Institutions / Old Peak Finance LLC
Old Peak Finance LLC
CIK 2080991 · Institution · as of Dec 31, 2025
Portfolio value
$162.03M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $37.96M | 23.4% |
| Dimensional ETF Trust | $30.86M | 19.0% |
| Dimensional ETF Trust | $22.74M | 14.0% |
| NVIDIA Corp | $8.91M | 5.5% |
| Vanguard Index Fds | $4.02M | 2.5% |
| Vanguard Tax-Managed Fds | $3.84M | 2.4% |
| Vanguard Star Fds | $3.36M | 2.1% |
| SPDR S&P 500 ETF Tr | $2.96M | 1.8% |
| Dimensional ETF Trust | $2.31M | 1.4% |
| Vanguard Index Fds | $2.02M | 1.2% |
| Apple Inc. | $1.98M | 1.2% |
| Microsoft Corp | $1.84M | 1.1% |
| Vanguard Bd Index Fds | $1.59M | 1.0% |
| First Citizens Bancshares Inc /De | $1.55M | 1.0% |
| JPMorgan Chase & Co | $1.52M | 0.9% |
| Vanguard Intl Equity Index F | $1.51M | 0.9% |
| Palantir Technologies Inc | $1.48M | 0.9% |
| Vanguard World Fd | $1.24M | 0.8% |
| Intel Corp | $969.0K | 0.6% |
| Amazon.com Inc | $949.4K | 0.6% |
| Dimensional ETF Trust | $932.4K | 0.6% |
| Schwab Charles Corp | $926.8K | 0.6% |
| Alphabet Inc. | $923.1K | 0.6% |
| iShares Tr | $910.2K | 0.6% |
| Philip Morris International Inc. | $895.4K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.