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Peloton Wealth Strategists

Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, IBDT, IBDU, IBDS, IBDV, and represent 19.15% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: NFLX, STE, IWP, VRT, ZTS, ANET, PGR, IBDW, KMB, COF.
Started 10 new stock positions in TOST, SW, APH, COP, STE, SCHH, NFLX, PGR, ANET, IWP.
Reduced shares in these 10 stocks: AMAT, TFC, IWN, BBY, SCZ, JNJ, VEEV, SBUX, TMO, .
Sold out of its positions in ADBE, BRK.B, BBY, CMG, DHR, IWN, JNJ, MANH, SBUX, TSLA. TFC, USB, UNH, VEEV.
Peloton Wealth Strategists was a net seller of stock by $-1.0M.
Peloton Wealth Strategists has $247M in assets under management (AUM), dropping by -4.19%.
Central Index Key (CIK): 0001080132

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Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.6	$11M	-2%	40k	287.56	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	4.1	$10M	+2%	399k	25.33	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	3.7	$9.2M	+4%	394k	23.26	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	3.4	$8.5M		352k	24.24	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	3.3	$8.2M	+4%	375k	21.89	View chart
Amazon Stock (AMZN)	3.3	$8.1M		39k	208.26	View chart
Mastercard Incorporated Cl A Stock (MA)	2.9	$7.3M	-2%	15k	499.66	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.9	$7.3M		299k	24.24	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	2.6	$6.4M	+24%	307k	20.93	View chart
Jpmorgan Chase & Co Stock (JPM)	2.6	$6.3M	-6%	22k	294.14	View chart
Rtx Corporation Stock (RTX)	2.5	$6.2M	-2%	32k	192.89	View chart
Cummins Stock (CMI)	2.3	$5.7M	-6%	11k	537.98	View chart
Microsoft Corp Stock (MSFT)	2.2	$5.4M		15k	370.20	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	2.1	$5.3M	+51%	21k	250.59	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	2.1	$5.2M	+7%	89k	58.78	View chart
Thermo Fisher Scientific Stock (TMO)	1.8	$4.5M	-24%	9.2k	491.54	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.8	$4.3M	+5%	3.6k	1191.50	View chart
Goldman Sachs Group Stock (GS)	1.7	$4.1M	-12%	4.9k	846.01	View chart
Emerson Elec Stock (EMR)	1.7	$4.1M	-2%	31k	131.01	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.7	$4.1M		9.1k	446.50	View chart
Amgen Stock (AMGN)	1.6	$4.0M		11k	351.85	View chart
Ishares S&p 100 Etf Etf (OEF)	1.6	$3.9M	-3%	12k	318.03	View chart
Uber Technologies Stock (UBER)	1.4	$3.5M	+8%	49k	71.92	View chart
Kimberly-clark Corp Stock (KMB)	1.4	$3.5M	+53%	36k	96.46	View chart
Cisco Sys Stock (CSCO)	1.4	$3.4M		44k	77.59	View chart
Capital One Finl Corp Stock (COF)	1.4	$3.4M	+53%	19k	182.40	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	1.4	$3.4M	+41%	134k	25.27	View chart
Citigroup Stock (C)	1.4	$3.4M	-3%	30k	113.41	View chart
D R Horton Stock (DHI)	1.4	$3.3M	+43%	24k	137.21	View chart
Costco Wholesale Corporation Stock (COST)	1.3	$3.3M		3.3k	996.32	View chart
Nike Inc Cl B Stock (NKE)	1.3	$3.2M	+11%	61k	52.83	View chart
Salesforce Stock (CRM)	1.3	$3.2M	-24%	17k	186.65	View chart
Target Corp Stock (TGT)	1.2	$3.0M	+7%	24k	121.20	View chart
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC)	1.2	$2.9M		44k	64.52	View chart
Netflix Stock (NFLX)	1.1	$2.8M	NEW	30k	96.14	View chart
Abbvie Stock (ABBV)	1.1	$2.8M		13k	217.49	View chart
Airbnb Inc Com Cl A Stock (ABNB)	1.1	$2.8M	+4%	22k	126.28	View chart
Novo-nordisk A S Adr (NVO)	1.1	$2.8M	+22%	75k	36.75	View chart
Zoetis Inc Cl A Stock (ZTS)	1.1	$2.7M	+150%	23k	118.20	View chart
Monster Beverage Corp Stock (MNST)	1.1	$2.6M	-5%	36k	72.46	View chart
Applied Matls Stock (AMAT)	1.0	$2.6M	-55%	7.5k	341.84	View chart
Pepsico Stock (PEP)	1.0	$2.5M	-12%	16k	155.30	View chart
Garmin Stock (GRMN)	1.0	$2.5M	+17%	11k	231.97	View chart
Intuitive Surgical Stock (ISRG)	1.0	$2.5M	+83%	5.5k	460.92	View chart
Slb Limited Com Stk Stock (SLB)	1.0	$2.4M	+4%	46k	51.39	View chart
Steris Plc Shs Usd Stock (STE)	0.9	$2.3M	NEW	10k	221.10	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.9	$2.2M	+52%	11k	198.28	View chart
Honeywell Intl Stock	0.9	$2.1M		9.5k	225.99	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.8	$2.0M		14k	145.72	View chart
Intuit Stock (INTU)	0.8	$2.0M	-17%	4.5k	432.47	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.8	$1.9M	NEW	15k	128.11	View chart
Neurocrine Biosciences Stock (NBIX)	0.7	$1.8M		13k	131.76	View chart
S&p Global Stock (SPGI)	0.7	$1.7M	-5%	4.0k	425.44	View chart
Mcdonalds Corp Stock (MCD)	0.7	$1.7M		5.3k	310.78	View chart
Medtronic Stock (MDT)	0.6	$1.5M	+27%	17k	86.67	View chart
Arista Networks Stock (ANET)	0.6	$1.5M	NEW	12k	122.76	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.6	$1.5M	+122%	25k	59.01	View chart
Progressive Corp Stock (PGR)	0.6	$1.4M	NEW	7.2k	198.19	View chart
Home Depot Stock (HD)	0.5	$1.3M	-6%	4.0k	328.88	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.1M		1.2k	919.90	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.4	$1.1M	NEW	49k	21.50	View chart
Kinsale Cap Group Stock (KNSL)	0.4	$974k	-42%	2.9k	341.75	View chart
Idexx Labs Stock (IDXX)	0.4	$957k	-39%	1.7k	561.95	View chart
Amphenol Corp Cl A Stock (APH)	0.4	$910k	NEW	7.2k	126.39	View chart
Nvidia Corporation Stock (NVDA)	0.3	$780k		4.5k	174.38	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$701k	+12%	13k	52.60	View chart
Apple Stock (AAPL)	0.3	$695k	-3%	2.7k	253.83	View chart
Hewlett Packard Enterprise Stock (HPE)	0.3	$662k	+15%	28k	23.80	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$570k	+8%	4.6k	124.35	View chart
Texas Pacific Land Corporation Stock (TPL)	0.2	$498k		1.1k	474.29	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$474k	-79%	6.1k	78.33	View chart
Smurfit Westrock Stock (SW)	0.2	$466k	NEW	12k	39.83	View chart
Aflac Stock (AFL)	0.2	$439k		4.0k	109.75	View chart
Toast Inc Cl A Stock (TOST)	0.2	$419k	NEW	16k	26.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$418k	+100%	730.00	572.60	View chart
Hallador Energy Company Stock (HNRG)	0.2	$407k	+4%	25k	16.28	View chart
Chevron Corporation Stock (CVX)	0.1	$344k	-3%	1.7k	206.73	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$332k		13k	25.54	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$306k		470.00	651.06	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$287k		1.0k	287.00	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$282k		11k	25.64	View chart
Conocophillips Stock (COP)	0.1	$271k	NEW	2.1k	132.07	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$254k		10k	25.40	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$233k		25k	9.32	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$229k	-10%	5.3k	42.94	View chart
Steel Dynamics Stock (STLD)	0.1	$221k		1.2k	180.41	View chart

Past Filings by Peloton Wealth Strategists

SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010

Peloton Wealth Strategists 2026 Q1 filed May 14, 2026
Peloton Wealth Strategists 2025 Q4 filed Feb. 17, 2026
Peloton Wealth Strategists 2025 Q3 filed Nov. 17, 2025
Peloton Wealth Strategists 2025 Q2 filed Aug. 13, 2025
Peloton Wealth Strategists 2025 Q1 filed May 16, 2025
Peloton Wealth Strategists 2024 Q4 filed Feb. 5, 2025
Peloton Wealth Strategists 2024 Q3 filed Nov. 15, 2024
Peloton Wealth Strategists 2024 Q2 filed Aug. 15, 2024
Peloton Wealth Strategists 2024 Q1 filed May 14, 2024
Peloton Wealth Strategists 2023 Q4 restated filed Feb. 16, 2024
Peloton Wealth Strategists 2023 Q4 filed Feb. 15, 2024
Peloton Wealth Strategists 2023 Q3 filed Nov. 13, 2023
Peloton Wealth Strategists 2023 Q2 filed Aug. 10, 2023
Peloton Wealth Strategists 2023 Q1 filed May 11, 2023
Peloton Wealth Strategists 2022 Q4 filed Feb. 13, 2023
Peloton Wealth Strategists 2022 Q3 filed Nov. 14, 2022

View all past filings

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