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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002080991

Old Peak Finance LLC

CHAPEL HILL, NC · File #028-26184

Latest AUM
$162.0M
Positions
121
Top-10 Concentration
79.5%
Filings
1

Sector Allocation

Technology
9.7%$15.7M
Financials
1.1%$1.8M
Healthcare
0.8%$1.3M
Energy
0.4%$674,506
Materials
0.3%$505,538
Industrials
0.1%$238,260

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937827481,638$38.0M25.46%
2DIMENSIONAL ETF TRUST25434V708779,444$30.9M20.70%
3DIMENSIONAL ETF TRUST25434V880694,630$22.7M15.25%
4NVIDIA CORPORATIONNVDA45,006$8.4M5.63%
5VANGUARD INDEX FDS92290876912,002$4.0M2.70%
6VANGUARD TAX-MANAGED FDS92194385861,494$3.8M2.58%
7VANGUARD STAR FDS92190976844,538$3.4M2.25%
8SPDR S&P 500 ETF TRSPY4,338$3.0M1.98%
9DIMENSIONAL ETF TRUST25434V40131,108$2.3M1.55%
10VANGUARD INDEX FDS9229083633,225$2.0M1.36%
11VANGUARD BD INDEX FDS92193783521,511$1.6M1.07%
12FIRST CTZNS BANCSHARES INC D31946M103718$1.5M1.03%
13APPLE INCAAPL5,570$1.5M1.02%
14VANGUARD INTL EQUITY INDEX F92204285828,055$1.5M1.01%
15MICROSOFT CORPMSFT3,015$1.5M0.98%
16JPMORGAN CHASE & CO.VYLD4,343$1.4M0.94%
17PALANTIR TECHNOLOGIES INCPLTR7,061$1.3M0.84%
18VANGUARD WORLD FD92191072517,354$1.2M0.83%
19INTEL CORPINTC26,249$968,5880.65%
20DIMENSIONAL ETF TRUST25434V71621,470$932,4220.63%