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Megen Reilly

Almanack Investment Partners, Llc.

Assets Managed
$592.397M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
0.67%(2Q avg: -4.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Almanack Investment Partners, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Almanack Investment Partners, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 592.397M in assets, with a quarterly growth rate of 0.67% and a 2-quarter average growth rate of -4.16%. The portfolio is managed by Megen Reilly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GDMA
Gadsden Dynamic Multi-asset
Recent Activity
Increased 12.48%
29.21%
$173.002M
4.251M shares@ $40.7 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -0.09%
7.93%
$46.975M
935,764 shares@ $50.21 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -0.8%
7.52%
$44.491M
997,108 shares@ $44.62 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 16.62%
5.84%
$34.57M
343,434 shares@ $100.67 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Increased 1.9%
4.6%
$27.242M
712,019 shares@ $38.27 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -24.95%
3.71%
$21.966M
856,721 shares@ $25.65 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.68%
3.27%
$19.328M
60,248 shares@ $320.81 avg price
PICK
Ishares Msci Global Metals &
Recent Activity
Increased 4.27%
2.34%
$13.846M
244,668 shares@ $56.59 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 25.06%
2.22%
$13.121M
450,414 shares@ $29.14 avg price
DXJ
Wisdomtree Japan Hedged Eq
Recent Activity
Decreased -2.81%
2.07%
$12.208M
76,986 shares@ $158.59 avg price

1-10 of 177