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Home > Institutional Investor > Old Peak Finance Llc > Profile

Instuitional Investor - Old Peak Finance Llc

Fund Profile
Filing Period:
Fund Name: Old Peak Finance Llc
Portfolio Value $162,027,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 481,638 $37,957,918 23.43%
2.
Dimensional Etf Trust
 779,444 $30,858,174 19.05%
3.
Dimensional Etf Trust
 694,630 $22,735,225 14.03%
4.
Nvidia Corp
 NVDA 47,801 $8,914,919 5.5%
5.
Vanguard Index Fds
 12,002 $4,023,950 2.48%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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