§ 13F · FUND PROFILE
Old Peak Finance LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 121Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$162.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 482K | $38.0T | 23.4% | NEW |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 779K | $30.9T | 19.0% | NEW |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 695K | $22.7T | 14.0% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 45K | $8.4T | 5.2% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 12K | $4.0T | 2.5% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 61K | $3.8T | 2.4% | NEW |
| 7 | VXUS | VANGUARD STAR FDS | 45K | $3.4T | 2.1% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TR | 4K | $3.0T | 1.8% | NEW |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 31K | $2.3T | 1.4% | NEW |
| 10 | VOO | VANGUARD INDEX FDS | 3K | $2.0T | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLD SIGNAL
AC read
Old Peak Finance LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed