Almanack Investment Partners, LLC.

WAYNE, PA · CIK 1680613 · 13F filing filed 2023-10-04

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$945.9m
Staff24 · 13 in investment roles
Main clients (by assets)High net worth individuals 67%, Companies 18%, Individuals 8%
Private funds5 (4 hedge) · $59.8m gross assets
Main officeNewtown Square, PA
Websitewhiteknightcapital.net
Form ADV · 2026-07-27SEC adviser record

$569.3m reported value +12.3% vs Q1 2023

167positions

66.6%in top 10

14 new 42 added 79 reduced 12 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EA SERIES TRUST GADSDN DYN MLT GDMA	GDMA	8,934,622	$122.1m21.45%	21.45%	Added +7.0m	+7,029,732 369.0%
2	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	907,488	$91.3m16.04%	16.04%	Reduced -57.2k	-57,158 -5.9%
3	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	860,834	$45.1m7.93%	7.93%	Added +1.3k	+1,260 0.1%
4	VERIZON COMMUNICATIONS INC COM VZ	VZ	937,549	$34.9m6.12%	6.12%	Reduced -2.0k	-1,996 -0.2%
5	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	205,749	$20.1m3.53%	3.53%	Reduced -15.4k	-15,445 -7.0%
6	PIMCO ETF TR 15+ YR US TIPS LTPZ	LTPZ	254,463	$15.3m2.68%	2.68%	Added +1.9k	+1,879 0.7%
7	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	212,652	$13.5m2.38%	2.38%	Reduced -24.4k	-24,365 -10.3%
8	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	156,396	$13.0m2.29%	2.29%	Reduced -11.5k	-11,489 -6.8%
9	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	673,927	$12.4m2.17%	2.17%	Added +6.1k	+6,106 0.9%
10	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	217,924	$11.4m2.00%	2.00%	Reduced -46.3k	-46,287 -17.5%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	46,786	$10.3m1.81%	1.81%	Reduced -142	-142 -0.3%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	21,689	$8.8m1.55%	1.55%	Added +33	+33 0.1%
13	ISHARES TR MSCI EAFE ETF EFA	EFA	110,389	$8.0m1.41%	1.41%	Reduced -940	-940 -0.8%
14	SELECT SECTOR SPDR TR ENERGY XLE	XLE	81,533	$6.6m1.16%	1.16%	Reduced -6.4k	-6,394 -7.3%
15	ISHARES TR 7-10 YR TRSY BD IEF	IEF	63,118	$6.1m1.07%	1.07%	Added +3.1k	+3,072 5.1%
16	APPLE INC COM AAPL	AAPL	29,846	$5.8m1.02%	1.02%	Reduced -243	-243 -0.8%
17	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	107,041	$5.5m0.97%	0.97%	Reduced -18.1k	-18,135 -14.5%
18	GLOBAL X FDS GLBL X MLP ETF MLPA	MLPA	121,968	$5.2m0.92%	0.92%	Reduced -3.2k	-3,226 -2.6%
19	REGENERON PHARMACEUTICALS COM REGN	REGN	7,200	$5.2m0.91%	0.91%	Added +2.2k	+2,200 44.0%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	21,151	$4.7m0.82%	0.82%	Added +1.1k	+1,107 5.5%
21	ISHARES INC MSCI EMRG CHN EMXC	EMXC	77,477	$4.0m0.71%	0.71%	Added +2.4k	+2,365 3.1%
22	SPDR GOLD TR GOLD SHS GLD	GLD	19,912	$3.5m0.62%	0.62%	Added +143	+143 0.7%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,810	$3.5m0.61%	0.61%	Reduced -442	-442 -5.4%
24	MICROSOFT CORP COM MSFT	MSFT	9,368	$3.2m0.56%	0.56%	Reduced -118	-118 -1.2%
25	ISHARES TR RUSSELL 2000 ETF IWM	IWM	16,543	$3.1m0.54%	0.54%	Added +3.5k	+3,451 26.4%
26	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	64,784	$3.1m0.54%	0.54%	Reduced -30.1k	-30,139 -31.8%
27	KRANESHARES TR QUADRTC INT RT IVOL	IVOL	132,688	$2.7m0.48%	0.48%	Added +15.6k	+15,591 13.3%
28	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	96,999	$2.6m0.46%	0.46%	Reduced -6.3k	-6,319 -6.1%
29	SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD SPD	SPD	90,327	$2.5m0.43%	0.43%	Reduced -26.6k	-26,599 -22.8%
30	ISHARES TR 20 YR TR BD ETF TLT	TLT	21,423	$2.2m0.39%	0.39%	New
31	URBAN OUTFITTERS INC COM URBN	URBN	64,642	$2.1m0.38%	0.38%	Unchanged
32	ISHARES TR TRS FLT RT BD TFLO	TFLO	41,832	$2.1m0.37%	0.37%	Added +16.5k	+16,547 65.4%
33	ISHARES TR RUS 1000 VAL ETF IWD	IWD	13,298	$2.1m0.37%	0.37%	Reduced -252	-252 -1.9%
34	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	29,414	$2.0m0.34%	0.34%	Unchanged
35	INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR RSPG	RSPG	28,328	$1.9m0.34%	0.34%	Added +2.7k	+2,686 10.5%
36	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,977	$1.9m0.34%	0.34%	Reduced -205	-205 -2.9%
37	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	23,907	$1.9m0.33%	0.33%	Added +1.4k	+1,380 6.1%
38	ISHARES TR MSCI USA MIN VOL USMV	USMV	24,878	$1.8m0.32%	0.32%	Reduced -132	-132 -0.5%
39	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	17,145	$1.8m0.32%	0.32%	Unchanged
40	AMAZON COM INC COM AMZN	AMZN	13,517	$1.8m0.31%	0.31%	Reduced -105	-105 -0.8%
41	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	21,572	$1.7m0.30%	0.30%	Reduced -253	-253 -1.2%
42	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	12,621	$1.7m0.30%	0.30%	Reduced -3.5k	-3,459 -21.5%
43	NVIDIA CORPORATION COM NVDA	NVDA	3,942	$1.7m0.29%	0.29%	Reduced -196	-196 -4.7%
44	ISHARES TR CORE S&P SCP ETF IJR	IJR	16,582	$1.7m0.29%	0.29%	Reduced -3.0k	-2,976 -15.2%
45	EXXON MOBIL CORP COM XOM	XOM	15,263	$1.6m0.29%	0.29%	Reduced -21	-21 -0.1%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,253	$1.6m0.28%	0.28%	Reduced -124	-124 -0.9%
47	ISHARES TR CORE S&P500 ETF IVV	IVV	3,548	$1.6m0.28%	0.28%	Added +438	+438 14.1%
48	SENTINELONE INC CL A S	S	104,344	$1.6m0.28%	0.28%	Unchanged
49	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,428	$1.5m0.27%	0.27%	Added +3.2k	+3,196 143.2%
50	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	19,597	$1.5m0.26%	0.26%	Added +1.8k	+1,789 10.1%
51	ISHARES TR CORE S&P TTL STK ITOT	ITOT	15,013	$1.5m0.26%	0.26%	Unchanged
52	ISHARES TR NATIONAL MUN ETF MUB	MUB	13,617	$1.5m0.26%	0.26%	Reduced -1.8k	-1,843 -11.9%
53	JOHNSON & JOHNSON COM JNJ	JNJ	7,986	$1.3m0.23%	0.23%	Reduced -43	-43 -0.5%
54	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	16,616	$1.3m0.23%	0.23%	Added +7.3k	+7,270 77.8%
55	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	24,997	$1.3m0.22%	0.22%	Added +4.1k	+4,080 19.5%
56	PROCTER AND GAMBLE CO COM PG	PG	7,995	$1.2m0.21%	0.21%	Reduced -81	-81 -1.0%
57	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	87,509	$1.2m0.21%	0.21%	Reduced -40.4k	-40,402 -31.6%
58	ISHARES TR MSCI USA VALUE VLUE	VLUE	11,759	$1.1m0.19%	0.19%	Reduced -379	-379 -3.1%
59	BLACKSTONE INC COM BX	BX	11,429	$1.1m0.19%	0.19%	Reduced -5	-5 -0.0%
60	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	38,599	$1.0m0.18%	0.18%	Unchanged
61	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,929	$1.0m0.18%	0.18%	Reduced -1.1k	-1,064 -21.3%
62	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	19,914	$998.5k0.18%	0.18%	Reduced -732	-732 -3.5%
63	ISHARES TR 1 3 YR TREAS BD SHY	SHY	12,257	$993.8k0.17%	0.17%	Reduced -1.3k	-1,322 -9.7%
64	MCDONALDS CORP COM MCD	MCD	3,267	$975.1k0.17%	0.17%	Reduced -126	-126 -3.7%
65	JPMORGAN CHASE & CO COM JPM	JPM	6,371	$926.7k0.16%	0.16%	Reduced -1.1k	-1,100 -14.7%
66	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	10,738	$897.3k0.16%	0.16%	Added +11	+11 0.1%
67	ISHARES TR 3 7 YR TREAS BD IEI	IEI	7,326	$844.4k0.15%	0.15%	Reduced -563	-563 -7.1%
68	EVOLV TECHNOLOGIES HLDNGS IN COM CL A EVLV	EVLV	140,254	$841.5k0.15%	0.15%	Reduced -71.0k	-70,984 -33.6%
69	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,583	$797.1k0.14%	0.14%	Reduced -770	-770 -23.0%
70	BERKLEY W R CORP COM WRB	WRB	13,251	$789.2k0.14%	0.14%	New
71	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	11,734	$787.2k0.14%	0.14%	Reduced -79	-79 -0.7%
72	ALPHABET INC CAP STK CL C GOOG	GOOG	6,240	$754.9k0.13%	0.13%	Reduced -145	-145 -2.3%
73	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	68,428	$737.7k0.13%	0.13%	Reduced -394	-394 -0.6%
74	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,205	$706.8k0.12%	0.12%	Reduced -234	-234 -3.6%
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,054	$700.4k0.12%	0.12%	Added +775	+775 60.6%
76	ISHARES TR RUS 1000 ETF IWB	IWB	2,798	$682.0k0.12%	0.12%	Unchanged
77	ELI LILLY & CO COM LLY	LLY	1,404	$658.5k0.12%	0.12%	Added +302	+302 27.4%
78	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	8,656	$650.9k0.11%	0.11%	New
79	META PLATFORMS INC CL A META	META	2,188	$627.9k0.11%	0.11%	Added +27	+27 1.2%
80	ORIGIN MATERIALS INC COM COM		146,000	$622.0k0.11%	0.11%	Unchanged
81	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	3,706	$606.5k0.11%	0.11%	Unchanged
82	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	9,371	$592.2k0.10%	0.10%	Added +460	+460 5.2%
83	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	4,410	$576.1k0.10%	0.10%	Added +536	+536 13.8%
84	PFIZER INC COM PFE	PFE	15,597	$572.1k0.10%	0.10%	Reduced -2.1k	-2,129 -12.0%
85	EA SERIES TRUST RELATIVE SENTIME MOOD	MOOD	21,487	$561.5k0.10%	0.10%	Added +4.4k	+4,439 26.0%
86	CHEVRON CORP NEW COM CVX	CVX	3,568	$561.4k0.10%	0.10%	Added +1.5k	+1,494 72.0%
87	COCA COLA CO COM KO	KO	9,316	$561.0k0.10%	0.10%	Reduced -25	-25 -0.3%
88	LOCKHEED MARTIN CORP COM LMT	LMT	1,215	$559.4k0.10%	0.10%	Added +55	+55 4.7%
89	NETFLIX INC COM NFLX	NFLX	1,241	$546.6k0.10%	0.10%	Added +1	+1 0.1%
90	ORACLE CORP COM ORCL	ORCL	4,490	$534.7k0.09%	0.09%	Reduced -6	-6 -0.1%
91	MERCK & CO INC COM MRK	MRK	4,564	$526.6k0.09%	0.09%	Reduced -66	-66 -1.4%
92	BECTON DICKINSON & CO COM BDX	BDX	1,901	$501.9k0.09%	0.09%	Unchanged
93	BANK NEW YORK MELLON CORP COM BNY	BNY	11,159	$496.8k0.09%	0.09%	Reduced -48	-48 -0.4%
94	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	9,778	$492.0k0.09%	0.09%	Reduced -5.0k	-5,027 -34.0%
95	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,278	$472.2k0.08%	0.08%	Added +255	+255 24.9%
96	KLA CORP COM NEW KLAC	KLAC	960	$465.6k0.08%	0.08%	Reduced -1.4k	-1,440 -60.0%
97	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,526	$460.0k0.08%	0.08%	Reduced -337	-337 -4.9%
98	CISCO SYS INC COM CSCO	CSCO	8,884	$459.7k0.08%	0.08%	Reduced -98	-98 -1.1%
99	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	852	$444.5k0.08%	0.08%	Added +13	+13 1.6%
100	UNITEDHEALTH GROUP INC COM UNH	UNH	921	$442.7k0.08%	0.08%	Added +37	+37 4.2%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
SPDR SER TR BIL	BIL	9,792	$899.1k9.8k shares
SPDR SER TR SJNK	SJNK	30,737	$763.5k30.7k shares
ISHARES TR AGG	AGG	3,169	$315.8k3.2k shares
DUFF & PHELPS UTLITY AND INF DPG	DPG	23,020	$306.9k23.0k shares
SCHWAB STRATEGIC TR SCHD	SCHD	3,282	$240.1k3.3k shares
DBX ETF TR DBEF	DBEF	6,767	$238.2k6.8k shares
SCHWAB STRATEGIC TR SCHG	SCHG	3,618	$235.8k3.6k shares
ISHARES TR SUB	SUB	2,214	$231.8k2.2k shares
MODERNA INC MRNA	MRNA	1,480	$227.3k1.5k shares
CVS HEALTH CORP CVS	CVS	2,948	$219.1k2.9k shares
QUALCOMM INC QCOM	QCOM	1,705	$217.6k1.7k shares
ISHARES TR SCZ	SCZ	3,575	$212.7k3.6k shares