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Old Peak Finance

Latest statistics and disclosures from Old Peak Finance's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002080991

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Positions held by Old Peak Finance consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Old Peak Finance

Old Peak Finance holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	23.4	$38M	482k	78.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.0	$31M	779k	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	14.0	$23M	695k	32.73	View chart
NVIDIA Corporation (NVDA)	5.5	$8.9M	48k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$4.0M	12k	335.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$3.8M	62k	62.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$3.4M	45k	75.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$3.0M	4.3k	681.93	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.4	$2.3M	31k	74.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.0M	3.2k	627.11	View chart
Apple (AAPL)	1.2	$2.0M	7.3k	271.86	View chart
Microsoft Corporation (MSFT)	1.1	$1.8M	3.8k	483.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$1.6M	22k	74.07	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	1.0	$1.5M	721.00	2146.33	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.5M	4.7k	322.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.5M	28k	53.76	View chart
Palantir Technologies Cl A (PLTR)	0.9	$1.5M	8.3k	177.75	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.2M	17k	71.62	View chart
Intel Corporation (INTC)	0.6	$969k	26k	36.90	View chart
Amazon (AMZN)	0.6	$949k	4.1k	230.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$932k	22k	43.43	View chart
Charles Schwab Corporation (SCHW)	0.6	$927k	9.3k	99.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$923k	2.9k	313.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$910k	1.9k	473.30	View chart
Philip Morris International (PM)	0.6	$895k	5.6k	160.40	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$882k	6.2k	141.49	View chart
Altria (MO)	0.4	$678k	12k	57.66	View chart
Exxon Mobil Corporation (XOM)	0.4	$675k	5.6k	120.34	View chart
Pan American Silver Corp Can (PAAS)	0.4	$655k	13k	51.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$628k	917.00	684.94	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.4	$605k	8.0k	75.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$602k	4.0k	148.98	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.4	$587k	14k	41.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$574k	2.0k	290.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$522k	5.9k	88.49	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$520k	12k	45.05	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$513k	5.2k	97.80	View chart
Agnico (AEM)	0.3	$506k	3.0k	169.53	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$501k	10k	49.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$495k	1.6k	313.00	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.3	$457k	9.5k	48.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$450k	733.00	614.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$450k	3.6k	123.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$434k	2.0k	219.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$432k	7.3k	59.54	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$432k	13k	34.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$429k	4.8k	89.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$423k	9.9k	42.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$419k	4.4k	96.27	View chart
Dimensional Etf Trust International (DFSI)	0.3	$408k	9.5k	42.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$405k	1.9k	212.07	View chart
Eli Lilly & Co. (LLY)	0.2	$403k	375.00	1074.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$392k	780.00	502.65	View chart
Intuitive Surgical Com New (ISRG)	0.2	$391k	690.00	566.36	View chart
Target Corporation (TGT)	0.2	$370k	3.8k	97.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$369k	3.4k	107.10	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$334k	2.8k	120.98	View chart
Rbc Cad (RY)	0.2	$330k	1.9k	170.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$318k	3.3k	96.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$317k	1.3k	246.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$317k	1.7k	191.56	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$313k	5.5k	56.81	View chart
Raymond James Financial (RJF)	0.2	$311k	1.9k	160.58	View chart
Wal-Mart Stores (WMT)	0.2	$303k	2.7k	111.41	View chart
Meta Platforms Cl A (META)	0.2	$301k	456.00	660.09	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$293k	6.3k	46.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$287k	4.1k	69.67	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$274k	6.0k	45.98	View chart
salesforce (CRM)	0.2	$272k	1.0k	264.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$269k	551.00	487.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$265k	1.0k	257.92	View chart
Ishares Msci Sweden Etf (EWD)	0.2	$258k	5.2k	49.23	View chart
AutoZone (AZO)	0.2	$258k	76.00	3391.50	View chart
AmerisourceBergen (COR)	0.2	$249k	737.00	337.76	View chart
Thermo Fisher Scientific (TMO)	0.2	$247k	427.00	579.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$242k	2.5k	96.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$239k	510.00	468.80	View chart
Union Pacific Corporation (UNP)	0.1	$238k	1.0k	231.32	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.1	$236k	2.1k	114.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$235k	2.0k	120.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$232k	1.2k	191.06	View chart
McDonald's Corporation (MCD)	0.1	$226k	738.00	305.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$224k	5.1k	44.17	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$219k	2.3k	95.11	View chart
Pepsi (PEP)	0.1	$214k	1.5k	143.52	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$209k	6.9k	30.54	View chart
IDEXX Laboratories (IDXX)	0.1	$204k	302.00	676.53	View chart

Past Filings by Old Peak Finance

SEC 13F filings are viewable for Old Peak Finance going back to 2025

Old Peak Finance 2025 Q4 filed Feb. 10, 2026

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