Old Peak Finance LLC
CIK: 0002080991SEC EDGAR →
Portfolio Value
$162.0M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 481,638 | $38.0M | 23.43% |
| 2 | DIMENSIONAL ETF TRUST | 779,444 | $30.9M | 19.04% |
| 3 | DIMENSIONAL ETF TRUST | 694,630 | $22.7M | 14.03% |
| 4 | NVIDIA CORPORATION | 47,801 | $8.9M | 5.50% |
| 5 | VANGUARD INDEX FDS | 12,002 | $4.0M | 2.48% |
| 6 | VANGUARD TAX-MANAGED FDS | 61,494 | $3.8M | 2.37% |
| 7 | VANGUARD STAR FDS | 44,538 | $3.4M | 2.07% |
| 8 | SPDR S&P 500 ETF TR | 4,338 | $3.0M | 1.83% |
| 9 | DIMENSIONAL ETF TRUST | 31,108 | $2.3M | 1.42% |
| 10 | VANGUARD INDEX FDS | 3,225 | $2.0M | 1.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $135.6M | 83.7% |
| Technology | 7 | $15.7M | 9.7% |
| Unknown | 5 | $2.5M | 1.6% |
| Consumer Cyclical | 5 | $1.9M | 1.2% |
| Communication Services | 3 | $1.7M | 1.1% |
| Healthcare | 4 | $1.2M | 0.8% |
| Consumer Defensive | 3 | $1.2M | 0.7% |
| Basic Materials | 2 | $1.2M | 0.7% |
| Energy | 1 | $673K | 0.4% |
| Industrials | 1 | $237K | 0.1% |