Old Peak Finance LLC: 13F holdings
CIK 20809912026Q2
| Positions | 102 |
|---|
| Reported value | $206.6m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 102 (+18 vs prior quarter) |
|---|
| Reported value | $206.6m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSV VANGUARD BD INDEX FDS | 567,983 | $44.3m | 21.4% |
| DIMENSIONAL ETF TRUST | 876,762 | $38.9m | 18.8% |
| DFAX DIMENSIONAL ETF TRUST | 948,539 | $34.9m | 16.9% |
| NVDA NVIDIA CORPORATION | 74,113 | $14.8m | 7.2% |
| VTI VANGUARD INDEX FDS | 14,127 | $5.2m | 2.5% |
| VEA VANGUARD TAX-MANAGED FDS | 61,506 | $4.4m | 2.1% |
| JPM JPMORGAN CHASE & CO | 12,238 | $4.0m | 1.9% |
| VXUS VANGUARD STAR FDS | 43,448 | $3.7m | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 4,233 | $3.2m | 1.5% |
| AAPL APPLE INC | 9,155 | $2.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2080991")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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