Old Peak Finance LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Old Peak Finance LLC reported 87 stock positions worth $162.0 million. Its top holding was Vanguard Short-Term Bond ETF (BSV) at 23.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 19.0%) and Dimensional World Ex US Core (DFAX, 14.0%).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0002080991
- Portfolio Value
- $162.0M (Q4 2025)
- SEC Filing
- 0002080991-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 87 stocks · $162.0M
| BSV Vanguard Short-Term Bond ETF | 23.43% | 481,638 | $38.0M | — |
| DFAC Dimensional US Core Equity 2 | 19.05% | 779,444 | $30.9M | — |
| DFAX Dimensional World Ex US Core | 14.03% | 694,630 | $22.7M | — |
| NVDA Nvidia Corp. | 5.50% | 47,801 | $8.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.48% | 12,002 | $4.0M | — |
| VEA Vanguard Ftse Developed ETF | 2.37% | 61,494 | $3.8M | — |
| VXUS Vanguard Total Intl Stock | 2.07% | 44,538 | $3.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 4,338 | $3.0M | — |
| DFUS Dimensional US Eq MKT ETF | 1.42% | 31,108 | $2.3M | — |
| VOO Vanguard S&P 500 ETF | 1.25% | 3,225 | $2.0M | — |
| AAPL Apple Inc. | 1.22% | 7,275 | $2.0M | — |
| MSFT Microsoft Corp. | 1.14% | 3,807 | $1.8M | — |
| BND Vanguard Total Bond Market | 0.98% | 21,511 | $1.6M | — |
| FCNCA First Citizens Bcshs Class A | 0.96% | 721 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 0.94% | 4,708 | $1.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.93% | 28,055 | $1.5M | — |
| PLTR Palantir Technologies Inc. Class A | 0.91% | 8,300 | $1.5M | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.77% | 17,354 | $1.2M | — |
| INTC Intel Corp. | 0.60% | 26,259 | $969K | — |
| AMZN Amazon.com Inc. | 0.59% | 4,113 | $949K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.58% | 21,470 | $932K | — |
| SCHW Schwab (charles) Corp. | 0.57% | 9,277 | $927K | — |
| GOOG Alphabet Inc. Class C | 0.57% | 2,942 | $923K | — |
| IWF iShares Russell 1000 Growth | 0.56% | 1,923 | $910K | — |
| PM Philip Morris International | 0.55% | 5,582 | $895K | — |
| ACWI iShares MSCI Acwi ETF | 0.54% | 6,235 | $882K | — |
| MO Altria Group Inc. | 0.42% | 11,755 | $678K | — |
| XOM Exxon Mobil Corp. | 0.42% | 5,605 | $675K | — |
| PAAS Pan American Silver Corp. | 0.40% | 12,644 | $655K | — |
| IVV iShares Core S&P 500 ETF | 0.39% | 917 | $628K | — |
| ISHG iShares -3 Year Internationa | 0.37% | 8,034 | $604K | — |
| ESGU iShares ESG Aware MSCI USA | 0.37% | 4,040 | $602K | — |
| IGOV iShares International Treasu | 0.36% | 14,086 | $587K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 1,979 | $574K | — |
| VNQ Vanguard Real Estate ETF | 0.32% | 5,902 | $522K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.32% | 11,551 | $520K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.32% | 5,240 | $512K | — |
| AEM Agnico Eagle Mines Ltd. | 0.31% | 2,982 | $506K | — |
| VUSB Vanguard Ultra Short Bond Et | 0.31% | 10,056 | $501K | — |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,580 | $495K | — |
| ARTY iShares Future AI & Tech ETF | 0.28% | 9,488 | $457K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 733 | $450K | — |
| IVW iShares S&P 500 Growth ETF | 0.28% | 3,649 | $450K | — |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 1,975 | $434K | — |
| DFAT Dimensional US Target Value | 0.27% | 7,255 | $432K | — |
| DFIC Dimensional International Co. | 0.27% | 12,530 | $432K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 4,799 | $429K | — |
| DFCF Dimensional Core Fixed Inc. | 0.26% | 9,927 | $422K | — |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 4,352 | $419K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.25% | 9,525 | $408K | — |
| IVE iShares S&P 500 Value ETF | 0.25% | 1,908 | $405K | — |
| LLY Eli Lilly & Co. | 0.25% | 375 | $403K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 780 | $392K | — |
| ISRG Intuitive Surgical Inc. | 0.24% | 690 | $391K | — |
| TGT Target Corp. | 0.23% | 3,782 | $370K | — |
| MUB iShares National Muni Bond E | 0.23% | 3,441 | $369K | — |
| ESGV Vanguard ESG US Stock ETF | 0.21% | 2,763 | $334K | — |
| RY Royal Bank of Canada | 0.20% | 1,938 | $330K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.20% | 3,280 | $318K | — |
| IWM iShares Russell 2000 ETF | 0.20% | 1,287 | $317K | — |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 1,653 | $317K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 5,511 | $313K | — |
| RJF Raymond James Financial Inc. | 0.19% | 1,938 | $311K | — |
| WMT Walmart Inc. | 0.19% | 2,717 | $303K | — |
| META Meta Platforms Inc. Class A | 0.19% | 456 | $301K | — |
| DFUV Dimensional US Marketwide Va | 0.18% | 6,291 | $293K | — |
| DFAS Dimensional US Small Cap ETF | 0.18% | 4,119 | $287K | — |
| ESML iShares ESG Aware MSCI USA S | 0.17% | 5,962 | $274K | — |
| CRM Salesforce Inc. | 0.17% | 1,028 | $272K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 551 | $269K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,027 | $265K | — |
| EWD iShares MSCI Sweden ETF | 0.16% | 5,248 | $258K | — |
| AZO AutoZone Inc. | 0.16% | 76 | $258K | — |
| COR Cencora Inc. | 0.15% | 737 | $249K | — |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 427 | $247K | — |
| EFA iShares MSCI Eafe ETF | 0.15% | 2,516 | $242K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 510 | $239K | — |
| UNP Union Pacific Corp. | 0.15% | 1,030 | $238K | — |
| EDEN iShares MSCI Denmark ETF | 0.15% | 2,059 | $236K | — |
| IJR iShares Core S&P Small-Cap E | 0.14% | 1,954 | $235K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,214 | $232K | — |
| MCD McDonald's Corp. | 0.14% | 738 | $226K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 5,076 | $224K | — |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 2,299 | $219K | — |
| PEP Pepsico Inc. | 0.13% | 1,492 | $214K | — |
| CCL Carnival Corp. | 0.13% | 6,855 | $209K | — |
| IDXX Idexx Laboratories Inc. | 0.13% | 302 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.