Old Peak Finance LLC
Q4 2025 13F Holdings
- Locationchapel hill, NC
- Num holdings
87
- Value ($000)
$162,028
- Date Filed02/10/2026
- Form type13F-HR
- CIK0002080991
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $37.96M | 23 % | 481,638 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $30.86M | 19 % | 779,444 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $22.74M | 14 % | 694,630 | ||
NVIDIA CORPORATION | COM | 67066G104 | $8.91M | 6 % | 47,801 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.02M | 3 % | 12,002 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.84M | 2 % | 61,494 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $3.36M | 2 % | 44,538 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.96M | 2 % | 4,338 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $2.31M | 1 % | 31,108 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $2.02M | 1 % | 3,225 |
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