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Old Peak Finance

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

Top 5 stock holdings are BSV, DFAC, DFAX, NVDA, VTI, and represent 67.79% of Old Peak Finance's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$8.2M), BSV, DFAC, VTI, DFAX, PG, BCPC, NEM, AAPL, VUSB.
Started 3 new stock positions in NEM, BCPC, PG.
Reduced shares in these 10 stocks: RJF, , VUG, INTC, CRWD, CCL, , VXUS, PM, SPY.
Sold out of its positions in CCL, CRWD, IDXX, RJF, CRM, VUG.
Old Peak Finance was a net buyer of stock by $11M.
Old Peak Finance has $171M in assets under management (AUM), dropping by 5.69%.
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 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	23.1	$40M	+4%	506k	78.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.2	$31M	+3%	804k	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	14.1	$24M	+2%	712k	33.97	View chart
NVIDIA Corporation (NVDA)	9.6	$17M	+97%	95k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$4.5M	+17%	14k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$3.9M		62k	64.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.9	$3.3M	-3%	43k	77.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$2.8M	-2%	4.2k	650.35	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$2.2M		31k	70.91	View chart
Apple (AAPL)	1.1	$1.9M	+5%	7.7k	253.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.9M		3.2k	597.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.6M		22k	73.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.5M		28k	54.05	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M	+3%	3.9k	370.17	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.8	$1.4M		721.00	1884.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.4M	-2%	4.6k	294.16	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.7	$1.2M		17k	71.73	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.2M		8.3k	146.28	View chart
Exxon Mobil Corporation (XOM)	0.6	$964k		5.7k	169.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$915k	+3%	22k	41.09	View chart
Intel Corporation (INTC)	0.5	$892k	-23%	20k	44.13	View chart
Charles Schwab Corporation (SCHW)	0.5	$878k		9.3k	93.98	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$863k		6.2k	138.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$861k	+2%	3.0k	286.86	View chart
Philip Morris International (PM)	0.5	$849k	-7%	5.1k	165.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$820k		1.9k	426.40	View chart
Amazon (AMZN)	0.5	$812k	-5%	3.9k	208.27	View chart
Altria (MO)	0.5	$777k		12k	65.99	View chart
Pan American Silver Corp Can (PAAS)	0.4	$691k		13k	54.63	View chart
Agnico (AEM)	0.4	$605k		3.0k	202.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$599k		917.00	653.21	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$591k	+17%	12k	49.79	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.3	$572k	-3%	7.7k	74.18	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$571k		4.0k	141.42	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.3	$568k		14k	41.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$555k	-2%	1.9k	287.14	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$526k		12k	45.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$478k	+5%	1.7k	287.56	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$477k		5.2k	90.94	View chart
Target Corporation (TGT)	0.3	$461k		3.8k	121.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$459k	-12%	5.2k	88.70	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$457k		7.3k	62.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$446k		13k	35.53	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.3	$442k		9.5k	46.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$435k		4.8k	90.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$425k		2.0k	215.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$423k		4.4k	97.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$423k		733.00	577.18	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$423k		10k	42.22	View chart
Dimensional Etf Trust International (DFSI)	0.2	$413k	+2%	9.7k	42.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$413k		3.6k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$403k		1.9k	211.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$381k		794.00	479.20	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$367k		3.5k	106.15	View chart
Wal-Mart Stores (WMT)	0.2	$347k	+2%	2.8k	124.28	View chart
Meta Platforms Cl A (META)	0.2	$344k	+31%	601.00	572.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$340k	+9%	3.0k	112.25	View chart
Eli Lilly & Co. (LLY)	0.2	$339k		368.00	919.76	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$330k		3.3k	100.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$319k		1.3k	248.00	View chart
Intuitive Surgical Com New (ISRG)	0.2	$319k		692.00	461.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$317k		1.7k	191.92	View chart
Rbc Cad (RY)	0.2	$314k		1.9k	161.78	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$312k		5.5k	56.58	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$293k		4.1k	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$291k	-4%	6.0k	48.46	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$280k		6.0k	47.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$269k		1.0k	261.96	View chart
AutoZone (AZO)	0.1	$257k		76.00	3377.78	View chart
Union Pacific Corporation (UNP)	0.1	$254k		1.0k	242.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$244k		2.5k	97.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$243k		2.0k	124.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$239k		1.2k	196.23	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$238k	-6%	4.9k	48.72	View chart
Pepsi (PEP)	0.1	$237k	+2%	1.5k	155.29	View chart
McDonald's Corporation (MCD)	0.1	$234k	+2%	753.00	310.79	View chart
AmerisourceBergen (COR)	0.1	$232k		737.00	314.14	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$231k		5.1k	45.47	View chart
Procter & Gamble Company (PG)	0.1	$223k	NEW	1.5k	144.44	View chart
Balchem Corporation (BCPC)	0.1	$220k	NEW	1.3k	169.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$220k		2.3k	95.64	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.1	$209k	-3%	2.0k	104.67	View chart
Thermo Fisher Scientific (TMO)	0.1	$208k		424.00	491.54	View chart
Newmont Mining Corporation (NEM)	0.1	$208k	NEW	1.9k	108.25	View chart

Past Filings by Old Peak Finance

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

Old Peak Finance 2026 Q1 filed April 24, 2026
Old Peak Finance 2025 Q4 filed Feb. 10, 2026

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