DOSSIER · 13F-HR · Q2 2026

Old Peak Finance LLC

$207M in tracked AUM across 149 positions as of Q2 2026.

OP
CIK 0002080991 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
149
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Old Peak Finance LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BSV
VANGUARD BD INDEX FDS
$44M568K21.4%
02
DFAC
DIMENSIONAL ETF TRUST
$39M877K18.8%
03
DFAX
DIMENSIONAL ETF TRUST
$35M949K16.9%
04
NVDA
NVIDIA CORPORATION
$15M74K7.2%
05
VTI
VANGUARD INDEX FDS
$5M14K2.5%
06
VEA
VANGUARD TAX-MANAGED FDS
$4M62K2.1%
07
JPM
JPMORGAN CHASE & CO
$4M12K1.9%
08
VXUS
VANGUARD STAR FDS
$4M43K1.8%
09
SPY
STATE STR SPDR S&P 500 ETF T
$3M4K1.5%
10
AAPL
APPLE INC
$3M9K1.3%

Filing history

2026Q2Jun 30
$207M 20.6%
149 positionsView →
2026Q1Mar 31
$171M 5.7%
117 positionsView →
2025Q4Dec 31
$162M
121 positionsView →