# EDGAR Filing Document

**Accession Number:** 0001806628
**File Stem:** 0001172661-25-004663
**Filing Date:** 2025-11
**Character Count:** 9080
**Document Hash:** b1aea85d0ad6a855ad17ff1a586d0fbf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004663.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001172661-25-004663

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Algorithmic Investment Models, LLC
- **CENTRAL INDEX KEY:** 0001806628

**ORGANIZATION NAME:**
- **EIN:** 842668847
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20628
- **FILM NUMBER:** 251465677

**BUSINESS ADDRESS:**
- **STREET 1:** 125 NEWBURY STREET
- **STREET 2:** 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116
- **BUSINESS PHONE:** 888-777-0535

**MAIL ADDRESS:**
- **STREET 1:** 125 NEWBURY STREET
- **STREET 2:** 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Beaumont Capital Management, LLC
- **DATE OF NAME CHANGE:** 20200313

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Algorithmic Investment Models LLC<br>**Address:** 125 Newbury Street<br>4th Floor<br>Boston, MA 02116

**Form 13F File Number:** 028-20628

**CRD Number (if applicable):** 000306354

**SEC File Number (if applicable):** 801-117772

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Raul Villegas<br>**Title:** Chief Compliance Officer<br>**Phone:** 714-403-7629

**Signature, Place, and Date of Signing:**

/s/ Raul Villegas  Boston, MA  11-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $150621342

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 5066146 | 107951 | SH |  | SOLE |  | 107951 | 0 | 0 |
| APPLIED THERAPEUTICS INC | COM | 03828A101 |  | 6293 | 10403 | SH |  | SOLE |  | 10403 | 0 | 0 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | 25861R105 |  | 1312336 | 28204 | SH |  | SOLE |  | 28204 | 0 | 0 |
| DOXIMITY INC | CL A | 26622P107 |  | 446215 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| ESSA PHARMA INC | COM NEW | 29668H708 |  | 5391 | 28225 | SH |  | SOLE |  | 28225 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 |  | 4952654 | 64876 | SH |  | SOLE |  | 64876 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 |  | 2606182 | 51444 | SH |  | SOLE |  | 51444 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 2456245 | 53583 | SH |  | SOLE |  | 53583 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 6013905 | 106535 | SH |  | SOLE |  | 106535 | 0 | 0 |
| GLOBAL X FDS | GBL X FTSE ETF | 37950E648 |  | 1072916 | 62762 | SH |  | SOLE |  | 62762 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 |  | 3711512 | 147869 | SH |  | SOLE |  | 147869 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3187719 | 16804 | SH |  | SOLE |  | 16804 | 0 | 0 |
| ISHARES INC | JP MRG EM CRP BD | 464286251 |  | 1230376 | 26620 | SH |  | SOLE |  | 26620 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2644453 | 26378 | SH |  | SOLE |  | 26378 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 537765 | 5575 | SH |  | SOLE |  | 5575 | 0 | 0 |
| ISHARES TR | MSCI EURO FL ETF | 464289180 |  | 1146029 | 33373 | SH |  | SOLE |  | 33373 | 0 | 0 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 |  | 735667 | 6847 | SH |  | SOLE |  | 6847 | 0 | 0 |
| ISHARES TR | NORTH AMERN NAT | 464287374 |  | 1780711 | 36304 | SH |  | SOLE |  | 36304 | 0 | 0 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 633550 | 5734 | SH |  | SOLE |  | 5734 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 569272 | 4118 | SH |  | SOLE |  | 4118 | 0 | 0 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 1138177 | 18622 | SH |  | SOLE |  | 18622 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 3703854 | 30992 | SH |  | SOLE |  | 30992 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 3659874 | 35408 | SH |  | SOLE |  | 35408 | 0 | 0 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 |  | 1645199 | 56947 | SH |  | SOLE |  | 56947 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 1426496 | 27401 | SH |  | SOLE |  | 27401 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 3733818 | 107448 | SH |  | SOLE |  | 107448 | 0 | 0 |
| OFFICE PPTYS INCOME TR | COM SHS BEN INT | 67623C109 |  | 4073 | 12372 | SH |  | SOLE |  | 12372 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1692622 | 62806 | SH |  | SOLE |  | 62806 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 6273096 | 40673 | SH |  | SOLE |  | 40673 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 4955914 | 55299 | SH |  | SOLE |  | 55299 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 5081169 | 36510 | SH |  | SOLE |  | 36510 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 4961905 | 20705 | SH |  | SOLE |  | 20705 | 0 | 0 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 5023770 | 119244 | SH |  | SOLE |  | 119244 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 4990180 | 55856 | SH |  | SOLE |  | 55856 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 4982835 | 42095 | SH |  | SOLE |  | 42095 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 5187994 | 59488 | SH |  | SOLE |  | 59488 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 5190138 | 18413 | SH |  | SOLE |  | 18413 | 0 | 0 |
| SPDR INDEX SHS FDS | S NORTH AMER | 78463X152 |  | 647060 | 10016 | SH |  | SOLE |  | 10016 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 897344 | 1347 | SH |  | SOLE |  | 1347 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 15719437 | 608102 | SH |  | SOLE |  | 608102 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5680344 | 19338 | SH |  | SOLE |  | 19338 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 4156972 | 58245 | SH |  | SOLE |  | 58245 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 538539 | 3908 | SH |  | SOLE |  | 3908 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 543902 | 11393 | SH |  | SOLE |  | 11393 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1163916 | 14561 | SH |  | SOLE |  | 14561 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 2724273 | 35084 | SH |  | SOLE |  | 35084 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 8526256 | 142294 | SH |  | SOLE |  | 142294 | 0 | 0 |
| WISDOMTREE TR | CHINADIV EX FI | 97717X719 |  | 2171046 | 48700 | SH |  | SOLE |  | 48700 | 0 | 0 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 4085802 | 107691 | SH |  | SOLE |  | 107691 | 0 | 0 |

---