account_balance
Investment manager · 13F filer · SEC CIK 2080991
Old Peak Finance LLC
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Reported value$214Mas of Sep 30, 2026
Positions100 6 new, 8 sold out
Top 10 weight75.5%BSV alone is 22%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
21.9%Added +8%
DFACDimensional ETF Trust
18.6%Added +2%
DFAXDimensional ETF Trust
16.5%
NVDANVIDIA Corp
7.3%Trimmed −7%
VTIVanguard Index FDS
2.5%+3%
VEAVanguard Tax-Managed FDS
2.0%
JPMJPMorgan Chase & Co
1.9%
VXUSVanguard Star FDS
1.7%
AAPLApple Inc.
1.5%+3%
MSFT1.3%BSVVanguard Bd Index FDS
21.9%Added +8%
DFACDimensional ETF Trust
18.6%Added +2%
DFAXDimensional ETF Trust
16.5%
NVDANVIDIA Corp
7.3%Trimmed −7%
VTI
VEA2.0%
JPM1.9%VXUS
SPYAAPLMSFTDFUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSV Vanguard Bd Index FDS 21.9% Added +8%
DFAC Dimensional ETF Trust 18.6% Added +2%
DFAX Dimensional ETF Trust 16.5% Held
NVDA NVIDIA Corp 7.3% Trimmed −7%VTI Vanguard Index FDS 2.5% Added +3%
VEA Vanguard Tax-Managed FDS 2.0% Held
JPM JPMorgan Chase & Co 1.9% Added +2%VXUS Vanguard Star FDS 1.7% Held
SPY SPDR S&P 500 ETF Trust 1.5% HeldAAPL Apple Inc. 1.5% Added +3%MSFT Microsoft Corp 1.3% Added +20%DFUS Dimensional ETF Trust 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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