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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, AMZN, IBDU, MA, and represent 18.97% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: NKE, DHI, KMB, GRMN, IBDV, NVO, ABNB, ISRG, IBDX, IBDW.
Started 6 new stock positions in STLD, DHI, KMB, NKE, GRMN, BRK.B.
Reduced shares in these 10 stocks: IBDQ (-$7.0M), YETI, UNH, UPS, TREX, AMAT, LULU, CMG, SNPS, ADBE.
Sold out of its positions in QQQ, IBDQ, IBMN, LULU, XLU, SNPS, TREX, UPS, YETI.
Peloton Wealth Strategists was a net seller of stock by $-6.4M.
Peloton Wealth Strategists has $258M in assets under management (AUM), dropping by 1.48%.
Central Index Key (CIK): 0001080132

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Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.9	$13M	-4%	41k	313.00	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	3.9	$9.9M	+7%	391k	25.46	View chart
Amazon Stock (AMZN)	3.5	$9.0M	-2%	39k	230.82	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	3.4	$8.8M	+9%	376k	23.41	View chart
Mastercard Incorporated Cl A Stock (MA)	3.3	$8.5M		15k	570.91	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	3.3	$8.5M	+3%	350k	24.28	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	3.1	$7.9M	+21%	360k	22.07	View chart
Jpmorgan Chase & Co Stock (JPM)	2.9	$7.5M	-6%	23k	322.24	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.8	$7.3M		302k	24.23	View chart
Microsoft Corp Stock (MSFT)	2.8	$7.2M	-7%	15k	483.62	View chart
Thermo Fisher Scientific Stock (TMO)	2.7	$7.0M		12k	579.46	View chart
Rtx Corporation Stock (RTX)	2.3	$6.0M	-8%	33k	183.40	View chart
Salesforce Stock (CRM)	2.3	$6.0M	-5%	23k	264.91	View chart
Cummins Stock (CMI)	2.3	$5.8M	-5%	11k	510.47	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	2.0	$5.2M	+22%	246k	21.15	View chart
Goldman Sachs Group Stock (GS)	1.9	$4.9M	-15%	5.6k	878.96	View chart
Ishares S&p 100 Etf Etf (OEF)	1.7	$4.4M	+2%	13k	342.97	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.7	$4.3M	+2%	3.4k	1251.96	View chart
Applied Matls Stock (AMAT)	1.7	$4.3M	-26%	17k	256.99	View chart
Emerson Elec Stock (EMR)	1.6	$4.2M	-6%	32k	132.71	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	1.6	$4.2M	+7%	83k	50.79	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.6	$4.1M	+14%	9.0k	453.32	View chart
Amgen Stock (AMGN)	1.5	$3.8M		12k	327.30	View chart
Uber Technologies Stock (UBER)	1.4	$3.7M	+3%	45k	81.72	View chart
Intuit Stock (INTU)	1.4	$3.6M	+27%	5.5k	662.48	View chart
Citigroup Stock (C)	1.4	$3.6M		31k	116.69	View chart
Nike Inc Cl B Stock (NKE)	1.4	$3.5M	NEW	55k	63.71	View chart
Cisco Sys Stock (CSCO)	1.3	$3.4M	-2%	44k	77.02	View chart
Novo-nordisk A S Adr (NVO)	1.2	$3.1M	+65%	61k	50.88	View chart
Abbvie Stock (ABBV)	1.2	$3.0M	-3%	13k	228.53	View chart
Capital One Finl Corp Stock (COF)	1.2	$3.0M		12k	242.37	View chart
Monster Beverage Corp Stock (MNST)	1.1	$2.9M	-6%	38k	76.66	View chart
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC)	1.1	$2.9M	+29%	43k	66.68	View chart
Airbnb Inc Com Cl A Stock (ABNB)	1.1	$2.9M	+64%	21k	135.73	View chart
Costco Wholesale Corporation Stock (COST)	1.1	$2.9M	-10%	3.3k	862.19	View chart
Pepsico Stock (PEP)	1.0	$2.7M	-10%	19k	143.51	View chart
D R Horton Stock (DHI)	0.9	$2.4M	NEW	17k	144.03	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.9	$2.4M	+68%	95k	25.53	View chart
Kimberly-clark Corp Stock (KMB)	0.9	$2.4M	NEW	24k	100.91	View chart
Truist Finl Corp Stock (TFC)	0.9	$2.4M	-12%	48k	49.20	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.9	$2.3M	+7%	29k	77.54	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.9	$2.3M	+59%	14k	161.98	View chart
Target Corp Stock (TGT)	0.9	$2.2M	-14%	23k	97.77	View chart
S&p Global Stock (SPGI)	0.9	$2.2M	+3%	4.2k	522.53	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.8	$2.0M	+41%	7.4k	268.32	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.8	$2.0M		11k	181.22	View chart
Kinsale Cap Group Stock (KNSL)	0.8	$1.9M	+95%	5.0k	391.18	View chart
Best Buy Stock (BBY)	0.8	$1.9M	-13%	29k	66.92	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.7	$1.9M	+2%	14k	141.02	View chart
Neurocrine Biosciences Stock (NBIX)	0.7	$1.9M		14k	141.81	View chart
Idexx Labs Stock (IDXX)	0.7	$1.9M		2.8k	676.67	View chart
Garmin Stock (GRMN)	0.7	$1.9M	NEW	9.3k	202.90	View chart
Honeywell Intl Stock (HON)	0.7	$1.9M	-2%	9.5k	195.06	View chart
Johnson & Johnson Stock (JNJ)	0.7	$1.8M	-20%	8.6k	206.99	View chart
Intuitive Surgical Stock (ISRG)	0.7	$1.7M	+149%	3.0k	566.35	View chart
Slb Limited Com Stk Stock (SLB)	0.7	$1.7M	+15%	44k	38.38	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.6	$1.7M	-5%	7.4k	223.27	View chart
Mcdonalds Corp Stock (MCD)	0.6	$1.6M		5.3k	305.72	View chart
Starbucks Corp Stock (SBUX)	0.6	$1.5M	-5%	18k	84.22	View chart
Home Depot Stock (HD)	0.6	$1.5M	-9%	4.2k	344.19	View chart
Unitedhealth Group Stock (UNH)	0.5	$1.4M	-61%	4.1k	330.18	View chart
Medtronic Stock (MDT)	0.5	$1.3M	+7%	13k	96.05	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.3M	+4%	1.2k	1073.98	View chart
Danaher Corporation Stock (DHR)	0.4	$1.2M	-7%	5.1k	228.99	View chart
Zoetis Inc Cl A Stock (ZTS)	0.4	$1.2M	-26%	9.2k	125.85	View chart
Us Bancorp Stock (USB)	0.4	$1.1M	-28%	21k	53.38	View chart
Nvidia Corporation Stock (NVDA)	0.3	$851k	-20%	4.6k	186.50	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.3	$844k	+34%	11k	76.26	View chart
Manhattan Associates Stock (MANH)	0.3	$839k		4.8k	173.35	View chart
Apple Stock (AAPL)	0.3	$772k	+8%	2.8k	272.02	View chart
Adobe Stock (ADBE)	0.3	$772k	-61%	2.2k	350.11	View chart
Chipotle Mexican Grill Stock (CMG)	0.2	$629k	-70%	17k	37.00	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$628k	+5%	12k	52.90	View chart
Hewlett Packard Enterprise Stock (HPE)	0.2	$577k	+185%	24k	24.03	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$509k	+42%	4.2k	120.08	View chart
Hallador Energy Company Stock (HNRG)	0.2	$457k	+26%	24k	19.04	View chart
Aflac Stock (AFL)	0.2	$441k		4.0k	110.25	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	$320k	-33%	469.00	682.30	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$314k		1.0k	314.00	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$302k	+29%	1.1k	287.62	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$282k		11k	25.64	View chart
Chevron Corporation Stock (CVX)	0.1	$262k	+21%	1.7k	152.15	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$254k		10k	25.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$241k	+25%	365.00	660.27	View chart
Tesla Stock (TSLA)	0.1	$229k	-11%	510.00	449.02	View chart
Steel Dynamics Stock (STLD)	0.1	$208k	NEW	1.2k	169.80	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$204k	NEW	406.00	502.46	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$204k	-4%	6.0k	34.09	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$188k		25k	7.52	View chart

Past Filings by Peloton Wealth Strategists

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

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
Peloton Wealth Strategists 2022 Q2 filed Aug. 12, 2022

View all past filings

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