Almanack Investment Partners, LLC.

WAYNE, PA · CIK 1680613 · 13F filing filed 2025-07-25

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

$628.4m reported value +24.5% vs Q1 2025

206positions

56.8%in top 10

70 new 74 added 35 reduced 18 sold out vs Q1 2025

Holdings, Q2 2025

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	3,457,636	$127.9m20.35%	20.35%	Reduced -237.7k	-237,689 -6.4%
2	VERIZON COMMUNICATIONS INC COM VZ	VZ	937,216	$40.6m6.45%	6.45%	Added +165	+165 0.0%
3	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,180,127	$28.8m4.59%	4.59%	Added +42.4k	+42,359 3.7%
4	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	263,858	$26.6m4.23%	4.23%	Reduced -37.8k	-37,840 -12.5%
5	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	793,755	$25.0m3.98%	3.98%	Added +34.8k	+34,761 4.6%
6	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	495,257	$24.9m3.96%	3.96%	Reduced -2.3k	-2,280 -0.5%
7	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	779,973	$22.8m3.63%	3.63%	Added +749.6k	+749,561 2464.7%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	74,116	$22.5m3.58%	3.58%	Added +13.2k	+13,156 21.6%
9	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	597,544	$19.7m3.14%	3.14%	Added +154.2k	+154,218 34.8%
10	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	160,525	$18.1m2.88%	2.88%	Added +149.6k	+149,596 1368.8%
11	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	459,289	$12.9m2.05%	2.05%	New
12	APPLE INC COM AAPL	AAPL	59,886	$12.3m1.96%	1.96%	Added +38.2k	+38,213 176.3%
13	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	56,450	$11.0m1.75%	1.75%	New
14	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	178,222	$10.6m1.69%	1.69%	Added +40.7k	+40,728 29.6%
15	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	82,049	$9.4m1.49%	1.49%	Added +2.1k	+2,059 2.6%
16	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	58,825	$7.6m1.20%	1.20%	Reduced -10.3k	-10,336 -14.9%
17	GLOBAL X FDS GLBL X MLP ETF MLPA	MLPA	126,452	$6.3m1.01%	1.01%	Added +3.7k	+3,725 3.0%
18	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	118,548	$6.0m0.95%	0.95%	Reduced -85.2k	-85,176 -41.8%
19	SELECT SECTOR SPDR TR ENERGY XLE	XLE	65,853	$5.6m0.89%	0.89%	Added +630	+630 1.0%
20	ISHARES INC MSCI GBL ETF NEW PICK	PICK	144,807	$5.4m0.87%	0.87%	Added +11.4k	+11,389 8.5%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,830	$4.8m0.77%	0.77%	Added +360	+360 4.8%
22	FIRST TR EXCH TRADED FD III EME MRK BD ETF FEMB	FEMB	167,068	$4.8m0.77%	0.77%	New
23	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	185,637	$4.7m0.75%	0.75%	New
24	URBAN OUTFITTERS INC COM URBN	URBN	64,642	$4.7m0.75%	0.75%	Unchanged
25	MICROSOFT CORP COM MSFT	MSFT	9,292	$4.6m0.74%	0.74%	Added +1.6k	+1,558 20.1%
26	NVIDIA CORPORATION COM NVDA	NVDA	28,223	$4.5m0.71%	0.71%	Added +271	+271 1.0%
27	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	14,713	$4.3m0.69%	0.69%	Added +13.1k	+13,095 809.3%
28	GUGGENHEIM STRATEGIC OPPORTU COM SBI GOF	GOF	230,090	$3.4m0.55%	0.55%	Added +443	+443 0.2%
29	NETFLIX INC COM NFLX	NFLX	2,445	$3.3m0.52%	0.52%	Added +1.2k	+1,229 101.1%
30	CONSOLIDATED EDISON INC COM ED	ED	32,300	$3.2m0.52%	0.52%	New
31	ISHARES TR TRS FLT RT BD TFLO	TFLO	62,629	$3.2m0.50%	0.50%	Reduced -696	-696 -1.1%
32	AMAZON COM INC COM AMZN	AMZN	12,092	$2.7m0.42%	0.42%	Added +1.8k	+1,842 18.0%
33	SERIES PORTFOLIOS TR ELDRIDGE BBB B CLOZ	CLOZ	96,888	$2.6m0.41%	0.41%	Added +71.3k	+71,292 278.5%
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,122	$2.5m0.40%	0.40%	Added +3.0k	+2,955 136.4%
35	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	100,593	$2.4m0.38%	0.38%	Reduced -244.9k	-244,938 -70.9%
36	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	13,010	$2.4m0.38%	0.38%	Added +278	+278 2.2%
37	CATERPILLAR INC COM CAT	CAT	5,708	$2.2m0.35%	0.35%	New
38	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,189	$2.2m0.35%	0.35%	Unchanged
39	META PLATFORMS INC CL A META	META	2,938	$2.2m0.35%	0.35%	Added +714	+714 32.1%
40	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	17,145	$2.1m0.34%	0.34%	Unchanged
41	ISHARES TR RUS 1000 VAL ETF IWD	IWD	10,498	$2.0m0.32%	0.32%	Added +3.6k	+3,580 51.8%
42	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	24,216	$2.0m0.32%	0.32%	Unchanged
43	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	21,165	$2.0m0.32%	0.32%	Added +4.5k	+4,533 27.2%
44	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	38,036	$2.0m0.32%	0.32%	New
45	ABBVIE INC COM ABBV	ABBV	10,554	$2.0m0.31%	0.31%	Added +9.1k	+9,128 640.1%
46	VOLATILITY SHS TR 2X BITCOIN STRAT BITX	BITX	35,731	$1.9m0.31%	0.31%	Added +2.3k	+2,334 7.0%
47	ISHARES TR MSCI USA MIN VOL USMV	USMV	20,319	$1.9m0.30%	0.30%	Added +124	+124 0.6%
48	EXXON MOBIL CORP COM XOM	XOM	17,496	$1.9m0.30%	0.30%	Reduced -2.2k	-2,220 -11.3%
49	ISHARES TR CORE S&P500 ETF IVV	IVV	2,997	$1.9m0.30%	0.30%	Added +1.1k	+1,060 54.7%
50	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	64,821	$1.8m0.29%	0.29%	New
51	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	31,186	$1.8m0.28%	0.28%	New
52	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	7,619	$1.8m0.28%	0.28%	New
53	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	4,619	$1.7m0.27%	0.27%	New
54	ALPHABET INC CAP STK CL C GOOG	GOOG	9,505	$1.7m0.27%	0.27%	Added +1.9k	+1,908 25.1%
55	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,475	$1.7m0.27%	0.27%	Reduced -946	-946 -9.1%
56	JANUS DETROIT STR TR B-BBB CLO ETF JBBB	JBBB	34,412	$1.7m0.26%	0.26%	Reduced -19.5k	-19,518 -36.2%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	5,251	$1.6m0.26%	0.26%	New
58	EA SERIES TRUST RELATIVE SENTIME MOOD	MOOD	49,365	$1.6m0.26%	0.26%	Added +10.1k	+10,065 25.6%
59	JPMORGAN CHASE & CO COM JPM	JPM	5,592	$1.6m0.26%	0.26%	Added +563	+563 11.2%
60	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	19,086	$1.6m0.26%	0.26%	Reduced -3.9k	-3,949 -17.1%
61	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	26,111	$1.6m0.25%	0.25%	Added +10.5k	+10,540 67.7%
62	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	8,500	$1.5m0.25%	0.25%	New
63	JOHNSON & JOHNSON COM JNJ	JNJ	10,089	$1.5m0.25%	0.25%	Added +3.5k	+3,456 52.1%
64	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	29,151	$1.5m0.24%	0.24%	Reduced -21.7k	-21,674 -42.6%
65	KINDER MORGAN INC DEL COM KMI	KMI	50,295	$1.5m0.24%	0.24%	New
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	10,715	$1.5m0.23%	0.23%	Reduced -525	-525 -4.7%
67	MERCK & CO INC COM MRK	MRK	18,349	$1.5m0.23%	0.23%	Added +14.3k	+14,276 350.5%
68	COCA COLA CO COM KO	KO	19,938	$1.4m0.22%	0.22%	Added +4.7k	+4,744 31.2%
69	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	45,164	$1.4m0.22%	0.22%	Added +20.5k	+20,463 82.8%
70	BERKLEY W R CORP COM WRB	WRB	18,902	$1.4m0.22%	0.22%	Unchanged
71	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	19,537	$1.3m0.21%	0.21%	New
72	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	14,151	$1.3m0.21%	0.21%	Added +1	+1 0.0%
73	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	41,694	$1.3m0.20%	0.20%	New
74	PROCTER AND GAMBLE CO COM PG	PG	7,809	$1.2m0.20%	0.20%	Added +845	+845 12.1%
75	CITIGROUP INC COM NEW C	C	14,390	$1.2m0.19%	0.19%	New
76	ISHARES TR CORE S&P TTL STK ITOT	ITOT	9,053	$1.2m0.19%	0.19%	Reduced -7	-7 -0.1%
77	BANK NEW YORK MELLON CORP COM BNY	BNY	13,207	$1.2m0.19%	0.19%	Added +1.5k	+1,454 12.4%
78	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	12,717	$1.2m0.19%	0.19%	New
79	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	32,866	$1.2m0.19%	0.19%	Unchanged
80	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	69,699	$1.2m0.19%	0.19%	Added +768	+768 1.1%
81	ISHARES TR MSCI USA VALUE VLUE	VLUE	9,419	$1.1m0.17%	0.17%	Reduced -151	-151 -1.6%
82	SPDR GOLD TR GOLD SHS GLD	GLD	3,337	$1.0m0.16%	0.16%	Reduced -49	-49 -1.4%
83	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	37,700	$999.0k0.16%	0.16%	Added +2.0k	+2,000 5.6%
84	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	30,475	$979.8k0.16%	0.16%	Added +1.3k	+1,266 4.3%
85	ISHARES TR SELECT DIVID ETF DVY	DVY	6,889	$915.0k0.15%	0.15%	New
86	ISHARES INC MSCI GBL GOLD MN RING	RING	20,669	$904.9k0.14%	0.14%	Added +4.1k	+4,096 24.7%
87	PHILIP MORRIS INTL INC COM PM	PM	4,897	$891.9k0.14%	0.14%	Added +3.4k	+3,413 230.0%
88	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,565	$889.0k0.14%	0.14%	Reduced -1.3k	-1,261 -44.6%
89	MCDONALDS CORP COM MCD	MCD	3,038	$887.7k0.14%	0.14%	Added +618	+618 25.5%
90	NORFOLK SOUTHN CORP COM NSC	NSC	3,408	$872.3k0.14%	0.14%	New
91	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,670	$861.2k0.14%	0.14%	Reduced -174	-174 -1.8%
92	CHEVRON CORP NEW COM CVX	CVX	5,969	$854.7k0.14%	0.14%	Added +1.4k	+1,430 31.5%
93	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	18,530	$783.3k0.12%	0.12%	Unchanged
94	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	9,241	$759.1k0.12%	0.12%	Reduced -114.7k	-114,675 -92.5%
95	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	3,752	$740.0k0.12%	0.12%	Reduced -225	-225 -5.7%
96	BLACKSTONE SECD LENDING FD COMMON STOCK BXSL	BXSL	24,000	$738.0k0.12%	0.12%	New
97	FAIR ISAAC CORP COM FICO	FICO	393	$718.4k0.11%	0.11%	Reduced -19	-19 -4.6%
98	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,313	$713.5k0.11%	0.11%	New
99	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	14,906	$711.8k0.11%	0.11%	Added +220	+220 1.5%
100	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,958	$703.5k0.11%	0.11%	Reduced -617	-617 -11.1%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
PIMCO ETF TR LTPZ	LTPZ	416,481	$22.8m416.5k shares
ISHARES TR IEF	IEF	28,459	$2.7m28.5k shares
ISHARES TR IWV	IWV	5,315	$1.7m5.3k shares
INVESCO EXCH TRADED FD TR II BKLN	BKLN	51,934	$1.1m51.9k shares
FS KKR CAP CORP FSK	FSK	35,024	$733.8k35.0k shares
ARES CAPITAL CORP ARCC	ARCC	33,099	$733.5k33.1k shares
VANGUARD WORLD FD EDV	EDV	9,758	$693.9k9.8k shares
APPLOVIN CORP APP	APP	1,650	$437.2k1.6k shares
VANGUARD INTL EQUITY INDEX F VEU	VEU	7,158	$434.2k7.2k shares
EA SERIES TRUST BOXA	BOXA	3,000	$306.5k3.0k shares
EA SERIES TRUST TAX	TAX	11,277	$259.0k11.3k shares
MICROSTRATEGY INC MSTR	MSTR	815	$234.9k815 shares
DISCOVER FINL SVCS DFS	DFS	1,367	$233.3k1.4k shares
FIDELITY COVINGTON TRUST FHLC	FHLC	3,357	$229.3k3.4k shares
ISHARES TR HEFA	HEFA	6,213	$225.5k6.2k shares
INVESCO ACTVELY MNGD ETC FD PDBC	PDBC	10,808	$147.3k10.8k shares
NUVEEN CALIF SELECT TAX FREE		10,000	$131.9k10.0k shares
PATRIOT NATL BANCORP INC PNBK	PNBK	10,000	$11.6k10.0k shares