Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, AMZN, IBDS, and represent 19.22% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: TSM, APH, CACI, IBDX, HON, HONA, COF, IBDW, ANET, AVGO.
Started 9 new stock positions in HON, HONA, BRK.B, CACI, TSLA, UPS, TSM, IBDY, AVGO.
Reduced shares in these 10 stocks: AMAT, CSCO, Honeywell International, INTU, KNSL, CRM, SPGI, RTX, ACN, NKE.
Sold out of its positions in COP, Honeywell International, INTU, KNSL.
Peloton Wealth Strategists was a net buyer of stock by $1.9M.
Peloton Wealth Strategists has $271M in assets under management (AUM), dropping by 9.43%.
Central Index Key (CIK): 0001080132

Tip: Access up to 7 years of quarterly data

Positions held by Peloton Wealth Strategists consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 91 positions in its portfolio as reported in the June 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)	5.3	$14M		40k	357.38	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	3.8	$10M	+3%	411k	25.25	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	3.5	$9.4M	+2%	405k	23.16	View chart
Amazon Stock (AMZN)	3.4	$9.2M		39k	238.33	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	3.2	$8.7M	+2%	360k	24.22	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	3.2	$8.6M	+5%	394k	21.80	View chart
Mastercard Incorporated Cl A Stock (MA)	2.7	$7.4M		14k	513.58	View chart
Cummins Stock (CMI)	2.7	$7.3M	-3%	10k	713.25	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.7	$7.2M		296k	24.23	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	2.6	$7.2M	+11%	344k	20.84	View chart
Jpmorgan Chase & Co Stock (JPM)	2.6	$7.0M		21k	327.32	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	2.5	$6.8M	-4%	20k	334.83	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	2.1	$5.6M		90k	62.89	View chart
Rtx Corporation Stock (RTX)	2.0	$5.5M	-8%	29k	189.73	View chart
Microsoft Corp Stock (MSFT)	2.0	$5.4M		14k	373.03	View chart
Goldman Sachs Group Stock (GS)	1.8	$4.9M		4.9k	1011.31	View chart
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC)	1.8	$4.9M	-5%	42k	115.66	View chart
Ishares S&p 100 Etf Etf (OEF)	1.7	$4.7M	+4%	13k	365.85	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	1.7	$4.6M	+38%	184k	25.19	View chart
Capital One Finl Corp Stock (COF)	1.7	$4.6M	+23%	23k	200.61	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.7	$4.6M		9.3k	496.77	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.7	$4.6M		3.7k	1254.52	View chart
Thermo Fisher Scientific Stock (TMO)	1.7	$4.6M		9.1k	501.32	View chart
Emerson Elec Stock (EMR)	1.6	$4.4M		31k	143.15	View chart
D R Horton Stock (DHI)	1.6	$4.2M	+6%	26k	162.89	View chart
Citigroup Stock (C)	1.5	$4.2M		30k	139.98	View chart
Amgen Stock (AMGN)	1.5	$4.1M		11k	362.08	View chart
Kimberly-clark Corp Stock (KMB)	1.5	$4.1M		37k	109.78	View chart
Uber Technologies Stock (UBER)	1.4	$3.8M	+8%	53k	72.15	View chart
Novo-nordisk A S Adr (NVO)	1.4	$3.8M	+5%	79k	47.95	View chart
Monster Beverage Corp Stock (MNST)	1.2	$3.4M	-2%	35k	96.13	View chart
Abbvie Stock (ABBV)	1.2	$3.2M		13k	251.66	View chart
Airbnb Inc Com Cl A Stock (ABNB)	1.2	$3.2M		22k	143.11	View chart
Amphenol Corp Cl A Stock (APH)	1.2	$3.1M	+146%	18k	176.31	View chart
Target Corp Stock (TGT)	1.1	$3.1M	-2%	24k	130.60	View chart
Costco Wholesale Corporation Stock (COST)	1.1	$3.1M		3.3k	935.38	View chart
Arista Networks Stock (ANET)	1.0	$2.8M	+35%	17k	169.86	View chart
Intuitive Surgical Stock (ISRG)	1.0	$2.7M	+22%	6.7k	397.67	View chart
Garmin Stock (GRMN)	1.0	$2.6M		11k	237.52	View chart
Netflix Stock (NFLX)	0.9	$2.5M	+18%	35k	71.41	View chart
Cisco Sys Stock (CSCO)	0.9	$2.5M	-52%	21k	117.46	View chart
Neurocrine Biosciences Stock (NBIX)	0.9	$2.4M	+8%	15k	168.52	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.9	$2.4M	+4%	15k	164.60	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.9	$2.4M	NEW	4.9k	477.53	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.9	$2.3M	+6%	16k	146.40	View chart
Steris Plc Shs Usd Stock (STE)	0.9	$2.3M	+7%	11k	210.57	View chart
Pepsico Stock (PEP)	0.8	$2.2M		16k	135.38	View chart
Slb Limited Com Stk Stock (SLB)	0.8	$2.2M	+3%	48k	46.49	View chart
Nike Inc Cl B Stock (NKE)	0.8	$2.1M	-17%	50k	41.05	View chart
Zoetis Inc Cl A Stock (ZTS)	0.7	$2.0M	+18%	27k	71.85	View chart
Progressive Corp Stock (PGR)	0.7	$1.8M	+17%	8.4k	218.40	View chart
Salesforce Stock (CRM)	0.7	$1.8M	-32%	12k	156.67	View chart
Applied Matls Stock (AMAT)	0.6	$1.7M	-69%	2.3k	723.04	View chart
Hewlett Packard Enterprise Stock (HPE)	0.5	$1.5M	+16%	32k	45.11	View chart
Mcdonalds Corp Stock (MCD)	0.5	$1.4M		5.3k	270.29	View chart
Medtronic Stock (MDT)	0.5	$1.4M	+4%	18k	78.25	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.4M	-2%	1.2k	1199.83	View chart
Caci Intl Inc Cl A Stock (CACI)	0.5	$1.4M	NEW	3.0k	463.28	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.5	$1.3M	+6%	26k	51.05	View chart
Home Depot Stock (HD)	0.5	$1.3M	-5%	3.8k	352.71	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.4	$1.2M	+3%	51k	23.67	View chart
S&p Global Stock (SPGI)	0.4	$1.1M	-32%	2.7k	407.09	View chart
Honeywell Intl Stock (HON)	0.4	$1.0M	NEW	4.6k	223.83	View chart
Honeywell Aerospace Stock (HONA)	0.4	$1.0M	NEW	4.6k	220.98	View chart
Idexx Labs Stock (IDXX)	0.4	$952k	+6%	1.8k	526.55	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$921k	-34%	7.4k	124.46	View chart
Nvidia Corporation Stock (NVDA)	0.3	$883k		4.4k	200.09	View chart
Apple Stock (AAPL)	0.3	$792k		2.7k	289.26	View chart
Broadcom Stock (AVGO)	0.3	$728k	NEW	1.9k	377.79	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$705k		14k	52.40	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$698k	+2%	4.7k	148.23	View chart
Smurfit Westrock Stock (SW)	0.2	$541k		12k	46.24	View chart
Toast Inc Cl A Stock (TOST)	0.2	$523k	+18%	19k	27.82	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$513k	+3%	6.2k	82.26	View chart
Aflac Stock (AFL)	0.2	$469k		4.0k	117.25	View chart
Texas Pacific Land Corporation Stock (TPL)	0.2	$460k		1.1k	438.10	View chart
Hallador Energy Company Stock (HNRG)	0.2	$435k		25k	17.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$420k	+2%	745.00	563.76	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$386k	NEW	15k	25.73	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$353k		1.0k	353.00	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$351k		470.00	746.81	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$333k		13k	25.62	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$333k		25k	13.32	View chart
Steel Dynamics Stock (STLD)	0.1	$281k		1.2k	229.39	View chart
Chevron Corporation Stock (CVX)	0.1	$277k		1.7k	165.97	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$267k		5.3k	50.07	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$254k		10k	25.40	View chart
Tesla Stock (TSLA)	0.1	$220k	NEW	524.00	419.85	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$213k	NEW	426.00	500.00	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$205k	-27%	8.0k	25.62	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$202k	NEW	1.9k	107.45	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 Q2 filed Aug. 10, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z