Peloton Wealth Strategists
CIK 0001080132 · INDIANAPOLIS, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
GOOGL
ALPHABET INC CAP STK CL A
5.3%
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
3.8%
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
3.5%
AMZN
AMAZON COM INC COM
3.4%
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
3.2%
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
3.2%
MA
MASTERCARD INCORPORATED CL A
2.7%
CMI
CUMMINS INC COM
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.