Old Peak Finance LLC has disclosed its latest investment holdings in a recent 13F filing, revealing a total value of approximately $214.4 million as of September 30, 2026. This filing is significant as it showcases the firm's investment strategy and portfolio diversification, which includes a mix of exchange-traded funds (ETFs) and large-cap stocks.

The Chapel Hill, North Carolina-based firm, incorporated in 2010, operates in the investment management sector, focusing on providing financial services. The company has been active in filing with the SEC, with its most recent submissions including a 13F-HR on November 2, 2026, and prior filings dating back to August 2026.

Background on Old Peak Finance

Old Peak Finance LLC is a registered investment advisor based in Chapel Hill, North Carolina. The firm is classified under the SEC's other entity type and does not have any publicly traded tickers or exchanges listed. Its filings indicate a commitment to transparency and regulatory compliance in its investment activities.

What the Filing Says

According to the recent filing, Old Peak Finance reported a total of 146 positions in its portfolio, with a total value of $214,449,887. The firm has shown a preference for investing in ETFs, with significant holdings in various funds that track large-cap stocks.

Impact

This filing may have implications for investors and industry analysts who monitor investment trends and strategies. The information may influence how other firms approach their investment strategies, particularly in the competitive landscape of asset management that includes major players like Vanguard and BlackRock.

What's Next

The filing does not specify what actions Old Peak Finance will take next, leaving the future direction of its investment strategy open to speculation.