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Old Peak Finance LLC

Q1 2026 13F Holdings

  • Location
    chapel hill, NC
  • Num holdings

    84

  • Value ($000)

    $171,248

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002080991
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$39.63M
23 %

505,452

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$31.24M
18 %

803,937

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$24.2M
14 %

712,295

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.49M
10 %

94,579

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.52M
3 %

14,077

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$3.94M
2 %

61,497

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$3.32M
2 %

43,108

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$2.75M
2 %

4,229

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$2.21M
1 %

31,108

A
AAPL

APPLE INC

COM
037833100
$1.94M
1 %

7,659

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