Old Peak Finance LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 146 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with Dimensional ETF Trust and Vanguard Index Funds comprising a significant portion of the total holdings. Within the ETF category, notable positions include the Dimensional ETF Trust World Ex US Core, Dimensional ETF Trust US Core Equity 2 ETF, and Vanguard Bond Index Funds Short Term and Total Bond Market.
Among individual equities, the top holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Amazon.com Inc. Other individual stock positions listed in the filing include Johnson & Johnson, Procter & Gamble Co., Eli Lilly & Co., and Palantir Technologies Inc.
The filing was submitted by Theodore Waechter, the founder of Old Peak Finance LLC, on November 2, 2026.
