SEC Form 13F

Old Peak Finance LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$206,602,238
Positions102

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$44,251,574567,983
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$38,893,169876,762
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$34,944,192948,539
NVIDIA CORPORATIONNVDACOM$14,829,32274,113
VANGUARD INDEX FDSVTITOTAL STK MKT$5,227,63914,127
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$4,382,31361,506
JPMORGAN CHASE & COJPMCOM$4,005,98712,238
VANGUARD STAR FDSVXUSVG TL INTL STK F$3,714,37043,448
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,161,1564,233
APPLE INCAAPLCOM$2,649,0039,155

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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