Peloton Wealth Strategists

CIK 0001080132 · INDIANAPOLIS, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Peloton Wealth Strategists reported 91 positions worth $270.5K as of June 30, 2026 (13F filed August 10, 2026). Largest holding: GOOGL (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$270.5K
2026 Q2
Positions
91
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.1%
Est. Net Flow (Q)
2026 Q2
10 / 91 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INC CAP STK CL ASH$14.3K5.27%39,915
2IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETFSH$10.4K3.84%411,188
3IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETFSH$9.4K3.47%405,145
4AMZNAMAZON COM INC COMSH$9.2K3.41%38,745
5IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETFSH$8.7K3.23%360,320
6IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETFSH$8.6K3.18%394,050
7MAMASTERCARD INCORPORATED CL ASH$7.4K2.73%14,399
8CMICUMMINS INC COMSH$7.3K2.71%10,298
9IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETFSH$7.2K2.65%296,140
10IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETFSH$7.2K2.65%343,750

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Peloton Wealth Strategists hold as of Q2 2026?

Peloton Wealth Strategists reported 91 positions worth $270.5K in its Q2 2026 13F filing. Largest positions: GOOGL (5.3%), IBDT (3.8%), IBDU (3.5%), AMZN (3.4%) and IBDS (3.2%).

What did Peloton Wealth Strategists buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Peloton Wealth Strategists sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.