Tri Peak Holdings
A small family office.
Like, really small.Managed and owned entirely by Nick Gray.I buy and hold. Mostly public stocks, mostly tech, and mostly forever.
Investing
September 2024 portfolio allocation80% stocks
10% real estate
6% cash
4% otherincluding as a pctg of total
* $NET 19%
* $AMZN 8%
* $TSLA 7%
* $GOOG 6%
* $VEA 5%Stocks are mostly tech with the largest positions listed above. And then index-adjacent such as $VTI, $IVV, $QQQ, $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.Real estate includes significant pieces of:
* 15-room hotel in Colorado
* 40-room motel in Colorado
* 14 acres commercial land Montana
* 33k sq ft industrial in Montana
* 80k sq ft industrial in New Jersey
* single-family homes with SFR3Real estate assets are conservatively valued at my basis. Many numbers rounded down.I do not do angel investing, VC, or crypto.
Philanthropy
Nick's 2024 Charitable Donations Tracker
Google Sheets file, updated monthlyInspired by Jack Dorsey's $1B donation.In 2021 I made a $1M donation to kick myself in the pants and move faster. Then my DAF was down 25% and I put giving on hold. Slowly restarting now that I'm back.For considerations or suggestions, email.- Family office home page
- List of investments / asset allocation
I have a small team of publishing and executive assistants.They help me with projects and admin and websites.
Contact
Tri Peak Holdings LLCNick Gray's cell phone:
+1-917-635-9967