Old Peak Finance LLC — 13F holdings

Old Peak Finance LLC reported 149 holdings worth $207M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. BSV VANGUARD BD INDEX FDS — $44.3M (21.4%)
  2. DIMENSIONAL ETF TRUST — $38.9M (18.8%)
  3. DFAX DIMENSIONAL ETF TRUST — $34.9M (16.9%)
  4. NVDA NVIDIA CORPORATION — $14.8M (7.2%)
  5. VTI VANGUARD INDEX FDS — $5.23M (2.5%)
  6. VEA VANGUARD TAX-MANAGED FDS — $4.38M (2.1%)
  7. JPM JPMorgan Chase & Co. — $4.01M (1.9%)
  8. VXUS VANGUARD STAR FDS — $3.71M (1.8%)
  9. SPY SPDR S&P 500 ETF TR — $3.16M (1.5%)
  10. AAPL APPLE INC — $2.65M (1.3%)