Institutional Fund
Old Peak Finance LLC
Chapel Hill, NCCIK 20809912 filings on record
Portfolio Value
$171.25M
Q1 2026
Holdings
84
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+5.7%
from $162.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds23.1%
- Dimensional ETF Trust18.2%
- Dimensional ETF Trust14.1%
- Nvidia Corporation9.6%
- Vanguard Index Fds2.6%
- Vanguard Tax-Managed Fds2.3%
- Other29.9%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 505.5K | $39.63M | 23.1% | +23.8K | Added |
| 2 | Dimensional ETF Trust | 803.9K | $31.24M | 18.2% | +24.5K | Added |
| 3 | Dimensional ETF Trust | 712.3K | $24.20M | 14.1% | +17.7K | Added |
| 4 | Nvidia Corporation | 94.6K | $16.49M | 9.6% | +46.8K | Added |
| 5 | Vanguard Index Fds | 14.1K | $4.52M | 2.6% | +2.1K | Added |
| 6 | Vanguard Tax-Managed Fds | 61.5K | $3.94M | 2.3% | +3 | Added |
| 7 | Vanguard Star Fds | 43.1K | $3.32M | 1.9% | −1.4K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 4.2K | $2.75M | 1.6% | −109 | Reduced |
| 9 | Dimensional ETF Trust | 31.1K | $2.21M | 1.3% | 0 | Held |
| 10 | Apple Inc | 7.7K | $1.94M | 1.1% | +384 | Added |
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