Almanack Investment Partners, LLC.

RIA/Wealth

Almanack Investment Partners, LLC. is a RIA/Wealth based in Wayne, PA led by Megen Ann Hemdal, reporting $773.4M in AUM as of Q3 2025 with 71% ETF concentration, 59% concentrated in top 10 holdings, 22% allocation to GDMA, and minimal technology exposure.

COOMegen Ann Hemdal

Portfolio Value: $580.5M
Positions: 192
Top Holding: GDMA at 21.78%
Last Reported: Q3 2025

Address656 E Swedesford Road, Suite 301, Wayne, PA, 19087, United States

Top Holdings

Largest long holdings in Almanack Investment Partners, LLC.'s portfolio (58.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Gadsden Dynamic Multi-Asset GDMA	ETF ETF	$126.5M	21.78%	-$8.3M Sold	— 3.2M shares	Q4 2018 Held for 6y 11m
2 Verizon Communications VZ	Telecommunications Services Communication Services	$41.2M	7.09%	-$27.9K Sold	0.02% 936.6K shares	Q2 2017 Held for 8y 5m
3 SGOL abrdn Physical Gold Shares SGOL	Unknown Unknown	$38.7M	6.67%	+$9.5M Bought	— 1.1M shares	Q2 2019 Held for 6y 5m
4 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$30.1M	5.18%	-$1.0M Sold	— 1.1M shares	Q3 2018 Held for 7y 2m
5 FNDE Schwab Fundamental Emerging Markets Equity FNDE	ETF ETF	$25.0M	4.30%	+$3.4M Bought	— 690.2K shares	Q1 2021 Held for 4y 8m
6 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$21.8M	3.76%	-$4.7M Sold	— 216.7K shares	Q2 2022 Held for 3y 5m
7 Vanguard Total Stock Market VTI	ETF ETF	$19.7M	3.39%	-$4.7M Sold	— 59.9K shares	Q4 2016 Held for 8y 11m
8 SPDR Bloomberg Short Term International Treasury Bond BWZ	ETF ETF	$14.1M	2.43%	+$1.3M Bought	— 506.0K shares	Q2 2025 Held for 5 months
9 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$13.2M	2.27%	-$11.7M Sold	— 413.8K shares	Q4 2023 Held for 1y 11m
10 SPDR EURO STOXX 50 ETF FEZ	ETF ETF	$10.7M	1.85%	-$348.4K Sold	— 172.6K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Almanack Investment Partners, LLC.'s latest filing

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Market Value

$580.5M

Prior: $627.8M

Q/Q Change

-7.53%

-$47.3M

Net Flows % of MV

-16.68%

Turnover Ratio

16.8%

New Purchases

20 stocks

$8.3M

Added To

51 stocks

+$41.9M

Sold Out Of

49 stocks

$42.9M

Reduced Holdings

76 stocks

-$104.2M

Increased Positions

Position	Shares Δ	Change
1 Communication Services Select Sector SPDR Fund XLC	New	0 → 17.4K +$2.1M
2 Global X Artificial Intelligence & Technology AIQ	New	0 → 17.2K +$848.5K
3 FLCH Franklin FTSE China FLCH	New	0 → 29.9K +$776.5K
4 Invesco PHLX Semiconductor ETF SOXQ	New	0 → 15.1K +$757.0K
5 Global X Copper Miners COPX	New	0 → 6.4K +$384.5K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Small-Cap Value VBR	Sold	56.5K → 0 −$11.0M
2 Consolidated Edison ED	Sold	32.3K → 0 −$3.2M
3 VanEck Gold Miners GDX	Sold	38.0K → 0 −$2.0M
4 AbbVie ABBV	Sold	10.6K → 0 −$2.0M
5 Schwab U.S. Mid-Cap ETF SCHM	Sold	64.8K → 0 −$1.8M

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Analytics

Portfolio insights and performance metrics for Almanack Investment Partners, LLC.

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Sector Allocation

ETF

71.10%

Communication Services

8.40%

Technology

4.10%

Financial Services

1.80%

Consumer Cyclical

1.50%

Energy

0.90%

Consumer Defensive

0.80%

Healthcare

0.70%

Industrials

0.60%

Utilities

0.30%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

8.28%

Large Cap ($10B - $200B)

9.57%

Mid Cap ($2B - $10B)

0.98%

Small Cap ($300M - $2B)

0.11%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

80.92%

Portfolio Concentration

Top 10 Holdings %

58.71%

Top 20 Holdings %

71.34%

Top 50 Holdings %

86.29%

Top 100 Holdings %

94.91%