Almanack Investment Partners, LLC.

WAYNE, PA · CIK 1680613 · 13F filing filed 2024-10-23

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

$593.4m reported value +1.0% vs Q1 2024

178positions

51.3%in top 10

13 new 61 added 65 reduced 11 sold out vs Q1 2024

Holdings, Q2 2024

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	3,497,609	$109.6m18.47%	18.47%	Reduced -166.2k	-166,230 -4.5%
2	VERIZON COMMUNICATIONS INC COM VZ	VZ	937,218	$38.7m6.51%	6.51%	Reduced -232	-232 -0.0%
3	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	1,298,936	$27.3m4.61%	4.61%	Reduced -5.7k	-5,659 -0.4%
4	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	403,419	$25.9m4.37%	4.37%	Added +8.6k	+8,629 2.2%
5	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	211,954	$21.3m3.60%	3.60%	Reduced -88.0k	-87,997 -29.3%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	36,882	$18.4m3.11%	3.11%	Added +3.5k	+3,530 10.6%
7	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	763,854	$17.0m2.86%	2.86%	Added +53.8k	+53,837 7.6%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	62,895	$16.8m2.84%	2.84%	Added +16.1k	+16,052 34.3%
9	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	234,621	$14.8m2.49%	2.49%	Reduced -2.8k	-2,804 -1.2%
10	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	280,293	$14.6m2.46%	2.46%	Reduced -21.0k	-21,043 -7.0%
11	ISHARES TR MSCI EAFE ETF EFA	EFA	170,782	$13.4m2.25%	2.25%	Added +13.0k	+13,011 8.2%
12	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	111,302	$11.2m1.89%	1.89%	Added +439	+439 0.4%
13	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	375,873	$11.1m1.87%	1.87%	Reduced -8.3k	-8,335 -2.2%
14	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	143,315	$10.4m1.76%	1.76%	Added +1.2k	+1,202 0.8%
15	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	241,367	$9.3m1.56%	1.56%	Added +7.7k	+7,673 3.3%
16	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	80,233	$9.1m1.53%	1.53%	Reduced -1.5k	-1,546 -1.9%
17	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	73,877	$8.3m1.40%	1.40%	Added +12.5k	+12,514 20.4%
18	ISHARES TR 1 3 YR TREAS BD SHY	SHY	96,587	$7.9m1.33%	1.33%	Added +83.2k	+83,192 621.1%
19	VANGUARD INDEX FDS MID CAP ETF VO	VO	32,028	$7.8m1.31%	1.31%	Added +2.2k	+2,190 7.3%
20	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	141,836	$7.1m1.20%	1.20%	Added +67.7k	+67,687 91.3%
21	PIMCO ETF TR 15+ YR US TIPS LTPZ	LTPZ	130,460	$7.1m1.19%	1.19%	Added +17.5k	+17,541 15.5%
22	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	139,231	$7.0m1.18%	1.18%	Added +72.0k	+72,024 107.2%
23	ISHARES INC MSCI EMRG CHN EMXC	EMXC	108,191	$6.4m1.08%	1.08%	Added +5.1k	+5,092 4.9%
24	SELECT SECTOR SPDR TR ENERGY XLE	XLE	65,092	$5.9m1.00%	1.00%	Reduced -2.8k	-2,761 -4.1%
25	GLOBAL X FDS GLBL X MLP ETF MLPA	MLPA	120,601	$5.8m0.99%	0.99%	Reduced -4.5k	-4,486 -3.6%
26	ISHARES TR 7-10 YR TRSY BD IEF	IEF	55,251	$5.2m0.87%	0.87%	Reduced -627	-627 -1.1%
27	APPLE INC COM AAPL	AAPL	23,662	$5.0m0.84%	0.84%	Reduced -264	-264 -1.1%
28	SPDR GOLD TR GOLD SHS GLD	GLD	22,990	$4.9m0.83%	0.83%	Reduced -5.7k	-5,657 -19.8%
29	NVIDIA CORPORATION COM NVDA	NVDA	39,136	$4.8m0.81%	0.81%	Reduced -814	-814 -2.0%
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	22,152	$4.5m0.76%	0.76%	Reduced -1.5k	-1,508 -6.4%
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,191	$4.5m0.75%	0.75%	Added +701	+701 9.4%
32	SERIES PORTFOLIOS TR ELDRIDGE BBB B CLOZ	CLOZ	152,581	$4.1m0.69%	0.69%	New
33	SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD SPD	SPD	120,528	$3.9m0.66%	0.66%	Reduced -12.2k	-12,200 -9.2%
34	ISHARES TR TRS FLT RT BD TFLO	TFLO	75,211	$3.8m0.64%	0.64%	Reduced -65.0k	-64,980 -46.4%
35	INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR RSPG	RSPG	46,569	$3.8m0.63%	0.63%	Added +3.0k	+3,036 7.0%
36	MICROSOFT CORP COM MSFT	MSFT	8,338	$3.7m0.63%	0.63%	Reduced -269	-269 -3.1%
37	CAMBRIA ETF TR SHSHLD YIELD ETF SYLD	SYLD	47,618	$3.3m0.55%	0.55%	Added +7.5k	+7,498 18.7%
38	SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA TUA	TUA	151,084	$3.2m0.54%	0.54%	Reduced -81.1k	-81,072 -34.9%
39	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	60,455	$2.9m0.49%	0.49%	Reduced -70.9k	-70,905 -54.0%
40	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,421	$2.7m0.46%	0.46%	Added +68	+68 0.9%
41	URBAN OUTFITTERS INC COM URBN	URBN	64,642	$2.7m0.45%	0.45%	Unchanged
42	REGENERON PHARMACEUTICALS COM REGN	REGN	2,411	$2.5m0.43%	0.43%	Reduced -3.0k	-2,996 -55.4%
43	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	49,005	$2.5m0.42%	0.42%	New
44	ISHARES TR CORE S&P500 ETF IVV	IVV	4,484	$2.5m0.41%	0.41%	Added +1.8k	+1,793 66.6%
45	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,848	$2.3m0.39%	0.39%	Reduced -162	-162 -1.2%
46	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	29,414	$2.3m0.39%	0.39%	Unchanged
47	ISHARES TR RUS 1000 VAL ETF IWD	IWD	12,518	$2.2m0.37%	0.37%	Added +12	+12 0.1%
48	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	12,660	$2.2m0.36%	0.36%	Unchanged
49	AMAZON COM INC COM AMZN	AMZN	11,173	$2.2m0.36%	0.36%	Added +145	+145 1.3%
50	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	17,145	$1.9m0.33%	0.33%	Unchanged
51	EXXON MOBIL CORP COM XOM	XOM	15,889	$1.8m0.31%	0.31%	Added +62	+62 0.4%
52	ISHARES TR CORE S&P TTL STK ITOT	ITOT	15,013	$1.8m0.30%	0.30%	Unchanged
53	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	34,401	$1.7m0.29%	0.29%	Added +530	+530 1.6%
54	ISHARES TR MSCI USA MIN VOL USMV	USMV	20,394	$1.7m0.29%	0.29%	Reduced -1.2k	-1,239 -5.7%
55	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,490	$1.7m0.28%	0.28%	Reduced -382	-382 -7.8%
56	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	17,664	$1.6m0.27%	0.27%	Added +1	+1 0.0%
57	ALPHABET INC CAP STK CL C GOOG	GOOG	8,019	$1.5m0.25%	0.25%	Reduced -438	-438 -5.2%
58	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	50,957	$1.5m0.25%	0.25%	Reduced -12.1k	-12,073 -19.1%
59	ISHARES TR NATIONAL MUN ETF MUB	MUB	13,601	$1.4m0.24%	0.24%	Reduced -63	-63 -0.5%
60	SENTINELONE INC CL A S	S	66,394	$1.4m0.24%	0.24%	Reduced -91	-91 -0.1%
61	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	25,634	$1.4m0.23%	0.23%	Reduced -2.2k	-2,244 -8.1%
62	BLACKSTONE INC COM BX	BX	11,013	$1.4m0.23%	0.23%	Added +2	+2 0.0%
63	META PLATFORMS INC CL A META	META	2,559	$1.3m0.22%	0.22%	Added +140	+140 5.8%
64	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	212,638	$1.3m0.21%	0.21%	Added +171.3k	+171,328 414.7%
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,078	$1.3m0.21%	0.21%	Added +32	+32 1.1%
66	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,713	$1.2m0.21%	0.21%	Reduced -120	-120 -1.0%
67	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	35,269	$1.1m0.19%	0.19%	Reduced -2.5k	-2,527 -6.7%
68	VOLATILITY SHS TR 2X BITCOIN STRAT BITX	BITX	33,644	$1.1m0.18%	0.18%	Added +686	+686 2.1%
69	PROCTER AND GAMBLE CO COM PG	PG	6,369	$1.1m0.18%	0.18%	Added +108	+108 1.7%
70	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	14,257	$1.0m0.18%	0.18%	Reduced -4.7k	-4,742 -25.0%
71	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	29,365	$1.0m0.17%	0.17%	Added +11.0k	+10,986 59.8%
72	JPMORGAN CHASE & CO COM JPM	JPM	4,940	$999.2k0.17%	0.17%	Added +26	+26 0.5%
73	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,037	$979.2k0.17%	0.17%	Reduced -155	-155 -2.5%
74	FS KKR CAP CORP COM FSK	FSK	49,528	$977.2k0.16%	0.16%	Added +36.4k	+36,445 278.6%
75	ISHARES TR MSCI USA VALUE VLUE	VLUE	9,419	$974.5k0.16%	0.16%	Unchanged
76	BERKLEY W R CORP COM WRB	WRB	12,198	$958.5k0.16%	0.16%	Unchanged
77	JOHNSON & JOHNSON COM JNJ	JNJ	6,492	$948.9k0.16%	0.16%	Added +62	+62 1.0%
78	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	8,769	$945.4k0.16%	0.16%	Added +5.1k	+5,051 135.8%
79	ISHARES INC MSCI GBL GOLD MN RING	RING	33,371	$921.4k0.16%	0.16%	Reduced -1.8k	-1,791 -5.1%
80	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	68,662	$905.0k0.15%	0.15%	Unchanged
81	ELI LILLY & CO COM LLY	LLY	966	$874.5k0.15%	0.15%	New
82	EA SERIES TRUST RELATIVE SENTIME MOOD	MOOD	29,836	$862.0k0.15%	0.15%	Added +1.8k	+1,835 6.5%
83	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,728	$861.9k0.15%	0.15%	Reduced -1.4k	-1,391 -8.6%
84	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	16,242	$852.1k0.14%	0.14%	Added +4.0k	+4,036 33.1%
85	NETFLIX INC COM NFLX	NFLX	1,243	$838.9k0.14%	0.14%	Added +1	+1 0.1%
86	ISHARES TR RUS 1000 ETF IWB	IWB	2,768	$823.6k0.14%	0.14%	Unchanged
87	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	4,784	$820.5k0.14%	0.14%	Reduced -197	-197 -4.0%
88	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,711	$813.4k0.14%	0.14%	Unchanged
89	KLA CORP COM NEW KLAC	KLAC	979	$807.2k0.14%	0.14%	Unchanged
90	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	8,658	$780.9k0.13%	0.13%	Unchanged
91	MODERNA INC COM MRNA	MRNA	6,361	$755.4k0.13%	0.13%	New
92	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	24,901	$721.6k0.12%	0.12%	Unchanged
93	ISHARES TR MSCI INDIA ETF INDA	INDA	12,763	$711.9k0.12%	0.12%	Added +276	+276 2.2%
94	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	18,530	$703.2k0.12%	0.12%	Unchanged
95	BANK NEW YORK MELLON CORP COM BNY	BNY	11,653	$697.9k0.12%	0.12%	Added +82	+82 0.7%
96	FAIR ISAAC CORP COM FICO	FICO	440	$655.0k0.11%	0.11%	New
97	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,119	$642.9k0.11%	0.11%	Added +32	+32 1.5%
98	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	7,551	$629.9k0.11%	0.11%	Reduced -1.6k	-1,640 -17.8%
99	CHEVRON CORP NEW COM CVX	CVX	3,683	$576.1k0.10%	0.10%	Added +25	+25 0.7%
100	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	12,118	$575.0k0.10%	0.10%	Reduced -9.8k	-9,823 -44.8%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
PIMCO ETF TR MINT	MINT	13,445	$1.4m13.4k shares
INVESCO EXCHANGE TRADED FD T XLG	XLG	11,236	$473.4k11.2k shares
ISHARES TR IYW	IYW	3,214	$434.1k3.2k shares
DISNEY WALT CO DIS	DIS	3,151	$385.5k3.2k shares
CF BANKSHARES INC CFBK	CFBK	17,118	$341.8k17.1k shares
SELECT SECTOR SPDR TR XLRE	XLRE	7,521	$297.3k7.5k shares
ISHARES TR IJS	IJS	2,634	$270.7k2.6k shares
ISHARES TR ICF	ICF	3,685	$212.6k3.7k shares
UNITEDHEALTH GROUP INC UNH	UNH	426	$210.7k426 shares
EA SERIES TRUST DRLL	DRLL	6,500	$203.5k6.5k shares
VANGUARD INDEX FDS VB	VB	881	$201.5k881 shares