
9
Prev: #25
|
0.8 |
—
|
523 | 3.2% |
P
S
|
16,710 | $4,240,783 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.70% | 0.77% |
#17
7
Prev: #24
|
0.8 |
—
|
-568 | -2.3% |
P
S
|
23,885 | $4,165,577 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
URBN
URBAN OUTFITTER...
|
Consumer Cyclical | 0.69% | 0.83% |
#18
5
Prev: #23
|
0.8 |
—
|
-13 | -0.0% |
P
S
|
64,674 | $4,097,098 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.60% | 0.57% |
#19
8
Prev: #27
|
0.7 |
—
|
2,699 | 4.0% |
P
S
|
70,818 | $3,537,359 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.57% | 0.49% |
#20
9
Prev: #29
|
0.7 |
—
|
-57 | -0.4% |
P
S
|
13,884 | $3,393,805 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.52% | 0.13% |
#21
57
Prev: #78
|
3.2 |
—
|
5,235 | 276.4% |
P
S
|
7,129 | $3,067,609 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.51% | 0.64% |
#22
4
Prev: #26
|
0.7 |
—
|
353 | 4.5% |
P
S
|
8,113 | $3,003,250 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.46% | 0.35% |
#23
15
Prev: #38
|
0.7 |
—
|
-946 | -5.6% |
P
S
|
16,029 | $2,719,420 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 0.44% | — |
#24
Prev: #—
|
3.7 |
—
|
86,638 | — |
NEW
|
86,638 | $2,618,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RING
ISHARES INC
|
ETF | 0.43% | 1.59% |
#25
12
Prev: #13
|
0.2 |
—
|
-94,308 | -74.4% |
P
S
|
32,482 | $2,565,428 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.43% | 0.44% |
#26
4
Prev: #30
|
2.2 |
—
|
626 | 7.6% |
P
S
|
8,873 | $2,551,558 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QUAL
ISHARES TR
|
ETF | 0.41% | 0.43% |
#27
4
Prev: #31
|
0.7 |
—
|
21 | 0.2% |
P
S
|
12,622 | $2,421,026 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MOOD
EA SERIES TRUST
|
Bond/Debt | 0.39% | 0.36% |
#28
8
Prev: #36
|
0.7 |
—
|
1,456 | 2.6% |
P
S
|
56,721 | $2,325,933 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJJ
ISHARES TR
|
ETF | 0.38% | 0.38% |
#29
4
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
17,145 | $2,271,713 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWF
ISHARES TR
|
ETF | 0.37% | 0.42% |
#30
2
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
5,189 | $2,212,590 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BWZ
SPDR SERIES TRU...
|
ETF | 0.37% | 2.46% |
#31
23
Prev: #8
|
0.1 |
—
|
-446,067 | -84.5% |
P
S
|
81,729 | $2,200,145 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 0.36% | 0.36% |
#32
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
23,954 | $2,104,119 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.32% | 0.37% |
#33
1
Prev: #34
|
0.6 |
—
|
-339 | -4.8% |
P
S
|
6,671 | $1,913,538 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 0.32% | 0.29% |
#34
10
Prev: #44
|
2.1 |
—
|
3,122 | 6.3% |
P
S
|
52,736 | $1,907,988 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USMV
ISHARES TR
|
ETF | 0.32% | 0.32% |
#35
4
Prev: #39
|
0.6 |
—
|
27 | 0.1% |
P
S
|
20,222 | $1,875,388 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.31% | 0.36% |
#36
1
Prev: #37
|
0.6 |
—
|
-125 | -1.4% |
P
S
|
8,945 | $1,862,993 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 0.31% | 0.07% |
#37
72
Prev: #109
|
3.1 |
—
|
67,801 | 353.6% |
P
S
|
86,975 | $1,856,047 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.30% | 0.30% |
#38
5
Prev: #43
|
0.6 |
—
|
-2,174 | -5.6% |
P
S
|
36,538 | $1,787,804 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 0.29% | 0.06% |
#39
87
Prev: #126
|
3.1 |
—
|
18,979 | 390.8% |
P
S
|
23,835 | $1,706,824 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.28% | 0.30% |
#40
2
Prev: #42
|
2.1 |
—
|
225 | 8.3% |
P
S
|
2,920 | $1,670,454 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.26% | 0.24% |
#41
12
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
14,010 | $1,547,685 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.25% | 0.28% |
#42
4
Prev: #46
|
0.6 |
—
|
-2,162 | -10.1% |
P
S
|
19,342 | $1,491,462 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWD
ISHARES TR
|
ETF | 0.25% | 0.25% |
#43
9
Prev: #52
|
1.1 |
—
|
no change | no change |
P
S
|
6,918 | $1,478,169 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.25% | 0.14% |
#44
30
Prev: #74
|
3.1 |
—
|
5,505 | 77.7% |
P
S
|
12,588 | $1,463,859 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.24% | 0.26% |
#45
4
Prev: #49
|
0.6 |
—
|
-19 | -0.4% |
P
S
|
4,741 | $1,394,613 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ITOT
ISHARES TR
|
ETF | 0.23% | 0.23% |
#46
11
Prev: #57
|
0.6 |
—
|
353 | 3.9% |
P
S
|
9,406 | $1,339,697 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VLUE
ISHARES TR
|
ETF | 0.23% | 0.22% |
#47
12
Prev: #59
|
1.1 |
—
|
no change | no change |
P
S
|
9,419 | $1,339,288 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAUS
EA SERIES TRUST
|
Unknown | 0.22% | 0.23% |
#48
8
Prev: #56
|
1.1 |
—
|
no change | no change |
P
S
|
24,443 | $1,280,404 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.21% | 0.22% |
#49
11
Prev: #60
|
1.1 |
—
|
no change | no change |
P
S
|
32,346 | $1,256,966 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
N/A
EA SERIES TRUST
|
|
Unknown | 0.21% | — |
#50
Prev: #—
|
3.6 |
—
|
25,485 | — |
NEW
|
25,485 | $1,247,277 | — | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 187 holdings