§ 13F · FUND PROFILE
Old Peak Finance LLC.
AUM · $207M (13F)Positions · 149Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 568K | $44M | 21.4% | +12% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 877K | $39M | 18.8% | +9% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 949K | $35M | 16.9% | +33% |
| 4 | NVDA | NVIDIA CORPORATION | 70K | $14M | 6.8% | −22% |
| 5 | VTI | VANGUARD INDEX FDS | 14K | $5M | 2.5% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 62K | $4M | 2.1% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 12K | $4M | 1.8% | +167% |
| 8 | VXUS | VANGUARD STAR FDS | 43K | $4M | 1.8% | +1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 4K | $3M | 1.5% | ±0% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 31K | $3M | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLD SIGNAL
AC read
Old Peak Finance LLC is a Other fund managing $207 million in assets. The fund runs a portfolio of 149 positions.
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