Old Peak Finance LLC - Portfolio overview

Old Peak Finance LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 28.02%
2. DFAC - DIMENSIONAL ETF TRUST, 22.08%
3. DFAX - DIMENSIONAL ETF TRUST, 17.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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