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Old Peak Finance LLC

All holdings · as of Dec 31, 2025

87 positions

CompanyClassValueShares% of portfolio
VANGUARD BD INDEX FDS—$37.96M481,63823.4%
DIMENSIONAL ETF TRUST—$30.86M779,44419.0%
DIMENSIONAL ETF TRUST—$22.74M694,63014.0%
NVIDIA Corp—$8.91M47,8015.5%
VANGUARD INDEX FDS—$4.02M12,0022.5%
VANGUARD TAX-MANAGED FDS—$3.84M61,4942.4%
VANGUARD STAR FDS—$3.36M44,5382.1%
SPDR S&P 500 ETF TR—$2.96M4,3381.8%
DIMENSIONAL ETF TRUST—$2.31M31,1081.4%
VANGUARD INDEX FDS—$2.02M3,2251.2%
Apple Inc.—$1.98M7,2751.2%
MICROSOFT CORP—$1.84M3,8071.1%
VANGUARD BD INDEX FDS—$1.59M21,5111.0%
FIRST CITIZENS BANCSHARES INC /DE—$1.55M7211.0%
JPMORGAN CHASE & CO—$1.52M4,7080.9%
VANGUARD INTL EQUITY INDEX F—$1.51M28,0550.9%
Palantir Technologies Inc—$1.48M8,3000.9%
VANGUARD WORLD FD—$1.24M17,3540.8%
INTEL CORP—$969.0K26,2590.6%
Amazon.com Inc—$949.4K4,1130.6%
DIMENSIONAL ETF TRUST—$932.4K21,4700.6%
SCHWAB CHARLES CORP—$926.8K9,2770.6%
Alphabet Inc.—$923.1K2,9420.6%
ISHARES TR—$910.2K1,9230.6%
Philip Morris International Inc.—$895.4K5,5820.6%
ISHARES TR—$882.2K6,2350.5%
ALTRIA GROUP, INC.—$677.8K11,7550.4%
EXXON MOBIL CORP—$674.5K5,6050.4%
PAN AMERN SILVER CORP—$655.1K12,6440.4%
ISHARES TR—$627.8K9170.4%
ISHARES TR—$604.5K8,0340.4%
ISHARES TR—$601.9K4,0400.4%
ISHARES TR—$586.8K14,0860.4%
VANGUARD INDEX FDS—$574.4K1,9790.4%
VANGUARD INDEX FDS—$522.3K5,9020.3%
NUSHARES ETF TR—$520.4K11,5510.3%
NUSHARES ETF TR—$512.5K5,2400.3%
AGNICO EAGLE MINES LTD—$505.5K2,9820.3%
VANGUARD BD INDEX FDS—$501.2K10,0560.3%
Alphabet Inc.—$494.5K1,5800.3%
ISHARES TR—$457.1K9,4880.3%
INVESCO QQQ TR—$450.3K7330.3%
ISHARES TR—$449.8K3,6490.3%
VANGUARD SPECIALIZED FUNDS—$434.1K1,9750.3%
DIMENSIONAL ETF TRUST—$431.9K7,2550.3%
DIMENSIONAL ETF TRUST—$431.8K12,5300.3%
ISHARES TR—$429.3K4,7990.3%
DIMENSIONAL ETF TRUST—$422.5K9,9270.3%
ISHARES TR—$419.0K4,3520.3%
DIMENSIONAL ETF TRUST—$408.1K9,5250.3%
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