StockDriftsStockDriftsTop 50 Old Peak Finance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 21.42% | 568.0K | $44.3M | +12.37%(+62.53K) | $78.77(-1.60%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 18.83% | 876.8K | $38.9M | +9.06%(+72.83K) | $39.25(+17.17%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 16.91% | 948.5K | $34.9M | +33.17%(+236.24K) | $32.79(+15.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.18% | 74.1K | $14.8M | -21.64%(-20.47K) | $183.53(+20.12%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.53% | 14.1K | $5.2M | +0.36%(+50) | $331.21(+15.34%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.12% | 61.5K | $4.4M | +0.01%(+9) | $61.20(+19.26%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.94% | 12.2K | $4.0M | +166.57%(+7.65K) | $310.53(+16.41%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 1.8% | 43.4K | $3.7M | +0.79%(+340) | $74.49(+17.16%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.53% | 4.2K | $3.2M | +0.09%(+4) | $674.06(+14.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.28% | 9.2K | $2.6M | +19.53%(+1.50K) | $264.00(+16.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.82% |
Old Peak Finance LLC reports $206.60M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are BSV (21.4%), DFAC (18.8%) and DFAX (16.9%). The top 20 holdings account for 83.69% of reported assets. Its disclosed equity book has returned +6.87% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Old Peak Finance LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2080991). View Old Peak Finance LLC’s 13F filings on SEC